HugoStaff

The Workshop

Ask Hugo for the current link.

The Workshop

Build a package, then send it to John. Once he approves the build, you open sign-up when you are ready. The Roadmap publishes when its required details and setup are complete.

Edit an existing package

Pick a package to load it. Its key stays locked after the first save.

New package

The package itself. Dates and money come next.

A short permanent ID, like dreamforce-2026. Lowercase, numbers, hyphens. Can't change after the first save.
John reads this when you hand the package off.
National shows in every region.
  • One build for each agent: every agent who signs up gets their own build task on John's board, filed as that sign-up clears after approval. Ten agents means ten tasks, each on its own timing.
  • One handoff when the roster closes: John gets one task for the whole roster once sign-up closes and the roster is handed to the Hugo team. Late sign-ups are added to that same task, not filed as new ones.
  • One shared package build: John builds one set of ads for the whole package, working from the package he approved. No build task is filed per agent, and sign-ups do not add build work.
Draft, Approved (John approved the build), Open (sign-ups and assets), Build (sign-up closed, John building), Live (ads running), Wrapped (ended, final reports out).
Archived. This package is off Workshop home. To bring it back, pick another status and save.

Cover image

A direct image link. The agent sign-up page uses it too, unless you pick a different image in step 6.

For a new package, save the draft to keep this cover. For an existing package, use Save cover only.

Dates and sign-up window

Rolling sign-up stays open. Set a closing date only when this package needs one.

After this time, agents and MAs can no longer change their sign-ups. Leave blank when changes stay open.
After changes close, the Hugo team gives this to an MA making an approved late change. 12 or more characters. Leave blank to keep the current one.

Price and billing

Invoiced to Compass once for the whole region, built as one shared ad, and reported as a monthly recap.
Who a package is for is set when it is created and cannot be changed here.
The office, team, or audience this package is for. It shows on the sign-up page and the roadmap.
Minimum $400.
Not needed. Each agent pays by card at the end of their sign-up, through a checkout the sign-up page makes for the package name and price above.

Channels and audiences

What John builds: the channels, who each one reaches, and the targeting links.

Choose the channels and audiences. John decides how each channel gets built during his approval step. One Social Ads build can reach your CRM, consumers and Compass agents. Put the budget split in each audience note.
    Add a price and tick a channel to see estimated appearances.
    One per line. A label and a link, or just a link. They print into the build task John works from.
    Usually the targeting sheet or geofence address list. Shows as a "Targeting detail" link on Package HQ only; agents never see it. Leave it blank and the roster shows nothing.
    Agents can still send custom creative on any package. This choice sets the expected starting point; it does not block their work.

    Report

    The channels the report copy emphasizes, then what the Traffic Report says. John's approval needs the channel lines. Launch needs the rest.

    What the report leans on

    One tactic per line. Use the names your agents will recognize.
    Feeds the roadmap's "How It Works" section.
    The Roadmap uses these lines, so John's approval needs them. The Roadmap publishes at his approval once its required details and setup are complete.

    What the report will say

    Report preview

    Your report headline will appear here

    The opening sentence will appear here.

    What's running
    • Your selected channels will appear here.

    Reports land: cadence will appear here

    The closing note will appear here.

    Pick a report (or none) before launch. John and sign-up don't wait on this.
    Sets the report type shown on the Roadmap.
    Defaults to the package name. Change it only when the report should say something else.
    Feeds the roadmap's page-one title and its opening sentence.
    Feeds the roadmap's "Who We Reach" section.
    The words the report uses for where the ads ran. Example: the Peninsula or the North Shore.
    Feeds the roadmap's "Editorial Placements" section, and only when the package runs display or CRM ads.
    Feeds the Traffic Report headline. It does not appear on the Roadmap.
    Feeds the Traffic Report closing note. It does not appear on the Roadmap.
    Thirty-day runs update daily. Shorter runs get one report when the ads end. This sets the email schedule.
    Sets the report email schedule shown on the Roadmap.
    Launch waits on this box. Check it once the words above match the package channels. John's approval and sign-up do not wait on it.

    Agent inputs and files

    What agents bring to sign-up, and where their files go.

    Up to 10 ads per sign-up. Listing ads can link to the listing or a different page.

    Applies to both sign-up forms. John checks that he can open the folder and use the video before launch.
    Requests add to the package's areas and never replace them. John reviews them before launch.

    Tagline choices

    We build the creative for this package, so the agent picks from lines you approve.

    Offered only to an agent promoting a listing.
    Offered only to an agent promoting their brand.
    Leave all three blank and neither form shows a tagline question at all.

    Files

    Every agent's folder sits inside this one.
    Leave blank to use the cover image from step 1. Paste a link to use a different one.

    Hand off to John

    Save it, then send it to John when it's ready for him. His approval means the build is sound; you open sign-up after that. The Roadmap needs its required details and completed setup; launch also needs the approved report words.

    Hand off to John:
    Open sign-up:
    Save:

    Buy-in desk links

    These links open two different doors into the same package.

    The official external link for emails, landing pages, and other agent-facing outreach.
    The shared roster for the Marketing Advisor running the package. Do not use it in public outreach.
    The working plan for the MA and Compass leadership. Regenerated from this package every time you save.