Examples

These walkthroughs use fictional clients. They show how a brief becomes a plan, how the approval and dispatch steps differ, and what the Marketing Strategist does and does not do.

Example 1: Briefing a Campaign from Slack

An account manager at your agency needs a launch plan for a SaaS client that is adding a CRM integration.

Step 1: Request. In the strategy channel she types:

/strategist

A New Campaign window opens. She enters the name "CRM integration launch", the objective "Build awareness of the new integration among IT operations managers", a short brief about the audience and the eight-week timeline, the channels "LinkedIn, blog, email", the Standard budget band, and a target launch date. She chooses Plan it.

Step 2: The plan arrives. A card appears in the channel. It shows the brand, the objective, a line such as "Phases: 3 | Deliverables: 11 | Top agents: Marketing Content (3), Marketing Social (3), Marketing Email (2)", the measurement line with the main metric and target, and the first six deliverables. Each deliverable names its phase, title and owning agent.

Step 3: Review. She opens the campaign in the app to read every phase, the audiences, the risks and the rationale. The plan has one deliverable for Marketing Designer that she did not expect, so she makes a note to ask for it herself later.

Step 4: Approve. She presses Approve. The card still shows its buttons, and nothing has started: Approve only marks the plan approved.

Step 5: Dispatch. She presses Dispatch and confirms. A reply in the thread reports the total and a count per agent. Starting records now exist for the blog post, email draft and the rest, and the social deliverables are written LinkedIn drafts waiting for review. The Designer deliverable is logged only, as expected.

Step 6: Hand-off. From there the work continues in each agent. The blog post is generated and approved in Marketing Content, and the LinkedIn drafts are approved in Marketing Social.

Example 2: Rebuilding a Plan That Came Back Too Broad

An agency owner briefs a campaign in the app with one line: "Get more leads."

Step 1: Create. In Strategist she chooses New Campaign, types the name and the one-line brief, and selects Plan It. The campaign opens with a plan whose deliverables are generic.

Step 2: Add detail. She sees the plan is too broad. She chooses Reject on the review list, then creates a new campaign. This time the brief names the audience (mid-market professional services firms), the channels (LinkedIn and email) and the angle (a benchmark report the client published).

Step 3: Compare. The second plan has phases built around the benchmark report and deliverables that cite it in their briefs. She approves it.

The Regenerate Plan control on a draft or in-review campaign re-runs the planner against the brief already saved, which is the quickest route when the brief is fine and you only want a fresh attempt.

Example 3: A Strategy Question That Stays a Conversation

A strategist wants to sanity-check a channel mix before writing a brief.

Step 1: Ask.

@Agenteous how should a $6,000 quarterly budget be split between LinkedIn ads and search for a B2B software client with a 90 day sales cycle?

Step 2: Answer. The Marketing Strategist replies in the thread with a recommended split, the reasoning and the metric to watch for each channel. Nothing is saved as a campaign, and there is nothing to approve.

Step 3: Turn it into a plan. Happy with the direction, she runs /strategist and pastes the reasoning into the Brief field. The planner builds a campaign from it, and from here the steps are the same as Example 1.