SiteCharter · direction brief

The product, the source documents, and six directions to choose from.

A self-contained record. Every governing document is reproduced in full at the foot of this page, so nothing here depends on repository access.

Compiled 2026-08-15 Forge repo · platform/site-editor/ Where this page and the repository disagree, the repository is right
The product

What SiteCharter is

A safe editing and content-production layer for a website that already exists. The people closest to the facts make allowed changes; whoever is responsible for the site keeps the bounds, the proof, and the way back. No migration, no rebuild, no second site that quietly becomes the real one.

It exists because every owner of a live site faces the same bind. Routine change is either too slow and expensive — wait for the person who can safely touch the site, and pay for a sentence — or too dangerous, handing over wp-admin, SFTP, the theme, or the database. A rebuild is disproportionate and usually politically impossible.

Two surfaces, one safety model

Who buys it

First wave: independent business owners, and the agencies and freelancers who built their sites. Adjacent: in-house marketers at multi-site and franchise operators, and membership organisations. The website speaks to owners first with an agency route one click away; outbound sales effort concentrates on agencies, because one agency brings a portfolio, already holds the credentials, and absorbs first-line support.

Why each side opens a wallet

Bounds, history, verification and restore are what make that freedom safe to grant. They are supporting reassurance, not the leading reason anyone buys.

How to read the source documents

BRAND.md is a proposal, not a constraint

BRAND.md is reproduced below in full and is the most developed brand thinking that exists. It should be read as one candidate direction — particularly its §7 visual language, with the deep muted blue-green palette, oxidised copper accent, bracket mark and editorial restraint.

It carries no special authority in this decision. It was written first, which makes it feel settled; that is recognition, not merit. Any other direction — including one nobody has drawn yet — should be evaluated on exactly equal terms, and should win if it serves the strategy better. The same applies to its messaging framework and tagline ordering.

What is genuinely settled

The strategy in VISION.md: the audiences, the channel split, USD pricing with the invoice-and-wait anchor and the annual plan, demo-before-credentials onboarding, and Studio being built in parallel. The product truths in PRODUCT-SURFACE.md and README.md. And the constraint that restore claims must be scoped honestly to the active connection, because the defects behind that are real and recorded in README §3.4.

Not settled: the visual identity, the interface structure, the message hierarchy on the page — and the name itself, which has passed registry and web screening but has not had a professional trademark similarity search.

The alternatives

Six directions

Each proposes a distinct identity and a distinct adaptation of the product interface. All six are self-contained pages, theme-aware, using no external fonts, and all were updated for the 2026-08-15 documentation. They do not share a single copy treatment; two families of copy exist across them, which is worth normalising before a final side-by-side.

01
Proof-paper neutrals, humanist sans, marginal notation, visible measurement
claude.ai/code/artifact/0374fa69-3725-4ae3-94e0-7de4c161c08d

Thesis: the calm proofing desk beside the live shopfront — measured access, visible states, a clean record of every change. This is the BRAND §7 direction.

Interface idea: the conversation is paired with a separate evidence ledger. Conversation carries intent and explanation; the ledger carries operational fact, state transitions, affected content and undo availability.

Strength: most mature system design; cleanest separation of guidance from operational truth. Risk: emphasises the mechanism rather than the reason to buy.

02
Warm plaster, bottle green, brick accents, civic and retail wayfinding
claude.ai/code/artifact/6cf1890a-a360-4070-b3c3-59c9c667f0c4

Recommended pair

Thesis: keep the owner's familiar digital address open, useful, current and recognisably theirs.

Interface idea: the conversation is anchored to the selected section of the live page. The owner picks real content and discusses the change in context; bounds, verification and recovery stay available without dominating.

Strength: the best expression of the actual reason to buy, and it states directly that agencies can grant modern autonomy without surrendering the relationship, brand boundaries, or higher-value work. Risk: read too literally it looks specific to local retail, and must visibly stretch to professional services, organisations and agency-managed portfolios.

03
Mineral neutrals, ink blue, structured route lines, coded states
claude.ai/code/artifact/f00ad769-f50f-4d32-8c5f-3445c9663e9e

Thesis: every change is a calm, visible route from permission to public proof, with the return journey clearly marked. Drawn from public-service information systems and quality-control notation.

Interface idea: the conversation sits beside a persistent publication route showing where the operation is between defined access, backup, bounded operation, public verification and possible restoration.

Strength: strongest operational clarity, especially for agencies and higher-consequence changes. Risk: procedural or institutional at an owner-first front door, and can make an everyday task look more complex than it feels.

04
Deep blue-green and oxidised copper, Iowan Old Style over Avenir Next
claude.ai/code/artifact/45fd4e49-d2be-40f0-b4a9-02f119738ab1

Thesis: BRAND §7 taken to full strength and built as its own best case. The proofing metaphor is structural rather than decorative — trim sheet, register marks, marginal proof annotations, and a toggle that strips the correction layer to reveal the clean page beneath.

Interface idea: the three voices in the panel become three kinds of mark — a pencil proposal that has changed nothing, a hand annotation from an accountable person, and a signed-off proof of publication. The pre-credential demo is the pull versus the press.

Strength: reads instantly as work by someone who has been responsible for a live site. Risk: warmth. A slow brand with no single memorable image, and a metaphor that explains change well and Studio not at all.

05
Chrome yellow on warm neutral, Superclarendon slab over Gill Sans, hard painted edges
claude.ai/code/artifact/2d80fa2c-2f52-4ef2-b8e5-8fb76f4923e1

Recommended pair

Thesis: it belongs to the shop, not to the agency. Calm editorial infrastructure is agency-coded and reads as someone else's professional tool the owner is being allowed to borrow; this should look like equipment she owns.

Interface idea: phone-first at real device proportions, because the buyer is often standing in a kitchen. The Charter becomes an enamel plate bolted to the panel. One rule governs the voices: only the record casts a shadow. Emoji controls are replaced by a single drawn shop tag, cutting the footer from three controls to one.

Strength: wins the owner outright, and survives a phone in bad light. Risk: the institutional buyer defending a vendor to procurement; strong flavours date faster; some agencies read it as charming rather than as a peer.

06
Olive-biased near-monochrome, one burnt vermilion reserved for undo and needs-review
claude.ai/code/artifact/8eb017c0-f49b-415b-bb1b-0877bd0c10f7

Thesis: trust is not a feeling, it is a record you can read. Softness is not evidence.

Interface idea: the conversation and the audit log become one numbered register, so scrolling back through the chat is the history and the separate history surface disappears. Progressive disclosure becomes a Plain / Record / Full lever. The pricing argument is itemised arithmetic rather than a claim, and restore scoping is a per-transport coverage table.

Strength: the most rigorous, and the only one where honest limits read as confidence rather than as a hedge. Risk: reads serious before friendly, may be filed as accounting software in a four-second phone judgement, and is expensive to maintain.

The decision

Evaluate in this order

  1. Does it make everyday autonomy feel immediately valuable?

    The owner's motivator is making small changes now, without paying and waiting for each one. This is the first filter, not the last.

  2. Does it show agencies that client freedom strengthens rather than replaces their role?

    Test each direction with an agency principal arriving from outbound onto a page written for owners. Do they feel attacked, or equipped?

  3. Can it stretch from Edit into the in-build Studio workspace?

    Studio is a records-and-approval workspace being built in parallel, not a later phase. “We would need a new image for that” is a cost arriving in months.

  4. Does its safety model reassure at the point of concern without dominating?

    Custody is the qualifier that makes it safe to say yes, not the motivator that opens a wallet. It should be present exactly where the fear is, and quiet elsewhere.

  5. Is it distinctive enough to own beyond this campaign?

    Weigh against how fast a strong flavour dates, and against the identity having to work inside sites other people designed.

Two rules that apply whichever wins

  1. Choose one identity; borrow interaction patterns

    Identity is exclusive. Interaction patterns are composable, and several below are worth keeping regardless of which identity wins. Do not merge visual identities.

  2. Judge the marketing site and the editor separately

    The site can be loud. The panel lives inside sites other people designed and must be a good guest, or agencies will not deploy it. A direction can legitimately win one surface and lose the other, and the fix is usually to quieten the panel rather than to change the identity.

Composable

Interaction patterns worth keeping

These solve specific product problems and can be adopted under any identity.

PatternFromProblem it solves
Conversation anchored to the selected page sectionLiving ShopfrontMakes the change concrete and in context instead of described in the abstract
Separate evidence ledger beside the conversationMargin & MeasureSplits model intent from operational fact, so a fallible voice cannot be mistaken for the record
Persistent publication routeVerified SequenceShows where an operation is between access, backup, operation, verification and restore
Conversation and audit log as one registerLedger RuleRemoves the separate history surface entirely — scrolling back is the history
The Charter surfaced as a standing platePainted TinGives the product's namesake concept a visible home; today it has none
Named disclosure lever instead of a hidden gestureLedger Rule, Proof DeskReplaces the triple-click developer-mode easter egg with discoverable levels
Undo shown only where a verified return path existsMargin & Measure familyEncodes honest restore scoping in behaviour rather than in a caveat

Adopt this one whatever happens: “Undo appears only when this connection has a verified return path. SiteCharter states the available coverage before publishing, and verifies a restore after it happens.” It is the strongest formulation of honest restore scoping in the set, because it is a product rule rather than a disclaimer.

Recommendation

A shopfront-family identity. The expression is still open.

The strongest fit for why anyone buys is the warm, owner-first, shopfront register — it makes everyday autonomy feel valuable in the design itself rather than asserting it in a sentence. Two directions express it, and they have never been compared side by side.

Since the stated risk for both is that they read as local retail only, the one that stretches more easily has the advantage. That is an argument from stated risk, not from having looked at them.

Required either way — make the pricing anchor a shared cost, not an accusation. Every direction currently frames it as a small agency change costing $50–150 plus days of waiting. Outbound is asking those same agencies to adopt this as a retention tool, and their clients can read the page. Make the loop the villain, not the agency.

The largest gap

No agency surface exists in any of the six. Outbound targets agencies, so outbound needs a page to land on, and its thesis is the retention argument: let clients feel the shift without concluding they no longer need an agency. What exists today is a navigation link deliberately kept secondary. The owner front door has been built six times over; the surface the revenue motion points at has not been built once.

Open

Decisions not yet made

Provenance

What has and has not been verified

Verified programmatically across all six directions: no external network requests, no embedded font files, theme-aware rendering, and no forbidden vocabulary — no unqualified reversibility claim, no comparison against website builders on the pricing surface, and no currency other than USD as a source figure.

Not verified: nobody has looked at any of the six rendered in a real browser. All checking has been structural. Visual judgement is entirely open, and the decisive test — the hero and demo section in front of three owner-operators on a phone, and the agency argument in front of two agency principals — has not been run.

Source documents

Reproduced in full

The complete governing documents as of 2026-08-15. Nothing on this page depends on repository access; these are the originals, not summaries.

VISION.md 29 KB Venture brief — audiences, the four roles, packaging and pricing, onboarding, operational metrics, roadmap.

VISION.md

SiteCharter – Venture Brief

Version: 0.3 (working document) Date: 2026-08-14
Status: Strategic foundation for further development, branding, and commercialization
Product name: SiteCharter (brand rationale and domain evidence in BRAND.md)


1. Vision and purpose

SiteCharter is the safe editing and content-production layer that lets the people closest to the facts update the existing website — without giving away control of that site.

The product solves a recurring bind that appears at one site or across a whole portfolio:

  • wait and pay for every small or recurring change via a specialist, or
  • hand over overly broad access (wp-admin, SFTP, the theme, the database) and accept risk, drift, and chaos.

SiteCharter provides delegated autonomy with safeguards: named people can make allowed changes and produce structured material; the responsible party defines the bounds; the system retains proof, history, and the ability to restore. The public site stays the one already delivered or owned. There is no migration to a new platform and no second site that quietly becomes the real one.


2. Positioning

Core position:

Autonomy on the site you already have. Control stays with whoever is responsible for that site.

The first-wave message must make the trade explicit: the people closest to the facts can act; the responsible party keeps the bounds, the proof, and the undo. Agency language can make the two sides personal, but the core position cannot require an agency in the story because the same operating model must work for in-house and membership teams.

Three pillars:

  1. Autonomy without chaos – The people closest to the business can act. The system holds the boundaries.
  2. Built for the site you already have – No migration. Focus on WordPress and file-based/static sites.
  3. Handoff-friendly by design – An agency, a freelancer, or an in-house owner can set up, oversee, share blueprints, and keep the final say — or step away without trapping the site.

Tone: Calm, competent, adult, trustworthy. Avoid “AI magic” and revolutionary rhetoric.


3. Product elements

3.1 SiteCharter Edit (base)

Safe, conversational editing directly against the live site via an overlay panel.

  • Restricted access (paths, named operations)
  • Backup before risky writes
  • Public verification after change
  • Auto-rollback on failed verification (where implemented)
  • History and undo
  • Works on the site the customer already has

3.2 SiteCharter Studio (named module)

Private production space for structured content and more advanced output.

  • Sources → Collections → Records (with provenance)
  • Critical facts vs editorial content
  • Recipes / workflows
  • Artifacts (web, print, social packages, etc.)
  • Approval flows (including agency approval)
  • Publishing via the same safe adapters as Edit

Studio is a deliberate, named part of SiteCharter — not an invisible integrated feature and not a fully separate product.

3.3 Relationship Edit ↔ Studio

  • Edit handles direct, bounded changes to the public site.
  • Studio handles private production, review, and multi-format output.
  • Clear bridges must exist (e.g. seed from confirmed content, “live on website” status, shared history/approval where relevant).

4. Audiences, value, and go-to-market

4.1 The shared buying problem

Every buyer already has a live website—or a fleet of them—with real history, integrations, search equity, and organisational ownership. Routine change is either too slow and expensive (wait for the person who can safely touch the site) or too dangerous (hand over wp-admin, SFTP, the theme, or the database). A rebuild is disproportionate and often politically impossible.

They need a third path:

Named people make allowed changes. The system proves those changes on the public URL. The responsible party can inspect and reverse them.

That job stays constant between a shop, an agency client, a franchise location, and an association. What changes is who pays, who defines the bounds, who supplies the facts, who approves, and whether the work is a direct Edit or a structured Studio job.

4.2 The four roles the product must support

One person may hold several roles at a small business. At larger organisations they separate.

Role Decision or job Typical people
Economic buyer Decides whether less waiting and less risk justify the subscription Owner, agency principal, marketing director, secretary-general
Responsible party Defines access, allowed operations, approval rules, and the restore path Freelancer, agency operator, web lead, central marketing
Editor / producer Supplies the current facts and asks for the change or produces the recurring package Owner, client employee, local manager, comms staff, volunteer
Approver Confirms sensitive or structured output before publication Owner, account lead, brand lead, board or association officer

The product must earn trust from both sides of the handoff. Editors need confidence that they can act without breaking the site. Responsible parties need evidence that autonomy does not become uncontrolled access.

4.3 Two surfaces, one safety model

Surface Job Typical use
Edit Direct, bounded change to the live site Hours, offer, photo, correction, staff detail
Studio Private source → structured record → review → artifact → explicit publish Menu, event programme, member update, location campaign, exhibition list

Both surfaces use the same site adapters, policies, public verification, history, and restore path. Studio is not another platform and not a separate brand. It is the private production room for work that should not begin as an instruction against the live page.

4.4 What the customer is buying

These are the benefits the product must demonstrate, not merely claims for a brochure.

  1. Continuity without migration. The site they already own stays canonical. They preserve its design, URL, integrations, search equity, and operational history.
  2. Faster factual change. The person who knows that Saturday’s hours changed can correct them now, without translating the request into a ticket for a technical intermediary.
  3. Narrow authority instead of broad access. Project-scoped identity, path allowlists, named operations, and role-specific approval replace all-or-nothing CMS or server credentials.
  4. Proof on the public result. A write is not considered successful because an API returned 200. The system checks the public URL and records what it saw.
  5. A credible way back. Backup, shadows, history, and restore make experimentation tolerable and delegation responsible.
  6. Structured production without factual drift. Studio can separate dates, prices, names, and other critical facts from the editorial and visual treatment wrapped around them.
  7. Less coordination work. Owners stop chasing specialists; agencies stop retyping client facts; central teams stop reconciling local changes from email and spreadsheets.
  8. Portfolio consistency without local staleness. The same bounds and Blueprints can let fifty locations stay accurate while brand-sensitive work still requires central approval.
  9. A handoff that does not trap either side. The workspace belongs to the site. An agency can remain responsible, transfer responsibility, or leave without abandoning the client; agency-owned Blueprints remain agency assets.
  10. An inspectable system. Uncertainty, best-effort connectors, verification failures, and approval status are visible. The product does not hide behind “AI did it.”

The business outcome is a shorter path from fact to verified public change, with a smaller blast radius and lower recovery cost.

What the system does not claim: it will not replace a redesign; it will not become a first-class connector for every locked builder at launch; it is not a general automation platform, a membership-management system, a franchise CMS, or 24/7 support.

4.5 First-wave buyer A — independent business owners

Who they are. Owner-operators and the trusted people beside them: an office manager, clinic receptionist, restaurant manager, shop employee, venue coordinator, or consultant with one main property. The buyer and editor are often the same person; the original freelancer may still be the responsible party.

Buying trigger. A visible fact is wrong now; a recurring stream of small invoices has become irritating; the original builder is slow or gone; or the owner has already broken something once in the CMS and no longer wants full access.

Job to be done. “I need Tuesday’s hours, this week’s offer, or a new photo on the site I already paid for—today—without breaking it and without paying a specialist for a sentence.”

Current bad options. Wait and lose sales. Pay for a tiny change. Enter an unfamiliar admin and hope. Leave the site stale. Move to a simpler builder and sacrifice the site they already invested in.

Why they buy. They work on their own URL in plain language, see draft → verifying → published, and have a visible undo path. The setup proves access and completes a harmless verified edit before asking for trust.

Likely objection. “If this touches my live site, how do I know it will not break it?” Answer with the actual sequence—defined access, backup, bounded operation, public verification, restore—not with model accuracy.

Lead with. Update the site you already have, without waiting for every small change. Verified and reversible.

Success looks like. The owner completes the first verified edit during onboarding, returns unaided for the next real change, and prefers the subscription to the old wait/invoice cycle.

Acquisition. English-first marketing, direct signup, and referrals from builders who no longer want to provide ad hoc copy support.

4.6 First-wave buyer B — agencies and freelancers

Who they are. Solo WordPress or static-site freelancers through small studios and maintenance teams. They delivered the site, remain reputationally responsible, and still receive the low-value tickets. They can be buyer, responsible party, approver, and distribution channel.

Buying trigger. Routine edits consume margin; a client asks for wp-admin; a maintenance retainer is commercially awkward; the agency wants a cleaner handoff after launch; or a client is at risk of leaving because simple work feels slow.

Job to be done. “Give the client autonomy over routine facts so I can stop being a copy-change helpdesk—without giving away broad access or losing control of the site I am still expected to support.”

Current bad options. An underpriced retainer that drowns the team. An overpriced retainer the client resents. Full CMS access that causes design drift and emergency rescue. A hard refusal that damages the relationship.

Why they buy. The agency defines paths, operations, roles, and optional approval; sees public verification and history across sites; reuses Studio Blueprints for recurring work; and can reverse a client change without reconstructing what happened.

Economic benefit. Routine tickets disappear or become client self-service; oversight becomes a defensible service; handoff requires less bespoke training; a portfolio creates partner or affiliate revenue without forcing white-label delivery.

Likely objection. “Are you taking the client relationship?” The workspace belongs to the site, but the commercial model welcomes the agency, makes responsibility visible, preserves agency-owned Blueprints, and supports either agency-paid or client-paid accounts.

Lead with. Give clients room to update. Keep the safeguards you are responsible for.

Success looks like. A client publishes a verified edit without the agency typing it; the agency can see exactly what happened; routine ticket volume falls; both parties still know who owns which responsibility.

Acquisition. Run in parallel with direct owner acquisition through founder-led agency outreach, a small design-partner cohort, partner terms, and evidence from real handoffs.

4.7 Adjacent buyer C — in-house marketers at multi-site and franchise operators

Who they are. Brand, digital, and marketing-operations leads at franchise systems, retail and clinic groups, hospitality portfolios, dealer networks, and other organisations with tens to hundreds of existing local sites or location sections. Central marketing usually buys. A web lead or agency of record may define the bounds. Local managers supply the facts.

Buying trigger. Location data is visibly stale; central marketing is an update bottleneck; local CMS access has produced off-brand pages; a campaign requires many near-identical local variants; or a migration proposal is too expensive and disruptive.

Job to be done. “Locations must stay locally true—hours, menus, offers, staff, notices—without drifting off-brand, and I need to know and reverse what went live.”

Why the current choices fail. Locking local teams out produces stale sites. Broad CMS roles produce inconsistent design and claims. Email and spreadsheets hide status. Replatforming an established fleet creates a programme of work when the immediate need is controlled change.

Why this is the same product. It is the agency handoff at portfolio scale. Central marketing or the agency defines a Charter and reusable Blueprints. Local teams use Edit for bounded facts. Campaigns and sensitive claims use Studio, approval, and scheduled release. Each publish still ends in public verification and remains reversible.

Specific value. More accurate local pages; fewer central tickets; brand consistency; visible location-level history; repeatable campaign production; and no fleet migration as a condition of adoption.

What must exist before broad selling. Portfolio overview, dependable multi-seat roles, policy inheritance with local exceptions, Blueprint maturity, bulk status, and an approval queue. These buyers should enter discovery and limited design partnerships now so those capabilities are built from evidence, not imagination.

Lead with. Let locations keep their sites current. Keep brand rules, proof, and undo at the centre.

Do not lead with. Rebuild the fleet, headless architecture, a new CMS, or AI that “runs every location.”

Buying motion. Design partner first; then an annual portfolio agreement with a bounded pilot across a small set of representative locations. Keep the agency of record inside the operating model where one exists.

4.8 Adjacent buyer D — membership organisations and associations

Who they are. Trade associations, professional societies, chambers, clubs, galleries, churches, member networks, and similar organisations with a trusted public site and recurring structured communications. A small staff or volunteers know the material; a part-time web person or agency controls publication; officers may approve it.

Buying trigger. Last month’s events are still live; a directory, programme, notice, or exhibition list is rebuilt by hand each cycle; spreadsheets and email have become the actual content system; or a wrong date/name has already embarrassed the organisation.

Job to be done. “Turn the material we already collect into this month’s approved web and print output, then publish it onto the site members already use—without a migration and without changing a critical fact by accident.”

Why the current choices fail. The web person becomes a bottleneck. Volunteers receive broad WordPress access. Repeated copy/paste creates factual drift. Specialist membership platforms ask the organisation to replace far more than the publishing workflow it needs to fix.

Why this is the same product. Studio is the production desk: sources → collections → records with provenance → artifacts → approval → publish through the same safe adapters. Edit handles one-off corrections. Verification, bounds, and rollback protect an exhibition date or member notice exactly as they protect opening hours.

Specific value. One source for recurring records; fewer copy/paste errors; clear approval; reusable web/print/social artifacts; continuity across staff and volunteer turnover; and publication onto the established member destination.

What must exist before broad selling. One proven Studio workflow, comprehensible source handling, fact locking, approval, reusable artifact templates, and a reliable bridge to the live site. Start with a narrow design-partner use case rather than promising “all associations.”

Lead with. Produce recurring updates privately, approve them clearly, and publish them onto the site members already know.

Do not lead with. Chatting with a website, membership administration, dues, community features, or a platform migration.

Buying motion. A paid or tightly scoped design partnership around one recurring output—events, exhibitions, member offers, programmes, or directories—often with the original agency still involved.

4.9 Value by audience

Audience Time benefit Risk benefit Organisational benefit
Independent owner No queue for routine facts Verified change and undo Less dependence on one specialist
Agency / freelancer Fewer low-margin tickets Bounded access and an audit trail Better handoff and partner revenue
Multi-site marketer Local updates without central retyping Brand policy, approval, and rollback One operating model across the portfolio
Membership organisation Reusable recurring production Fact provenance and explicit approval Continuity across staff, boards, and volunteers

4.10 Secondary and later (do not steer the name or the first brochure)

Newsrooms, PRs, and comms teams. They do not buy an editor. They buy safe, reversible, attributed change when a statement must go live on a property they do not fully control. Same verification story; different buyer language. Do not lead GTM here.

Public sector / municipalities. High need for undo and audit; slow procurement. Same rights-and-safety promise. Do not sell it as a first-class vertical until Edit self-serve is proven.

4.11 Go-to-market sequence

Channel split (decided 2026-08-15): the website and broad online marketing speak to owners/end users first, with an easily accessible agency surface one click away. Outbound sales and direct marketing effort focus mainly on agencies and freelancers — one agency sale brings a portfolio of sites, the agency holds the credentials (removing the hardest onboarding step), and absorbs first-line support.

  1. Prove Edit + self-serve on WordPress and static, English-first.
  2. Owner-facing web presence, agency-facing outbound per the channel split above — partner terms, not a different product.
  3. Recruit one narrow design partner in each adjacent audience while the necessary portfolio and Studio capabilities are still being shaped.
  4. Introduce Studio commercially with one concrete recurring output (exhibition, menu, events, offering list, or directory). Studio is built in parallel from the start (decided 2026-08-15); this step is about when it is sold, not when it is built.
  5. Pilot portfolio + policy inheritance + Blueprints + approval with a small representative location group.
  6. Scale the channels and audience motions that demonstrate repeat use and willingness to pay. Do not split the brand.

Agency symbiosis (unchanged):

  • Hybrid model: lower partner price or recurring affiliate/kickback.
  • The agency can own the relationship and billing, or simply recommend/onboard.
  • White-label is not a priority. Build visible, trustworthy association (“powered by” / a system the client can read about).
  • Messaging must not undercut agencies that resell or recommend the product.

4.12 Naming constraints that follow from the audiences

The name must:

  • Work in English first (owners, international agencies, in-house teams).
  • Remain sayable in Swedish (we will sell here; we will not make Swedish the meaning source).
  • Not sound like an AI website builder, a CMS, or a migration.
  • Not collide with a well-known developer tool or infrastructure product.
  • Extend cleanly as Name Edit and Name Studio.
  • Be usable in all four rooms above without an agency in the sentence.
  • Prefer a registerable .com (and .se when cheap), or an unused name we already own that is not already a person, a mushroom, or another product.

5. Packaging and pricing (hypothesis)

All pricing is stated and marketed in USD (English-first GTM). SEK/EUR appear only as localized display equivalents at checkout, never as the source figures.

Package Contents List price direct (USD/mo) Partner price (approx.)
SiteCharter Edit Base editing, verification, history $49–59 $29–39
SiteCharter Studio Edit + Studio module $79–89 $49–69
  • Upper feel for a typical single site: about $69–79/month.
  • Anchor against what it replaces — explicitly, on every pricing surface. A single small agency change is typically a $50–150 invoice plus days of waiting; one avoided ticket pays for the month. Never price against website builders; price against the invoice-and-wait cycle.
  • Annual plan: 12 months for the price of 10 (~17% off). Many owners edit in bursts; the annual plan makes keeping the subscription — with its history, backups, and instant-change capability — worth more than churn-and-return, even if several months a year see no edits.
  • Usage (tokens/runs/storage) included with a generous allowance + clear overage model.
  • Agency/portfolio terms for multiple sites.

Pricing is a hypothesis and must be validated.


6. Technical foundation and access

6.1 First-class connectors

  1. WordPress (self-hosted) – SFTP/SSH + REST / Application Password (+ WP-CLI where available)
  2. Static / file-based – SFTP/SSH (+ deploy hook when needed)

6.2 Generic path

LLM-assisted handling of other sites where access exists. Higher cost, clear “best effort” communication, strict write limits, mandatory backup.

6.3 Deliberately deprioritized early

Deep integration with heavily locked platforms (e.g. Shopify, Wix, Squarespace) as first-class.

6.4 Safety principles

  • Project-scoped identity and allowlist
  • Path restrictions and hard deny-list
  • Named operations instead of free code execution
  • Backup before risky operations
  • Public verification
  • No silent publish on failed verification
  • Full audit log

6.5 Database

Mutations primarily via files and documented high-level APIs. Raw SQL write is avoided as the default path.


7. Onboarding

Requirement: Self-serve from the start (the process must not require manual work per customer from the team).

Three decisions (2026-08-15) shape the flow:

  • WordPress is plugin-first. The primary owner path is installing the SiteCharter connector plugin — a motion every WP owner already knows. The plugin registers the site, mints the application password, and exposes cache-flush and database-export endpoints. SFTP/SSH is the agency and static-site path, not the owner default. The plugin directory listing is also a distribution channel in its own right.
  • Demo before credentials. Before any credentials are requested, the prospect enters their URL and watches a simulated draft → verifying → published → undone pass rendered against a fetched copy of their own homepage. The conversion moment ("it already understands my site") comes before the trust request, not after.
  • "Invite your web person." Owners who don't hold their credentials — most of them — can send the connect step to their freelancer or agency. This unblocks the signup and seeds the partner channel from the owner side.

Flow in brief:

  1. Customer enters site / type
  2. Pre-credential demo on a fetched copy of their homepage
  3. System routes: WordPress → connector plugin install; static → SFTP/SSH; other → generic path
  4. Credentials/connection established (plugin handshake, or SFTP/SSH, optional Git) — or handed off via "invite your web person"
  5. Access is tested
  6. Backup is taken
  7. First verified test edit is completed
  8. Studio can be activated as the next step

During development and early pilots the team may onboard manually to learn, but the goal is to productize that away.


8. Isolation, ownership, and agency relationship

  • Hard isolation between client workspaces.
  • Agency gets an overview surface and can enter administration of its connected sites.
  • The workspace is fundamentally owned by the end customer / site.
  • Blueprints/templates are owned by whoever creates them and can be shared.
  • If the agency deactivates a site, the service is paused. The customer can activate their own end-customer subscription and regain access to their own data (agency-shared blueprints do not automatically follow).
  • Export and deletion: “good enough” in the early phase + a clear improvement plan.

9. Responsibility and risk boundaries

The system guarantees:
Boundaries, backup, verification, no silent publish on failure, history and restore capability within documented limits.

The system is best effort on:
Generic connector, complex/unusual structures, environments outside our control (cache, CDN, plugins, server configuration).

Responsibility:
The customer/agency is responsible for access credentials and for content they approve. SiteCharter is responsible for the tool behaving according to the documented safety and verification rules.


10. Support model (early phase, 2–3 people)

  • Base: Documentation + email/form, response target 1–2 business days.
  • Studio/premium and partners: higher priority.
  • Critical failures (verification, rollback, access): internal prioritization routine.
  • No 24/7 or phone support at the start.
  • Self-serve and clear status messages are the first line.

11. Operational metrics (early phase)

There is no commercial-proof gate or milestone (removed 2026-08-15): build, sales, and marketing all proceed in parallel. Steer with the operational metrics and funnel below, not with a threshold.

  • Number of verified publications
  • Share of successful vs failed verifications
  • Number of active workspaces
  • Usage/tokens per workspace
  • Number of Studio jobs that reach approved artifact
  • Funnel: signup → connected → first verified edit → second-week return → paid

12. Studio – high-level principle

Studio is developed as a named module with its own bounded context but shared identity, project context, brand knowledge, audit, and publishing adapters.

Early delivery direction:

  • Keep a concrete first module as quality proof (e.g. Exhibition Poster with existing partner).
  • Introduce a broader sellable module (e.g. menu / offering list) early.
  • Agency Blueprints (reusable templates) and a clear Agency Approval loop are prioritized.
  • Source connectors are kept narrow at the start.
  • Social channels: prioritize high-quality artifacts over direct API publishing in the early phase.

Detailed specification lives in a separate Studio document.


13. Roadmap principles

  1. Prove Edit + self-serve and safety on WordPress + static.
  2. Build Studio in parallel from the start — full domain model per STUDIO.md §5 (decided 2026-08-15) — and introduce it commercially with one concrete vertical first.
  3. Build out Agency Blueprints and agency overview.
  4. Expand connectors and flows based on actual demand.

Connector expansion should be justifiable by usage or willingness to pay; nothing else is revenue-gated.


14. Deliberately later

  • Final product name
  • Full visual identity (logo, exact colors)
  • Deep mobile optimization
  • Complete GDPR export
  • First-class support for Shopify, Wix, Squarespace, etc.
  • Advanced agency marketplace / full affiliate portal
  • Direct social publishing as a core feature

15. Document locations

The doc set is split across two repos — know where the canonical copy lives:

  1. PLAN.md, STUDIO.md, README.md, RUNBOOK.md, SESSION-LOG.md – canonical in the site-editor repo (github.com/cgoberg/site-editor, checked out at /opt/site-editor), alongside the code. The forge repo's platform/site-editor/ exposes them via symlinks.
  2. VISION.md (this file), BRAND.md, NAMING-REVIEW-2026-08-14.md, brand-directions/ – canonical in the forge repo under platform/site-editor/.

Document status: This is the collected strategic foundation. It does not replace the original technical plans; it summarizes and steers them according to the decisions that have been made. §4 (audiences, jobs, benefits) was expanded 2026-08-14 so branding can be judged against all four buyers, not only the first-wave pair.

BRAND.md 27 KB Brand and go-to-market proposal. Treat as one candidate direction, not as a constraint — see the framing note above.

BRAND.md

SiteCharter – Brand, Positioning & Go-to-Market

Version: 0.3 Date: 2026-08-14
Status: Locked product name + brand system
Product name: SiteCharter Belongs to: VISION.md


1. Purpose of this document

This is the reference for how SiteCharter is named, positioned, spoken about, felt, and brought to market. It follows the audience, role, benefit, and buying-motion expansion in VISION.md §4.

Exact marketing-site copy, a finished logo file, and a component library come later. The name, the metaphor, the four-audience messaging, and the visual constraints are locked enough to build against.


2. Locked name

SiteCharter

Pronunciation: SITE-char-ter. The words are ordinary English. Swedish speakers can use the English pronunciation; the spelling never changes.

Part Familiar meaning Product meaning
Site The website already owned or delivered The existing live property remains the destination
Charter A grant of rights with stated rules and responsibilities Who may change what, how publication is checked, and how it can be reversed

One sentence: every site gets a clear Charter for safe change.

2.1 Why this name

SiteCharter names the mechanism that makes autonomy responsible. It is not a promise that a model will always be right. It is a promise that authority is defined and that publication follows known safeguards.

It passes the strategic tests:

  1. Existing-site specific. “Site” keeps the product out of builder and migration language.
  2. Balanced. “Charter” grants room to act while also defining limits and responsibility; it does not frame the user as a threat.
  3. Four-audience fit. A solo owner, an agency, a central brand team, and an association can each define who may do what without changing the product story.
  4. Product fit. Allowlists, named operations, roles, approval, verification, history, and restore are concrete expressions of the Charter.
  5. Extension fit. SiteCharter Edit and SiteCharter Studio are distinct, natural module names.
  6. Commercial fit. The exact .com is available at a normal registration price; the .se, .io, .app, and .net also returned available (see §11).

2.2 How it works in each room

Room The Charter answers
Independent owner What can I change safely on the site I already paid for?
Agency / freelancer What can the client change without broad CMS or server access?
In-house / franchise What may locations update locally, and what still needs central approval?
Membership organisation Which facts, records, artifacts, and approvals govern each recurring publish?

2.3 Known weaknesses and controls

  • “Charter” is used in telecom, travel, education, and governance. Always use the full compound SiteCharter; never shorten the brand to “Charter.”
  • The name can sound procedural if the copy becomes abstract. Lead with the concrete result—safe updates on the existing site—before explaining the Charter model.
  • The metaphor could invite parchment, wax seals, ships, or compasses. None belong in the identity. The Charter is a living operational boundary, shown through current permissions and publication states.
  • In Swedish, “charter” is a travel word, not a governance word. SAOL/SO gloss it as something hired for a period to transport a group — especially aircraft and ships — and the established compounds are charterresa, charterresor, charterbolag, chartertur (verb: chartra). The grant-of-rights sense that carries the entire English rationale does not transfer. In Swedish copy, always lead with the category descriptor and let the name follow; never rely on the name to explain itself.
  • The name is a weak mark. “Site” is generic for the category and “Charter” is suggestive of the function, so the compound is easy to flank (sitecharta.com is available) and hard to enforce. This raises, not lowers, the priority of the professional trademark search.
  • This is preliminary brand clearance, not legal clearance. Exact-name web and software-registry screening found no established collision, but a professional trademark search remains required before filing or a large launch.

2.4 How to write it

  • SiteCharter — product umbrella, one word with a capital C.
  • SiteCharter Edit / SiteCharter Studio — modules.
  • sitecharter.com — domain and lowercase technical identifiers.
  • Never “Site Charter,” “Site-Charter,” “SITECHARTER,” or “SC” in public copy.
  • In Swedish copy the name stays SiteCharter. Translate the sentence around it, not the name.

3. Brand positioning

3.1 Core position

Category descriptor: Safe editing and content production for the site you already have.

Brand line:

Change what needs changing. Keep what matters safe.

Operating promise: The people closest to the facts can act. The responsible party defines the Charter. SiteCharter verifies the public result and keeps a way back.

3.2 Positioning statement

For people responsible for a website that already exists—business owners, the agencies who delivered it, in-house marketers at multi-site operators, and membership organisations—SiteCharter is the safe editing and content-production layer that lets the people closest to the facts make allowed changes and prepare structured material, while defined authority, public verification, history, and restore remain in place.

Unlike general AI agents, platform-locked builders, and broad maintenance access, SiteCharter works on the site already delivered or owned. It makes controlled change possible without making migration the price of autonomy.

3.3 Three pillars (must appear consistently)

  1. Keep the site No rebuild or migration. WordPress and file-based/static sites first.

  2. Define the Charter Give named people useful authority without giving them broad access.

  3. Prove the change Back up, publish through bounded operations, verify the public result, record it, and keep restore available.

3.4 Competitive frame (internal)

Against SiteCharter stance
Frontman and other AI editors for existing sites They lead with “click and tell AI.” We lead with bounds, public verification, and undo. Frontman’s WordPress plugin can run in production as experimental software; its JS-framework path is development-only and ends in a git diff. We sell a safety model on the live site, plus Studio for structured recurring work. Do not start a feature war on “AI.” Start on what is allowed, what was proven live, and what can be reversed.
General AI agents / coding agents Bounded, named operations, project-scoped identity — not a free agent on the server.
Platform-locked builders (Wix, Squarespace, Shopify-as-CMS, Webflow as a destination) Works on the site you already have. No rebuild.
Traditional agency / freelancer retainers Same safety, less waiting and less cost for routine changes. The retainer can become oversight, not typing.
Giving the client wp-admin or SFTP Autonomy without the keys.
“Just migrate the fleet to a new CMS” The fleet already exists. SiteCharter sits on it.
Association / membership platforms We are not a dues, login, or community product. We publish approved member material onto the site they already have.

Frontman is the closest product collision in the “edit the site you already have” category. The public difference is not “we also use a model.” The public difference is custody: allowlists, backup, public verification, rollback, audit, workspace ownership, and Studio.


4. Brand personality and voice

Personality:
Calm · Capable · Protective · Plain-spoken · Handoff-friendly

Voice rules:

  • Speak first to the person making the change, then to the person responsible for the site.
  • Never lead with “AI magic,” “agent,” or “revolution.”
  • Always concrete: what happens, what is safe, what remains under control.
  • English is the source language. Swedish should feel written, not translated.
  • Technical detail is allowed with agencies and in-house digital leads; plain language with owners, local managers, and association staff.

Good:
“The location changes Saturday hours. Brand sees exactly what went live and can undo it in one click.”

Bad:
“AI transforms how your customers interact with their website in real time.”

Also bad:
“Our autonomous agent can transform any website instantly.” (unbounded, unprovable, and builder-coded)


5. Messaging framework

5.1 Primary message

Change what needs changing. Keep what matters safe.

Always pair the brand line with the category descriptor until the name is recognised:

Safe editing and content production for the site you already have.

5.2 Supporting messages

  1. Keep the site you already have No rebuild, new CMS, or parallel destination. Work on the live property already owned or delivered.

  2. Give people useful, defined authority Hours, offers, photos, event lists, and recurring records—inside named operations, paths, roles, and approvals.

  3. Prove what reached the public site Backup, public verification, history, and restore. A successful API response is not treated as a successful publish.

  4. Produce recurring work before it goes live Studio separates sources, critical facts, editorial treatment, artifacts, review, and explicit publication.

5.3 Elevator pitches

15 seconds (English):
“SiteCharter is the safe editing layer for a website that already exists. The people closest to the facts can make allowed changes, while the person responsible for the site keeps verification, history, and undo.”

15 seconds (Swedish):
“SiteCharter är ett säkert redigeringslager för en sajt som redan finns. De som står närmast informationen kan göra tillåtna ändringar, medan den som ansvarar för sajten behåller verifiering, historik och möjlighet att ångra.”

Agency variant:
“Let clients handle routine updates on the site you delivered. You define what they can change and keep proof and undo.”

In-house / franchise variant:
“Let locations correct local facts. Central marketing defines the Charter. Every publish is checked on the live site and can be reversed.”

Membership variant:
“Turn recurring source material into approved updates and artifacts, then publish them onto the site members already use.”

5.4 Tagline candidates (locked order)

Use the first as the brand line and the second as the early category line.

  1. Change what needs changing. Keep what matters safe.
  2. Safe change on the site you already have.
  3. Room to update. Proof and undo built in.
  4. Swedish: Ändra det som behövs. Behåll kontrollen.

Do not use an agency-only autonomy/control line as the umbrella tagline. It excludes owners who hold both roles and weakens the multi-site and membership story.


6. Audience messaging

Jobs, benefits, and “do not say” lists live in VISION.md §4. This section is the brand application.

6.1 Independent business owner (first-wave)

Headline job: Update the site I already paid for, today, without breaking it.
Lead: “Update the site you already have, without waiting for every small change. Verified and reversible.” Proof points: live overlay, draft → verifying → published, one-click undo, your URL.
Avoid: agency, blueprints, portfolio, handoff, AI.

6.2 Agency / freelancer (first-wave)

Headline job: Stop being a copy-change helpdesk without giving away wp-admin.
Lead: “Give clients room to update. Keep the safeguards you are responsible for.” Proof points: path bounds, named operations, audit, rollback, Blueprints, clean exit (workspace belongs to the site).
Avoid: “we replace your retainer.” Frame a better retainer, or a way to end the bad ones without abandoning the client.

6.3 In-house marketers, multi-site / franchise (adjacent)

Headline job: Local freshness without brand drift, with undo.
Lead: “Let locations keep their sites current. Keep brand rules, proof, and undo at the centre.” Proof points: inherited Charter with local exceptions, many local Edit users, Studio + approval for campaigns, portfolio status. Avoid: rebuild the fleet, headless, “AI manages all your locations.”
Brand note: Do not invent a “SiteCharter Franchise” product. Same product, portfolio terms.

6.4 Membership organisations (adjacent)

Headline job: Recurring structured updates onto the site members already know.
Lead: “Approved member updates, on the site you already have.”
Proof points: Studio sources → records → approval → verified publish; provenance on dates and names.
Avoid: overlay-first “chat with your website”; association-management (dues, member logins).
Brand note: Do not invent a “SiteCharter Members” product. Studio is the surface.

6.5 Hybrid reality

Acquisition starts with owners and agencies while narrow design partnerships begin in the adjacent audiences. In-house and membership are why the name and slogan cannot be agency-only. Messaging must not undercut agencies that resell or recommend SiteCharter—including when a franchise or association still has an agency of record.


7. Visual language

7.1 Overall feeling

Calm editorial infrastructure: precise enough for the responsible party, approachable enough for the person changing Saturday’s hours. The system should feel placed beside the existing site, never as if it is trying to replace it.

The picture in the head is a proofing desk beside a live shopfront: the source material, the proposed change, the public result, and the record of what happened are all legible.

7.2 Color direction

  • Primary: deep muted blue-green (trust and continuity; neither hospital nor fintech navy).
  • Complement: warm paper white, restrained stone grey, near-black text.
  • Action accent: oxidised copper or clear amber for intentional change.
  • State colors: distinct, accessible tones for draft, verifying, published, needs review, and restored; never rely on color alone.
  • Avoid: purple AI glow, strong gradients, neon “automation,” or a palette that makes safety look like cybersecurity software.

7.3 Typography

  • Clean, modern sans-serif with excellent readability.
  • Clear hierarchy.
  • No playful display faces inside the product UI.
  • Same or very close family on marketing site and product.
  • The wordmark is the name set carefully — not a gimmick ligature.

7.4 Shape and detail

  • Soft but precise corners (not overly rounded “friendly,” not sharp “enterprise”).
  • Generous whitespace.
  • Discreet shadows and dividers.
  • Bounded regions may use brackets, rules, or inset frames to show what is editable; do not turn every surface into a box.
  • The on-site overlay must feel like a calm, natural part of the live site — not a foreign AI widget.

7.5 Imagery

  • Real, calm scenes: person at a laptop on the actual shop site; a short agency review; a local manager changing hours; a printed exhibition list next to the live page.
  • When showing the product, emphasize the result on the live URL and the status line (Draft / Verifying / Published / Can be undone) more than the chat.
  • Pair before/after states with a small explanation of what was allowed and what was verified.
  • Avoid stock “human + robot,” generic dashboards, charter-school imagery, parchment, wax seals, ships, compasses, and padlocks-as-personality.

7.6 Logo direction

  • Wordmark SiteCharter, with enough weight or spacing distinction to make the internal capital legible without turning it into two logos.
  • Preferred mark territory: two open brackets defining an editable area, with a restrained verification cue. It must read as a boundary and state—not a shield, document seal, or code icon.
  • Must work at favicon and overlay-header size.
  • Do not draw a scroll, wax seal, school crest, ship, compass, shield, robot, or sparkle.

Exact palette, typefaces, and logo files are the next visual deliverable.


8. UX principles (brand-relevant)

These apply across Edit, Studio, onboarding, and marketing.

8.1 Overall

  • Trust first. Every critical action (publish, delete, approve) must feel clear and reversible.
  • Progressive disclosure: simple things stay simple; Studio, blueprints, and flows appear when needed.
  • Different roles see different surfaces on the same system.

8.2 Edit (overlay on the live site)

  • Discreet, fast, does not obscure the site more than necessary.
  • Clear status: Draft / Verifying… / Published / Can be undone.
  • Always a visible path back / undo.
  • Mobile: must work acceptably (many owners and local managers are on a phone).

8.3 Studio

  • Full-page, calm workspace — not the same overlay.
  • Clear separation: facts / editorial / artifacts / publishing status.
  • “Needs review” and “Request approval” are first-class.
  • Agency / in-house owner sees more (run log, conflicts, blueprint editing, quota).
  • Client / local / association staff sees a quieter surface.

8.4 Onboarding

  • Guided, step-by-step, with a plain explanation of why SFTP/SSH or application passwords are needed.
  • Test access before they proceed.
  • First safe test edit as early as possible (aha moment).
  • If the generic connector is used: be honest about limitations.

8.5 Errors and uncertainty

  • No silent failures.
  • Customer-visible messages must be understandable.
  • When the model is uncertain: show it rather than guess quietly.
  • Operator view may expose more technical detail.

8.6 Trust signals in the UI

  • Visible history.
  • Visible backups / restore path.
  • Clear indication when something is best-effort (especially generic connector).
  • Links to documentation and status.

9. Go-to-market principles

9.1 Sequence

  1. Make self-serve onboarding and Edit reliable on WordPress + static.
  2. Sell direct to owners and recruit agency design partners in parallel.
  3. Begin one narrow discovery or design partnership in each adjacent audience; do not sell capabilities that are not present.
  4. Introduce Studio through one recurring output with real source material and approval.
  5. Pilot portfolio policy inheritance, Blueprints, and approval with representative locations.
  6. Scale the audience motions that demonstrate repeated verified publication and willingness to pay.

9.2 Channel stance (early)

  • Product-led direct signup for business owners (English first).
  • Direct outreach and partnerships with agencies/freelancers.
  • Narrow, evidence-seeking design partnerships for multi-site and membership workflows.
  • Visible, trustworthy brand association rather than white-label hiding.
  • Content that explains the handoff problem and the safety model in plain language.
  • Do not lead marketing with “AI.”

9.3 Partner economics (summary)

Hybrid:

  • Lower partner price when the agency pays and manages.
  • Recurring affiliate/kickback when the client pays SiteCharter directly after an agency introduction.

Agencies should prefer to be associated with SiteCharter, not competed against by it.

9.4 What not to do early

  • Do not lead with “AI.”
  • Do not position against website builders as the primary frame.
  • Do not promise deep support for locked platforms (Wix, Squarespace, Shopify) as first-class.
  • Do not over-build white-label before the core brand is trusted.
  • Do not ship a “franchise edition” or “members edition” name.

10. Naming extensions

Name Use
SiteCharter Product umbrella
SiteCharter Edit Base editing capability
SiteCharter Studio Named production module
Charter The workspace policy and responsibility model inside a site; never the public product shorthand
Agency Blueprints Reusable templates inside Studio (keep this descriptive; do not brand it as a fourth product)

Avoid fragmenting into many public product names early.

Internal repo and service names (site-editor, atelje.log) can stay until a deliberate implementation rename pass. Customer-visible surfaces should move together after the domain is registered and the mark passes legal screening.


11. Domains and owned inventory (verified 2026-08-14)

11.1 SiteCharter domains

Domain Status (verified 2026-08-14) Evidence Action
sitecharter.com REGISTERED — ours Registered 2026-08-14 01:37:50Z at Porkbun; confirmed by Verisign RDAP and Porkbun domain/listAll Canonical brand domain; nothing further needed
sitecharter.se REGISTERED — ours Created 2026-08-14 at Loopia (LOOPIA_CGSE_API_USER); confirmed by IIS whois and Loopia getDomains Swedish-market match secured
sitecharter.io Available Exact technical-market defensive name Do not register; not needed
sitecharter.app Available Exact application defensive name Do not register; not needed
sitecharter.net Available Exact fallback Do not register; not needed

The .com and .se were registered during this naming pass (the earlier draft of this section incorrectly stated that no domain had been registered — it was written ~1h37m after the .com registration). The alternate candidate tendhold.com and tendhold.se are also owned, registered 2026-08-13. See NAMING-REVIEW-2026-08-14.md for the head-to-head evaluation and the conditions under which Tendhold would replace SiteCharter.

11.2 Owned names that are unused — and why they are not this product

Fresh authenticated inventory returned 22 Porkbun domains and seven domains across the two working Loopia API accounts. Domains belonging to live products, clients, family, and personal sites were excluded. Names explicitly excluded from this fresh naming pass were treated as inventory only, not as candidates.

Name Why not
carveapex.com Unused, but aggressive and optimisation-coded; it contradicts calm custody and safe delegation.
reskraft.se Unused Swedish name; not English-first and not a fit for the website category.
Mushroom-related parked inventory Memorable but categorically wrong and likely to import unrelated search meaning.

No unused owned name admitted to the fresh candidate slate was stronger than the best registerable exact .com.


12. Fresh naming pass

This pass began after the four-audience venture brief was expanded. Earlier naming conclusions were not used as candidates, evidence, or tie-breakers.

12.1 Decision criteria

  1. Says or supports controlled change on an existing site, not website creation.
  2. Works for an owner and for the party delegating authority.
  3. Extends to direct Edit and structured Studio work.
  4. Sounds calm and credible in an agency, central marketing team, or association boardroom.
  5. Is easy enough to say, spell, and retain in English; remains workable in Swedish.
  6. Avoids a strong software/category collision in preliminary screening.
  7. Has an exact, standard-price .com available, or is a genuinely suitable unused owned name.

12.2 Finalists with exact .com availability

Scores are relative (1 weak, 5 strong). Domain results are successful Loopia replies from 2026-08-14, not inferred from DNS.

Candidate Strategic meaning Four-audience range Trust Say / spell Distinction Exact .com Total / 30
SiteCharter 5 5 5 4 4 5 28
SiteRemit 5 5 3 4 4 5 26
SiteLeeway 4 5 2 5 4 5 25
Amendwise 4 3 4 4 4 5 24
EditAttest 4 3 5 3 4 5 24
EditPact 3 3 4 5 4 5 24

12.3 Why the others lose

Candidate Reason
SiteRemit “Remit” has the exact bounded-authority meaning in British English, but money-transfer meaning is prominent in US English and can imply sending or moving rather than staying on the existing site.
SiteLeeway Expresses autonomy clearly, but “leeway” can sound like looseness, tolerance, or drift—the wrong emotional cue for the responsible party.
Amendwise Friendly and safety-oriented, but document/legal amendment associations narrow the category and “wise” is a common naming suffix.
EditAttest Strong on proof, weak on autonomy and existing-site continuity; EditAttest Edit is redundant and Studio becomes secondary.
EditPact Easy to say and implies an agreement, but it reads as a feature brand and does not explain the site-level operating model.

12.4 Collision and registry screen

  • Exact-name web searches did not reveal an apparent established software product named SiteCharter. This is a search signal, not a verified legal fact.
  • npm and PyPI returned 404 for the exact package name on 2026-08-14.
  • GitHub repository search returned no repository with the exact name on 2026-08-14.
  • Loopia returned the exact domain set in §11.1 as available; Porkbun independently confirmed the .com as available and non-premium.
  • A professional similarity search across USPTO, EUIPO/TMview, UKIPO, and PRV remains required. Exact-name searching alone is not trademark clearance.

12.5 Decision

SiteCharter wins because it makes the product architecture legible. The product does not merely let someone edit: it grants useful authority over an existing site under explicit rules, verifies the result, and preserves accountability and reversal. That idea survives every audience and expands naturally from Edit into Studio and portfolio governance.


13. Open brand decisions (later)

  • Finished wordmark + favicon + overlay header mark.
  • Exact color codes and typefaces.
  • Full marketing website copy and structure (English first, Swedish second).
  • Detailed component library / design system.
  • Registration of sitecharter.com and sitecharter.se (recommended immediately if C-G accepts the name).
  • Formal similarity-based trademark search before filing and broad launch.
  • Customer-visible implementation rename across Studio specifications, plans, README, and UI strings after registration and legal screening.

14. Related documents

  • VISION.md – strategy, audiences, packaging, roadmap
  • STUDIO.md – product specification for the Studio module
  • PLAN.md – technical implementation
  • README.md – current state

Document status: Name and strategic brand platform locked. Sufficient to guide registration, messaging, early UI tone, and market narrative. Trademark clearance and visual identity production remain explicit next steps.

README.md 9 KB Current state of the build, what works today, and the known gaps including the safety-critical ones.

README.md

SiteCharter – Current State

Product name: SiteCharter (locked 2026-08-14; rationale and domain evidence in BRAND.md — canonical in the forge repo, platform/site-editor/)
Date: 2026-08-15
Status: Living current-state document

This README describes what exists today, what is proven, and where the project stands.
Strategic direction lives in VISION.md. Studio specification lives in STUDIO.md. Brand and GTM live in BRAND.md. Technical implementation detail lives in PLAN.md.


1. What SiteCharter is

SiteCharter is a safe editing and production layer for existing websites.

  • SiteCharter Edit (available): conversational, bounded editing of the live site via an overlay, with backup, verification, and undo.
  • SiteCharter Studio (specified, in build): private structured content production (collections, records, artifacts, approvals, blueprints) as a named module inside the same product.

Core promise:

Change what needs changing. Keep what matters safe.

(The earlier "Client autonomy. Agency control." line is retired as umbrella copy — BRAND.md §5.4 rules out agency-only framing at the brand level; it survives as the agency-variant pitch.)

Works on the site the customer already has. No migration to a new platform required.


2. Document map

Document Role
VISION.md Strategy, packaging, GTM, ownership, roadmap principles
STUDIO.md Detailed Studio specification for development
BRAND.md Positioning, voice, visual direction, UX principles, go-to-market
PLAN.md Technical architecture, adapters, threat model, implementation plans
README.md This file – current state and practical orientation

3. Current product: SiteCharter Edit

3.1 What works today

  • Overlay panel injected on the live site
  • Conversational editing against bounded operations
  • Project-scoped identity and allowlists
  • Path restrictions and hard deny lists
  • Named operations (not free-form code execution)
  • Per-write shadows / backups before risky changes
  • Public URL verification after publish
  • Auto-rollback path when verification fails (where implemented)
  • History and undo
  • Adapters for:
    • Static / file-based sites (e.g. JSX/static pipelines)
    • WordPress (shell and/or REST-oriented paths)
  • Persistence for conversations, audit, change events, usage, session backups
  • SSE streaming with session decoupling where implemented
  • Google OAuth + project-scoped tokens with allowlist rechecks

3.2 Evidence of use

Real non-founder usage has been demonstrated on live sites (including static and WordPress properties).
Change volume and operator experience have been exercised in production-like conditions.
Automated tests exist at multiple levels (unit and adapter-oriented). Exact counts and site lists should be kept current in operational notes / PLAN.md.

Treat production evidence as pilot-grade: real, but concentrated in few users so far.

3.3 Known strengths

  • Strong safety posture relative to unconstrained AI coding agents
  • Works on existing sites instead of forcing a rebuild
  • Clear separation between what the model may do and what the system allows
  • Verification against the public site, not only local success

3.4 Known gaps (Edit)

Safety-critical (must fix — tracked in PLAN.md §4.4, top of backlog):

  • Permission-bypass gate open: the bridge does not yet spawn the model CLI with --permission-mode default + disallowed-tools list, so a user-level bypassPermissions setting can let the model use Bash around the adapter bounds. The "named operations only" guarantee is not currently enforced end-to-end. (RUNBOOK "Phase 1 close gates", incidents-sandbox #1.)
  • REST-transport backup is partial: Layer-2 backup on transport: rest covers files only — no database export — so post/option/media changes are not restorable from Layer-2. Fix arrives with the connector plugin's DB-export endpoint; until then the restore promise must be honestly scoped per transport in the UI.
  • Cache flush is a no-op on REST transport without a configured flush_endpoint; same plugin closes this.

Product gaps:

  • Self-serve onboarding not yet complete (access setup still too manual for true scale); plugin-first WordPress path, pre-credential demo, and "invite your web person" flow (all decided 2026-08-15) not yet built
  • Mobile experience needs deliberate polish
  • Broader first-class connector coverage still limited (WordPress + static are the priority)
  • Agency overview / multi-site operator UX incomplete
  • Packaging, billing, and partner flows not productized — billing is a prerequisite for charging customers at all

4. SiteCharter Studio (status)

Studio is fully specified in STUDIO.md and positioned in VISION.md as a named module, not a separate product and not an invisible merge into Edit.

Current status: Design and specification complete for early slices. Build proceeds now, in parallel with Edit hardening (decided 2026-08-15). Slice 0 implements the full nine-entity domain model from the start to avoid later rework.

Early delivery intent:

  1. Architecture contract (private storage, entities, audit, backup)
  2. First Production module as quality proof (e.g. Exhibition Poster with existing partner context)
  3. Menu / Offering List as the first broadly sellable module
  4. Agency Blueprints + Agency Approval tier
  5. Narrow Flow-mode sources

Studio shares identity, workspace/project context, brand knowledge, audit, and destination adapters with Edit.


5. Technical orientation (short)

Customer browser
  └─ Overlay (Edit) or full-page app (Studio)
        └─ Backend (API, auth, jobs, audit)
              ├─ Site adapters (WordPress, static/files, later others)
              ├─ Private Studio storage
              ├─ LLM tool layer (bounded / MCP-style operations)
              └─ Verification against public URLs

First-class connectors (priority):

  1. WordPress (self-hosted) – SFTP/SSH + REST / application password (+ WP-CLI where available)
  2. Static / file-based – SFTP/SSH (+ deploy hook when needed)

Generic path: LLM-assisted best-effort for other stacks where access exists, with strict write limits and mandatory backup.

Explicitly not first-class early: Shopify, Wix, Squarespace deep integrations.

Details: PLAN.md and VISION.md §6.


6. Safety model (summary)

  • Project-scoped identity and allowlists
  • Path allow/deny controls
  • Named operations only
  • Backup before risky writes
  • Public verification after publish
  • No silent success on failed verification
  • Full audit trail
  • Studio assets and data stay in private storage (not under public site roots)

Responsibility boundaries are defined in VISION.md §9.


7. Packaging (hypothesis)

Package Contents Intent
SiteCharter Edit Safe live-site editing Lower-cost base (~$49–59/mo list)
SiteCharter Studio Edit + Studio module Premium (~$79–89/mo list)

All pricing is stated in USD; local currencies are display equivalents only. Pricing surfaces must anchor against what the product replaces (the $50–150 invoice-and-wait cycle per small change), and an annual plan (12 for the price of 10) keeps burst-editors subscribed through quiet months. Details: VISION.md §5; agency/partner pricing and affiliate model: VISION.md §5 and §4.

Pricing is hypothesis only until validated.


8. Priorities from here

There is no commercial-proof gate or milestone (removed 2026-08-15): build, sales, and marketing proceed in parallel, steered by the operational metrics and funnel in VISION.md §11.

Two parallel tracks (see PLAN.md §15 for the full ordered backlog):

  1. Edit/platform: close the permission-bypass gate → connector plugin (onboarding + cache flush + DB backup) → self-serve onboarding with pre-credential demo and invite flow → billing → verification/rollback hardening → agency overview
  2. Studio: Slice 0 (full entity model) → first Production module → Menu/Offering module → Blueprints + Approval → narrow Flow source
  3. Expand connectors only where usage or payment justifies it

9. What this README is not

  • Not the strategy document → VISION.md
  • Not the Studio build spec → STUDIO.md
  • Not the brand system → BRAND.md
  • Not the deep technical design → PLAN.md

This file should stay short and factual. When reality changes, update the evidence and gap sections first.


10. Suggested next updates to this file

  • Refresh live site / pilot evidence with dates
  • Link to current deploy and operator runbooks
  • Record self-serve onboarding status as it ships
  • Note first Studio slice completion when it lands

Maintainer note: Keep README aligned with VISION. If strategy changes, change VISION first, then reflect here.

STUDIO.md 24 KB Studio specification — operating modes, the domain model, field classes, approval, blueprints, delivery slices.

STUDIO.md

SiteCharter Studio – Detailed Specification

Version: 0.4
Date: 2026-08-15
Status: Development basis – authoritative product/architecture contract for Studio
Belongs to: VISION.md
Replaces: Previous standalone Studio proposal as the living definition

This document is the source of truth for SiteCharter Studio.
Appendices preserve useful detail from the earlier proposal without competing as a second product definition.


1. Purpose and scope

SiteCharter Studio is the named module for private, structured content production within SiteCharter.

Solves: Create, review, and publish more advanced or recurring material (posters, menus, listings, collections) without mixing it with direct site mutation.

Studio is:

  • A private workspace (outside public site roots)
  • Its own bounded context with its own data model and storage
  • Part of the same product, identity, and project context as SiteCharter Edit

Studio is not:

  • A general no-code automation platform
  • A replacement for Edit
  • A separate product

Short product statement:

Studio turns a customer's material and data sources into brand-consistent content for private review, export, or controlled publication.


2. Relationship to SiteCharter Edit

Aspect SiteCharter Edit SiteCharter Studio
Job Direct mutation of the live site Private production → review → artifact → publishing
Surface Overlay on the public site Full-page authenticated workspace
Storage Site files / API Private storage + provenance
Publishing Immediate with verification Explicit, scoped per destination

Required bridges:

  • Seed – confirmed content from Edit or the live site can create/update a Studio record or job
  • Status – Studio shows whether/when a record is publicly live
  • Approval & audit – shared principles and shared history where relevant
  • Shared: identity, workspace/project, brand context, destination adapters, audit log

Site Editor changes structure, copy, and presentation.
Studio owns private source material, collections, production jobs, flows, previews, approvals, and outputs.
Destination adapters transfer approved Studio content into website sections, CMS fields, files, or external systems.


3. Operating modes

A recipe/module declares its mode.

3.1 Production

One-off or campaign production.
Human (or seed) fills records → review → artifacts → publishing/export.

3.2 Flow

Recurring sync from a Source.
Runs create/update records idempotently. Conflicts and critical-fact deviations are stopped for review.

3.3 Hybrid

Source seeds the base material. Humans complete, enrich, and approve before publishing.


4. Product principles

  1. Private by default. Source material, previews, and drafts are not placed in a public document root.
  2. Publication is explicit. Creating an output is not the same as publishing it.
  3. Facts and presentation are separate. A layout change must not alter a confirmed critical fact.
  4. AI configures and enriches; deterministic code repeats. Approved mappings run without re-interpreting the whole source every time.
  5. Every important value has provenance.
  6. Every destination has a contract.
  7. No silent deletion. Missing source records are archived, unpublished, or flagged — not silently hard-deleted.
  8. Visible rules. Natural-language setup compiles into inspectable configuration.
  9. Website updates remain safe. Studio publication uses Edit adapter + verification discipline.
  10. Current vs proposed stay distinguishable.

5. Domain model

5.1 Core entities

Workspace

Linked to site/project (same as Edit). Holds Studio data for that site.

Source

Attribute Description
id UUID
workspace_id
type manual | spreadsheet_template | rss | calendar | api (later)
config Type-specific configuration (URL, mapping, credentials-ref)
status active | paused | error
last_run_at
identity_field Stable source identity field when applicable
removal_policy mark_removed | archive | ignore | …

Asset

Attribute Description
id UUID
workspace_id
original_path Private storage
mime_type
checksum
rights_status known | unknown | restricted
rights_note
source_provenance Where the asset came from
derivatives Generated variants (size, format, path)

Collection

Attribute Description
id UUID
workspace_id
blueprint_id Nullable
name
schema_version
field_definitions Schema for records

Record

Attribute Description
id UUID
collection_id
external_key Idempotency key from source (nullable)
status draft | in_review | approved | published | archived | removed
fields Map of field values
provenance Per-field or record-level
last_run_id

Field value (logical model)

Attribute Description
key
value
field_class critical_fact | editorial | computed | asset_ref | controlled
owner source | user | agency | system
review_status ok | needs_review | rejected | confirmed
confidence Optional
provenance source/run/user/timestamp/location

Recipe

Attribute Description
id
workspace_id / blueprint_id
mode production | flow | hybrid
source_ids
mapping Source → field mapping
filters
enrichment_rules
approval_policy
destination_bindings
schedule Nullable (for flow)

Artifact

Attribute Description
id
record_ids / collection_scope
type web_fragment | pdf | social_set | package
path Private storage
template_id
status rendering | ready | failed
provenance run_id, template_version

Publication

Attribute Description
id
artifact_id / record_id
destination Adapter + target
status pending | planned | applied | verified | failed | rolled_back
verification_result
approved_by
published_at

Run

Attribute Description
id
recipe_id
trigger manual | schedule | source_event
status running | completed | failed | partial
started_at / finished_at
summary Counts of created/updated/conflicts

Approval

Attribute Description
id
scope_type record | artifact | publication
scope_id
requested_by
approver_role owner | agency | senior
status pending | approved | rejected
note
decided_at

Supporting concepts: View, Template, Enrichment, Publication binding (durable link between Studio record and remote representation).


6. Field classes and rules

Class Rule
critical_fact Must not be silently overwritten by AI or source on conflict. Stop for review.
editorial AI may propose. Human approves before publish if policy requires.
controlled Selected from a defined vocabulary.
computed System may recompute. Tracked.
asset_ref Must point to an asset with valid rights_status for the intended destination.

Ownership policies (per field or blueprint default) control who may change a value after the first write.
Conflict policies: source wins / Studio wins / newest wins / stop and request review (default for critical facts).


7. Pipeline (logical steps)

  1. Ingest – fetch from Source or accept manual input
  2. Normalize – map to collection schema, set external_key
  3. Diff / idempotency – compare against existing records
  4. Enrich (optional) – AI or rules for editorial/computed
  5. Validate – schema, critical facts, rights
  6. Review gate – needs_review / approval per policy
  7. Render – artifacts from templates
  8. Approve (if required)
  9. Publish – plan → apply → verify via destination adapter
  10. Record outcome – status, audit, publication

Failure to verify when publishing to the web follows Edit discipline: no silent successful publish.


8. Recipe contract (minimum)

id: menu-weekly
mode: flow
source: spreadsheet_main
collection: menu_items
mapping:
  external_key: sku
  fields:
    name: col_name
    price: col_price          # critical_fact
    allergens: col_allergens  # critical_fact
    description: col_desc     # editorial
filters:
  - field: available
    eq: true
approval_policy:
  critical_fact_conflict: stop
  publish_requires: agency_or_owner
destinations:
  - type: web_section
    target: menu_page
schedule: "0 6 * * 1"

Storage format is an implementation choice; the logical contract must be supported.


9. Agency Blueprints

Blueprint = reusable definition instantiable in multiple workspaces.

Contains:

  • Collection schema + field_definitions + field_classes
  • Default ownership policies
  • Templates / output presets
  • Default recipe skeleton
  • Validation rules
  • Optional brand constraints

Rules:

  • Creator owns the blueprint
  • Sharing grants usage rights (not automatic write on the blueprint)
  • Instantiation creates workspace-local collections/recipes that may drift
  • Agency blueprints do not automatically follow if the agency is deactivated

Requirement: Usable before Gate E.


10. Approval model

Scoped approval

Tied to record, artifact, or publication. Approving a web preview does not auto-approve print or social.

Agency Approval Tier

  1. Client/junior marks ready → in_review / approval pending
  2. Agency or senior approves or rejects
  3. Only then publish to sensitive destinations (per policy)

v1 may be simple (status + notification + permission check).


11. Sources – early scope

Allowed early:

  • manual
  • spreadsheet_template (documented template)
  • rss / atom
  • Optionally a narrow calendar variant

Principle: No broad “connect any database/API” programme until a concrete paying case exists.
AI may propose mappings during setup; the approved mapping becomes versioned deterministic config.


12. Artifacts and destinations

Artifact types (early)

  • web_fragment
  • pdf (realistic print requirements when claimed)
  • social_set
  • package (zip/manifest + provenance summary)

Output models

  1. Generated artifact – file (PNG/JPEG/PDF/HTML preview/social set)
  2. Materialised website content – durable CMS/site records with own URL where relevant
  3. Data-driven website section – component consumes a controlled published collection

Destinations

Same adapter thinking as Edit: plan → apply → verify → (rollback)

Early priority: web via existing site adapters + export/package.
Later: direct social API publishing (not a core early requirement).


13. Idempotency, removal, and conflicts

Idempotency

  • Flow records use external_key
  • Same key updates rather than duplicates
  • Runs safe to re-run where possible

Removal policy

Per source/collection:

  • mark_removed (recommended default)
  • archive
  • ignore
  • Never silent hard-delete of published material without explicit policy + audit

Conflicts

Critical fact disagreement → needs_review; publish blocked until resolved.


14. First modules

14.1 Quality proof – Exhibition Poster (Production)

Prove assets, multi-format, layout, print, approval, export.
See Appendix A for richer domain detail.

14.2 First sellable module – Menu or Offering List

Critical facts (price, allergens/attributes), simpler recurring updates.
See Appendix B.

Later candidates: Property Listing, Podcast RSS flow — Appendix C–D.


15. Delivery slices and Definition of Done

Build timing (decided 2026-08-15): Studio is built now, in parallel with Edit hardening. Slice 0 implements the full §5 domain model (all nine core entities) from the start, to avoid reworking the model once real verticals exist. Slices remain the build order; the §16 gates measure validation, they do not grant permission to build.

Slice 0 – Architecture contract

DoD: Private storage per workspace; identity link; all nine §5 core entities; audit; Studio backup strategy.

Slice 1 – Production module (Exhibition Poster or chosen partner module)

DoD: Manual input + asset upload; field classes; template → artifact; approval; real user full cycle.

Slice 1b/2 – Menu / Offering List

DoD: Critical facts respected; web publish via existing adapter; external user wants to continue.

Slice 3 – Blueprints + Agency Approval

DoD: Blueprint created and instantiated in two workspaces; agency approval end-to-end.

Slice 4 – Flow mode (narrow source)

DoD: Spreadsheet or RSS → idempotent records; critical_fact conflict → needs_review; clear run status.


16. Validation gates

Gate Requirement
A Slice 0 complete and stable
B Slice 1 full cycle by a real user
C Module used repeatedly / willingness to continue
D Blueprint reused on >1 workspace
E Clear willingness to pay linked to Studio

Narrative validation detail from the earlier proposal is preserved in Appendix F as reference, not a second scoring system.


17. UX requirements (developer-relevant)

  • Separate full-page app/surface (not Edit overlay)
  • Clear lists: records, needs_review, runs, publications
  • Field-level class + review_status
  • Asset rights visible before publishing
  • Agency view: overview + approve
  • Client view: simpler
  • No silent failures

Suggested primary areas: Create, Collections, Flows, Appearance, Review, Export and publish.


18. Security and rights

  • All Studio storage private (not under public site root)
  • Credentials never in the frontend
  • Rights unknown / restricted block public destinations until explicit approval
  • Web publishing uses Edit verification discipline
  • Full audit of approvals, runs, artifacts, destinations
  • Private files only via authenticated or expiring URLs
  • Treat imported content and web results as untrusted AI input

19. Non-goals (sharp)

  • No universal visual automation builder
  • No blueprint marketplace in the early phase
  • No unsupervised publishing of critical facts
  • No broad connector catalogue
  • No direct Meta/Instagram publishing as a core early requirement
  • No generic raw SQL write as the default path
  • No silent deletion of published material
  • No replacement of a full CMS, DAM, or design suite in v1
  • No self-service multi-tenant agency admin before Gate E

20. Observability and metrics (Studio)

  • Runs (successful/partial/failed)
  • Records in needs_review
  • Artifacts produced
  • Publications verified vs failed
  • Time-to-approval
  • Usage (render/AI tokens) per workspace

21. Open points (deliberately later)

  • Exact template syntax / render engine
  • Advanced print preflight
  • Automatic discovery of existing site structure into collections
  • Richer conflict UI
  • Direct social API destinations
  • Full quota UI for agencies
  • Final persistence scaling path
  • Notification transport

22. Related documents

  • VISION.md – strategy, packaging, GTM
  • BRAND.md – tone, visual language, UX principles
  • PLAN.md – technical implementation, adapters, threat model
  • README.md – current state

Appendices

(Reference detail preserved from the earlier Studio proposal)

These appendices are not a second product definition.
They provide domain depth, examples, and implementation hints for early modules and flows.


Appendix A — Exhibition Poster (reference module)

Distinct data

  • Exhibition title and theme
  • Start and end dates
  • Opening reception date and time
  • Opening hours and exceptions
  • Venue, address, entry information
  • Artists, display names, portraits, social links
  • Artworks, artist relationship, title, orientation, crop restrictions, rights state
  • Equal or weighted artist priority

Layout consequences

Templates react to artist count, artwork count, portrait availability, image orientation, title length, and medium.
Single-artist, three equal artists, and many artists without portraits need different layout contracts.

Outputs

A-series print, pavement-sign format, Instagram portrait, square social, story, web image, PDF.

Partner flow note (KonstArt-style)

A calendar/spreadsheet can hold exhibition and booking records with field-level visibility (public / limited / private).
Confirming an exhibition can seed a private poster job with dates and artist names; the user adds artworks and portraits before generating and approving outputs.


Appendix B — Restaurant Menu (reference module)

Distinct data

  • Restaurant and branch
  • Menu type, validity, serving time, language, currency
  • Sections and ordering
  • Dish name, description, price, portion, availability, variants, options
  • Allergens and dietary labels
  • Translations and dish assets

Layout consequences

Flowing typography and pagination; avoid bad section splits; keep name/price associated; consistent allergen notation; multi-language length changes.

Workflow consequences

Prices and allergens are critical facts. Missing/uncertain values block publication.
Need scheduled activation/expiry, cloning, temporary unavailability, version comparison, destination-specific publish state.

Outputs / destinations

Lunch, dinner, drinks, takeaway, table card, window sign, digital display, mobile QR menu, website menu, social lunch image, PDF.
Website, PDF, and display should consume the same approved menu version.


Appendix C — Property Listing (reference module)

Distinct data

  • Stable object ID, address, area, municipality, coordinates, type
  • Price, fee, running costs, tax values, offer status
  • Rooms, bedrooms, living/ancillary/plot area, floor, lift, balcony, parking, year, energy class, heating
  • Viewing dates and registration requirements
  • Agent and contact details
  • Descriptions, rooms, location, association, renovation notes
  • Hero image, galleries, floor plans, maps, declarations, reports
  • Publication state: upcoming, for sale, sold, paused, archived

Rules

Different property types expose different required fields.
Confirmed facts and sales text stay separate. AI may propose introduction text; it must not silently change area, fee, price, or viewing time.

Outputs

Object page, prospectus, window sheet, social advert, carousel, story, email presentation, office display, viewing sheet, structured portal record.
Status transitions are explicit publish / update / unpublish / mark sold / archive actions.


Appendix D — Example flows

D.1 Podcast RSS → website

Source fields: stable episode ID, title, description, pub date, audio URL, duration, artwork, episode/season, explicit flag, link, optional transcript.

Recipe sketch:

include published episodes
→ sort newest first
→ normalise source description
→ propose excerpt and topic tags
→ choose episode art or podcast fallback
→ create or update episode page
→ update episode index

Safe defaults:

  • new episodes start as drafts
  • title, audio URL, date, duration remain source-owned
  • approved Studio excerpts are not overwritten by later feed text
  • missing feed items flagged or archived, not deleted
  • publication bindings connect feed IDs to site page IDs

D.2 Active property sales → website

Source owns identity, status, price, dimensions, viewings, agent, media refs.

include Upcoming and For sale
→ exclude internal and paused
→ sort by priority and publication date
→ group by location or type
→ create cards and detail pages
→ campaign artifacts only for selected records

Example status mapping:

Upcoming → upcoming section
For sale → active list
Sold     → sold archive
Paused   → unpublish
Archived → private only

Appendix E — Implementation reference notes

E.1 Module package shape (suggested)

modules/
├── exhibition-poster/
│   ├── module.yaml
│   ├── schema.json
│   ├── extraction-rules.md
│   ├── validation-rules.yaml
│   ├── workflows.yaml
│   ├── templates/
│   ├── output-presets.yaml
│   └── destination-mappings/
├── restaurant-menu/
└── property-listing/

Module owns domain schema, extraction guidance, field classes, validation, review stages, templates, output presets, domain destination mappings.
Core owns workspaces, sources, assets, provenance, collections, recipes, runs, versions, approvals, artifacts, destination contracts, audit.

E.2 Conceptual persistence (minimum tables)

studio_workspaces
studio_sources
studio_source_snapshots
studio_assets
studio_asset_derivatives
studio_collections
studio_records
studio_record_versions
studio_field_values
studio_recipes
studio_recipe_versions
studio_views
studio_templates
studio_artifacts
studio_destinations
studio_publication_bindings
studio_runs
studio_run_items
studio_approvals

Every row scoped to workspace/project. Credentials referenced via encrypted secret store, not inline.

E.3 Connector contract (target capabilities)

  • schema discovery
  • stable record identity
  • full and incremental reads
  • revision/cursor
  • rate and size limits
  • credentials by secret reference
  • webhook and/or polling
  • health + last success
  • removal detection
  • raw snapshot retention for audit/replay

E.4 Online asset discovery states

candidate
identity confirmed
rights unknown
approved for web
approved for print
rejected

Discovered assets are never treated as customer-owned without explicit approval.

E.5 AI vs deterministic ownership

AI is well suited to: understanding unfamiliar material; proposing schema/mapping; extracting facts; classifying assets; drafting editorial text; proposing filters/recipes; explaining conflicts; suggesting templates; exploratory previews.

Deterministic code must own: recurring ingestion after mapping approval; stable identity/dedup; filters/sort/group/compute; validation; scheduling/retries; destination writes; audit/approval enforcement; routine render from approved templates; publication verification.

E.6 Security checklist (Studio-specific)

  • Authorise Studio actions separately from site-edit actions
  • Private assets outside managed site roots
  • Authenticated or short-lived URLs only
  • Scan/validate uploads; keep original MIME + checksum
  • Prevent connectors becoming arbitrary SSRF tools
  • Encrypt credentials; least-privilege accounts
  • Restrict any DB connector to read-only / narrow scope
  • Record retrieval, enrichment, approval, export, publication
  • Quotas on jobs, storage, and transfer
  • Destination validation before each write

Appendix F — Extended validation narrative (reference)

Use the gates in §16 as the operative gates.
The following narrative criteria from the earlier proposal remain useful acceptance checks:

Useful production result: real customer produces accepted package from real material; no premature publication; correction time recorded.

Repeatability: second job reuses template/schema/rules without rebuilding the workflow.

Cross-customer/domain: shared core used by a second workspace or module without domain conditionals contaminating the kernel.

Controlled recurring flow: stable IDs, idempotent runs, useful diffs, correct removal behavior, visible conflicts.

Commercial/operational repeatability: another customer can be configured, operated, supported, and billed with predictable effort.


Document status: v0.3 is the authoritative Studio specification. Appendices preserve domain depth and implementation hints from the earlier proposal without maintaining a second competing definition.

PRODUCT-SURFACE.md 9 KB What the shipping editor actually is, verified against overlay.js, plus the weaknesses open to redesign.

PRODUCT SURFACE — what the site-editor actually is

Verified 2026-08-14 by reading overlay.js (1909 lines), PLAN.md §6–§7, VISION.md §3, BRAND.md §8. This supersedes the invented overlay in the first pass of the brand directions, which depicted a small inline card with a typed instruction and a state strip. That is not the product.

Read this before redrawing the product moment. Everything in §1 is observed in shipping code, not aspiration. §3 is planned and labelled as such.


1. What Edit is today

A conversational side panel injected into the customer's own live site. Not an inline element editor, not a card, not a form.

1.1 Shell and behaviour

  • Right-hand sheet, min(520px, 96vw), full height. Non-covering — the backdrop is panel-width with pointer-events: none, so the page stays readable and clickable alongside it. This is deliberate and important: the site is not obscured by the tool.
  • Mobile becomes a bottom sheet at ≤640px: 90dvh, rounded top corners, drag-handle cue, env(safe-area-inset-bottom) padding, 16px input to defeat iOS auto-zoom, 44–48px touch targets. The lead buyer is often on a phone; this is not an afterthought.
  • Opens via ⌘/Ctrl+Shift+E, triple-tap on the site wordmark, ?forge URL param, or by typing the word "forge" anywhere on the page.
  • Panel-open state survives navigation (sessionStorage); the draft message survives too.
  • Bilingual EN/SV throughout, chosen per site and per browser locale.

1.2 The conversation

  • Header: mark + wordmark + site tag · dev-mode toggle · New conversation · Recent changes · Close.
  • Body: message bubbles. Three distinct speakers already exist in the code — see §2.
  • Assistant messages stream, render markdown (p, em, strong, code).
  • Thinking state: animated dots plus a plain-language line — "Reading your site…", "Making the change…", "Publishing to your site…".
  • Tool cards show the underlying operation: an uppercase tool name, a monospace path, an action line, and a status (deploying / live). These are hidden by default and revealed by dev mode.
  • Footer: attach image (📎), screenshot (📷), auto-growing textarea, Send. Drag-and-drop with a drop overlay. Multi-file thumbnail strip with per-file remove.
  • Recent changes view: cards with relative time ("3h ago"), a status pill (deployed / failed / muted), a 3-line summary, and metadata.

1.3 Publication and verification

  • After a successful verified publish, a publication card appears in the conversation: tick kicker, title ("The change is live"), body ("The page has been checked and is ready."), and actions — View the change / Stay in chat.
  • If the user reloads or navigates, a fixed reveal notice appears bottom-right carrying the same content, so the verification moment survives navigation.
  • Undo is available as ↩ Undo, and a successful undo produces its own card: "The change was undone / The page is back to how it was before the change."

2. The three voices — the most important thing in this product

overlay.js:635 carries the comment:

/* Verified publication — bridge-owned, never model-authored */

Three parties speak inside one thread, and they do not have the same authority:

Voice Who Authority Today's treatment
Assistant the model fallible, may be wrong rounded bubble, markdown
Operator a human at Forge Nord accountable, identified left accent rule, "Message from support" tag, read receipts, can arrive as a notice when the panel is shut
Bridge the system's own record verified fact, structurally unforgeable by the model the publication card and reveal notice

This is the product's central trust claim rendered as UI. "A 200 response is not treated as a successful publish" is not marketing copy — the bridge fetches the public URL and only the bridge may say it went live. The model literally cannot author that card.

Any redraw must make these three voices visually distinct and must make the bridge's voice the one that looks least like chat. Solve this differently in each direction; do not skip it.


3. What Studio adds — PLANNED, not built

Per PLAN.md §7 and VISION.md §3.2. Depict as a credible near-future bridge, never as something that exists today.

  • Studio is a full-page workspace, not this overlay (BRAND.md §8.3).
  • Entities: Source · Asset · Collection · Record · Recipe · Artifact · Publication · Run · Approval.
  • Critical facts are separated from editorial content — dates, prices, names carry review_status and provenance; the treatment wrapped around them does not.
  • Approval is first-class: "Needs review" and "Request approval" are primary states, and approval gates export and publish.
  • Blueprints are reusable templates, shareable between workspaces; agency-owned.
  • Flow mode ingests spreadsheets/RSS with external_key idempotency; a conflict on a critical fact stops the run and becomes needs_review rather than overwriting.
  • Studio publishes through the same adapters, bounds, verification and restore path as Edit. That shared safety model is the reason it is one product.

The bridge to depict: how does something produced in Studio arrive on the live site, and how does the person in the overlay see that a block on this page is Studio-managed rather than freely editable?

Note (corrected 2026-08-15): STUDIO.md exists in the site-editor repo (/opt/site-editor/STUDIO.md, github.com/cgoberg/site-editor) and is the authoritative Studio specification — it simply had no symlink in the forge view when this file was first written. It is now symlinked alongside PLAN.md. Studio is in build now (full nine-entity model from Slice 0), per the 2026-08-15 decision.


4. Honest weaknesses in today's UI — where innovation is invited

These are real, observed, and fair game. Each direction should address at least two, and say which.

  1. The Charter is invisible. BRAND.md §5.2 and §8.6 promise visible bounds, but nothing in the overlay tells the user what she is allowed to change here. The product's namesake concept has no surface.
  2. Dev mode is an easter egg — triple-clicking the ◆ mark. Progressive disclosure is right; hiding the evidence layer behind an undiscoverable gesture is not, when inspectability is a selling point (VISION.md §4.4 item 10).
  3. History is behind an emoji. Recent changes — the restore path, the thing that makes delegation tolerable — is a 📜 button. Emoji as UI (📎 📷 📜) is also weak for a brand-led product.
  4. Backup and restore are asserted, not shown. Undo exists for the recent change; there is no visible surface for "a copy was taken before this was touched."
  5. The three voices are under-differentiated. Operator gets a left rule; that is thin for a human taking accountability. The bridge card is strong but arrives only at the end.
  6. Verification is a moment, not a state. The page does not carry any persistent indication that what you are looking at was checked, and when.
  7. No sense of what is in flight. A long publish shows dots and a sentence; there is no legible picture of the five-step sequence the marketing page promises.

5. Hard constraints for any redraw

Keep all of these — they are the product, not decoration:

  • It is a conversation, multi-turn, with history and a persistent draft.
  • The panel does not cover the site. On phones it is a bottom sheet.
  • The bridge alone may assert that something is live and verified.
  • Undo is always reachable, and undo is itself verified.
  • The human operator can appear in the same thread, and is clearly not the model.
  • Technical detail is available but not default — progressive disclosure, both directions.
  • Failure states must be plain-language and must say what was not published (PLAN.md §6.3).
  • Works one-handed on a phone in a shop, and at a desk for an agency operator.
  • Do not depict capabilities that do not exist. Studio is clearly forthcoming.

6. Naming inside the product

The shipping code brands itself "The Forge" with a mark and a gold-on-dark theme (#c9a96e on #1a1714); the doc set (PLAN, README, STUDIO) was retitled to SiteCharter on 2026-08-15. Under the locked brand this surface becomes SiteCharter Edit. Draw it as SiteCharter, in your direction's own palette — not in the current gold-and-dark theme, which belongs to the previous identity and is not a constraint on you.

COPY-DECK.md 9 KB The marketing-page copy and section order shared by several of the directions.

COPY DECK — constant across all three brand directions

Revision 2 — 2026-08-15. Updated for the upstream doc-set changes: channel split (VISION §4.11), USD pricing with anchor and annual plan (VISION §5), demo-before-credentials onboarding (VISION §7, PLAN §9), honestly-scoped restore (PLAN §4.4, README §3.4), and Studio in build (STUDIO.md v0.4).

Use this copy verbatim. Do not rewrite, improve, shorten, or re-order it. The point of holding copy constant is that C-G compares design, not writing. If a line does not fit your layout, change the layout.

Section order is fixed. Same order, same viewport behaviour, in all three directions.

What changed in revision 2 — read this list first

  1. New section 4, "Before you give us anything." The pre-credential demo is now a marketable moment and earns its own place on the page. Section numbers after it shift.
  2. Hero CTAs changed to lead with that demo instead of with signup.
  3. Pricing is real, in USD, and carries two mandatory elements: the anchor against the invoice-and-wait cycle, and the annual 12-for-10 plan. The old "Price TBD" placeholders are gone.
  4. Restore is honestly scoped per transport. Do not write or draw "fully reversible" as an unqualified promise anywhere.
  5. Nav is owner-first with the agency door one click away, never hidden and never co-equal.
  6. Studio is "in build", not "after validation" — still never depicted as shipped.

0. Nav

Brand: SiteCharter Links: How it works · What it costs · For agencies · Sign in Button: See it run on your own site

Design requirement (VISION §4.11 channel split). The site speaks to owners first; the agency surface must be easily accessible but visibly secondary — one click away, never buried and never given equal weight to the owner path. Outbound sales targets agencies; the website does not. Solve this in your own idiom: a distinct treatment for the agency link, a secondary door in the footer, a differently-weighted nav item. Do not build a two-audience split hero.


1. Hero

H1: Change what needs changing. Keep what matters safe.

Deck: Safe editing and content production for the site you already have.

Body: Update the site you already paid for, without waiting for every small change. You watch it go from draft, to verified, to published — and you can undo it.

Primary CTA: See it run on your own site CTA support line: No account. No credentials. Just your address. Secondary CTA: See what happens on publish


2. Three pillars

Eyebrow: What this is built on

1 — Keep the site No rebuild, no migration, no second site that quietly becomes the real one. WordPress and file-based sites first.

2 — Define the Charter Named people get useful authority over named things. Hours, offers, photos, staff details — not the theme, not the database, not the server.

3 — Prove the change Back up first, publish through a bounded operation, check the public URL, record what was seen, and keep the way back open.


3. How it works

Eyebrow: What happens when you publish

This is a genuine ordered sequence, so numbering it is legitimate.

1. Defined access You connect the site once. The paths and operations you allow are named up front. Nothing outside them is reachable — including by us.

2. Backup Anything at risk is copied before it is touched. The copy is kept, not overwritten by the next change.

3. Bounded operation The change runs as a named operation — "update opening hours" — not as open access to the server.

4. Public verification We fetch your live URL and check what the public actually sees. A 200 response is not treated as a successful publish.

5. Restore Every change keeps a way back, and the return is verified too.

Required scoping line, visible in this section — not a footnote: How much a restore covers depends on how your site is connected. With the WordPress connector plugin it covers files and the database. Over SFTP it covers the files we touched. We tell you which one you have before you publish, not after.


4. Before you give us anything

Eyebrow: Try it first

Title: Watch it work on your own site. Before you trust us with anything.

Body: Type your web address. We fetch a copy of your own homepage and run a change on that copy — draft, verifying, published, undone — so you can see how it behaves before any password, plugin, or account exists. Nothing is written. Your real site is not touched.

Three steps:

  • 1 Enter your address — no account needed.
  • 2 Watch a real change run on a copy of your own page.
  • 3 Decide then, not before, whether to connect.

Connect options, shown as three plain routes:

  • WordPress — install the SiteCharter connector plugin. The motion you already know. It registers the site and handles the rest.
  • Static or file-based — connect over SFTP or SSH.
  • Don't hold your own credentials? Send the connect step to your web person. Most owners don't have the login, and that shouldn't stop you.

5. Worked example

Eyebrow: A worked example Required label (must be visible, not a tooltip): An illustration of the flow. Not a customer story.

Title: Tuesday, 08:40. The hours changed.

Body: The kitchen closes an hour earlier from this week. The person who knows that is standing in the kitchen. The person who can edit the site is not.

Timeline:

  • 08:40 — Opens the site on her phone, taps the panel, types: "We now close at 20:00 on weekdays."
  • 08:40Draft. The change is shown against the live page before anything is written.
  • 08:41Verifying. The page is backed up, the hours block is updated through a named operation, and the public URL is fetched back.
  • 08:41Published. The line that went live is shown, exactly as a customer sees it.
  • laterCan be undone. The previous version stays one click away.

Closing line: No ticket. No wp-admin. No hoping.


6. Product moment — the overlay on a live page

Eyebrow: The panel, on a live page

Build this from PRODUCT-SURFACE.md, not from a description here. It is a conversational side panel that does not cover the site, and a bottom sheet on phones. The three voices — model, human operator, bridge — must stay distinguishable, and the bridge must remain the only voice that can assert a change went live.

The mock site behind the overlay — a small bakery, rendered as a real page someone paid for, in a visual world clearly different from your own direction. It is the customer's site, not yours.

  • Business name: Northvale Bakery
  • Page heading: Opening hours
  • Hours list: Monday–Friday 07:00–21:00 · Saturday 08:00–16:00 · Sunday closed
  • One line of body text: "Sourdough from 07:00. The last bake comes out at four."

Required in the panel:

  • The four states, wherever they naturally occur: Draft · Verifying… · Published · Can be undone
  • What changed: Monday–Friday 07:00–21:00Monday–Friday 07:00–20:00
  • The bounds, stated plainly: Allowed here: opening hours, contact details, offers. Not allowed: theme, plugins, checkout.
  • A visible way back: Undo this change
  • The restore scope for this site, stated in the panel — e.g. "Connected by plugin — restore covers files and database." Do not draw an unqualified "fully reversible."

7. What it costs

Eyebrow: What it costs

Required anchor, given visual prominence — this is the pricing argument, not a footnote: A single small change from an agency is typically a $50–150 invoice, plus days of waiting. One avoided ticket pays for the month.

Never price against website builders. The comparison is always the invoice-and-wait cycle.

SiteCharter Edit — $49–59/month Editing, verification, history, and restore on one site.

SiteCharter Studio — $79–89/month Everything in Edit, plus the private production space: sources, records, approval, artifacts.

Agencies and portfolios — from $29/site/month Shared bounds, Blueprints, roles, and portfolio status across many sites. Talk to us.

Required, shown as a real option and not a footnote: Annual: 12 months for the price of 10.

Required small print: Prices in USD. Local equivalents shown at checkout.


8. Footer

Product: How it works · What it costs · Studio · For agencies · Status Company: About · Writing · Contact Legal: Terms · Privacy · Data processing

Bottom line: SiteCharter — Forge Nord. Built in Sweden. English first, Swedish to follow.

Strapline under the wordmark: Safe editing and content production for the site you already have.


Words and claims that must not appear anywhere on the page

  • AI (as a lead or selling point), agent, magic, revolution, transform, seamless, effortless
  • era, in any compound
  • Carl — the founder is C-G / Carl-Gustav Öberg
  • Charter used alone as the brand
  • commercial proof, or any framing that makes selling conditional on a validation milestone — that gate was removed on 2026-08-15
  • Client autonomy. Agency control. — retired umbrella line
  • "Fully reversible", "always reversible", "undo anything" as unqualified claims. Restore is scoped per transport and the copy says so.
  • Any price in SEK or EUR as a source figure
  • Any comparison to Wix, Squarespace, Shopify or website builders on the pricing surface