Field Note № 07 Practice
Field Notes A quarterly editorial of consulting practice
This edition 7 min 662 words

Practice

How to Build Marketing Agents Inside Your Team's Claude

Context first, training second, agents third. In that order, the team owns what you build.

Marketing agents work when they share one brain. Write a brand context file every agent reads first, train the team to work from it, then build agents for the jobs that repeat: audits, page scoring, a library of everything you’ve published, competitor claim checks. Build them inside the workspace the team already uses, and make sure the team owns every one.

That’s the order I used with Limble, a maintenance software company, through its rebrand. Twenty-five builds in ten weeks. Eight agents and workflows live for the whole team. All of it inside Limble’s own Claude.

Start With the Context File

When an agent goes wrong, the usual problem is that it doesn’t know who it’s working for.

So the first build is a document. One brand context file: positioning, audiences, products, proof points, voice, approved claims, the words you never use. Every agent reads it before it does anything else.

It’s the least exciting thing on the list. It’s also the reason the fifth agent sounds like the same company as the first one.

Train the Team Before You Build

I ran a training and upskilling curriculum before most of the agents existed. The goal was to stop starting from zero. If people already work from the context file, they know what a good output looks like, and they’ll catch a bad one.

Teams that get agents without training treat them like vending machines. They press the button, get something mid, and go back to doing the job by hand.

Build Agents That Rerun on Their Own

The best first agents do jobs that repeat and that nobody wants to own. At Limble that meant agents and workflows that hunt stale logos and copy across every public surface, fact-check competitor claims, score the website page by page, and index all 732 public pages so the team can find what it already published.

Seven of those audits and systems rerun on their own. That’s the part that compounds. A one-time report goes stale the week it lands. An audit that reruns keeps catching drift after the engagement ends.

A few rules I hold to when picking what to build:

  • Recurring beats impressive. An agent the team runs every week is worth more than a demo it runs once.
  • Read-only first. Agents that find and flag earn trust before agents that write or publish anything.
  • One owner per agent. Somebody on the team knows it exists, knows what it’s for, and can change it.

The Team Owns It

Everything built for a client lives in the client’s workspace and belongs to the client. The agents, the configurations, the outputs. I keep the method.

That split matters more than it sounds. If the agents only work while the consultant is in the room, the team is renting them. The test I use at handoff is whether someone on the team can open any agent, read what it does and change it.

What to Measure

Three numbers tell you whether the agents are earning their keep. Hours removed from the jobs they replaced. Handoffs removed, because every handoff is a place where work waits. And how many people on the team use each agent in a given month.

Retire the ones nobody opens.

Who Should Hire Help With This

CMOs after a rebrand. Every public surface still has the old logo, the old boilerplate and the old claims somewhere. Agents that audit and rerun are how you find all of it and keep it found.

Marketing teams already paying for Claude or ChatGPT. The seats are there. The context file and the agents that make them useful aren’t, yet.

Lean teams with more surfaces than people. When a handful of marketers own hundreds of pages, the recurring audits are the only way to keep them current.

If you only need one prompt to work better, write a better prompt. When the whole team needs to work from the same brand, start with the context file.

Q&A

Questions & answers

From the note above

Q.01What marketing agents should a team build first in Claude?

Start with jobs that repeat and that nobody enjoys: auditing public pages for stale logos and copy, scoring website pages against a rubric, indexing every public page so the team can find what it already published, and checking competitor claims. Agents that rerun on their own pay back fastest.

Q.02Do you need developers to build marketing agents in Claude?

Not for most of it. A brand context file, skills and project instructions get a marketing team a long way inside its own Claude workspace. You bring in engineering when an agent needs a live data feed from another system.

Q.03What is a brand context file?

One document that tells every agent who the company is: positioning, audiences, products, proof points, voice, approved claims and the words you never use. Every agent reads it first, so the outputs sound like one company instead of ten prompts.

Q.04Who owns the agents after a consultant builds them?

The team should. Agents, configurations and outputs built for a client belong to the client and live in the client's own workspace. The consultant keeps the method, so the team never depends on one person to keep things running.

Q.05How long does it take to stand up marketing agents for a team?

In my Limble engagement the team had 25 builds in ten weeks, with eight agents and workflows live for the whole team. The context file came first, about two weeks in, and the first audits followed right after.

Q.06Claude or ChatGPT for marketing agents?

Whichever one your team already lives in. The context file and the method carry across both. Switching workspaces to chase a feature costs more than the feature is worth.

Printed in Atlanta, Georgia · Brainchild · Field Notes, Vol. I, № 07