Documentation / business

Business guide

Finding attention is step one. Assigning, approving, publishing, and following up turns the opportunity into operating work.

01

Turn an opportunity into a campaign

Define the offer, audience, channel, owner, deadline, source rights, and measurable next action before production.

02

Assign follow-up

Route replies, leads, bookings, and partner responses to a named owner rather than leaving them in platform inboxes.

03

Track response

  • Package selected
  • Asset produced
  • Publish time
  • Replies and inquiries
  • Lead or booking outcome
  • Revision or hold reason
04

Connect Operations Studio

Eligible business and team users can start an Operations Studio trial to manage content opportunities, campaigns, leads, replies, and follow-ups in one company workspace.