6-Step Framework
Step 1: Define
Your answers will help us generate a precise asset checklist and creative direction guide tailored to your goals, team, and resources.
We start by identifying the core deliverables, like emails, social posts, landing pages, ads, and sales decks, so we can build a checklist that supports every content type.
2: Do you currently provide your team with a checklist or brief before content gets created?
If content starts without structure, it usually ends up off-brand or off-message. We need to know if direction is built in, or left to interpretation.
3: Who is responsible for creating or managing your content assets?
The structure of your team, whether in-house or outsourced, impacts how direction is communicated and where bottlenecks tend to show up.
4: How do you decide what content or assets to create for a campaign?
We want to know if content is strategically planned or just created based on reactive needs. This shapes how we improve your planning process.
5: Is your content aligned with a clear brand style guide or visual direction?
Consistency matters. If you don’t have brand standards, your visuals and messaging will be confusing, and your audience won’t recognize your brand.
6: What part of the content creation process tends to cause the most friction or slowdowns?
Identifying where things break down, whether it’s revisions, vague briefs, or missing direction, helps us know what to solve first.
7: How often do you find yourself needing to rush or scramble to get content produced on time?
If this is happening regularly, it’s a sign that your content calendar and creative workflow need more structure and lead time.
8: Do you have a system or structure for managing creative assets and deadlines?
We need to know if deadlines are tracked, assets are organized, and approvals are built in, or if everything happens last minute.
9: What creative asset do you think has the most room for improvement right now?
This shows us where tightening direction could make the biggest difference, whether that’s in copy, design, or production workflow.
10: If your team had a clear asset checklist and creative direction system, what would that improve?
Whether it’s faster production, higher quality, fewer revisions, or a more confident team, this defines the result we’re building toward.
Step 2: List
We start by breaking down every deliverable required. Make sure nothing is missed or duplicated.
- Outline every channel you’ll use in the campaign.
- List every asset type needed per channel (emails, ads, posts, etc.).
- Clarify unique needs for video, graphic, or copy elements.
- Use past campaigns as reference points.
“We are a [business type] that serves [target audience]. Help us create a full asset checklist for our next 1–2 campaigns across all platforms and formats.”
Step 3: Assign
Once the list is created, make it executable by assigning who’s doing what, and by when.
- Assign team members or vendors to each asset.
- Set realistic creation and review deadlines.
- Clarify who approves content before launch.
- Use your project management tool to organize delivery.
“We are a [business type] that serves [target audience]. Help us assign roles, responsibilities, and deadlines for each of our marketing assets.”
Step 4: Guide
Avoid misalignment by giving clear guidance to everyone creating copy, graphics, or video.
- Define the campaign theme and message.
- Share brand voice and tone requirements.
- Include references or brand examples.
- Attach any necessary templates or brand files.
“We are a [business type] that serves [target audience]. Help us write a creative brief to guide asset creation for our upcoming campaigns.”
Step 5: Produce
Now it’s time to move from checklist to creation, with clarity and speed.
- Use templates for emails, graphics, and page layouts.
- Collaborate through shared folders or content calendars.
- Schedule regular check-ins or reviews.
- Track progress in your project tool of choice.
“We are a [business type] that serves [target audience]. Help us structure a smooth production process for building and reviewing our campaign assets.”
Step 6: Review
Before you launch, verify that everything feels cohesive and strategic.
- Double-check messaging, visuals, and calls to action.
- Review for grammar, formatting, and functionality.
- Ensure brand guidelines are followed in every asset.
- Approve and organize all final files in a ready-to-launch folder.
“We are a [business type] that serves [target audience]. Help us review our final campaign assets and ensure everything is on-brand and ready to publish.”
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