Strategy

Strategy - Create a Strategy

Describe a goal and Darwin drafts the whole plan — phases, tasks, calendar, KPIs, and content.

Beginner6 min read

You don’t build a strategy by hand — you brief a goal and Darwin builds it. There are three ways in, and they all end at the same generated plan (phases, tasks, calendar, KPIs, and pre-written content).

Where to find it: Left menu → Workspace → Strategy → Draft live from a goal (or + New strategy). Part of the Strategy guide.

The Draft-live create page: a 'What's the goal?' box, a 'Darwin will plan with' rail (brand, timeline, persona), a channels grid, a 'Talk it through first' chat, and a Draft it live button.

Draft live from a goal — type what you want, Darwin plans the rest.

1. Draft live from a goal

The fastest path. In the What’s the goal? box, describe what you want (e.g. “Re-engage churned customers with a 4-week win-back sequence”). The Darwin will plan with rail shows the defaults — Brand, Timeline, and Persona — which you can change, and the channels grid lets you pick which channels are in play. Hit Draft it live and the plan builds in front of you as Darwin writes it. Not sure yet? Talk it through first opens a chat with Darwin before anything is built.

2. The New Strategy wizard

A guided 6-step version of the same thing, good when you want to make each choice deliberately:

StepYou choose
1. BrandWhich brand this is for (sets the voice and assets).
2. GoalYour primary goal (more leads, nurture pipeline, launch a product, re-engage, grow awareness, retention) or free text.
3. AudienceWho you’re targeting, plus specific personas from the brand.
4. Channels & timelineWhich channels (Email, Sequences, Blog, Paid Ads, Social, AI Caller, AI SDR, Landing Pages, Forms, Webinars, and more) and the timeframe (30/60/90 days, 6 or 12 months).
5. Budget & teamA budget tier and your team structure (which sets the approval chain).
6. PreviewA summary of every choice and what Darwin will generate, then Generate strategy.

3. Quick Start from a website

On starter plans, Start from a website is the easiest on-ramp: paste your website URL, Darwin analyzes it, shows you the industry and facts it detected (you can correct them before anything generates), then proposes strategies to run with.

What Darwin generates

However you start, Darwin (the platform’s AI) produces a full plan: 4 phases across your timeline, week-by-week tasks, a calendar, KPI targets and a budget split, and a pre-written content draft for every task (emails, sequences, posts, and more). It’s grounded in your real brand, personas, and past send performance — not generic filler. Nothing is sent; you review it next.

What’s next

Keep reading

  • Strategy - Staged Drafts & Approvals

    Review and approve the content Darwin wrote for every task — nothing sends until you do.

  • Strategy

    Your always-on, AI-built marketing plan — describe a goal and Darwin drafts the phases, tasks, calendar, KPIs, and content across every channel; you review and approve what ships.

  • Strategy - Strategy Report

    Projected outcomes, KPI targets vs actuals, budget split, channel roles, and audience segments.

More ways to get help

These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.

Try it yourself

Every guide here describes the live product.

Start free and follow along: every core module, unlimited users, no card required.