work-os for Marketing Professionals

How to use work-os to manage campaigns, content, launches, and your marketing career.

Why work-os for Marketing?

As a marketer, you're managing:

• Multiple campaigns with different timelines and channels
• Content calendar across blog, social, email, events
• Cross-functional launch coordination
• Stakeholder communication and approvals
• Creative briefs, metrics, and reporting

work-os helps you stay organized in a fast-paced, multi-channel environment.

Setup for Marketing (10 minutes)

1. Define Your Goals

Create GOALS.md:

# Q1 2026 Goals

## Primary
- **Pipeline:** Generate 500 MQLs
- **Launches:** Successfully launch 3 new features
- **Content:** Publish 12 blog posts, 50 social posts

## Secondary
- Build content library system
- Improve campaign measurement
- Grow LinkedIn following to 5K

2. Set Up Your Active Work Structure

Active/
├── campaigns/           # Active campaigns
├── content/             # Content in production
├── launches/            # Product launches
├── creative/            # Creative briefs and assets
├── meetings/            # Stakeholder sync-ups
└── reporting/           # Analytics and performance

3. Add Your AGENTS.md

Use AGENTS.md (in the root directory) so your AI assistant knows how to help you.

Daily Marketing Workflow

Morning Planning

You: "What should I work on today?"

Claude: Your marketing priorities for today:

🔴 P0 (Urgent):
- Finalize product launch email (sends tomorrow)
- Review creative brief for Q2 campaign (approval needed)

🟡 P1 (Important):
- Draft blog post: "10 Customer Success Best Practices" (due Friday)
- Schedule social posts for next week

⚡ Content opportunities:
- Customer X case study: great renewal story
- Feature Y launch results: 40% adoption

Brain Dump Marketing Ideas

Throughout your day:

You: "Add to backlog: Idea for webinar series on customer success"

You: "Add to backlog: Feature launch email performed great, 45% open rate, use this template again"

You: "Add to backlog: Sales wants more case studies, prioritize tech industry"

End of Day Processing

You: "Process my backlog"

Claude: Created 3 tasks:

1. [P2] Develop webinar series concept
   - Category: campaigns
   - Next action: Draft outline and speaker ideas

2. [P3] Document high-performing email template
   - Category: content
   - Next action: Save template with best practices

3. [P1] Create tech industry case studies
   - Category: content
   - Next action: Identify 3 tech customers, coordinate with CS team

Marketing-Specific Use Cases

1. Campaign Management

Launch a new campaign:

You: "Starting a Q2 demand generation campaign"

Claude: Let's set up your campaign. A few questions:
- Campaign goal? (MQLs, brand awareness, pipeline?)
- Target audience?
- Channels?
- Timeline and key milestones?

You: "Goal is 200 MQLs. Target is mid-market SaaS companies. Channels are LinkedIn ads, blog content, webinar. Launch April 1, runs through June 30"

Claude: Created campaign: Q2-demand-gen-campaign

Structure:
- Projects/q2-demand-gen/README.md (campaign overview)
- Projects/q2-demand-gen/briefs/ (creative briefs)
- Projects/q2-demand-gen/content/ (all assets)
- Projects/q2-demand-gen/metrics/ (performance tracking)

Created tasks:
- [P1] Write creative brief (due: March 15)
- [P1] Develop LinkedIn ad targeting (due: March 20)
- [P1] Plan webinar topics and speakers (due: March 20)
- [P1] Write 4 blog posts (due: March 25)

Campaign status:

You: "What's the status of Q2 demand gen campaign?"

Claude: Q2 Demand Gen Campaign Status:

Timeline: On track for April 1 launch

Progress:
- ✅ Creative brief approved
- ✅ LinkedIn ads targeting defined
- 🔄 Blog content (2/4 posts written)
- 🔄 Webinar speakers confirmed (2/3)
- 📅 Upcoming: Ad creative design, landing page

Budget: $15K allocated (design: $3K, ads: $10K, webinar: $2K)

Performance goals:
- MQLs: 200 (target)
- CPC: <$15
- Webinar registrations: 500

Next steps:
- Finish 2 blog posts by this Friday
- Review ad creative early next week

2. Content Calendar Management

Plan content:

You: "Show me my content calendar"

Claude: Content Calendar - January 2026:

Blog (Goal: 4/month):
- ✅ Jan 5: "2026 Customer Success Trends" (published)
- 🔄 Jan 12: "10 CS Best Practices" (in review)
- 📅 Jan 19: "Data-Driven Customer Management" (outlined)
- 📅 Jan 26: "Building a Customer Advisory Board" (not started)

Social Media (Goal: 15/week):
- ✅ Week 1: 15 posts (mix of blog promo, industry news, tips)
- 🔄 Week 2: 12 posts scheduled (3 more needed)
- 📅 Week 3-4: Need to plan

Email (Goal: 2/month):
- ✅ Jan 10: Product update newsletter (sent, 38% open rate)
- 📅 Jan 24: Feature spotlight (draft stage)

Webinars (Goal: 1/month):
- 📅 Jan 28: "Strategic Customer Success" (registration open, 200 signed up)

Behind schedule:
- Case study for tech audience (due last week)

Recommendation: Focus on case study today, batch social posts for weeks 3-4.

Content ideation:

You: "Give me blog post ideas based on my recent work"

Claude: Blog post ideas from your recent activity:

1. "How We Reduced Customer Churn by 15% with Data"
   - Based on: Customer health dashboard project
   - Angle: Data-driven CS
   - Audience: CS leaders

2. "Building Your First Customer Advisory Board: A Complete Guide"
   - Based on: Your advisory board initiative
   - Angle: Strategic CS programs
   - Audience: Senior CSMs, CS leaders

3. "The ROI of Proactive Customer Success"
   - Based on: Multiple renewal saves
   - Angle: Business value of CS
   - Audience: Executives, CS leaders

Which would you like to develop?

3. Product Launch Coordination

Plan a launch:

You: "We're launching new analytics features on Feb 15"

Claude: Let's plan this product launch:

Created: Projects/analytics-feature-launch/

Launch checklist:
- [ ] Product messaging and positioning (due: Jan 30)
- [ ] Launch announcement email (due: Feb 10)
- [ ] Blog post: "Introducing Advanced Analytics" (due: Feb 12)
- [ ] Social media posts (15-20 posts) (due: Feb 13)
- [ ] Help center documentation (coordinate with Product)
- [ ] Customer comms plan (coordinate with CS)
- [ ] Sales enablement materials (due: Feb 10)

Stakeholders to align:
- Product (feature details, screenshots)
- CS (customer communication strategy)
- Sales (positioning, competitive intel)
- Design (graphics, product screenshots)

Timeline:
- 3 weeks out: Messaging finalized
- 2 weeks out: Content drafted
- 1 week out: All assets approved and scheduled
- Launch day: Coordinate multi-channel push

Want to start with messaging?

Launch day coordination:

You: "It's launch day for analytics features"

Claude: Analytics Feature Launch - Day Of:

Launch checklist:
- ✅ Email sent (8am) - 42% open rate so far
- ✅ Blog post published
- 🔄 Social posts (10/15 published, rest scheduled)
- ✅ Sales team notified
- ✅ CS team briefed

Real-time performance:
- Email: 42% open, 12% click-through (above avg!)
- Blog: 200 views in first 2 hours
- Social: 50 likes, 15 comments, strong engagement

Customer feedback:
- 3 customers already asking for demo
- Positive comments on LinkedIn

Next steps:
- Monitor social engagement rest of day
- Prepare week 2 content (use cases, tutorials)
- Compile launch metrics for stakeholder update

4. Creative Brief Management

Create a brief:

You: "Need creative brief for Q2 campaign LinkedIn ads"

Claude: Creating creative brief...

Q2 Demand Gen Campaign - LinkedIn Ad Creative Brief

Objective:
Generate 200 MQLs from mid-market SaaS companies

Target Audience:
- Role: VP Customer Success, Director CS, Senior CSMs
- Company: Mid-market SaaS (100-1000 employees)
- Pain points: Reactive customer management, churn, no visibility

Key Message:
Turn reactive customer success into proactive, data-driven management

Value Props:
1. Reduce churn with predictive health scores
2. Save time with automated workflows
3. Scale your CS team without hiring

Call to Action:
"See how top CS teams reduce churn by 20% → Download Guide"

Creative Direction:
- Tone: Professional, data-driven, aspirational
- Visuals: Dashboard screenshots, customer success wins
- Format: Single image + headline + body copy

Assets Needed:
- 3 ad variations (test different angles)
- Landing page (coordinate with design)
- Lead magnet: "Guide to Data-Driven Customer Success"

Success Metrics:
- CPC: <$15
- CTR: >2%
- Conversion rate: >10%

Due Date: March 20 (2 weeks)

Created: Projects/q2-demand-gen/briefs/linkedin-ads.md

5. Campaign Performance Tracking

Check performance:

You: "How is the Q1 content campaign performing?"

Claude: Q1 Content Campaign Performance:

Overall:
- MQLs: 187 (goal: 200) - 93% ✅
- Spend: $12K (budget: $15K) - on track

By Channel:

Blog:
- Posts published: 12/12 ✅
- Total views: 8,500
- Leads generated: 65
- Top performer: "Customer Success Trends" (2,200 views, 25 leads)

LinkedIn Ads:
- Spend: $8K
- Impressions: 250K
- Clicks: 5,000 (2% CTR) ✅
- Leads: 95
- CPC: $1.60 ✅

Webinars:
- Events: 3
- Registrations: 600
- Attendance: 240 (40% show-up rate)
- Leads: 27

Analysis:
- Blog performing above expectations
- LinkedIn CPC way better than goal ($1.60 vs $15 goal!)
- Webinar show-up rate lower than hoped (industry avg 45%)

Recommendations:
- Increase blog investment (high ROI)
- Optimize LinkedIn creative (working well!)
- Improve webinar reminders to boost attendance

6. Marketing Career Development

Build portfolio:

You: "Turn Q1 demand gen campaign into a portfolio piece"

Claude: Created portfolio summary:

Q1 Demand Generation Campaign
- Challenge: Generate pipeline in competitive market
- Strategy: Multi-channel (blog, LinkedIn ads, webinars)
- Execution: 12 blog posts, 3 webinars, LinkedIn ad campaign
- Results: 187 MQLs (93% of goal), $12K spend (under budget)
- Impact: $750K pipeline generated (4:1 ROI on marketing spend)
- Skills: Campaign strategy, content marketing, paid media, analytics

Added to Career/portfolio/q1-demand-gen-campaign.md

This demonstrates:
- Multi-channel campaign management
- Data-driven optimization
- Cross-functional collaboration
- Budget management
- Results delivery

Weekly Marketing Routine

You: "Weekly marketing review"

Claude: Your Marketing Week in Review:

Content Shipped:
- ✅ 2 blog posts published
- ✅ 15 social posts
- ✅ 1 email newsletter (40% open rate, above avg!)

Campaign Performance:
- Q1 content campaign: 187/200 MQLs (93%)
- Feature launch: Strong engagement (42% email open)

Meetings:
- Product roadmap review (got preview of Q2 features)
- Sales alignment (they want more competitive content)

This Week Ahead:
- Product launch on Wednesday (analytics features)
- 2 blog posts due Friday
- Creative brief approval needed Monday
- Campaign performance review with leadership

Focus priorities:
1. [P0] Prepare for product launch (content ready?)
2. [P1] Get creative brief approved
3. [P1] Finish 2 blog posts

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Your Brand Voice & Writing Style

AI learns your brand voice and writes all content in YOUR style.

Example conversation:

You: "Here are our brand guidelines and 5 recent blog posts — learn our voice"

Claude: Analyzed your brand and writing style:

Brand voice:
- Confident but not arrogant
- Uses "you" and "your" (customer-centric)
- Avoids corporate jargon
- Short sentences, punchy copy
- Data-driven claims with specific numbers

Your writing patterns:
- Headlines: Question or number format ("5 Ways to...", "Why Your...")
- Intros: Start with pain point, not features
- CTAs: Action-oriented, specific ("Get the guide" not "Learn more")
- Tone: Professional but approachable, occasional humor

Vocabulary:
- Use: "streamline", "boost", "unlock"
- Avoid: "synergy", "leverage", "paradigm"
- You always say "customers" not "users"

I'll match this voice for all content. Want me to draft something?

Writing in brand voice:

You: "Draft a blog post intro about our new analytics feature"

Claude: Here's an intro in your brand voice:

"Your marketing data is scattered across 12 different dashboards.
Sound familiar?

You spend hours pulling reports. Copying into spreadsheets.
Building the same charts every week. Meanwhile, your competitors
are making decisions in real-time.

Here's the thing: you don't have a data problem. You have a
visibility problem. And we just solved it.

[Product name]'s new analytics dashboard puts every metric you
care about in one place — updated live, no manual work required."

Matches your brand voice:
- Pain point opener ✓
- "You" language ✓
- Specific problem (12 dashboards) ✓
- Confident solution positioning ✓

Multi-channel consistency:

You: "Now create social posts for this same feature"

Claude: Here's the same message adapted for each channel:

**LinkedIn (professional):**
"Marketers spend 5+ hours weekly just pulling reports.
We built something to fix that.

Our new analytics dashboard:
→ All your metrics in one place
→ Real-time updates
→ Zero manual work

[Link]"

**Twitter/X (punchy):**
"12 dashboards. 5 hours of reporting. Every week.

Not anymore.

[Product] analytics is live. One dashboard. Real-time.
Zero spreadsheets.

[Link]"

**Email subject lines (3 options):**
1. "Stop pulling reports manually"
2. "Your marketing data, finally in one place"
3. "We fixed your dashboard problem"

All match your brand voice with channel-appropriate tone.

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Tips for Marketing Professionals

1. Brain dump ideas constantly - capture inspiration when it strikes
2. Track campaign metrics in real-time - know what's working
3. Build content library - reuse high-performers
4. Log creative wins - document what resonates with audience
5. Portfolio everything - every campaign is a story
6. Coordinate launches early - align stakeholders weeks ahead

Getting Started Checklist

• Create GOALS.md with marketing goals (MQLs, content, launches)
• Set up Active/ directory structure
• List all active campaigns and timelines
• Create content calendar for next month
• Start brain dumping campaign ideas
• Process backlog daily
• Review weekly performance metrics

Example Conversations

Campaign Planning:

"Help me plan a demand generation campaign for Q2"

Content Calendar:

"Show me my content calendar for this month"

Launch Coordination:

"We're launching new features on March 1, help me plan"

Performance Analysis:

"How did my Q1 campaigns perform?"

Creative Brief:

"Create a creative brief for LinkedIn ads"

Career Development:

"Turn my top campaign into a portfolio piece"

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Welcome to AI-native marketing! Your AI assistant is now your marketing partner, helping you manage campaigns, create content, and build your career.