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reference spms replacement map

memory · reference_spms_replacement_map.md

How this map is built

Every line cites the source. Status options:

Source documents

Map

Owner-facing acquisition (Phase 1 scope)

SPMS servicePricing sourceStatusRationale
Postcard design (template customization)Homeowner Annual Package $17,930/yr OR a la carte $95/hr graphic designREPLACEABLEPostcard_Template_GrandCounty_Boutique.pdf already in Brand & Marketing/. Marq seat included franchise fee for any tweaks.
Postcard mail managementIncluded in HO packagesREPLACEABLEpostcard-ledger cron (Mondays 10am) auto-syncs SoT↔HS, generates Next_Postcard_Round_<DATE>.xlsx, drafts handoff to Jasmine + Rachel. Dimaco is the print vendor (Order N9404 came direct, per historical_insights.jsonl 2026-04-18).
Cold email campaign mgmtA la carte: Cold Email Marketing Campaign (3 emails) $500REPLACEABLE3 SmartLead campaigns ACTIVE since 2026-04-22 (201 enrolled). smartlead-bounce-handler cron processes hard/soft bounces daily. Owned end-to-end.
Cold email copy authoring$95/hr copywriting OR $500/3-email campaignREPLACEABLEGC_Outreach_Messaging_Reference_v2.1.docx is Rachel-approved master playbook. Voice rules + banned-claim list documented.
Custom location blogA la carte: $800 eachPARTIAL → REPLACEABLE on Jasmine unblock3 long-form Joseph-voice drafts done (STR Regs / Hot Tub ROI / Major Developments) and waiting on Jasmine upload since 2026-03-26. Authoring: solved. Publishing: blocked.
Homeowner case study writing + designA la carte: $350 each (Annual Package includes 2/yr)REPLACEABLEJoseph has Track actuals for credible numbers (per CLAUDE.md "Deliverable Data Integrity"). Case-study profiles already scoped in 03_MARKETING_DEMAND_GEN.md. None written yet — opportunity.
Homeowner newsletterA la carte: $200 eachPARTIALAuthoring solved; needs ESP for delivery. HubSpot Marketing Hub was "in process" per SPMS deck — no GC ESP today.
Homeowner opt-in emailA la carte: $200 eachPARTIALSame as above — authoring solved, delivery pending ESP.
Tracked phone numbers (3/year)Included franchise fees + a la carte $100 eachKEEP970-817-8700 already provisioned as GC tracking number. CTM data flows through Jasmine. Push for Joseph user access (open from 03_MARKETING_DEMAND_GEN.md).
Marq design template seats (3 included)Included + a la carte $20/mo additionalKEEPSystem-wide brand consistency tool. Already provisioned to Joseph 2026-02-12 (per historical_insights.jsonl).
Annual marketing-plan strategyBundled in account-mgmt strategy hoursREPLACEABLEJasmine's 28-slide template now in-hand at Marketing Plan Template 2025.pptx. Joseph has the data sources (Track / KeyData / SoT / HubSpot) to populate cold.
Account mgmt / strategy consult hoursBundled in packages (½–1 hr/mo)REPLACEABLEThe qb-quarterback agent + morning brief already produce strategy synthesis.
Custom paid-search campaign mgmtA la carte $220/mo + ad spendNOT IN SCOPENo GC Google Ads account (confirmed 2026-04-29). Out of Phase 1.
Custom paid-social campaign mgmtA la carte $200/mo + ad spendNOT IN SCOPEOut of Phase 1 ($0 budget rule).

Brand / website / SEO

SPMS servicePricing sourceStatusRationale
Brand-wide website maintenance + SEOIncluded franchise feesKEEPNational scope. Layer in-house local SEO on top — see reference_seo_independent_playbook.md.
Local SEO via BJ Enoch / Dry Fly Digital$1,500/mo, 3-month minimum (per SEO_Details.png)KEEP at HQ; REPLACEABLE for GC-localNational retainer covers technical SEO + GBP + citations + content strategy. The GC-local subset (citations, GBP posts, blog seeding, internal linking) is doable in-house at $0 — see reference_seo_independent_playbook.md.
Schema markup, GA/GSC/GTM maintenanceIncluded franchise feesKEEPNational-scope code. Joseph submits requests via Jasmine.
Website edits ($95/hr a la carte)A la carteKEEP for nowNo CMS access for Joseph (confirmed 2026-04-29). Routed through Jasmine.
Mega menu / new micro-market builds$1,000-1,500 a la carteKEEPInfrastructure-level work; HQ-controlled.
New tracked phone setup$100 a la carteKEEP970-817-8700 already serves the need.
Public relations / earned mediaIncluded franchise fees + media trainingPARTIALNational-scope PR = KEEP. GC-local press pitching (Sky-Hi News, Winter Park Times, GC Chamber newsletter) = REPLACEABLE in-house.
Brand guide stewardshipIncluded franchise feesKEEPThe 2023 PDF is image-only and not text-extractable in the current local environment; needs editable source from Maura before in-house enforcement automation is possible.

Guest-facing (NOT IN SCOPE Phase 1)

SPMS servicePricing sourceStatus
Guest email blastsA la carte $1,200 dedicated / $325 location-specificNOT IN SCOPE
Past-guest segmented emailsVariousNOT IN SCOPE (HQ-controlled list)
Paid social guest acquisitionA la carte mgmt $200 + ad creditNOT IN SCOPE
Promotional Co-Ops ($467/location, 6-loc min)Per-deck slide 14NOT IN SCOPE
Property descriptions ($300 each / 4 for $1,000)A la carteNOT IN SCOPE (Operations remit)
Mega menu / homepage takeoversA la carteNOT IN SCOPE

Net assessment (2026-04-29)

Phase 1 in-house wins (REPLACEABLE today):

Phase 1 partial wins (un-block to convert):

Phase 1 KEEPs that we should still actively consume more of:

Cost picture: Actual current SPMS monthly invoice not stated in materials — required to quantify the $-saved by going in-house. Likely answerable from Arc_Finance_Hub.xlsx or recent Jasmine invoices.