SOCIAL CEO

Project story
Australia
Industry
Creative agency
Business
Social CEO
Focus
Client knowledge + creative judgement
Services
Custom AI agents
Social CEO team

Social CEO

Client knowledge. Creative judgement.

Role-specific AI workspaces shaped around client knowledge, creative judgement and the agency’s existing tools.

Inside the work

A symbol for the creative work.

01 / The working context

The brief needs context.

Client notes, creative work and incoming enquiries needed clearer connections around the agency’s existing tools.

  1. 01

    Gather the right context.

    Role-specific Business Brain workspaces were configured around the existing Notion CRM, with client notes, approved posts and channel voice.

  2. 02

    Prepare work for an operator.

    For each request, the drafting workflow prepares one to three options, each with a hook, body, call to action and visual direction. The operator chooses one, edits it and saves it as a draft pending review.

  3. 03

    Give enquiries somewhere to go.

    Routing was configured from the Squarespace enquiry form into shared Sheets and Gmail, designed to log each new message and alert the team.

Tools in the work

Connected around the team.
  • Business BrainRole-specific context
  • NotionClient records
  • Google WorkspaceEveryday work

Swipe to explore ↔

02 / Inside the work

Context first.
People in control.

Illustrative client brief and photographic contact sheets on a studio desk.

01 / 05 · Social CEO

Start with the client.

Gather client notes, approved material and the brief before preparing new work.

Illustrative strategist reviewing photographic options in a working studio.

02 / 05 · Social CEO

Prepare useful options.

Research and drafting workflows prepare options around the client’s context.

Illustrative creative colleagues reviewing contact sheets together.

03 / 05 · Social CEO

Creative judgement stays human.

The operator chooses and edits the work, checking the client voice and brief.

Illustrative drafting work at a laptop with a client brief.

04 / 05 · Social CEO

Keep the selected draft.

Save the selected work for further review, with the working context attached.

Illustrative creative team reviewing work beside a studio shoot.

05 / 05 · Social CEO

Approval is a separate step.

Preparing a draft, approving it and publishing it are separate actions. The team decides what moves forward.

Project record

The scope behind the story.

Relationship
Referral and profit-share partner. The partnership agreement remains a draft.
Documented work
CRM setup, enquiry capture and routing, Google Workspace and mail setup, with role-specific working context.
Evidence
Project records describe the configured workspaces, drafting sequence and enquiry routing. No measured reduction in manual work is claimed.
Measurement limits
A reporting window, total enquiries, failures and human interventions need to be established before reporting an automation rate or time saving.

Next story

VPG Melbourne

Your next chapter

Melbourne · Working across Australia

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