Time: Half a day to a full day
Setup
- Gathered access to all content sources (CMS, Drive, Dropbox, personal folders, sales enablement tools, presentation decks, email drafts)
- Tagging taxonomy finalized before starting review (persona, buying stage, topic cluster, content type, pain point, industry, proof type)
- Inventory spreadsheet or database created with columns: Asset Name, Format, URL/Location, Date Created, Date Last Updated, Status
Review
- Complete inventory loaded (every asset from every source, unfiltered)
- Every asset assigned a status: Keep, Refresh, Archive, or Discard
- Filter question applied honestly: “Would I want the system to surface this to a prospect or a sales rep?”
Tagging
- All “Keep” assets tagged: target persona
- All “Keep” assets tagged: buying stage (awareness, consideration, decision)
- All “Keep” assets tagged: topic cluster
- All “Keep” assets tagged: content type
- All “Keep” assets tagged: pain point
- All “Keep” assets tagged: industry
- Case studies and testimonials tagged: proof type (revenue growth, time saved, cost reduced, efficiency gained, competitive displacement)
Gap Analysis
- Coverage matrix built (persona × buying stage × industry)
- Gap list documented as content production priorities for Phase 1
Library Load
- All tagged “Keep” assets loaded into structured content library with full metadata
- “Refresh” assets queued with “Needs Update” flag and specific update notes
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