System v1.0 — March 2026

Clicroot Agent
Architecture

A three-tier codified context system that transforms Clicroot's Claude Project from a collection of disconnected skills into a coherent operational engine. Every client, every process, every deliverable — systematized.

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Architecture Tiers
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Specialist Agents
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Knowledge Base Docs
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Build Phases
The Problem

What Broke Before This System

Clicroot operated with 12+ skills but no structure connecting them. Every session required Felipe to re-explain client context, manually route between tools, and carry the orchestration logic in his head.

Context Re-Explanation
Every session started from scratch. Client baselines, active workflows, past deliverables — all re-explained in 20+ minute prompts.
Manual Routing
Felipe carried the routing logic: which skill handles which task, what data each needs, how handoffs work between agents. No automation.
Process Drift
SEO briefs varied in structure session-to-session. Reports followed inconsistent templates. No codified steps meant no consistency.
Silent Failures
Ahrefs pulled with wrong mode, reports deployed without dashboard links, briefs missing technical appendixes — no guardrails caught these.
No Client Memory
8 clients, each with unique baselines, competitors, platforms, and strategies. All stored in Felipe's head or scattered across past conversations.
No Maintenance Cycle
Metrics went stale, workflows completed but never updated, contract renewal dates slipped past without warning. No system of record.
The Solution

Three-Tier Architecture

A layered system where each tier has a clear purpose: the Constitution routes and governs, Specialist Agents execute domain workflows, and the Knowledge Base provides persistent context. Click each tier to explore.

T1 Constitution ~290 lines · Always loaded
Identity & Objectives
Client Roster (8 clients)
Orchestration Trigger Table
Pre/Post Task Checklists
Tool Stack & Conventions
Known Failure Modes
Naming Conventions
Content Quality Standards
Automated Maintenance
T2 Specialist Agents 6 agents · ~4,500 lines
seo-brief-architect1,182 lines
client-reporter298 lines
prospecting-orchestrator295 lines
seo-analyst346 lines (was 159)
seo-pitch-deck348 lines (enriched)
clicroot-content-engine917 lines (was 792)
T3 Knowledge Base 11 documents · ~3,200 lines
client-spotme.md
client-leal.md
client-rmh.md
client-floowi.md
client-envioclick.md
client-kyva.md
client-takami.md
client-spi.md
presentations-infrastructure.md
prospecting-pipeline.md
drift-detection-protocol.md
● New ● Enriched ● Pre-existing
Tier 1

The Constitution

Loaded as Project Instructions on every session. It answers one question: "What rules must you always follow?" Contains the client roster, trigger-based routing table, naming conventions, quality standards, and failure mode prevention.

Identity & Objectives
Clicroot is a bilingual SEO and AI visibility consultancy. Felipe Gallo and JC Espinosa operate it. Contact: hello@clicroot.com. Language default: Spanish. All deliverables apply clicroot-styling.
Client Roster
One-line-per-client summary table. 5 active clients (SpotMe, RMH, Leal, EnvioClick, Floowi) and 3 prospects (Kyva, Takami, SPI). Each links to a T3 context file for full details.
Pre-Task Checklist
Applied before every task: (1) Identify client, load T3 doc. (2) Match task to trigger table. (3) Check required data. (4) Confirm language. (5) Ahrefs mode=subdomains.
Post-Task Protocol
Applied after every task: (1) Propose T3 context updates. (2) Provide deployment commands (both file + dashboard). (3) Suggest logical next step for the client.
Content Quality Standards
Kill list (English + Spanish AI slop), no emoji rule, text-polish on 200+ word copy, data-backed claims requirement, sentence structure variation.
Known Failure Modes
10 documented failure patterns with causes and fixes: missing appendix, wrong colors, stale context, missing dashboard link, wrong Ahrefs mode, AI-sounding content, wrong email, global data, generic briefs, mixed data sources.
Tier 2

Specialist Agents

Six agents, each owning a specific domain workflow. Three built from scratch, three enriched from existing skills. Click each to explore its scope, process, and failure modes.

NEW seo-brief-architect 1,182 lines

Purpose

Generates comprehensive GSC-backed SEO briefs for client landing pages — the signature Clicroot deliverable. Combines SERP analysis, GSC diagnostics, keyword clustering, competitive positioning, and a technical implementation appendix into a single DOCX document.

The 11-Section Brief Template

  • Section 1: Executive Summary (client context, page purpose, primary KW target)
  • Section 2: GSC Diagnostic (impressions, clicks, CTR, positions, cannibalization table)
  • Section 3: SERP Analysis (top 10 breakdown, content format patterns, DR comparison)
  • Section 4: Keyword Strategy (primary + secondary KWs, cluster map, intent classification)
  • Section 5: Competitive Positioning (content gaps, unique angles, differentiation)
  • Section 6: Content Structure Brief (H1, H2-H3 outline, FAQ questions, internal links)
  • Section 7: Internal Linking Strategy (specific anchors, bidirectional links)
  • Section 8: GEO Optimization (AI bot access, schema for citation)
  • Section 9: Technical Appendix (copy-paste meta tags, schema JSON-LD, canonical)
  • Section 10: Implementation Roadmap (3 phases: quick wins, strategic, advanced)
  • Section 11: Success Metrics (GSC baseline to 90-day targets)

Required Data Inputs

  • GSC Export 1: Performance by Page (filtered to target path)
  • GSC Export 2: Performance by Query (filtered to keyword cluster)
  • GSC Export 3: Per-URL query breakdown (for cannibalization evidence)
  • Ahrefs: Organic Keywords CSV for client + 2-4 competitors
  • Ahrefs: SERP Overview via MCP for primary keyword

Handoffs

  • Content gaps found → clicroot-content-engine
  • Link building needs → link-planner
  • Brief needs presentation form → seo-pitch-deck

Key Failure Modes

  • Brief feels generic → No GSC data (NEVER start without GSC exports)
  • Cannibalization missed → Only used Ahrefs, skipped GSC page data
  • Technical appendix ignored by devs → Code not platform-specific
  • Brief only 3 pages → Skipped sections (always deliver all 11)
NEW client-reporter 298 lines

Purpose

Generates monthly KPI reports for active clients. Pulls Ahrefs MCP data, processes GSC exports, compares against T3 baselines, and produces branded HTML presentations deployed to slides.clicroot.com.

5-Step Report Pipeline

  • Step 1: Data Collection — Ahrefs MCP pull (DR, traffic, refdomains, keywords) + GSC export
  • Step 2: Baseline Comparison — Current vs previous month vs engagement start
  • Step 3: Analysis — Traffic trends, keyword movement, backlink acquisition
  • Step 4: Presentation Generation — HTML report via clicroot-styling + frontend-slides
  • Step 5: Deployment — Exact terminal commands (mkdir + cp + git push + add-link)

9-Slide Report Template

  • Cover, KPI Dashboard (4 cards with MoM deltas), Traffic Trend, Keyword Rankings, Backlinks Acquired, Content Published, Technical Fixes, Work Summary + Plan, Close/CTA
NEW prospecting-orchestrator 295 lines

Purpose

Manages Clicroot's client acquisition pipeline. Identifies targets, generates free SEO teardowns, drafts outreach sequences, and tracks pipeline stages. Targets LatAm SaaS and US companies at $3,000+/month retainers.

6-Stage Pipeline

  • Stage 1: Research — Identify 20-30 targets using Ahrefs batch analysis
  • Stage 2: Qualify — BANT scoring (Budget, Authority, Need, Timeline) max 45 points
  • Stage 3: Teardown — 1-page free SEO teardown as lead magnet (<10 min generation)
  • Stage 4: Outreach — 5-email sequence over 21 days + LinkedIn parallel
  • Stage 5: Discovery — 30-min call with screen share of their Ahrefs data
  • Stage 6: Proposal — Custom pitch deck via seo-pitch-deck agent

Pricing Framework

  • Tier 1: SEO Growth Partner — $3,000/mo (anchor at $5,000)
  • Tier 2: SEO + SEM — $4,600/mo
  • Tier 3: Growth Starter — $1,500/mo (upsell path)
ENRICHED seo-analyst 346 lines (was 159)

What Changed

Added +187 lines: scope boundary table, keyword prioritization formula, per-client DR-based guidance, Ahrefs MCP tool patterns, country-specific filtering rules, 10 failure modes, handoff protocols.

Keyword Prioritization Formula

Weighted scoring: Business Impact (3x) + Achievability (2x) + Volume (1x) + Content Fit (1x). Score 28-35 = P1 Execute Now. Score 20-27 = P2 Next Quarter. Score 12-19 = P3 Long-term. Below 12 = Skip.

Per-Client Guidance

  • SpotMe (DR 20): Long-tail only, KD <15
  • Leal (DR 51): Mid-competition terms, Strike Zone focus
  • EnvioClick (DR 56): Can compete for commercial terms
  • Floowi (DR 54): Optimization, 404 keywords already top 3
  • RMH (DR 27): Specific property/location keywords only
ENRICHED seo-pitch-deck 348 lines

What Changed

Added deployment protocol from presentations-infrastructure.md, complete slide structures for each deck type (discovery, pitch, report, QBR), client customization checklist, failure mode table.

Deck Types

  • Discovery deck: 10-12 slides for first-call presentations
  • Pitch deck: 12-15 slides for proposals with pricing
  • Monthly report: 9-slide KPI template
  • QBR: 15-20 slides for quarterly business reviews
ENRICHED clicroot-content-engine 917 lines (was 792)

What Changed

Added +125 lines: scope boundary, inbound/outbound handoff protocols, pre-task protocol, client voice profile registry, formal revision cycle standards, 10 failure modes, post-task protocol.

4 Modes

  • Voice Intake: Generate client voice profile from 5-10 sample URLs
  • Brief: Research-backed content brief scored against 21-point framework
  • Draft: Transform brief into 3,000-6,000 word article with humanization
  • Repurpose: Pillar article into 30 LinkedIn posts + 10 derivatives

Revision Cycle

Draft v1 → Felipe Review → Categorize (P1-P5) → Draft v2 → Final. Maximum 3 cycles — if v3 doesn't land, audit the brief or voice profile instead.

Tier 3

Knowledge Base

11 documents providing persistent context. 8 client files with standardized structure (baselines, workflows, deliverables, competitors), plus 3 process documents. Agents load these before executing any client task.

client-spotme.md
SpotMe — marketplace for mini-storage. DR 20, 2,354 traffic. $640/mo. Landing page brief process, cannibalization issues, UUID bloat.
Active · Contract ends Apr 2026
client-leal.md
Leal.co — customer loyalty platform. DR 51, 3,146 traffic. $640/mo. Hub-and-spoke architecture, 102% organic growth, English content problem.
Active · Contract ends Sep 2026
client-rmh.md
Riviera Maya Haciendas — luxury villas. DR 27, 618 traffic. $1,450/mo. SEO + SEM, English-first, highest-value client.
Active · Contract ends Oct 2026
client-envioclick.md
EnvioClick — logistics platform. DR 56, 57,903 traffic. $691.89/mo. Strongest Ahrefs profile, homepage brief delivered, technical audit done.
Active · Contract ends Sep 2026
client-floowi.md
Floowi Talent — offshore staffing. DR 54, 5,950 traffic. $640/mo. Optimization engagement (not greenfield), 404 keywords in top 3.
Active · Contract ends Jan 2027
Prospect Files (3)
Kyva, Takami, SPI Americas — pitch decks delivered, awaiting responses. Minimal context, update on conversion or disqualification.
Prospect · Pitch decks live on slides.clicroot.com
presentations-infrastructure.md
Deployment workflow for slides.clicroot.com. GitHub repo structure, Cloudflare Pages setup, folder naming, add-link script, dashboard management.
Process Doc · Pre-existing
prospecting-pipeline.md
ICP definition, package tiers ($1.5K/$3K/$4.6K), outreach sequence templates in Spanish, discovery call script, pipeline metrics, tool stack costs.
Process Doc · New in Phase 4
drift-detection-protocol.md
Biweekly T3 staleness review. Batch Ahrefs pull for all clients, drift thresholds, workflow staleness scan, contract renewal alerts.
Process Doc · New in Phase 5
Orchestration

Trigger-Based Routing

The constitution's trigger table routes Felipe's requests to the correct agent. No manual routing needed — pattern matching handles it.

Trigger Pattern Agent Action
"SEO brief for [page]", "optimize [URL]"seo-brief-architectFull 11-section GSC-backed brief
"pitch deck", "proposal", "propuesta"seo-pitch-deckHTML presentation
"monthly report", "KPI report"client-reporterData → analysis → HTML → deploy
"content brief", "write draft", "voice intake"clicroot-content-engineContent creation (4 modes)
"keyword research", "competitor analysis"seo-analystStrategic analysis
"link placement", "find placements"link-plannerPartner site link analysis
"audit this site", "is this site approved"website-audit-sopPartner site evaluation
"prospect list", "outreach", "pipeline"prospecting-orchestratorLead gen pipeline
"deploy [presentation]", "push to slides"presentations-infraExact terminal commands
"polish this", "humanize"text-polishContent quality pass
"run drift check"drift-detectionT3 staleness review
Any DOCX, XLSX, or HTML deliverableclicroot-stylingBrand enforcement
Build History

5-Phase Build Timeline

Built in a single extended session on March 1, 2026. Each phase targeted the highest-impact gap in the system, following the emergence heuristic: fix what fails most often first.

1
Phase 1: Foundation
Eliminated 80% of re-explanation overhead. Installed the constitution as Project Instructions and created standardized context files for all 8 clients with Ahrefs baselines.
Constitution (T1) 8 client context files
2
Phase 2: Primary Agent
Codified the #1 pain point: the SEO brief process. 1,182 lines covering the complete 11-section template, data requirements, cannibalization detection, platform-specific technical appendix standards, and 8 failure modes.
seo-brief-architect (1,182 lines)
3
Phase 3: Reporting + Deployment
Systematized monthly deliverables: the client-reporter for KPI reports (5-step pipeline, 9-slide template) and the enriched seo-pitch-deck with deployment protocols and deck type specifications.
client-reporter (298 lines) seo-pitch-deck (348 lines)
4
Phase 4: Growth Engine
Enabled systematic client acquisition: the prospecting-orchestrator for pipeline management (6-stage process, BANT scoring, outreach sequences) and the enriched seo-analyst with the keyword prioritization formula and per-client DR guidance.
prospecting-orchestrator (295 lines) seo-analyst (346 lines) prospecting-pipeline.md (314 lines)
5
Phase 5: Maintenance
Added handoff protocols to the content engine (inbound from seo-brief-architect, outbound to link-planner), formal revision cycle standards, voice profile registry, and the drift detection protocol for biweekly T3 staleness checks.
clicroot-content-engine (917 lines) drift-detection-protocol.md (121 lines)
Operations

Maintenance Protocol

The system self-maintains through automated checks at three intervals. The constitution's post-task protocol catches most drift in real-time; the biweekly and quarterly checks are safety nets.

Per-Session (Auto)
After every client task, the agent proposes T3 updates: new metric snapshots, deliverable log entries, workflow status changes, failure mode additions. Zero manual effort.
Biweekly Drift Check
Triggered by "run drift check". Batch Ahrefs pull for all 5 active clients, compare against T3 snapshots, scan for stale workflows, flag contracts within 90 days. Severity: Green/Yellow/Red.
Quarterly Full Audit
Agent-initiated near quarter-end. Compares all T3 docs against live Ahrefs data. Flags stale entries, outdated baselines, completed workflows still listed as active, contract renewals.

Drift Thresholds

MetricThresholdAction if Exceeded
Domain Rating±2Update T3 snapshot
Organic Traffic±15%Update + investigate cause
Referring Domains±10%Update T3 snapshot
Organic Keywords±20%Update + check for indexing issues
Contract End Date<90 daysFlag for renewal conversation
Setup

Installation Guide

How to install the complete system in a Claude Project. The constitution goes into Project Instructions; agents are uploaded as skills; knowledge base docs are uploaded as project files.

Step 1: Constitution (T1)
Replace existing Project Instructions with the constitution text. This is the ~290-line routing layer that loads on every session. Contains client roster, trigger table, conventions, failure modes.
Destination: Project Instructions text block
Step 2: New Agents (T2)
Upload 3 new .skill files: seo-brief-architect.skill, client-reporter.skill, prospecting-orchestrator.skill. Each contains a SKILL.md with the full agent spec.
Destination: Skills section (create new skills)
Step 3: Enriched Agents (T2)
Replace 3 existing skills with enriched versions: seo-analyst.skill, seo-pitch-deck.skill, clicroot-content-engine.skill. Preserves all original functionality + adds Clicroot-specific enhancements.
Destination: Skills section (replace existing)
Step 4: Knowledge Base (T3)
Upload 11 markdown files as project knowledge: 8 client-*.md files, presentations-infrastructure.md (if not already present), prospecting-pipeline.md, drift-detection-protocol.md.
Destination: Project Knowledge files

Complete File Manifest

FileTierTypeStatusLines
ConstitutionT1Project InstructionsNew~290
seo-brief-architect.skillT2SkillNew1,182
client-reporter.skillT2SkillNew298
prospecting-orchestrator.skillT2SkillNew295
seo-analyst.skillT2SkillEnriched346
seo-pitch-deck.skillT2SkillEnriched348
clicroot-content-engine.skillT2SkillEnriched917
client-spotme.mdT3KnowledgeNew~80
client-leal.mdT3KnowledgeNew~90
client-rmh.mdT3KnowledgeNew~55
client-floowi.mdT3KnowledgeNew~65
client-envioclick.mdT3KnowledgeNew~75
client-kyva.mdT3KnowledgeNew~30
client-takami.mdT3KnowledgeNew~30
client-spi.mdT3KnowledgeNew~30
presentations-infrastructure.mdT3KnowledgeExisting~180
prospecting-pipeline.mdT3KnowledgeNew314
drift-detection-protocol.mdT3KnowledgeNew121