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<!DOCTYPE html>
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<title>Agentic Marketing Mastermind — Setup Guide</title>
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<body>
<div class="container">
<!-- ═══ HEADER ═══ -->
<div class="header">
<h1>Agentic Marketing Mastermind</h1>
<div class="subtitle">New User Setup Guide</div>
<div class="meta">Setup time: ~15 minutes · Mac & Windows · All links are clickable</div>
</div>
<!-- ═══ STEP 1 ═══ -->
<div class="step">
<div class="step-label">Step 1</div>
<h2>Get a Claude Subscription</h2>
<p>You need a <strong>Claude Pro</strong> ($20/mo) or <strong>Claude Max</strong> ($100/mo) plan to use Claude Code.</p>
<ol>
<li>Go to <a href="https://claude.ai" target="_blank">claude.ai</a></li>
<li>Sign up or log in</li>
<li>Click <strong>Upgrade to Pro</strong> (or Max)</li>
<li>Complete payment</li>
</ol>
<div class="callout tip">
<div class="callout-label">Which plan?</div>
<p><strong>Pro</strong> is fine for getting started. <strong>Max</strong> gives 5x more usage — recommended if you run workflows daily for multiple clients.</p>
</div>
</div>
<!-- ═══ STEP 2 ═══ -->
<div class="step">
<div class="step-label">Step 2</div>
<h2>Install Warp Terminal</h2>
<p>Warp is a modern terminal that works great with Claude Code. Free to use.</p>
<div class="columns">
<div class="col">
<h4>Mac</h4>
<ol>
<li>Go to <a href="https://www.warp.dev/" target="_blank">warp.dev</a></li>
<li>Click <strong>Download for Mac</strong></li>
<li>Open the <code>.dmg</code> and drag to Applications</li>
<li>Open Warp and sign up</li>
</ol>
</div>
<div class="col">
<h4>Windows</h4>
<ol>
<li>Go to <a href="https://www.warp.dev/" target="_blank">warp.dev</a></li>
<li>Click <strong>Download for Windows</strong></li>
<li>Run the installer</li>
<li>Open Warp and sign up</li>
</ol>
</div>
</div>
</div>
<!-- ═══ STEP 3 ═══ -->
<div class="step">
<div class="step-label">Step 3</div>
<h2>Install Claude Code</h2>
<p>Open Warp and run:</p>
<pre><code>npm install -g @anthropic-ai/claude-code</code></pre>
<p>Verify it installed:</p>
<pre><code>claude --version</code></pre>
<div class="callout warn">
<div class="callout-label">Don't have npm?</div>
<p>Install Node.js first from <a href="https://nodejs.org/" target="_blank">nodejs.org</a> (LTS version). This gives you both <code>node</code> and <code>npm</code>. Restart Warp after installing.</p>
</div>
</div>
<!-- ═══ STEP 4 ═══ -->
<div class="step">
<div class="step-label">Step 4</div>
<h2>Create Your Working Directory</h2>
<p>This is where all your client work will live. Open Warp and run:</p>
<pre><code>mkdir -p ~/agency</code></pre>
<div class="callout tip">
<div class="callout-label">Tip</div>
<p>You can name this anything — <code>~/agency</code>, <code>~/clients</code>, <code>~/marketing</code> — whatever makes sense to you.</p>
</div>
</div>
<!-- ═══ STEP 5 ═══ -->
<div class="step">
<div class="step-label">Step 5</div>
<h2>Clone the Repository</h2>
<p>This downloads the entire marketing toolkit to your computer:</p>
<pre><code>cd ~/agency
git clone https://github.com/manickbhan/agentic-mastermind.git
cd agentic-mastermind</code></pre>
<div class="callout warn">
<div class="callout-label">git not found?</div>
<p><strong>Mac:</strong> Run <code>xcode-select --install</code> in Warp<br>
<strong>Windows:</strong> Install from <a href="https://git-scm.com/" target="_blank">git-scm.com</a></p>
</div>
</div>
<!-- ═══ STEP 6 ═══ -->
<div class="step">
<div class="step-label">Step 6</div>
<h2>Run the Setup Wizard</h2>
<pre><code>bash setup.sh</code></pre>
<p>The wizard walks you through 3 steps:</p>
<ol>
<li><strong>SearchAtlas API Key</strong> (required) — Go to <a href="https://searchatlas.com" target="_blank">searchatlas.com</a> → Settings → API Keys → Copy your key. Paste it when prompted (it won't show on screen — that's normal, it's hidden for security).</li>
<li><strong>Communication Channels</strong> (optional) — Choose which channels you use to share results with clients:
<ul>
<li><strong>Slack</strong> — needs a webhook URL (<a href="https://api.slack.com/messaging/webhooks" target="_blank">create one here</a>)</li>
<li><strong>Discord</strong> — needs a webhook URL (Server Settings → Integrations → Webhooks)</li>
<li><strong>Email</strong> — needs a Resend API key (<a href="https://resend.com" target="_blank">sign up free here</a>)</li>
<li><strong>Circle</strong> — needs an API key from your Circle community settings</li>
</ul>
You can skip this and set them up later.
</li>
<li><strong>MCP Server Configuration</strong> — happens automatically. The wizard connects Claude Code to SearchAtlas for you.</li>
</ol>
</div>
<!-- ═══ STEP 7 ═══ -->
<div class="step">
<div class="step-label">Step 7</div>
<h2>Launch Claude Code</h2>
<p>Make sure you're inside the project directory, then start Claude Code:</p>
<pre><code>claude</code></pre>
<p>Claude Code will start up and connect to SearchAtlas via MCP automatically.</p>
</div>
<!-- ═══ STEP 8 ═══ -->
<div class="step">
<div class="step-label">Step 8</div>
<h2>Set Permissions to Bypass Mode</h2>
<p>Once Claude Code is running, type:</p>
<pre><code>/permissions</code></pre>
<p>Select <strong>"Bypass permissions"</strong> — this allows Claude Code to run all tools without asking for confirmation on every API call.</p>
<div class="callout tip">
<div class="callout-label">Why bypass?</div>
<p>Marketing workflows call many SearchAtlas tools in sequence. Without bypass mode, you'd have to manually approve every single API call, which makes workflows unusable. You can toggle permissions anytime with <strong>Shift+Ctrl+P</strong> (Win) or <strong>Shift+Cmd+P</strong> (Mac).</p>
</div>
</div>
<!-- ═══ STEP 9 ═══ -->
<div class="step">
<div class="step-label">Step 9</div>
<h2>Verify Everything Works</h2>
<p>Test that commands are installed:</p>
<pre><code>/help</code></pre>
<p>You should see all 14 commands listed. Then test your SearchAtlas connection:</p>
<pre><code>/my-account</code></pre>
<p>This should list your businesses, projects, campaigns, and GBP locations. If you see data, you're all set.</p>
</div>
<!-- ═══ STEP 10 ═══ -->
<div class="step">
<div class="step-label">Step 10</div>
<h2>Onboard Your First Client</h2>
<pre><code>/onboard-client</code></pre>
<p>This guided wizard walks you through:</p>
<ol>
<li>Creating an OTTO project for the client's domain</li>
<li>Setting up a Brand Vault (brand voice, logos, target audience)</li>
<li>Running an initial SEO audit</li>
<li>Connecting their Google Business Profile (if applicable)</li>
<li>Setting up PPC campaigns (if applicable)</li>
</ol>
</div>
<!-- ═══ COMMAND REFERENCE ═══ -->
<div class="step" style="border-left-color: #a78bfa;">
<div class="step-label" style="background: #a78bfa;">Quick Reference</div>
<h2>All 14 Commands</h2>
<table class="cmd-table">
<thead>
<tr><th>Command</th><th>What it does</th></tr>
</thead>
<tbody>
<tr><td>/my-account</td><td>See all clients, projects, campaigns, GBP locations <span class="cat cat-report">Report</span></td></tr>
<tr><td>/business-report</td><td>Deep dive report on a single business <span class="cat cat-report">Report</span></td></tr>
<tr><td>/onboard-client</td><td>Guided new client setup wizard <span class="cat cat-report">Report</span></td></tr>
<tr><td>/run-seo</td><td>SEO onboarding or monthly maintenance <span class="cat cat-workflow">Workflow</span></td></tr>
<tr><td>/run-gbp</td><td>Google Business Profile optimization <span class="cat cat-workflow">Workflow</span></td></tr>
<tr><td>/run-ppc</td><td>Build and launch a PPC campaign <span class="cat cat-workflow">Workflow</span></td></tr>
<tr><td>/run-content</td><td>Generate articles from topical maps <span class="cat cat-workflow">Workflow</span></td></tr>
<tr><td>/run-pr</td><td>Press releases + authority building <span class="cat cat-workflow">Workflow</span></td></tr>
<tr><td>/run-visibility</td><td>LLM visibility and sentiment analysis <span class="cat cat-workflow">Workflow</span></td></tr>
<tr><td>/send-slack</td><td>Post to Slack (supports multiple channels) <span class="cat cat-comm">Comms</span></td></tr>
<tr><td>/send-discord</td><td>Post to Discord via webhook <span class="cat cat-comm">Comms</span></td></tr>
<tr><td>/send-email</td><td>Send email report via Resend <span class="cat cat-comm">Comms</span></td></tr>
<tr><td>/send-circle</td><td>Post to Circle community <span class="cat cat-comm">Comms</span></td></tr>
<tr><td>/help</td><td>List all available commands</td></tr>
</tbody>
</table>
</div>
<!-- ═══ LINKS ═══ -->
<div class="step" style="border-left-color: #64748b;">
<div class="step-label" style="background: #64748b;">Resources</div>
<h2>All Links</h2>
<div class="link-grid">
<a href="https://github.com/manickbhan/agentic-mastermind" target="_blank" class="link-card">
<div class="link-label">Toolkit Repository</div>
<div class="link-url">github.com/manickbhan/agentic-mastermind</div>
</a>
<a href="https://claude.ai" target="_blank" class="link-card">
<div class="link-label">Claude AI (subscription)</div>
<div class="link-url">claude.ai</div>
</a>
<a href="https://www.warp.dev/" target="_blank" class="link-card">
<div class="link-label">Warp Terminal</div>
<div class="link-url">warp.dev</div>
</a>
<a href="https://nodejs.org/" target="_blank" class="link-card">
<div class="link-label">Node.js (for npm)</div>
<div class="link-url">nodejs.org</div>
</a>
<a href="https://searchatlas.com" target="_blank" class="link-card">
<div class="link-label">SearchAtlas</div>
<div class="link-url">searchatlas.com</div>
</a>
<a href="https://api.slack.com/messaging/webhooks" target="_blank" class="link-card">
<div class="link-label">Slack Webhooks</div>
<div class="link-url">api.slack.com/messaging/webhooks</div>
</a>
<a href="https://resend.com" target="_blank" class="link-card">
<div class="link-label">Resend (Email API)</div>
<div class="link-url">resend.com</div>
</a>
<a href="https://git-scm.com/" target="_blank" class="link-card">
<div class="link-label">Git (Windows install)</div>
<div class="link-url">git-scm.com</div>
</a>
</div>
</div>
<!-- ═══ UPDATING ═══ -->
<div class="step" style="border-left-color: #64748b;">
<div class="step-label" style="background: #64748b;">Maintenance</div>
<h2>Updating the Toolkit</h2>
<p>When new features are added, run:</p>
<pre><code>cd ~/agency/agentic-mastermind
git pull origin main
bash setup.sh</code></pre>
</div>
<!-- ═══ FOOTER ═══ -->
<div class="footer">
Agentic Marketing Mastermind · Powered by SearchAtlas · Need help? Reach out to your account manager.
</div>
</div>
</body>
</html>