/11-channel-setup-global

name: 11-channel-setup-global
description: "Setup marketing channels for global businesses — channel selection, platform-specific setup checklists, integration guides. Has 4 region variants (US/EU/SEA/LATAM) with region-specific platform priorities. US: Meta+Google+LinkedIn. EU: + LinkedIn/Xing. SEA: TikTok+Shopee/Lazada+LINE. LATAM: WhatsApp Business+Mercado Libre. Trigger: 'channel setup', 'platform setup', 'marketing tech stack', 'multi-channel marketing', 'platform selection'."
metadata:
  version: 1.0.0
  category: operations
license: MIT
triggers:
  - "channel setup"
  - "platform setup"
  - "marketing tech stack"
  - "multi-channel marketing"
  - "platform selection"
related:
  - product-marketing-context-global
  - 00-marketing-plan-global
  - 14-email-marketing-global
  - references/global-platforms-comparison

Channel Setup A-Z (Global)

Setup marketing channels for global businesses — selection, platform-specific checklists, integration guides. Region variants (US/EU/SEA/LATAM) provide localized platform priorities.

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For newbies — Read this first

If you've never set up marketing channels:

1. **Don't start with all channels.** Pick 2-3 max for the first 90 days. More channels = thinner attention = worse results. 2. **Channel selection depends on your audience, not your preference.** If your customers live on TikTok, Email won't work no matter how much you love Email. 3. **Region matters massively.** WhatsApp dominates LATAM. LINE dominates Thailand. LinkedIn dominates B2B in DE/UK. Don't import US assumptions. 4. **Each channel has 4 setup phases:** Create, Verify, Integrate, Run first 30 days. Skipping phases leads to weak performance later. 5. **Tech stack < Process.** A perfect Meta Pixel doesn't matter if no one is making content. Setup the publishing rhythm first. 6. **Trust takes 30-90 days.** Don't expect ROAS in week 1. Channels need data + content rhythm + audience to mature. 7. **Compliance is per-region.** GDPR (EU), CCPA (US), LGPD (BR), PDPA (TH) — each has rules for tracking, opt-in, and data handling.

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Step 0 — Read context + select region variant

Before setting up:

1. **Read `.agents/product-marketing-context-global.md`** — get product, audience, region, target channels. 2. **Pick region variant for platform priority list:**

• `variants/01-us.md` — North America
• `variants/02-eu.md` — Europe (GDPR-aware)
• `variants/03-sea.md` — Southeast Asia
• `variants/04-latam.md` — Latin America (WhatsApp-first)

3. **See cross-platform comparison:** `references/global-platforms-comparison.md`

Information gathering

Ask user up to 4 questions:

1. **Which channels are you considering?** (Meta / Google / TikTok / LinkedIn / WhatsApp / LINE / Shopee / Mercado Libre / email — you can pick multiple) 2. **Industry, product, target audience?** What you sell, to whom, in which countries? 3. **Existing channels?** List current channels, follower count, status. 4. **90-day goal?** Followers? Leads? Orders? Brand awareness?

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Universal channel framework

Channel selection criteria

Score each candidate channel on:

| Criterion | Weight | |-----------|--------| | Audience match (does your ICP use it?) | 30% | | Competition vs. opportunity (are gaps available?) | 20% | | Cost-to-acquire / CPM in your region | 15% | | Platform stability / longevity | 10% | | Internal capability (can you produce content?) | 15% | | Integration with rest of stack | 10% |

> Score 1-5. Total ≥3.5 = include. <3.5 = skip for now.

4-phase setup (universal)

| Phase | Duration | Goal | |-------|----------|------| | **1. Create & Setup** | Days 1-2 | Account creation, profile completion | | **2. Verify & Optimize** | Days 3-7 | Verification, tool integration, search optimization | | **3. Connect & Integrate** | Days 7-14 | Cross-channel linking, automation | | **4. First 30 days plan** | Days 1-30 | Content, posting cadence, KPI tracking |

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Universal platform setup template

For ANY channel, run this template:

Phase 1: Create & Setup

| Step | Detail | Status | |------|--------|--------| | Account creation | Use business email, not personal | [ ] | | Business account upgrade | Switch to business/professional tier | [ ] | | Industry category | Select correctly — affects algorithm | [ ] | | Avatar | Standard size, clear logo, brand-consistent | [ ] | | Username/handle | Match brand across all channels | [ ] | | Bio / About | Clear positioning + CTA | [ ] | | Cover image / banner | Brand visual + offer/CTA | [ ] | | Contact info | Phone, email, hours, address (if local) | [ ] | | Primary CTA | Message / Call / Book / Shop / etc. | [ ] |

Phase 2: Verify & Optimize

| Step | Detail | Status | |------|--------|--------| | Identity verification | Submit docs as required | [ ] | | 2FA enabled | Security baseline | [ ] | | Pixel/tracking installed | Site or app side | [ ] | | Conversion API setup | Server-side (where supported) | [ ] | | Analytics integration | GA4 / native analytics | [ ] | | Auto-reply / DM templates | Welcome + FAQ | [ ] | | Search optimization | Hashtags, keywords, categories | [ ] | | Privacy/legal pages linked | Terms, Privacy Policy, Refund Policy | [ ] |

Phase 3: Connect & Integrate

| Step | Detail | Status | |------|--------|--------| | Cross-platform linking | IG ↔ FB, TikTok ↔ IG, etc. | [ ] | | Ad account linking | Business Manager / Ads Manager setup | [ ] | | CRM integration | Sync leads/customers to CRM | [ ] | | Email/messaging integration | List sync, automation triggers | [ ] | | E-commerce integration | Shop, catalog, product feed | [ ] | | Chatbot setup (if used) | Pre-built flows for FAQ + intent | [ ] | | Team access | Roles: admin / editor / analyst | [ ] |

Phase 4: First 30 days plan

| Week | Volume | Content type | Goal | |------|--------|--------------|------| | 1 | TOFU (top of funnel) | Brand intro, value, behind-scenes | Test format, find voice | | 2 | TOFU + light MOFU | Education,