Notion to Vault Mapping Guide

Purpose: Map your Notion GTM resources to agent knowledge files Status: Planning - Ready for content capture


🎯 Priority Mapping (What to Load First)

Tier 1: Critical for First 2 Agents (Week 1)

1. BDR Tactics & Process β†’ gtm/agents/memory/bdr-tactics.md

Notion Sources:

What to Extract:

  • How you find prospects
  • Research process (what you check before outreach)
  • Outreach sequence and cadence
  • Tools you use
  • How you decide to reach out

2. Message Templates β†’ gtm/agents/memory/message-templates.md

Notion Sources:

What to Extract:

  • Cold email templates (subject + body)
  • LinkedIn message templates
  • Follow-up email templates
  • Response templates
  • Personalization patterns

3. Positioning β†’ gtm/agents/memory/positioning.md

Notion Sources:

What to Extract:

  • How you describe Brainforge
  • Value props you lead with
  • What resonates with prospects
  • Messaging by audience/industry

4. Qualification Criteria β†’ gtm/agents/memory/qualification-criteria.md

Notion Sources:

What to Extract:

  • What makes a good lead
  • Qualification questions (BANT or your framework)
  • Red flags
  • Decision criteria
  • ICP characteristics

Tier 2: Important for Agent Quality (Week 2)

5. Ideal Customer Profile β†’ gtm/agents/memory/ideal-customer.md

Notion Sources:

What to Extract:

  • Company characteristics
  • Decision maker roles
  • Pain points
  • Industry focus

6. Objection Handling β†’ gtm/agents/memory/objection-handling.md

Notion Sources:

What to Extract:

  • Common objections
  • Your responses
  • What works vs. what doesn’t

Tier 3: Supporting Context (Can add later)

7. Content Calendar β†’ gtm/content/content-calendar.md

Notion Sources:

What to Extract:

  • Upcoming content topics and themes
  • Posting schedule (dates, posters)
  • Content status (planned/draft/published)
  • Post performance (if tracked)

Where It Goes:

  • gtm/content/content-calendar.md - Weekly snapshot (updated manually)
  • gtm/content/weekly-posting-cadence.md - Posting schedule and themes
  • gtm/content/content-calendar-mapping.md - Connection guide

Sync Process: Manual weekly sync (Monday mornings) or Notion API (future)

See: ../content/content-calendar-mapping.md for full setup guide


8. Services & Offerings β†’ gtm/agents/memory/services.md

Status: βœ… Created - Centralized services library

Notion Sources:

What’s Included:

  • Complete catalog of all Brainforge services
  • Service categories (Service, AI)
  • Service names and hierarchy
  • Ready for content creation and agent reference

Future Additions:

  • Service descriptions
  • Pricing information
  • Timeline/duration
  • Deliverables
  • Target customer profiles

9. Successful Examples β†’ gtm/agents/examples/successful-outreach/

Notion Sources:

  • Any emails/messages that got responses (if stored in Notion)
  • Examples from campaigns that worked

πŸ“‹ Full Notion Structure Map

Brand Story β†’ Positioning & Messaging

  • Brainforge Story Brand Brandscript β†’ memory/positioning.md
  • AI Deployment Framework β†’ memory/services.md (delivery approach)
  • Shareholder Letter β†’ Context (not agent-critical)

Objective β†’ Context (OKRs, metrics)

  • GTM Review β†’ gtm/metrics/ (create if needed)
  • GTM Leadership Notes β†’ Context
  • Q1’26 GTM OKRs β†’ Context

Ideal Client Profile β†’ Qualification

  • ICP Operating System β†’ memory/qualification-criteria.md + memory/ideal-customer.md

Where We Source Leads β†’ BDR Tactics

  • Outbound:
    • LinkedIn Strategy β†’ memory/bdr-tactics.md
    • Upwork Strategy β†’ memory/bdr-tactics.md
    • Catalant Strategy β†’ memory/bdr-tactics.md
    • Strategic Accounts β†’ memory/bdr-tactics.md
    • Building Lead Lists β†’ memory/bdr-tactics.md
  • Inbound:
    • Events Strategy β†’ Context (not agent-critical yet)
    • Website Lead Gen β†’ Context
    • Pre-Lead Qualification β†’ memory/qualification-criteria.md
  • Referral:
    • Partnerships β†’ Context
    • Community Strategy β†’ Context

How We Generate Leads β†’ Templates & Messaging

  • Operations:
    • Sales Strategy Goals β†’ Context
    • GTM Operations β†’ memory/bdr-tactics.md
    • Clay Table Integrations β†’ Context (tools)
    • Sales Coordination Processes β†’ Context
    • Sales Follow-Up Process β†’ memory/bdr-tactics.md
  • Messaging:
    • Exploration doc β†’ memory/positioning.md
  • TOFU Playbooks:
    • Job Posting to Lead β†’ memory/message-templates.md
    • Mutual Intro Playbook β†’ memory/message-templates.md
    • Asking for Advice Playbook β†’ memory/message-templates.md
    • Vertical Entry Playbook β†’ memory/message-templates.md
  • MOFU:
    • Email Templates by Stage β†’ memory/message-templates.md
    • Lead Qualification - Discovery β†’ memory/qualification-criteria.md
  • BOFU:
    • Deal Negotiation β†’ memory/objection-handling.md (future)

What We Sell β†’ Services & Positioning

  • Services β†’ memory/services.md (future)
  • What is Pungo Analytics β†’ memory/positioning.md + memory/services.md

How We’re Different β†’ Positioning

  • Target Industries β†’ memory/ideal-customer.md
  • Pungo Client Kit β†’ Context

πŸš€ Capture Plan

Phase 1: Critical Knowledge (This Week)

Day 1:

  1. ICP Operating System β†’ qualification-criteria.md
  2. LinkedIn Strategy β†’ bdr-tactics.md
  3. Email Templates by Stage β†’ message-templates.md

Day 2: 4. Brandscript β†’ positioning.md 5. Upwork/Catalant Strategies β†’ bdr-tactics.md 6. Job Posting to Lead Playbook β†’ message-templates.md

Day 3: 7. Building Lead Lists β†’ bdr-tactics.md 8. Sales Follow-Up Process β†’ bdr-tactics.md 9. Lead Qualification - Discovery β†’ qualification-criteria.md

Day 4: 10. Exploration messaging doc β†’ positioning.md 11. Mutual Intro Playbook β†’ message-templates.md 12. Vertical Entry Playbook β†’ message-templates.md

Phase 2: Refinement (Week 2)

  • Add objection handling
  • Add successful examples
  • Refine based on what we learn building agents

πŸ“ How to Share

For each Notion page:

  1. Copy the content from Notion (or export if available)
  2. Tell me which page you’re sharing
  3. Paste the content or describe what’s in it
  4. I’ll structure it in the appropriate vault file
  5. We’ll commit as we go on the branch

Recommended order:

  1. Start with ICP (qualification-criteria.md)
  2. Then LinkedIn Strategy (bdr-tactics.md)
  3. Then Email Templates (message-templates.md)
  4. Then Brandscript (positioning.md)

Ready when you are! Which Notion page should we start with?