4.9 KiB
Strategy Session
Operational Workflow
The operational workflow is a cycle of 5 steps:
- Planning Session
- Research & Writing
- SEO Review, Channel Adaptation & Action List
- Publishing
- 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.
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.
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."
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.
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.