# Strategy Session


# Operational Workflow

The operational workflow is a cycle of 5 steps:

1. Planning Session
2. Research & Writing
3. SEO Review, Channel Adaptation & Action List
4. Publishing
5. Analytics & Reporting

*Within the different Agent Projects, start a fresh conversation for each cycle. Don't stack multiple briefs into one conversation — the drafts will bleed into each other and the note fetching becomes harder to track.*

## Phase 1 — Planning Session

Conversation with the Content Strategist to create an editorial plan for the coming period. **The result** is an approved editorial brief for each piece of content.

[-> Prompt](Phase%201%20-%20Planning%20Session.md)

Go back and forth until the full plan is agreed. Then say:

_"The plan is approved. Now produce the final editorial brief for each piece."_

The Strategist outputs one clean brief per piece, ready to hand to the Writer.

## Phase 2 — Research & Writing

The Writer picks up each brief and produces a first draft. For each piece it also flags: what claim needs a source, what angle is assumed vs. verified, and any questions for the Human where the brief was ambiguous.
**The result** is a set of first drafts.

[-> Prompt](Phase%202%20-%20Research%20&%20Writing.md)

The Writer confirms which notes it fetched, then produces the draft with inline flags and the DRAFT NOTES section at the end. You review it and either:

- Approve it and move it to the SEO & Distribution Project
- Send it back with specific edits or directions: _"Rework the opening, it's too generic"_ or _"The section on risk assessment is thin, fetch note X and expand it"_
- Resolve any VALIDATE or SOURCE NEEDED flags yourself by providing the missing information directly in the chat

Once you're satisfied, say:

_"Draft approved. This is ready for the SEO and Distribution Specialist."_

Then paste the approved draft into the SEO & Distribution Project.

## Phase 3 — SEO Review & Channel Adaptation

The SEO & Distribution Specialist reviews each draft for on-page optimization (structure, headings, meta, internal links) and then adapts the core content into channel-specific formats:

- A LinkedIn post (or sequence of posts)
- A newsletter section or standalone issue
- A forum/community version (less promotional, more contribution-framed)
- Premium website content if applicable

Each adaptation is a distinct asset, not just a copy-paste.

Once satisfied, say: _"Approved. I will execute the action list."_

[-> Prompt](Phase%203%20-%20SEO%20Review%20&%20Channel%20Adaptation.md)

Output:
- **SEO-optimized draft** — the revised version of the Writer's draft with SEO improvements applied
- **Channel adaptations** — a standalone asset for each channel specified in the brief
- **Action list** — the executable checklist telling you what to publish, where, and when

## Phase 4 — Publishing

The Human executes the action list.

Published content across the channels specified in the action list. Logged in your Obsidian cycle log with:

- What was published
- Where
- When
- Any deviations from the action list (something you changed last minute, a channel you skipped, timing you shifted)

That log is important — the Analytics agent will need it in Phase 5.

Here's a template for the log:
```
## Publish Log — [Cycle date]

### [Content title]
- [ ] Newsletter — sent [date/time]
- [ ] LinkedIn — posted [date/time] — [link]
- [ ] Forum/community — posted [date/time] — [link]
- [ ] Website — published [date/time] — [URL]

Deviations from action list:
[note anything you changed, skipped, or delayed and why]
```


## Phase 5 — Analytics & Reporting

After a defined window following publication, you gather performance data from each channel and bring it to the Analytics agent. The agent interprets the data, identifies patterns, forms hypotheses, and produces a report structured for the Content Strategist to act on in the next cycle.

**Output**

A structured analytics report containing findings, interpretations, hypotheses, and ranked recommendations — ready to paste into the Content Strategist Project to open the next cycle.


**Collect before running this phase**

From each channel:

- **Newsletter:** open rate, click rate, unsubscribes, replies
- **LinkedIn:** impressions, engagement rate, clicks, follows gained
- **Forum/community:** views, replies, upvotes, profile clicks
- **Website:** pageviews, time on page, bounce rate, conversions (signups, clicks to product)

Pull this from your respective platform dashboards and paste it in raw. The agent will make sense of it.

[-> Prompt](Phase%204%20-%20Analytics%20&%20Reporting.md)

---


## The Loop

The Analytics report feeds back into Phase 1. The strategy conversation in the next cycle starts with what the data said, not from a blank slate. Over time the Strategist builds a picture of what content actually moves the needle for ISO27DIY specifically — not just generic B2B content wisdom.