Go live
A linear runbook for launching the first finance media sites. It connects Readiness, Sites, Sources, Tickers, Briefings, Opportunities, Integrations, and Publishing into one practical setup flow — it never publishes anything for you.
No real sites yet — start with “Create the first sites” below, using a strategy template as a starting point.
Confirm the operator, permissions, readiness, and that the basics work.
You're signed in as the workspace owner; auth is active in production.
Confirm who can edit, publish, and manage providers. Invite teammates later — single-operator is fine to launch.
Open Readiness — resolve any blockers; warnings are fine to launch with.
Open the floating Command button on any page; it should answer without errors.
Stand up 4–5 publications from editable strategy templates.
Use a strategy template below as a starting point, then edit audience, market focus, and cadence.
Audience, market focus, sector focus, ticker universe, and article cadence make a site 'complete'.
Add the source categories each site will watch — honestly mark what isn't wired.
Filings, press releases, IR pages, newswire, sector news, macro/commodity/earnings calendars. Paste content manually where no feed exists.
Analyze a few sources, route the strong ones to ideas, mark weak/thin ones honestly.
Build the tracked universe and watchlists — promoted/client tickers stay rare and optional.
Paste your core symbols, categorize them, add notes. Most are editorial — promoted/client stay rare.
Group the universe into watchlists (theme / peer / catalyst). Sponsored items always carry disclosure.
Run the first market briefing, Monday watchlist, and source-backed opportunities.
Generate the market briefing and Monday watchlist from your real sources.
Review ranked, source-backed opportunities. Ignore weak/unsourced items.
Turn a source-backed opportunity into the first real drafts.
Turn a source-backed opportunity into an idea → research brief → article draft → newsletter section → social pack.
Configure Webflow / Mailchimp drafts honestly — manual export always works.
Set up Webflow/Mailchimp drafts and check GA/GSC status. Status is honest — nothing shows connected unless it is.
Produce a draft/export. Never auto-publish, send, or post.
Create a manual export, or a Webflow/Mailchimp DRAFT if configured. Check disclosure + source support first. Nothing is sent or published live automatically.
After publishing, import analytics, refresh learning, review trust.
After content is live, import analytics if configured, resolve unmatched metrics, refresh site learning, review campaign trust.
Adopt the operating rhythm so the network runs itself day to day.
Open Operator Mode each morning; refresh the briefing Sunday; wrap and review learning Friday.
Editable starting points — not demo data and not recommendations. Create a site, then refine audience, focus, and cadence. Example tickers are seeds to edit, never current picks; none are marked promoted.
Where the compute, power, and silicon behind AI actually gets built.
Cadence: 3/week articles · weekly newsletter · daily social · sponsored: rare
Example seeds (editable, not picks): NVDA, AMD, TSM, AVGO, VRT, SMCI, ARM, MU
The metals the energy and AI transitions can't happen without.
Cadence: 3/week articles · weekly newsletter · daily social · sponsored: rare
Example seeds (editable, not picks): FCX, SCCO, TECK, CCJ, ALB, MP, WPM, AEM
Event-driven coverage of small-cap news: filings, financings, launches, volume.
Cadence: 4/week articles · weekly newsletter · daily social · sponsored: rare
No example tickers — build the universe from your own list.
Rates, inflation, currencies, liquidity, and market breadth — the weekly map.
Cadence: 2/week articles · weekly newsletter · 3/week social · sponsored: rare
Example seeds (editable, not picks): SPY, TLT, DXY, HYG, GLD, UUP
Grid, storage, nuclear, and the supply chains powering the transition.
Cadence: 3/week articles · weekly newsletter · daily social · sponsored: rare
Example seeds (editable, not picks): CCJ, ALB, ENPH, FSLR, NEE, TSLA, ALB
Paste your symbols on the Tickers page and categorize them. Most are editorial. Promoted/client tickers are off by default and stay rare.
A setup checklist. Nothing is shown as connected unless it truly is — paste content manually where no feed exists.
- Create the first site strategies from templates
- Add the first sources per site
- Build the first ticker universes
- Run a first source review
- Run the first weekly briefing
- Generate editorial opportunities and triage by source support
- Create the first article drafts from opportunities
- Draft newsletter sections
- Create social packs
- Review compliance + source support on drafts
- Create a widget/watchlist if useful
- Do a provider dry run / manual export
- Publish/export manually, or draft via provider
- Write the Friday wrap
- Refresh site learning
- Review Operator Mode
- Refresh the Monday watchlist
- Review opportunities
- Schedule next-week content
- Templates are editable starting points — not demo data and not stock recommendations.
- Example tickers are seeds to edit, never current picks, and none are marked promoted.
- Source plans are a setup checklist — nothing is shown as connected unless it truly is.
- The runbook never auto-publishes, sends, or posts. You always create drafts/exports first.
- Promoted/client tickers stay rare, optional, and disclosed — never added by default.