Marketing Strategist
The Marketing Strategist is the campaign planner for your agency. You give it a brief, and it returns a phased plan: who the campaign speaks to, what each phase accomplishes, which deliverables are needed, which delivery agent owns each one, and how you will measure the result. It plans; it does not write the blog posts, social posts or ad copy itself. Those belong to the delivery agents.
You can brief a campaign two ways. In the app, open the Strategist and choose New Campaign (see Strategist). In Slack, type /strategist and fill in the brief form. Both create the same campaign, and the plan is built from your brief together with your brand's positioning, content pillars and knowledge documents, so it reads as your plan and not as generic marketing advice.
A plan does nothing until a person acts on it. You review it, approve it, and then separately dispatch it. Dispatching hands each deliverable to the agent that owns it, as a starting record that agent can pick up. Outside of campaigns, you can also ask the Marketing Strategist strategy questions in conversation.
Key Capabilities
| Capability | What it gives you |
|---|---|
| Campaign plan | Positioning summary, audiences, usually two to four phases with durations, deliverables assigned to named delivery agents, a measurement section (main metric, target and check-in rhythm), risks with mitigations, and a short rationale |
| Brand-grounded planning | Plans draw on your brand's positioning, content pillars and approved knowledge, and each deliverable's brief is written for the agent that will pick it up |
| Review in the app | Campaigns sorted into In Review, Approved and Recently Dispatched, each opening to a full read of the plan |
| Review in Slack | /strategist opens a brief form, and the finished plan posts as a card in the channel where you used it |
| Dispatch | Turns an approved plan into starting records for Marketing Content, Marketing Social, Marketing Email, Marketing SEO, Marketing Web and Marketing Landing Pages |
| Strategy conversation | Ask in the strategy channel about positioning, audiences, channel mix, planning frameworks or measurement and get a conversational answer |
The Approval Rule
Building a plan changes nothing outside the campaign record. After that, three separate steps are in your hands:
- Approve. Marks the plan approved and nothing more. No agent is told to start work.
- Dispatch. Only an approved plan can be dispatched. Dispatch walks every deliverable and creates a starting record for each one in the agent that owns it. For Marketing Social, Dispatch writes one finished LinkedIn draft per social deliverable, which waits for your approval. For the other agents it creates an unwritten starting record. Nothing is sent or published. In Slack, Dispatch asks you to confirm first.
- Work in the delivery agents. Each agent's own screen is where the draft is generated, reviewed and approved. Marketing Content, Marketing Social, Marketing Email and the others keep their own approval steps.
Dispatch creates records for Marketing Content, Marketing Social, Marketing Email, Marketing SEO, Marketing Web and Marketing Landing Pages. Deliverables planned for Marketing Designer, Marketing Podcast, Marketing Video, Marketing Brand Guard, Marketing Analytics and Marketing PPC are listed in the campaign's dispatch log, but no record is created for them; you start that work from those agents.
You can reject a plan before it is approved, and archive a campaign at any point. Before approval you can also regenerate the plan from the same brief, or in Slack edit the plan text by hand.
Who It's For
- Agency owners and leadership: see a campaign as a structured plan with owners and measures before any work starts.
- Account managers: turn a client request into a brief, review the plan with the client in mind, and dispatch it when the plan is final.
- Strategy and marketing staff: use the conversation to test positioning, audience and channel ideas before committing them to a campaign.
Related
- Commands: how to brief a campaign and what the plan card buttons do
- Notifications: the messages you see and what each one means
- Schedule: what runs on its own (nothing) and what the settings screen does
- Examples: step-by-step walkthroughs
- Troubleshooting: answers to common questions
- Strategist: the campaign workspace in the app
- Work Queue: where drafts from the delivery agents wait for approval