# Notion and Airtable CRM Setup Guide

## Objective
Deploy a campaign CRM that tracks outreach sends, reply rates, acceptance, publication links, and backlink quality.

## Core Tables
1. Publisher Pipeline
2. Outreach Activity Log
3. Content Drafts and Status
4. Published Assets
5. Backlink QA and Anchor Compliance

## Required Fields (Publisher Pipeline)
- publisher
- tier
- editor_name
- contact_email
- contact_method
- status
- acceptance_probability
- last_contact_date
- next_followup_date
- article_topic
- backlink_target

## Build Steps
1. Import data/offpage/outreach_crm_template.csv as base table.
2. Add relation from Publisher Pipeline to Outreach Activity Log.
3. Add formula field: reply_latency_days.
4. Add filtered views:
   - Follow-up due this week
   - Accepted but unpublished
   - Published pending backlink verification

## Automation Rules
- On status = Sent, auto-set next_followup_date to +3 days.
- On status = Accepted, create draft task in Content Drafts table.
- On publication URL set, create backlink QA task with 7-day recheck.

## KPI Widgets
- outreach sends this week
- reply rate
- acceptance rate by tier
- average time-to-publish
- new referring domains

## Governance
- Update CRM daily.
- Review KPI board every Friday.
- Archive stale prospects after 3 unanswered follow-ups.