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.
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.
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
The recommended export path preserves internal links and formatting:
.docx file (not copy-paste — copy-paste loses hyperlinks).docx to Google Drive; Google will convert it automaticallyNote: Copying text directly from Surfer into Claude or a Google Doc strips hyperlinks. Always use the
.docxexport.
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.
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: