# Plan a marketing campaign (/use-cases/gtm-growth/campaign-planning)



Copy this prompt to start your first task:

<Prompt>
  Plan a campaign for [launch/initiative] targeting [audience], with a budget window of [start–end dates]. Break it into warm-up, peak, and long-tail phases, each with a KPI. Produce the copy, social cards, and landing page.
</Prompt>

<LivePreview component="NewThread" scenario="{ draft: &#x22;Plan a campaign for [launch/initiative] targeting [audience], with a budget window of [start–end dates]. Break it into warm-up, peak, and long-tail phases, each with a KPI. Produce the copy, social cards, and landing page.&#x22; }" />

## What is this workflow? [#what-is-this-workflow]

"Plan a marketing campaign" is the recurring job of turning a goal, audience, and budget window into a full campaign package: a phased plan — warm-up, peak, and long-tail — each phase with its own actions and a KPI, plus the launch materials to match: copy, social cards, and a landing page. Once the campaign is live, it keeps a daily rollup running across every channel in the plan, and once it's over, it recaps real ROI by channel so you know what worked and what's worth reusing next time.

## How to use this workflow [#how-to-use-this-workflow]

<Steps>
  <Step>
    ### Hire a growth hacker [#hire-a-growth-hacker]

    Open **AI Teammates** in the sidebar, click **Hire AI Teammate**, and pick the **Growth Hacker** template, or your existing sales teammate. Confirm the name and click **Create teammate**. They land in their own channel, which is where you'll send everything below. [More on hiring →](/ai-teammates/hire-an-ai-teammate)

    <LivePreview component="CreateAssistantPage" />
  </Step>

  <Step>
    ### Connect Notion and your analytics [#connect-notion-and-your-analytics]

    Notion keeps the plan and materials on one execution board; your analytics tool (PostHog, GA, or similar) feeds the daily rollup and ROI recap. [Connect Notion →](/connect/connect-tools-to-ai-teammates) · [Add an analytics skill →](/connect/skills-and-plugins)

    <LivePreview component="AssistantIntegrations" />
  </Step>

  <Step>
    ### Give it the goal and constraints [#give-it-the-goal-and-constraints]

    <Prompt>
      Plan a campaign for [launch/initiative] targeting [audience], with a budget window of [start–end dates]. Break it into warm-up, peak, and long-tail phases, each with a KPI. Produce the copy, social cards, and landing page.
    </Prompt>

    <LivePreview
      component="AssistantChat"
      scenario="{ assistantName: &#x22;Growth Hacker&#x22;, messages: [
    { author: &#x22;user&#x22;, text: &#x22;Plan a campaign for the Q3 API launch targeting backend engineers evaluating alternatives, with a budget window of Sept 1–30. Break it into warm-up, peak, and long-tail phases, each with a KPI. Produce the copy, social cards, and landing page.&#x22; },
    { author: &#x22;assistant&#x22;, text: &#x22;Got it: Sept 1-30, backend engineers evaluating alternatives. I'll structure warm-up, peak, and long-tail with a KPI on each phase, then draft the copy, social cards, and landing page against that plan.&#x22; },
  ] }"
    />
  </Step>

  <Step>
    ### Turn the daily check into an automation [#turn-the-daily-check-into-an-automation]

    Once the campaign is live, open **Automations** in the sidebar, click **Create via Chat**, and pick this teammate in the New Thread composer that opens so progress doesn't require asking:

    <Prompt>
      Every day while the [campaign name] campaign is running, pull progress and real-time data across every channel in the plan and post a rollup to #[channel].
    </Prompt>

    <LivePreview component="NewThread" scenario="{ populated: false }" />
  </Step>

  <Step>
    ### Ask for the recap once it's over [#ask-for-the-recap-once-its-over]

    <Prompt>
      The campaign ended [end date]. Pull the real results by channel and material, and recap what worked, what didn't, and what's worth reusing next time.
    </Prompt>
  </Step>
</Steps>

**Nothing here needs your approval:** planning, drafting materials, connecting to Notion and your analytics tool, and posting the daily rollup to an internal channel are reads and writes inside your connected tools, not irreversible or external actions, so this flow runs on its own. See [Control](/ai-teammates/control) for what does pause for sign-off.

## Tips for Better Results [#tips-for-better-results]

| Tip                                                 | Description                                                                                                                                 |
| --------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| Give the goal, audience, and budget window up front | The teammate structures the phased plan and materials against those three constraints — vague inputs get you a generic plan it has to redo. |
| Connect analytics before the campaign goes live     | The daily rollup and the ROI recap both depend on real data from your analytics tool, not just the planned KPIs.                            |
| Turn the daily check into an automation             | Set it up once via **Automations** so the rollup posts on its own instead of you having to ask for it each day.                             |
| Ask for the recap once the campaign ends            | The recap uses real results by channel and material, so it's only worth asking for after the budget window closes.                          |

## Common Questions [#common-questions]

<Accordions type="single">
  <Accordion title="What does this workflow actually produce?">
    A phased plan (warm-up, peak, long-tail) with a KPI per phase, the matching launch materials (copy, social cards, landing page), a daily rollup while the campaign runs, and a real ROI recap by channel once it's over.
  </Accordion>

  <Accordion title="Do I need to ask for the daily rollup every day?">
    No. Set it up once as an automation under **Automations**, and it posts on its own for as long as the campaign runs.
  </Accordion>

  <Accordion title="Where do the rollup and recap get their numbers from?">
    Your connected analytics tool (PostHog, GA, or similar). Connect it before the campaign starts so both the rollup and the recap use real data.
  </Accordion>

  <Accordion title="Does anything here need my approval?">
    No. Planning, drafting materials, and posting the rollup all stay inside your connected tools. See [Control](/ai-teammates/control) for what does pause for sign-off.
  </Accordion>
</Accordions>

<Cards>
  <Card title="GTM & Growth" href="/use-cases/gtm-growth" description="Back to the GTM & Growth use case overview." />

  <Card title="Track channel attribution" href="/use-cases/gtm-growth/channel-attribution" description="Report which acquisition channel is actually converting." />
</Cards>