Client Campaign Workspace Playbook

Overview

Client Campaign Workspace is the agency playbook. Maya sets up client context so nobody mixes brands. The full team plans and creates. Internal review happens before the client sees anything. Then client approval, launch, and a report they can forward. Credits stay on your Team24 workspace — there are no per-seat fees for extra teammates in the thread.

When to use this

You run campaigns for more than one client brand.
Each client has a brand guide, offer, and approval path.
You need internal QA before anything is client-facing.
Reporting has to come back in the client’s language, not yours.

Required inputs

Client name
Client brand guide
Client offer
Target audience
Campaign goal
Approval process
Channels
Reporting requirements

Agents involved

Maya · Manager

Kick off projects, run discovery, coordinate the team, and collect approvals before anything ships.

Ava · Strategist

Write the market brief, ICP, positioning, and messaging the rest of the team executes against.

Nova · Creative Director

Set the campaign concept and quality bar, then critique copy, design, ads, and content before Maya asks the user to approve.

Rhea · Researcher

Find real customer pain points on Reddit, review sites, and the web, then write evidence-backed reports.

Ezra · Copywriter

Draft landing pages, ads, emails, and social copy from the creative brief.

Iris · Designer

Turn approved copy into on-brand landing pages and creatives, then share a visual before anything goes live.

Noor · Analyst

Recommend channels, read campaign performance, and suggest budget and optimization next steps.

Kai · Content Creator

Turn strategy and research into content plans, blog posts, social threads, and newsletters.

Workflow steps

Set up client context

Maya pins brand, offer, audience, and the approval path so every agent stays inside this client.

Maya· Manager

Plan campaign

Ava and Rhea brief the work. Noor maps channels to the goal.

Ava· Strategist

Rhea· Researcher

Noor· Analyst

Create assets

Nova, Ezra, Kai, and Iris produce the plan and first drafts.

Nova· Creative Director

Ezra· Copywriter

Kai· Content Creator

Iris· Designer

Internal review

Nova critiques. Maya runs an internal checklist before the client is in the loop.

Nova· Creative Director

Maya· Manager

Client approval

You share the approval-ready pack. Maya tracks what the client signed off.

Maya· Manager

Launch

The team packages what goes live and who owns each channel.

Maya· Manager

Noor· Analyst

Report

Noor and Maya write a client-facing report and the next recommendation.

Noor· Analyst

Maya· Manager

Outputs

Client workspace setup
Brand context checklist
Campaign workflow
Approval process
Asset list
Client-facing report
Next-step recommendations

Slack / Teams setup

Create or reuse a client channel. Do not mix two brands in one thread.
Pin that client’s brand guide and the approval process.
Invite only the humans who should see drafts.
Tell Maya who does internal review vs client review.
Keep client comments in-thread so the next campaign inherits them.

Approval gates

Internal QA

Nova and Maya sign off before the pack is client-facing.

Client approval

The client’s yes is recorded against the asset list.

Launch and report

Nothing is reported as live until the approved list actually shipped.

Automations

Brand lock

Agents read only the pinned client guide so copy does not leak from another account.

Monthly client report

Reuse the Weekly Marketing Report playbook on a monthly cadence for this client.

Slack / Teams commands

Mention Maya in Slack or Microsoft Teams, then paste one of these. Same words in both apps. You can also say @Team24.