Marketing Strategist
The Marketing Strategist is the campaign architect for your agency. It translates business goals into structured campaign plans, defines target audiences, researches competitor positioning, and coordinates the full roster of delivery agents to produce coordinated sets of work. Every deliverable bundle starts here.
This agent sits above the delivery layer. It designs; it does not produce. Blog posts, social captions, and ad copy are the delivery agents' job. The Marketing Strategist provides the brief that makes that work worth producing.
When you ask for a campaign, the agent gathers the required information, applies proven strategic frameworks to your clients' context, and returns a structured plan with phased sequencing, agent assignments, and measurable KPI targets.
You can drive all of this from the app as well as from Slack. The campaign workspace in The Marketing Workspace lets you brief a new campaign with a form, watch the queue of campaigns waiting on you, open any campaign to read its full phased plan, and approve, edit, or reject it on the spot. The campaign workspace sits alongside the rest of your marketing surfaces: content pillars and the content queue in Content Planning, and AI Visibility, so the plan you approve and the work it sets in motion live in one place.
Key Capabilities
| Capability | What it gives you |
|---|---|
| Campaign planning | A structured plan with goal, audience, channel rationale, phased deliverable bundles, sequencing, and KPI targets |
| ICP development | A multi-dimensional Ideal Client Profile covering firmographic, technographic, psychographic, and behavioral dimensions, plus a scoring matrix |
| Competitive intelligence | Positioning analysis, differentiation opportunities, and messaging recommendations based on competitor research |
| Channel mix strategy | Data-backed channel selection and budget allocation tied to your clients' goals and buying behavior |
| Goal-to-OKR translation | Converts a business revenue or growth goal into specific, measurable marketing objectives with tactics for each |
| Strategic QA | Reviews delivery agent outputs for alignment with the original campaign brief before anything goes to your clients |
The Approval Rule
The Marketing Strategist works autonomously on analysis and planning: campaign plans, ICP research, competitive intelligence, channel recommendations, and QA reviews of delivery agent outputs all happen without requiring your sign-off on each step.
Your approval is required before any campaign is marked ready for your clients, before any change to a client's core positioning or messaging strategy, and before any budget commitment or vendor recommendation is acted on. Nothing goes to a client without a human reviewing it first.
When a campaign plan is ready, it waits for you in two places: as a card in the strategy channel in Slack and as an item in the campaign queue in the app. Acting in one place clears it from the other. If your agency runs without Slack, the app is where every plan waits. Approving a plan is what releases the agent to start coordinating delivery work.
Who It's For
- Agency owners and leadership: Get structured campaign plans that connect business goals to marketing execution, with clear sequencing and measurable targets.
- Account managers: Request campaign plans for client initiatives and receive coordinated briefs that other delivery agents can act on immediately.
- Strategy and marketing staff: Ask strategic questions, get ICP guidance, request competitive analysis, and translate vague requests into structured deliverable bundles.
Related
- Commands: how to request campaign plans, ICP development, and strategic advice
- Notifications: the messages the agent sends back and what they mean
- Schedule: when the agent responds and how long each task takes
- Examples: step-by-step walkthroughs of real campaign planning scenarios
- Troubleshooting: answers to common questions and how to fix issues
- The Marketing Workspace: brief, review, and approve campaigns in the app
- The Work Queue: every draft and decision waiting on you, across all agents