Ekho Artist Experience Playbook
Source of record for Ekho Music Platform’s living music-artist social media playbook (Identify → Invite → Convert via shareable Ekho drop URL).
What this is
Supporting reference for the Ekho roadmap (roadmap.json / https://ekho-roadmap.pages.dev/). The roadmap is the main artifact; each linked roadmap epic points at one stable anchor in this playbook (Roadmap epic → playbook links).
| Path | What it is |
|---|---|
onboarding-activation.md |
Artist Onboarding & Activation (oa-*): the seven-step setup wizard (claim your artist profile (required), connect accounts (optional), import your catalogue (optional), upload lists (optional), set up your public listener page (optional), invite listeners (optional), suggest a drop (optional)) plus recommended platform prep (bio/links, social setup, Spotify profile). Ends at activation; then your first drop. |
fan-engagement-monetization.md |
Artist Fan Engagement & Monetization (fem-*): starts with the first drop and first sale; cadence, content, platform plays, fan capture, monetization, and Drops (fem-drops*: Drops - General + Drops Playbook & Planner). |
reference.md |
What changed recently (ref-changes) and Sources (ref-sources), shared by both. |
ekho-drop-conversion-plays.md |
Artist one-pager for drop conversion. |
artist-social-playbook.md |
Redirect stub (v1.4 → v1.5 section map). Kept for one refresh cycle. |
deltas/weekly-delta-YYYY-MM-DD.md |
Monday refresh deltas (archive) |
index.html |
Formatted web page of this playbook, live at ekho-roadmap.pages.dev/playbook/. Generated from these markdown files by scripts/build-playbook.py in the design of Jesse's Claude artifact (tabs, contents rail, open-call answers), with the prototype's Suggest Change tool for review notes; never edit it by hand |
fb/ |
The prototype's Suggest Change tool (fb-layer.js, fb-layer.css), copied unchanged from the prototype repo; see fb/SOURCE.md before updating it |
How to use this playbook: Treat it as an operating manual. A new artist starts with Artist Onboarding & Activation and works the setup wizard. An activated artist starts with This week’s delta, then This week's platform actions, then deepens per platform in Artist Fan Engagement & Monetization. Revisit What changed recently each quarter. Claims below are tied to sources; if a number is not sourced, it is omitted or marked as guidance only.
Markdown is the source of truth. Do not treat any HTML companion as current unless regenerated and checked into this folder deliberately.
Definitions: Onboarding & Activation vs Fan Engagement & Monetization
Per Michael Morrison (CCO):
- Onboarding & Activation (OA): getting an artist through the Ekho setup wizard. Activated = the artist got through the setup wizard: step 1 is done, and each optional step is done or skipped. This is Jesse's Oct 1 definition, to be confirmed with Michael Morrison (CCO). The seven steps, in order: (1) claim the artist profile with Connect to Spotify (required); (2) connect accounts, meaning any third-party source (optional); (3) import or upload the existing song catalogue (optional); (4) upload lists (List Upload: any customer or listener list) (optional); (5) set up the public listener page (optional); (6) invite listeners (optional); (7) Suggest a Drop, always last (optional). Optional steps can be skipped and done later, and skipped steps that still need attention get reminders the artist can turn off (planned/in prototype). Step 6 is complete once the artist has shared their Ekho page link or sent invitations to an uploaded list, so it still works when they skip the list upload. Step 7 is complete once the artist opens or saves the suggested drop; nothing gets published. Activation is not a monetization event: there's no sale or payment step in it, and step 7 only suggests a drop.
- Fan Engagement & Monetization (FEM): starts with the first drop and the first sale. It covers drops, ongoing content cadence, platform plays, fan capture, conversion through the drop URL, and sales.
Build status of the wizard: only step 1 (Connect to Spotify) is confirmed built, and it works in the Ekho sandbox. Steps 2, 3, 4, 6 and 7 are planned/in prototype, not shipped, and step 5 is a stub until artist page setup is confirmed. Connect to Spotify is also the only third-party connection confirmed built; social accounts, Shopify and any other data source are planned/in prototype. The playbook describes them as wizard steps and labels them that way.
Borderline calls:
- First drop: FEM. It's the next step after setup, not an activation step; wizard step 7 only suggests one and opens the drop planner pre-filled (After activation: your first drop → Drops).
- First sale / first paid conversion: FEM (First sale milestone). It's a monetization event, so it isn't activation.
- Payment setup: not in the wizard. The artist is first asked for it when they set up a drop or a livestream. Catalogue songs set live for public streaming need no payment setup, because that money reaches the artist through their distributor, outside Ekho. Before the first payout, Ekho asks for a one-time identity check (planned). Claims are verified through connected accounts (Spotify first, possibly the distributor), not a face scan.
- Claiming for an artist you manage: OA, step 1 (planned/in prototype). A manager proves the claim through the artist's connected accounts; the artist is notified and can take over.
- Inviting listeners and the first social share: OA. Inviting listeners is wizard step 6 (optional). It's done once the artist has shared their Ekho page link (Your first social share, under Invite your listeners) or sent invitations to a list they uploaded in step 4, so it still works when they skip the list upload.
- List Upload: OA, wizard step 4 (optional). Upload any customer or listener list; Ekho parses it and maps the fields and metadata into the right columns (planned/in prototype). Ongoing invitations and list growth are FEM (Fan capture).
- Connected accounts: OA, wizard step 2 (optional). Any third-party source (Spotify, social accounts, Shopify, other data sources) is a connected account. Connect to Spotify is built and is used in step 1; the other connections are planned/in prototype.
- Catalogue import and public listener page: OA, wizard steps 3 and 5, both optional.
- Platform-side setup (claiming and wiring your own TikTok, Instagram and Spotify for Artists accounts; bio links; Spotify profile): OA recommended prep that supports the wizard (Profile links and bio wiring, First social setup, Spotify profile hygiene). Not required for "Activated".
- "25 fans on the Ekho list": FEM, a fan-capture leading indicator (Fan capture). Not part of the activation bar.
- Spotify AI Persona hygiene: OA prep (profile setup, Spotify profile hygiene), with an FEM re-check pointer.
- Drop campaign Day 0 (drop URL works on mobile, bio Primary CTA): FEM, in the drop campaign checklist. OA's first drop section only points there.
Drops is two sibling epics under Artist Fan Engagement & Monetization, and neither is an activation step:
- Drops - General (drop page, checkout, delivery, payments) → Drops
- Drops Playbook & Planner (planner, pre/post-drop touchpoints, prescribed content) → Drop campaign checklist, plus the drop funnel, per-platform drop plays (
fem-drops-*), bio swap and forever rules for drops
Ekho features assumed
Shared by both playbooks.
Assumptions (flagged — do not expand beyond these): - Ekho has artist pages, purchasable music/video drops, and a shareable drop URL/link. - Setup wizard: step 1, claiming the artist profile with Connect to Spotify, is built (working in the Ekho sandbox). Steps 2–4, 6 and 7 (connect accounts, import catalogue, List Upload, in-wizard invitations, Suggest a Drop) are planned/in prototype, not shipped. They're described as wizard steps only. - Connected accounts: Connect to Spotify is the only third-party connection confirmed built. Social accounts, Shopify and any other data source are planned/in prototype; we don't assume any of them is available. - Manager claims and Ekho-exclusive track branding are planned/in prototype. - We do not assume native TikTok/IG/YouTube checkout, in-app Ekho embeds, automatic “buy on Ekho” buttons inside social apps, or any Ekho feature not listed above. - Conversion path is always: warm fan → invite (link / sticker / reply / bio) → open drop URL → purchase on Ekho.
- Social = discovery; Ekho = conversion via shareable drop URL only (no native social checkout assumed).
- Sections that depend on Ekho flows not yet confirmed (wizard screens, artist page setup, creating a drop) are stubs marked to be filled once shipped/confirmed, and planned wizard steps are labelled planned/in prototype.
- Ekho tips, merch, tickets and fan subscriptions are planned, not current Ekho features. See the roadmap for each one's current status.
This week’s delta
Mid-week Ekho update (Oct 1, v1.6): OA: setup wizard step 7 Suggest a Drop (optional, always last; planned/in prototype); claiming for an artist you manage (planned/in prototype); consent note on uploaded lists. FEM: Ekho-exclusive branding in Drops (planned/in prototype). Platform facts unchanged.
Week: Sep 21–28, 2026 (v1.4 refresh, carried into v1.5 unchanged). Rewritten Mondays; rows are tagged OA or FEM and link to the section that changed.
Material changes vs v1.3 (Sep 21). Biggest ship: Made On YouTube / Shorts Series.
| Tag | Platform | Change | What artists should do differently | Where |
|---|---|---|---|---|
| FEM | YouTube Shorts | Made On YouTube (Sep 23): Shorts Series (YPP) — seasons/episodes, custom thumbnails, sequential playback + “watch series” across mobile/desktop/TV. Conversational Shorts editing; Studio packaging help; expanded video A/B testing; Live Showdowns; Community Posts recommended from the Shorts feed. No native Ekho checkout. | Package drop teaser Shorts as a Series ending in a CTA episode; pin Ekho drop URL in description + comment. Use Posts / optional Live Showdown as extra invite surfaces. | fem-youtube, fem-drops-youtube |
| FEM | X | First OCR payout window ~Sep 25 for approved ex–Revenue Sharing. | Confirm payout / finish application; original clips; drop URL in first reply. | fem-x, fem-drops-x |
| OA + FEM | Spotify | AI Persona badges continue mid/late-Sep mobile rollout (live: profile / Artist Details / Search; playlist track rows coming soon). Fresh Finds Forward (Sep 17) now in FEM › Spotify. | Photo hygiene + appeal path unchanged. Pitch unreleased via Spotify for Artists for Fresh Finds; if Forward-invited, still pair playlist momentum with social → Ekho drop URL + email (Drops). | oa-spotify-profile, fem-spotify |
| FEM | Instagram / Facebook | No new drop-link product; Meta Connect did not replace Meta One Advanced+ for organic post/Reel links. | Keep Advanced cost-check; free path = Stories sticker + bio + tagged grid. | fem-drops-instagram, fem-drops-facebook |
| FEM | TikTok | No new product; Voice Comments still rolling from Sep 3. | Keep Comment Polls + Voice Comments → bio drop. | fem-tiktok, fem-drops-tiktok |
Prior weeks still in force: Meta One Essential/Advanced (Sep 15); IG tagged grid (Sep 10); TikTok Comment Polls / Voice Comments; X OCR originality; Shorts Get Feedback. Sources in reference.md › Sources.
Anchor registry
Every heading that is linked to has an explicit HTML anchor (an <a id> tag) on its own line directly above it. Link to that id, never to GitHub's auto heading slug.
- Prefixes:
pb-README,oa-Onboarding & Activation,fem-Fan Engagement & Monetization,ref-reference. - Format: lowercase kebab-case, at most 3 segments, no section numbers and no dates.
- Never rename or delete an anchor. If content moves, leave the old
<a id>as an alias next to the new home and add a row here. - Heading text and section numbers can change freely; the anchors carry the stability.
| Anchor | File | Meaning | Linked from roadmap epic (Rev 3 title) |
|---|---|---|---|
pb-overview |
README.md |
What this is; file index; how to use | — |
pb-definitions |
README.md |
OA vs FEM definitions and borderline calls | — |
pb-assumptions |
README.md |
Ekho features assumed (shared) | — |
pb-this-week |
README.md |
This week’s delta (rewritten Mondays) | — |
pb-anchors |
README.md |
This registry | — |
pb-roadmap-links |
README.md |
Roadmap epic → anchor table | — |
pb-maintainers |
README.md |
Maintainer notes, version history, how updates land | — |
oa |
onboarding-activation.md |
Artist Onboarding & Activation (title) | — |
oa-definition |
onboarding-activation.md |
What "activated" means (setup wizard complete) | Activation Checklist & Nudges (secondary) |
oa-activated |
onboarding-activation.md |
Activation checklist: the seven-step setup wizard (step 1 required, 2–7 optional) | Artist Onboarding & Ghost Profiles; Founding Fifty Programme; Activation Checklist & Nudges |
oa-account-claim |
onboarding-activation.md |
Wizard step 1 (required): claim your artist profile (Connect to Spotify, built; manager claims planned/in prototype) | Artist Onboarding & Ghost Profiles (secondary); Connected Accounts (secondary) |
oa-connect-accounts |
onboarding-activation.md |
Wizard step 2 (optional): connect your accounts, any third-party source (planned/in prototype beyond Spotify). New in this revision | Connected Accounts (CAC; old CSA maps here) |
oa-import-catalogue |
onboarding-activation.md |
Wizard step 3 (optional): import your song catalogue (planned/in prototype). New in this revision | — |
oa-import-listeners |
onboarding-activation.md |
Wizard step 4 (optional): upload your lists, List Upload (planned/in prototype). New in this revision | List Upload & Invitations (LUI, primary; old FLI maps here) |
oa-artist-page |
onboarding-activation.md |
Wizard step 5 (optional): set up your public listener page (stub) | Artist Onboarding & Ghost Profiles (secondary) |
oa-invite-listeners |
onboarding-activation.md |
Wizard step 6 (optional): invite your listeners; done once you've shared your page link or sent invitations to an uploaded list. New in this revision | List Upload & Invitations (secondary) |
oa-first-share |
onboarding-activation.md |
Your first social share (how you invite; under step 6) | List Upload & Invitations (secondary) |
oa-suggest-drop |
onboarding-activation.md |
Wizard step 7 (optional, always last): Suggest a Drop; done once the suggestion is opened or saved (planned/in prototype). New in v1.6 | Activation Checklist & Nudges (secondary); Drops Playbook & Planner (secondary) |
oa-bio-links |
onboarding-activation.md |
Recommended prep: profile links and bio wiring (not required for activation) | — |
oa-social-setup |
onboarding-activation.md |
Recommended prep: first social setup, your platform accounts (not required for activation) | Connected Accounts (secondary) |
oa-spotify-profile |
onboarding-activation.md |
Recommended prep: Spotify profile hygiene (AI Persona, "start here" playlist) | — |
oa-handoff |
onboarding-activation.md |
You're activated: what's next | — |
oa-first-drop |
onboarding-activation.md |
After activation: your first drop (not an activation step; points to fem-drops) |
Artist Onboarding & Ghost Profiles (secondary); Drops - General (secondary) |
fem |
fan-engagement-monetization.md |
Artist Fan Engagement & Monetization (title, goal) | — |
fem-definition |
fan-engagement-monetization.md |
Scope (starts with the first drop / first sale) | — |
fem-principles |
fan-engagement-monetization.md |
Discovery vs. ownership | Hidden Fan Funnel (secondary) |
fem-funnel |
fan-engagement-monetization.md |
Recommended funnel (cross-platform) | Hidden Fan Funnel |
fem-cadence |
fan-engagement-monetization.md |
Sustainable cadence | In-Platform Fan Touchpoints; Social Audit; Social & Creative (secondary); Founding Fifty Programme (secondary) |
fem-content |
fan-engagement-monetization.md |
Content that travels + hooks | Social & Creative; Short-Form Promo Video Tools |
fem-search |
fan-engagement-monetization.md |
Hashtags & search (captions, tags) | — |
fem-fan-capture |
fan-engagement-monetization.md |
Fan capture: own the list | Fan-Data Repatriation Kit; List Upload & Invitations (secondary); Fan Onboarding & Devotion Score (optional) |
fem-money-map |
fan-engagement-monetization.md |
Monetization map | Fan Milestones & Modelled Earnings |
fem-first-sale |
fan-engagement-monetization.md |
First sale milestone (not activation) | Fan Milestones & Modelled Earnings (secondary); Drop Performance Dashboard (secondary) |
fem-tiktok |
fan-engagement-monetization.md |
TikTok | Short-Form Promo Video Tools (secondary) |
fem-instagram |
fan-engagement-monetization.md |
— | |
fem-youtube |
fan-engagement-monetization.md |
YouTube / Shorts | Short-Form Promo Video Tools (secondary) |
fem-x |
fan-engagement-monetization.md |
X | — |
fem-facebook |
fan-engagement-monetization.md |
Facebook / Reels | — |
fem-spotify |
fan-engagement-monetization.md |
Spotify releases and campaigns | Release Planner · City Ranker · Playlist Console |
fem-drops |
fan-engagement-monetization.md |
Drops: two sibling epics; this section is Drops - General (drop page, checkout, delivery, payments) | Drops - General; Viral Spike → Drop Trigger (secondary) |
fem-drops-funnel |
fan-engagement-monetization.md |
Drop funnel: Identify → Invite → Convert (Planner side) | Drops Playbook & Planner (secondary) |
fem-drops-plays |
fan-engagement-monetization.md |
Platform drop plays (Planner side) | Viral Spike → Drop Trigger; Drops Playbook & Planner (secondary) |
fem-drops-tiktok |
fan-engagement-monetization.md |
Drop plays: TikTok (Planner side) | — |
fem-drops-instagram |
fan-engagement-monetization.md |
Drop plays: Instagram (Planner side) | — |
fem-drops-spotify |
fan-engagement-monetization.md |
Drop plays: Spotify (Planner side) | — |
fem-drops-x |
fan-engagement-monetization.md |
Drop plays: X (Planner side) | — |
fem-drops-youtube |
fan-engagement-monetization.md |
Drop plays: YouTube Shorts (Planner side) | — |
fem-drops-facebook |
fan-engagement-monetization.md |
Drop plays: Facebook / Reels (Planner side) | — |
fem-drops-bio-swap |
fan-engagement-monetization.md |
Release rule: bio swap (Planner side) | — |
fem-drops-checklist |
fan-engagement-monetization.md |
Drop campaign checklist (3–7 days): Drops Playbook & Planner | Drops Playbook & Planner |
fem-drops-measure |
fan-engagement-monetization.md |
Measure a drop | Drop Performance Dashboard |
fem-drops-rules |
fan-engagement-monetization.md |
Forever rules for drops (Planner side) | — |
fem-weekly-start |
fan-engagement-monetization.md |
Weekly operating starter | — |
fem-this-week |
fan-engagement-monetization.md |
This week's platform actions (dated, rewritten weekly) | — |
fem-rules |
fan-engagement-monetization.md |
Forever rules | — |
ref-changes |
reference.md |
What changed recently | — |
ref-sources |
reference.md |
Sources | — |
Roadmap epic → playbook links
These are the targets for roadmap epic docs entries ({t, h}). Product's roadmap-links PR put them in roadmap.json; playbook PRs don't touch roadmap.json.
- Link format:
https://github.com/jessespringer/ekho-roadmap/blob/main/playbook/<file>.md#<anchor>. GitHub renders the markdown and resolves the explicit anchors (the repo is public). Pages serves raw.md, where anchors don't resolve. - Suggested label
t: "Playbook: OA › Setup wizard" / "Playbook: FEM › Drops". - Keys are stable epic IDs from
roadmap.jsonv16, so the table no longer depends on epic titles or positions. The v14 → v15 → v16 mapping lives in the ID crosswalk. Old CSA maps toCAC(Connected Accounts) and old FLI maps toLUI(List Upload & Invitations). Fan Onboarding & Devotion Score (FOD) is an optional link.
| Initiative | Epic ID | Epic | Primary playbook link | Secondary | Note |
|---|---|---|---|---|---|
| I · Artist Onboarding & Activation | AOG |
Artist Onboarding & Ghost Profiles | onboarding-activation.md#oa-activated |
onboarding-activation.md#oa-account-claim, onboarding-activation.md#oa-artist-page |
Core OA epic. Onboarding ends when the setup wizard is complete. Step 1 covers manager claims (planned/in prototype). |
| I | LUI |
List Upload & Invitations | onboarding-activation.md#oa-import-listeners |
onboarding-activation.md#oa-invite-listeners, onboarding-activation.md#oa-first-share, fan-engagement-monetization.md#fem-fan-capture |
Renamed from Fan List Import & Invitations; old FLI maps to LUI. Wizard step 4, List Upload (optional; upload any customer or listener list, parsed and mapped into the right columns; planned/in prototype), and step 6, invite listeners (optional; complete once the page link is shared or an uploaded list is invited). The first share sits under step 6. Growth = FEM. |
| I | FF50 |
Founding Fifty Programme | onboarding-activation.md#oa-activated |
fan-engagement-monetization.md#fem-cadence |
Founding acts onboard through the same wizard; "drop on a rhythm" = FEM cadence. |
| I | ACT |
Activation Checklist & Nudges (= the setup wizard) | onboarding-activation.md#oa-activated |
onboarding-activation.md#oa-definition, onboarding-activation.md#oa-suggest-drop |
The seven-step setup wizard: step 1 required, steps 2–7 optional. Activated = got through the wizard (each optional step done or skipped). Step 7, Suggest a Drop, is always last and done once the suggestion is opened or saved; it opens the Drops Playbook & Planner (DPL) pre-filled. Skipped steps that need attention get reminders, with "Don't remind me about this" and a Settings toggle (planned/in prototype). |
| I | CAC |
Connected Accounts | onboarding-activation.md#oa-connect-accounts |
onboarding-activation.md#oa-account-claim, onboarding-activation.md#oa-social-setup |
One epic: every third-party connection (Spotify, social accounts, Shopify, any other data source) is a technical integration under it. Absorbs the old Connected Social Accounts (CSA) row, so old CSA maps to CAC. Wizard step 2 (optional). Only Connect to Spotify (step 1) is confirmed built; the other connections are planned/in prototype. Platform-side account claims are recommended prep in oa-social-setup. |
| J · Artist Fan Engagement & Monetization | DRG |
Drops - General | fan-engagement-monetization.md#fem-drops |
onboarding-activation.md#oa-first-drop |
Drop page, checkout, delivery, payments. The first drop comes after activation. Ekho-exclusive branding follows the drop's exclusive setting (planned/in prototype). |
| J | DPL |
Drops Playbook & Planner | fan-engagement-monetization.md#fem-drops-checklist |
fan-engagement-monetization.md#fem-drops-funnel, fan-engagement-monetization.md#fem-drops-plays, fan-engagement-monetization.md#fem-drops-bio-swap, fan-engagement-monetization.md#fem-drops-rules, onboarding-activation.md#oa-suggest-drop |
Planner, pre/post touchpoints, prescribed content. The 3–7 day checklist is the campaign burst inside the planner's −21…+28 day window. Setup step 7 (Suggest a Drop) opens the planner pre-filled. |
| J | DPD |
Drop Performance Dashboard | fan-engagement-monetization.md#fem-drops-measure |
fan-engagement-monetization.md#fem-first-sale |
The measurement half of drops. |
| J | FDR |
Fan-Data Repatriation Kit | fan-engagement-monetization.md#fem-fan-capture |
— | "Own the email list" guidance. |
| J | IFT |
In-Platform Fan Touchpoints | fan-engagement-monetization.md#fem-cadence |
— | Open roadmap question: at what fan count the playbook recommends in-platform touchpoints. |
| J | FOD |
Fan Onboarding & Devotion Score (optional link) | none | (fan-engagement-monetization.md#fem-fan-capture, optional) |
Fan-side product; the playbook is artist-facing. Not counted in the 18. |
| B · Artist Intelligence & Actionable Insights | SOC |
Social & Creative (merged page) | fan-engagement-monetization.md#fem-content |
fan-engagement-monetization.md#fem-cadence |
"What to post and how followers become contacts." |
| B | HFF |
Hidden Fan Funnel | fan-engagement-monetization.md#fem-funnel |
fan-engagement-monetization.md#fem-principles |
Discovery → owned framing. |
| B | VST |
Viral Spike → Drop Trigger | fan-engagement-monetization.md#fem-drops-plays |
fan-engagement-monetization.md#fem-drops |
Spike plays end in a drop or capture. |
| B | RCP |
Release Planner · City Ranker · Playlist Console | fan-engagement-monetization.md#fem-spotify |
— | Playlist pitch ≥7 days, city retargeting. |
| B | FME |
Fan Milestones & Modelled Earnings | fan-engagement-monetization.md#fem-money-map |
fan-engagement-monetization.md#fem-first-sale |
Modelled earnings must stay labelled as modelled. |
| B | SAU |
Social Audit: Scorecard, Recommendations & Re-audit | fan-engagement-monetization.md#fem-cadence |
— | Supplies the sustainable cadence ranges. |
| C · Ekho Chamber Livestream & Content Tools | SFV |
Short-Form Promo Video Tools | fan-engagement-monetization.md#fem-content |
fan-engagement-monetization.md#fem-tiktok, fan-engagement-monetization.md#fem-youtube |
Clip formats and native uploads. |
Epics not listed in the consolidated plan stay unlinked on purpose, because there's no artist playbook content for them yet: all of A · Identity, Trust & Platform (ID Verification; Chartmetric Data Platform & Scalability; Trust Centre & Data Export Guarantee; Listener Account, Family & Settings; Admin & Ops Console); in B, Royalty Recovery Scan, Peer Gap-to-$$ Benchmark, Momentum Radar + Career One-Sheet, Artist Alerts, Artist Today Home and Royalty Recovery Actions & Monitoring; in C, Chamber Livestream Optimization, Sacred Live Allocation V1, Multiple Producer Cameras Setup and Chamber Ticketing, Passes & Door; all of D · Merch & Store, E, F (including Ask EKHO Assistant) and H; in G, Streaming Player & Song Upload, Royalty Engine and Listener Discovery & Library; and in I, Manager Access & 5-for-5 Referral.
Maintainer notes (Ekho internal)
How updates land
- Monday refresh researches platforms and updates the markdown on the Playbook agent’s machine.
- Changes open as a PR against
maininjessespringer/ekho-roadmapfirst (then mirrored toekho-research/ekho-roadmap) (never direct-to-main unless Jesse says ship direct). - Suggested PR title:
Playbook: weekly refresh YYYY-MM-DD(orPlaybook: vX.Y …for a version bump). - After Jesse (or an approved reviewer) merges, Mac mini Claude Code, other devices, and Grok Bot agents all read the same
maincopy.
Merge/deploy: Jesse's call. Claude may commit, push, merge, or deploy when Jesse instructs it to.
Where the weekly refresh writes (v1.5)
- Web page design: the page's CSS and scripts live in
scripts/playbook-template/; edit them there, not inindex.html. Review notes left on the page stay in each reviewer's browser until they export them (there's no shared save on Cloudflare yet). A blockquote that starts> **Open call:**renders as a decision card reviewers can answer. - Web page: after any change to these markdown files, run
python3 scripts/build-playbook.py(needspip install markdown) and commit the regeneratedplaybook/index.htmlin the same PR.python3 scripts/build-playbook.py --checkfails if the page is out of date. Section anchors are shared, soplaybook/#oa-suggest-dropon the site andonboarding-activation.md#oa-suggest-dropon GitHub land on the same section. - The weekly delta goes in This week’s delta (rows tagged OA/FEM), with the archive copy in
deltas/weekly-delta-YYYY-MM-DD.md. - Dated platform actions go in This week's platform actions.
- Platform changes go into the matching
fem-*platform section, oroa-*when they change setup (claims, profiles, bios). Drop-conversion changes go intofem-drops*and the one-pager. - Timeline rows go in What changed recently; citations in Sources.
- The Monday refresh writes to these targets (repointed Oct 1). Chief of Staff's Monday routine reads the playbook and sends findings; it doesn't write here.
Repo note
This folder lives in jessespringer/ekho-roadmap (public, primary; ekho-research/ekho-roadmap is a mirror) alongside the hosted roadmap (index.html + roadmap.json). Live Pages for the roadmap: https://ekho-roadmap.pages.dev/ — playbook markdown is not auto-rendered there unless someone adds a Pages route later, so #anchors don't resolve on Pages URLs.
Constraints
- Social = discovery; Ekho = conversion via shareable drop URL only (no native social checkout assumed).
- Keep Drops / the conversion one-pager current when platform link features change.
- Cite sources in weekly deltas.
Notes carried from v1.4
- Living doc: Weekly Monday refresh via Chief of Staff routine
ekho-playbook-weekly; also Playbook botekho-playbook-weekly-refresh. Ship a user-facing delta only when something material changed. - Do not invent stats in updates; cite URL + date.
- Pair this playbook with Ekho product CTAs (tips, merch, tickets, fan subscriptions; all four planned, not current Ekho features) in the bio link stack and release checklists.
- v1.4 (Sep 28): Weekly delta Sep 21–28 — Made On YouTube / Shorts Series (YPP), conversational Shorts edit, Live Showdowns, Posts in Shorts feed; X OCR first-payout status check; Spotify AI Persona hygiene continues; Meta/TikTok no new drop-conversion product. Same-day Spotify patch: AI Persona surfaces = profile / Artist Details / Search (playlist rows coming soon per Help); Fresh Finds Forward (Sep 17) added as §8.3a. Updated §5 formats, §8, §10 checklist, §11 timeline, §12 sources, conversion one-pager. HTML companion not regenerated.
- v1.3 (Sep 21): Weekly delta Sep 14–21 — Meta One Essential/Advanced/Expert/Max (organic IG/FB Reel+post links on Advanced+ with monthly caps; engagers→follow on Essential); IG tagged posts → grid; Spotify AI Persona mid-Sep live window; X OCR first payout ~Sep 25; Made On YouTube watch Sep 23. Playbook Monday verify refined tier names + IG Advanced ≈4+4 link/mo. Updated §9 IG/FB plays + conversion one-pager.
- v1.2 (Sep 14 evening): Added §9 Ekho drop conversion plays — social discovery → invite → purchase music/video drops via shareable drop URL. Artist one-pager:
ekho-drop-conversion-plays.md. Do not invent Ekho features beyond artist pages, purchasable music/video drops, and shareable drop URLs. - Next candidates for later versions: Threads, Snapchat Spotlight, Bandcamp/Discord deep-dives, and paid-media benchmarks once Ekho has first-party campaign data.
- HTML companion: Keep
artist-social-playbook.htmlin sync when regenerating a shareable view; markdown is source of truth. - v1.5 notes on the lines above: "Ekho product CTAs (tips, merch, tickets, fan subscriptions)" is v1.4 wording, kept and labelled planned: none of the four is a current Ekho feature; see the roadmap for status. The only Ekho features this playbook assumes are the ones in Ekho features assumed. No HTML companion is checked in, and any existing copy predates v1.5. Section references (§8.3a, §9, …) in the version notes are v1.4 numbering; see the redirect stub for where they live now.
Version history
- v1.6 (Oct 1, 2026): Ekho product decisions from Oct 1, no platform-fact changes. Setup wizard gains step 7, Suggest a Drop (optional, always last, done once the suggestion is opened or saved, never mentions price; planned/in prototype) under new anchor
oa-suggest-drop; wording moves from six steps to seven and from "steps 2–6 optional" to "steps 2–7 optional". Step 1 adds manager claims and claim verification through connected accounts rather than a face scan (planned/in prototype); one-time identity check before the first payout noted (planned). Consent note on uploaded lists. Drops adds Ekho-exclusive branding and the step-7 hand-off (planned/in prototype). Roadmap link table keyed by stable epic IDs; repo noted as public. Activation definition still pending confirmation with Michael Morrison (CCO). No anchor renamed or removed. - v1.5 (Oct 1, 2026): Restructure, no platform-fact changes. Split v1.4
artist-social-playbook.mdinto Artist Onboarding & Activation and Artist Fan Engagement & Monetization (Drops is thefem-drops*section), plus shared reference.md. README rewritten as the playbook index with definitions, shared assumptions, this week's delta, the anchor registry and the roadmap-link table. Explicit stable anchors (pb-/oa-/fem-/ref-). New short sections: activation definition and checklist, the six setup-wizard steps, first share, handoff, first sale milestone. Decisions applied (Oct 1): activated = got through the setup wizard (Jesse, Oct 1; to be confirmed with Michael Morrison, the CCO), with only step 1 (claim via Connect to Spotify) required and steps 2–6 optional, plus a note on reminders for skipped steps; step 6 completes on a shared page link or invitations to an uploaded list; wizard steps 2–4 and 6 labelled planned/in prototype, with new anchorsoa-connect-accounts,oa-import-catalogue,oa-import-listenersandoa-invite-listeners; step 2 covers any third-party connection under the single Connected Accounts epic (old CSA maps to CAC); step 4 is the generic List Upload, and its epic is List Upload & Invitations (LUI, formerly FLI); bio links, social setup and Spotify profile reframed as recommended prep;oa-first-dropreframed as "After activation: your first drop"; Drops presented as two sibling epics (Drops - General, Drops Playbook & Planner); Ekho tips/merch/tickets/subscriptions labelled planned. No anchor renamed or removed.artist-social-playbook.mdis now a redirect stub. One-pager header re-pointed. Deltas unchanged.
End of Ekho Artist Experience Playbook index v1.6 — October 1, 2026