wiki/knowledge/project-management/blog-content-delivery-via-clickup.md Layer 2 article 417 words Updated: 2026-04-05
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Blog Content Delivery via ClickUp

Once a blog post has completed the full [1] production process, the finalized draft is delivered to the Account Manager (AM) via a ClickUp task. This article covers the delivery step specifically.

Overview

The delivery step closes the loop between the writer (Gavin) and the AM reviewer (Karly, Melissa). The goal is a clean, editable document that the AM can review and mark ready for client delivery — without needing to access Surfer or Claude directly.

Delivery Format

All finalized blog posts are delivered as Google Docs, not Surfer links or raw Claude chat links.

Rationale:
- Not all team members have Surfer logins or can view Surfer content consistently
- AMs were previously copying Claude output into Google Docs manually — this step eliminates that overhead
- Google Docs allow AM edits and comments before client delivery

Exporting from Surfer to Google Doc

The recommended export path preserves internal links and formatting:

  1. In Surfer's Content Editor, export the optimized draft as a .docx file (not copy-paste — copy-paste loses hyperlinks)
  2. Upload the .docx to Google Drive; Google will convert it automatically
  3. Verify that internal links survived the conversion before proceeding

Note: Copying text directly from Surfer into Claude or a Google Doc strips hyperlinks. Always use the .docx export.

What to Include in the Google Doc

For most clients, the Google Doc contains only the final blog content. For clients who track SEO metrics (currently Citrus America / Brian), include the following at the top of the document:

Target Keyword: [keyword]
Surfer Health Score: [score]

This satisfies the client's requirement to see SEO data without requiring them to access Surfer.

Posting to ClickUp

  1. Complete the full draft (Claude → Surfer → Claude review → Google Doc)
  2. Place the Google Doc in the appropriate client content folder in Google Drive
  3. Paste the Google Doc link into the relevant ClickUp task
  4. Add a comment: "Ready for review" or equivalent status update
  5. The AM will review and either approve or return with feedback

Task Assignment Hygiene

If a ClickUp task assigned to Gavin is not a writing task (e.g., a WordPress update, content upload, or other non-writing work), flag it immediately rather than letting it sit: