Illustrative workflow. Actual results depend on your inputs, configured tools, provider and review.
The goal
Prepare a sourced audience and positioning brief for a new client service.
Who does what
- Researcher: gather approved public sources and distinguish evidence from assumptions.
- Strategist: turn findings into audience choices, message options and an initial brief.
- Reviewer: flag missing evidence, conflicting claims and questions for the account owner.
A useful owner checkpoint
“Which client audience matters most for this brief?”
The team can save this as a question and wait. Your answer becomes guidance for the continuation; it does not grant new account or server access.
The result to review
A concise brief with source links, positioning options, open questions and a recommended next review.
What stays under your control
Use a separate workspace or appropriate scope for client information. Public marketing drafts are not authorization to publish. Real account connections and delivery require their own consent and verification.
What can carry forward
After a successful brief, approve the exact research-and-review procedure as a reusable skill. Share only the permitted process and sources.