All Phases Print
04

Strategy

Owner: Teddy Galloway (Creative Direction)

Full creative approach design. Forks into 6 service-specific lanes. Includes strategy revision loop if client requests changes.

Creative DirectionApproval
Lane 01

Client Experience

🎯 Client Experience During Strategy
  • Participates in strategy session(s) with the VP team
  • Reviews and approves creative direction before work begins
  • Provides feedback on concepts, approach, and priorities
  • May request revisions to strategy (max 2 rounds)
  • Receives clear scope + milestone plan before development starts
📍 Client Touchpoints
  • Strategy presentation or concept deck
  • Creative direction approval form or email
  • Milestone plan + delivery schedule
Lane 02

Teammate Workflow

👥 Team Assignments
👑 Max: Client liaison, strategy coordination 🎥 Teddy: Creative direction approval 🎨 Molly: Visual strategy, brand direction ✍️ Bethany: Content strategy, messaging 📷 Paige: Social content pillars 🎬 Derrick: Web/video concept, frontend UX direction 🖥️ Derrick: Tech stack selection, feasibility, integrations scoping 📷 Elisa: Photo shot plan, mood board
🌟 Strategy Pipeline by Service (Parallel Tracks)
🎬 Video Production
  • Concept + narrative arc
  • Shot list & locations
  • Script outline
  • Production schedule
🎨 Brand Design
  • Brand audit
  • Mood board + direction
  • Style guide framework
  • Asset list
📷 Social Media
  • Platform audit
  • Content pillars (3-5)
  • Calendar framework
  • Format mix strategy
🏭 Event Coverage
  • Event brief + key moments
  • Shot list + crew
  • Deliverable format plan
  • Turnaround timeline
🎓 Training Videos
  • Curriculum outline
  • Script development
  • Module structure
  • Recording format
🎧 Podcast Production
  • Show format + structure
  • Episode arc planning
  • Intro/outro scripting
  • Distribution setup
🖥️ Web & App Development
  • Tech stack decision (custom vs Shopify vs CMS)
  • Information architecture + sitemap
  • Integrations map (CRM, payments, AI/LLM, APIs)
  • Hosting & infra plan, SEO baseline
  • Build vs buy feasibility review (Derrick)
Lane 03

AI Agent Workflow

🔄 Human-Bot Collaboration
Branding Bot generates visual identity direction→Molly reviews
Copywriter Bot drafts messaging hierarchy→Bethany reviews
Marketing Bot segments audiences→Teddy reviews
Social Media Bot creates calendar framework→Paige reviews
VP Bot coordinates milestones→Max reviews
Engineer Bot proposes tech stack + integration map→Derrick reviews feasibility
Lane 04

Feedback & Decisions

⚖️ Decision Gates
Roadmap approved?
Yes: Proceed to Development Revise: Adjust strategy (max 2x) Escalate: Teddy alignment call
↺ Strategy revision loop: client-requested changes route back to creative brief or schedule, max 2 rounds.
⌛ Timeframe

🕑 3-10 business days depending on complexity

🔄
Handoff: Strategy → Development
Materials: Approved roadmap, creative brief, content plan, deliverables checklist, production schedule