# The Three Campaign Engines OS

A Notion operating system for running a SaaS campaign plan on three engines with different jobs. One campaign type can't carry a growth plan. This system makes sure all three engines fire — and that brand, GEO, and AI layer across all of them instead of becoming a fourth engine nobody owns.

Built from James Gilbert's Three Campaign Engines framework (gtmoperator.org/playbook#engines).

**How to use this file:** create the database and properties below in Notion, add the views, then paste in the starter pages. Publish as a duplicate-able template.

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## 1. The three engines (paste this on the OS home page)

**Channel / Lifecycle — the always-on engine.** Paid, organic, nurture, and lifecycle motion that never stops running. Its job is coverage and consistency. It is never "done" — it gets tuned.

**Episodic — the memory engine.** Themed creative moments and big ideas that make the market feel something. The Banklorette. The coffee-truck hijack. Its job is to create flashbulb memories the market can't forget. Two to four per year, done loudly, beats twelve done quietly.

**GTM — the pursuit engine.** Targeted pursuit of a mapped TAM: ABM waves aligned with Sales and BDR, segment by segment. Its job is to put the right accounts in motion on purpose, not wait for them.

**The rule:** brand investment, GEO strategy, and AI agents are layers across all three engines — not a fourth engine. Every campaign card below carries them.

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## 2. Campaign database

Create a database called **Campaigns** with these properties:

| Property | Type | Options / notes |
|---|---|---|
| Name | Title | The campaign name. Make it sayable out loud. |
| Engine | Select | `Channel/Lifecycle` · `Episodic` · `GTM` |
| Status | Select | `Idea` · `Planned` · `In production` · `Live` · `Wrapped` · `Post-mortem done` |
| Owner | Person | One owner. Not a team. |
| Launch date | Date | When it goes live. Use a date range for always-on and multi-week campaigns (start → end). |
| End date | Date | Leave empty for always-on Channel/Lifecycle programs. |
| Memory moment | Text | One sentence: what should the market remember? If you can't write it, the campaign is a task, not a campaign. Required for Episodic; aspirational for the rest. |
| Channels | Multi-select | `Paid search` · `Paid social` · `Organic social` · `Email/nurture` · `Events` · `Partnerships` · `Outbound/BDR` · `PR` · `Video/YouTube` · `Community` · `Web/GEO` |
| Goal metric | Text | The one number this campaign moves, and the target. Example: "120 MQAs from segment A" or "30% lift in branded search." |
| Result | Text | Filled at wrap: the number, vs the goal. |
| Quarter | Select | `Q1` · `Q2` · `Q3` · `Q4` — for grouping the calendar and the retro. |
| GEO layer | Checkbox | Does this campaign produce something AI engines can cite (research, definitions, community proof)? |
| AI assist | Text | Which parts agents handle: drafting, segmenting, personalization, reporting. |

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## 3. Views

Create these four views on the Campaigns database:

**1. Quarterly calendar (the default view)**
- Type: Calendar, by `Launch date`.
- Filter: `Quarter` = current quarter.
- This is the swim-lane view of the quarter: open it weekly in the GTM meeting.

**2. Engine board**
- Type: Board, grouped by `Engine`.
- Sort: `Launch date` ascending.
- Shows balance at a glance. If a lane is empty, the plan is leaning on one engine — that's the warning light.

**3. Status pipeline**
- Type: Board, grouped by `Status`.
- The production view. `Idea` → `Post-mortem done`, left to right.

**4. Wrapped, no post-mortem**
- Type: Table.
- Filter: `Status` = `Wrapped`.
- This view should be empty. Anything sitting here is a campaign you paid for and didn't learn from.

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## 4. Starter campaign cards (one per engine)

Paste these as the first three database entries so the template doesn't open empty.

**Card 1 — Engine: Channel/Lifecycle**
- Name: Nurture: lifecycle sequences, rebuilt
- Status: Live · Launch date: quarter start, no end date
- Memory moment: "Their emails are the only vendor emails I actually open."
- Channels: Email/nurture, Web/GEO
- Goal metric: Email conversion rate, current → target
- GEO layer: ✓ (each sequence links one citable asset)
- AI assist: draft variants, branch logic, send-time

**Card 2 — Engine: Episodic**
- Name: [Your big idea] — the quarterly moment
- Status: Planned · Launch date: mid-quarter, 3-week range
- Memory moment: write the one sentence first. This card doesn't move to "In production" without it.
- Channels: Organic social, Video/YouTube, PR, Events
- Goal metric: branded search lift / share-of-voice during the window
- GEO layer: ✓ (the moment should earn third-party mentions — that's GEO fuel)
- AI assist: creative variations, clip cutting, distribution

**Card 3 — Engine: GTM**
- Name: ABM wave: segment A (top 50 accounts)
- Status: Planned · Launch date: week 2, 5-week range
- Memory moment: "They clearly built this for companies exactly like us."
- Channels: Outbound/BDR, Paid social, Email/nurture, Partnerships
- Goal metric: meetings booked with segment-A accounts
- GEO layer: optional
- AI assist: account prioritization, 1:1 personalization, intent triage

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## 5. Post-mortem template

Create a Notion page template on the Campaigns database called **Post-mortem** with these sections:

### What shipped
One paragraph. What actually went out, where, when. Links to the work.

### The number
Goal metric vs. actual. No narrative yet — just the number and the gap.

### What made it memorable (or didn't)
Did the memory moment land? Evidence: replies, mentions, screenshots, anecdotes. If nothing was memorable, say so plainly — that is a finding.

### What compounds
What from this campaign feeds the next one? Assets to reuse, audiences built, lists warmed, lessons that change the playbook. A campaign that leaves nothing behind was rented, not built.

### Keep / kill / scale
One of three words, with one sentence of reasoning. Then update the experiment repository so the team never re-tests what it already learned.

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## 6. Operating rhythm (paste on the OS home page)

- **Weekly:** open the Quarterly calendar in the GTM meeting. Anything `Live` gets 60 seconds: pacing vs. goal.
- **Per wrap:** post-mortem within 5 business days. The "Wrapped, no post-mortem" view stays empty.
- **Quarterly:** rebalance the engines. Look at the Engine board: if next quarter's plan has an empty lane, fix the plan, not the slide.

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*Template by James Gilbert — gtmoperator.org. Duplicate freely.*
