Strategy

Give the work a shared direction.

Give the team and its AI tools a clearer understanding of the business. Develop your goals, audience, offer, and brand direction in structured plans, then keep that guidance close to the website, campaigns, and projects it should inform.

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Make direction specific enough to use

Put the business direction into words

Use the Business Strategy Plan to clarify what you offer, who you serve, and which priorities matter now. Work through structured sections instead of starting from an empty document. Your team gets a practical reference for decisions about the website and the work around it.

Make the brand easier to apply

Maintain Brand Guidelines, Customer Profiles, and a Customer Journey Map alongside the business plan. Define the voice, audience needs, and experience you want to create. These references give writers and designers more specific guidance when preparing customer-facing material.

Plan the work across channels

Develop supporting plans for marketing, search, social, video, blog content, support, and partnerships. Keep them connected to the same offer and audience. A campaign can draw from shared direction instead of becoming a separate message every time the channel changes.

Build the plan through conversation or direct editing

Talk through a plan with the assistant and review the answers it adds to the structured sections, or edit each section yourself. Use the conversation to explore options and fill gaps. Keep the decisions that reflect your evidence and priorities in the saved plan.

Turn direction into product and project work

Use the Product & Service Roadmap and product tracks to organize what comes next. Bring the relevant plan into task preparation and supported content workflows so a new page, campaign, or project has a purpose to work toward.

Keep guidance current as the business grows

Review the plans when your offer, audience, or priorities change. Update the sections that matter and revisit related plans to keep them consistent. Supported AI workflows can use this strategy context, making maintained guidance useful beyond the planning conversation.

Useful to know

Which plans can I create?

The catalog includes business strategy, brand guidelines, customer profiles and journeys, product and service roadmaps, support, partnerships, marketing, social, video, search, and blog or editorial plans.

Do I have to let AI write the strategy?

No. You can fill in and edit the structured sections yourself. AI assistance is available for discussing options, preparing a draft, and identifying gaps.

How does the strategy help with everyday work?

Relevant plans can supply context to supported assistant and content workflows. The Blog Content Creator, for example, uses the content plan’s topic structure to guide posts. The context used depends on the feature and its setup.

Give every new page and campaign a shared direction.

Keep the goals, audience, and message in the workspace where your team puts them to work.

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