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.
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.
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.
From structured intake, ZeroTwo produces a complete campaign brief: business objective, target audience, key message, offer, creative direction, success metrics, and approval checklist. One document that aligns agency and client before any work starts.
ZeroTwo builds a milestone-based workback with production timelines, dependency flags, and owner assignments — then allocates budget across channels based on the objectives and historical performance benchmarks for the client's category.
ZeroTwo produces the kickoff agenda, pre-read deck, stakeholder list, and decision log template — so every campaign launch starts with alignment, not confusion.
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.
More ways agencies use ZeroTwo for campaign planning
More ways to use ZeroTwo
- Agency account audits
Before you plan the campaign, audit what exists — ZeroTwo reads account exports and surfaces the quick wins and blockers.
- Agency reporting and QBR prep
When the campaign wraps, ZeroTwo turns performance exports into a QBR narrative your client will actually remember.
- Agency email nurture and lifecycle design
Every campaign plan needs a lead nurture strategy — ZeroTwo maps the funnel stages and writes the full email sequences.
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.