Team Projects
Team Projects put the loop in role order: the owner builds the foundation, the team runs the quarter, and members ship the week — publishing approved briefs and generated content back into the shared project. Keep the strategic foundation in sync and hand off full ownership with Transfer Control whenever it makes sense.
Publish the current state of a project and generate a team invite code. The person you invite receives a managed copy that already carries your project analysis, marketing plan, messaging matrix, personas, and content calendar.
Members work inside the managed copy to generate content, run and resume workflows, and schedule posts — then publish approved calendar briefs and generated content back to your parent project. The foundational artifacts stay connected to your original project, so when you update the strategy, their workspace reflects it.
When a member or client is ready to own the work, issue a Transfer Control code. Once they redeem it, the project becomes fully theirs and every strategy-level capability unlocks.
A managed copy gives team members real execution power without the risk of strategy drifting. Foundational decisions stay with the owner until you decide to hand them off.
Members are guided to ask the owner for strategy changes, or to use Transfer Control to take full ownership.
Members execute the calendar and create content in their own managed copy, then publish approved briefs and generated content back to your parent project and sibling managed copies. Everyone sees the same execution state without email attachments or version confusion, while strategy decisions remain with the owner.
When a team member or client is ready to take the wheel, issue a Transfer Control code. Once they redeem it, the managed copy becomes fully theirs and every strategy-level capability unlocks — no rebuilds, no lost context.
Marketing leads can build the strategic foundation once, then share managed copies with execution-level team members and trusted freelancers. Everyone works from the same plan, and you stay in control of the strategy that ties it all together.
For Marketing Leaders →Do the foundational GTM work for a client, share a managed copy so they can manage day-to-day content creation, and hand off full ownership with Transfer Control when the engagement is ready to graduate.
For Consultants & Fractional CMOs →A managed copy of your project. It carries the foundational artifacts you have built — project analysis, marketing plan, messaging matrix, target audience profiles, budgets, and content calendar — so the member can start executing immediately instead of from a blank slate. You share a team invite code from the Teams panel, and the member redeems it to join.
Members can generate content, run and resume existing workflows, schedule and post content, and read the foundational artifacts you share. Strategy-level changes stay locked: editing the project name, channel, or product, changing target audience segments, creating or restarting workflows, drafting budgets and paid-media plans, and managing integrations. If a member tries one of those, the app explains that Transfer Control is required before editing strategy.
Yes. Foundational artifacts stay connected to your original project rather than being copied once. When you update the project analysis, marketing plan, content calendar, or other shared artifacts, members working in their managed copies read the current version.
When members approve a calendar brief or generate calendar content in their managed copy, that execution work publishes directly to the parent project and other managed copies. Everyone sees the same execution state without email attachments or version confusion, while strategy-level changes remain locked to the owner.
Transfer Control is how you hand off a project for good. You issue a Transfer Control code, and once the member redeems it, the managed copy becomes fully theirs and every strategy-level capability unlocks. It is ideal for consultants who kick off a project and then transfer it to the client.
Yes. Owners can revoke a member's access at any time from the Teams panel. Invite codes and Transfer Control codes are also time-limited, so unused codes expire on their own.
Build the foundation, delegate the execution, and hand off when the time is right — all from one connected project context.