Turn client intake into a campaign plan, workback, and kickoff doc — in one session

ZeroTwo reads your intake notes, goals, budget, and channel mix and builds the campaign brief, milestone timeline, owner assignments, and kickoff deck — all in one Canvas. Every client account lives in its own Project so context never bleeds between engagements.

Plan your next campaign
Campaign Brief — Q2 TechClient SaaS Launch
Objectives defined3 SMART goals confirmed
Channel mix setPaid Search + Paid Social + Email
Workback (8 milestones)Timeline locked
Owner assignmentsRoles mapped to team
Budget allocation$120K across 4 channels
ZeroTwo

Based on their ICP and Q1 performance, I've prioritized Paid Search for bottom-funnel and Paid Social for demand gen. The workback assumes a 6-week production window — I've flagged the creative milestone as at-risk given current team capacity.

Q2 Campaign Brief — TechClient
Business objective2,000 trial sign-ups in 90 days
Target audienceMid-market SaaS buyers
Key messageSave 5 hrs/week — proven
OfferFree 30-day trial
Success metricsCAC, ROAS, trial-to-paid rate

Planning infrastructure built for agency scale

From intake to brief in minutes

ZeroTwo reads scattered intake notes, client goals, budget constraints, and ICP details and produces a structured campaign brief — ready for internal review and client sign-off before most teams have finished their first meeting.

One Project per client, zero context bleed

Every client account lives in its own ZeroTwo Project with persistent memory of their brand, ICP, past campaigns, and lessons learned. Switch between clients without losing context or carrying the wrong brief into the wrong account.

Planning and execution in one workspace

ZeroTwo connects campaign briefs to real workstreams through Calendar, Asana, ClickUp, Monday, and HubSpot connectors — so planning is not a doc that lives in a folder, it is a living system tied to the people executing it.

How to build your campaign plan with ZeroTwo

ZeroTwo reads intake notes, discovery call transcripts, and client-provided briefs. It extracts objectives, audience segments, competitive context, budget parameters, and channel constraints — and organizes them into a structured brief framework ready for team review.

Step 1
Capture and structure client intake

More ways agencies use ZeroTwo for campaign planning

Build campaign brief

Turn these client intake notes into a structured campaign brief with objectives, audience, key message, offer, and success metrics.

Generate workback timeline

Build an 8-week campaign workback with milestones, dependencies, and owner assignments for a Q2 SaaS product launch.

Allocate campaign budget

Based on this campaign brief and $120K budget, recommend a channel allocation across Paid Search, Paid Social, and Email with rationale.

Write kickoff agenda

Write a 60-minute campaign kickoff agenda for this client with decision items, pre-reads, and a clear next-steps section.

Draft channel hypothesis

Based on this client's ICP, offer, and Q1 performance data, draft a channel hypothesis for Q2 with rationale for each channel priority.

Create campaign naming convention

Write a campaign naming convention for this client's paid media accounts covering network, campaign type, audience, and date format.

Summarize discovery call

Summarize this discovery call transcript into: client objectives, pain points, budget constraints, timeline, and open questions.

Build test plan

Design a Q2 test plan for this campaign: 3 creative tests, 2 audience tests, and 1 offer test — with hypothesis, KPI, and minimum sample for each.

Write RACI matrix

Create a RACI matrix for this campaign covering creative, media, analytics, account management, and client stakeholders.

Draft status report template

Create a weekly campaign status report template for this client: KPI summary, milestone status, blockers, and this-week actions.

Build campaign brief

Turn these client intake notes into a structured campaign brief with objectives, audience, key message, offer, and success metrics.

Generate workback timeline

Build an 8-week campaign workback with milestones, dependencies, and owner assignments for a Q2 SaaS product launch.

Allocate campaign budget

Based on this campaign brief and $120K budget, recommend a channel allocation across Paid Search, Paid Social, and Email with rationale.

Write kickoff agenda

Write a 60-minute campaign kickoff agenda for this client with decision items, pre-reads, and a clear next-steps section.

Draft channel hypothesis

Based on this client's ICP, offer, and Q1 performance data, draft a channel hypothesis for Q2 with rationale for each channel priority.

Create campaign naming convention

Write a campaign naming convention for this client's paid media accounts covering network, campaign type, audience, and date format.

Summarize discovery call

Summarize this discovery call transcript into: client objectives, pain points, budget constraints, timeline, and open questions.

Build test plan

Design a Q2 test plan for this campaign: 3 creative tests, 2 audience tests, and 1 offer test — with hypothesis, KPI, and minimum sample for each.

Write RACI matrix

Create a RACI matrix for this campaign covering creative, media, analytics, account management, and client stakeholders.

Draft status report template

Create a weekly campaign status report template for this client: KPI summary, milestone status, blockers, and this-week actions.

More ways to use ZeroTwo

Campaign execution breaks when planning is fragmented. Fix the foundation.

Every missed milestone, misaligned brief, and confused kickoff starts at the planning layer. Use ZeroTwo to build the brief, workback, and kickoff package — before execution starts.

Plan your next campaign