Start
Who is the new client?
Shapes the entire profile and deliverables.
Profile
Client profile
Used across all deliverables.
Strategy
Communication strategy scope
Sets the planning horizon.
Audiences · Demographic
Define a target audience — who they are
Add one segment at a time using all four lenses. As many as needed.
Audiences · Geographic
Where is this audience?
Drives channel selection and message localisation.
Audiences · Behavioral
How does this audience behave?
Direct interactions, media habits, and engagement patterns.
Audiences · Psychographic
What drives this audience?
Values, beliefs, attitudes — the hardest data to get, the most powerful to use.
Brand
Brand assets status
Determines whether we create or audit.
Channels — PESO
Media channels
Select all channels relevant to this client.
Scope & implementation
Projects, products & events
Select scope items, communication activities, products and KPIs.
Project
Funded work with activitiesProduct
Services or productsEvent
Conferences, workshops
Summary & deliverables
Client intake summary
Review, then move to other modules or generate everything.
Or jump to a specific deliverable:
Audience segmentation
All saved segments across both intake and this tab.
No audience segments yet. Add them in the Client intake tab (steps 4–7).
Segment overview matrix
A quick reference of all segments — who, where, how they engage, and what tone works.
Strategy analyser
Upload or paste a strategy document. Extract key entities and generate communications deliverables.
Step 2 — choose what to extract
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Step 3 — review & edit extracted data
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Edit any item inline. Add or remove entries. These feed all generation buttons below.
Audiences extracted. Import them into the Audience Segmentation module to build full profiles?
Components extracted. Import activities into the Implementation Plan module?
Step 4 — generate from extracted data
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Implementation plan
Build a full communication implementation plan with 12-month calendar and prompt output.
Communication activities & sub-activities
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Each activity becomes a row in the plan and a row in the calendar.
Channels, products & formats
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KPIs & monitoring
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12-month publication calendar
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Click any cell to toggle a scheduled month. Colours = activity category.
Full client summary
Everything in one place. Copy any prompt or generate all deliverables.