# Plans, Briefs & Calendar

Source: https://magistermarketing.com/docs/plans. Every page of this section, in order, as Markdown.

## Your marketing plan

An evidence-backed AARRR strategy with health scores, focus, diagnostics, open questions, and prioritized work.

Every brand has a **Plan** built from its [Magister audit](https://magistermarketing.com/docs/analytics/magister-audit), brand profile, and current planning preferences. The free trial starts with a first-week plan; paid Connect and Agent plans unlock the full plan.

**Built on the AARRR funnel** — the plan is organized around the five growth stages: **Acquisition, Activation, Retention, Referral, and Revenue**. A funnel overview shows how many of the five you're addressing and flags the gaps.

**Strategy at a glance** — see the primary focus and supporting channels, execution style, autonomy, budget, weekly bandwidth, goal, horizon, and constraints that shaped the plan.

**Where you stand** — review the marketing-health score, audit diagnostics, keyword opportunities, competitor benchmarks, and AI-visibility evidence. Open questions call out important context Magister still needs.

**Prioritized work** — the task list turns the strategy into concrete actions and preserves the evidence, expected impact, spend, dependencies, and measurement behind each recommendation.

**Starting a task** — on Agent, choose **Work on now** to open a hosted chat aimed at that item. On Connect, choose **Copy for your agent** and paste the prepared kickoff prompt into your MCP-connected agent.

Use **View audit** to inspect the source evidence. See [Preferences, versions, and rebuilds](https://magistermarketing.com/docs/plans/plan-versions) before regenerating the plan.

## Plan preferences, versions, and rebuilds

Steer the plan in your own words, rebuild it without losing work, and read every version.

The plan has four tabs: **Plan** (the plan as a document), **Tasks** (the board you work from), **Calendar**, and **Impact**.

**Rebuild plan** — on the Plan tab, **Rebuild plan** opens one dialog for every change to the plan's direction. Say what the plan should focus on ("focus on agencies, no paid ads") and Magister turns it into settings you can see and undo; the rest becomes a note every rebuild reads. You can also set the primary goal and timeline, monthly budget, weekly hours, primary and supporting channels, operating style, autonomy, and constraints directly, or attach a plan you already wrote. Nothing changes until you click **Rebuild**.

**Fresh audit or not** — a rebuild recompiles from the current audit. Tick **Run a fresh audit first** to measure the brand again before rebuilding.

**Safe rebuilds** — tasks you or Magister started or finished are never rewritten. Untouched tasks the new plan drops move to **From the previous plan**, where **Bring back** returns one to Tasks. The current plan stays visible while Magister rebuilds, and a failed rebuild does not erase it.

**Versions** — every build is listed under **Versions** on the Plan tab with what changed. Open one to read it as it was, or choose **Use these settings** to start a rebuild from them. Work finished on older plans stays on Tasks' Done column and on Impact.

**Your own agent** — **Copy plan for your agent** hands the whole plan over; at the bottom of a task, **Copy task for your agent** gives you a prompt for Claude, ChatGPT or Cursor connected over MCP: it claims the task, does it, and marks it done here. Without a hosted agent, a task waiting to start shows **Copy for your agent** there instead, which copies its brief and marks it started.

## Working plan items and measuring impact

Read task evidence, move work through status, and connect shipped execution back to measurable results.

Each plan item is more than a title. Open it to see its funnel stage, channel, due date, expected impact, estimated spend, supporting evidence, dependencies, blockers, and the metric it is meant to move.

**Prioritization** — order reflects the current plan's evidence and constraints. A high-impact task may still sit behind a dependency or outside the saved budget and weekly bandwidth.

**Execution** — Agent starts a focused hosted session from **Work on now**. Connect copies a kickoff prompt for your own assistant. External changes still follow the brand's [ask-before policy](https://magistermarketing.com/docs/connect/approvals-and-permissions).

**Status and blockers** — keep the item status current as work moves forward. Record blockers and follow-up evidence so the plan remains an execution record rather than a static strategy document.

**Measured impact** — when execution creates a trackable artifact or changes a connected metric, Magister can connect the result back to the plan. Use Analytics → Marketing Impact to review shipped work and performance, and experiment trackers for a specific baseline and goal.

## The Brief — your numbers, emailed

A built-in workflow that reviews your numbers, plan and campaigns, writes what moved, and emails it on a schedule or when you run it.

**The Brief** is a built-in workflow on **Workflows › Briefs**. It runs in three steps: the **Analytics review** reads every connection's latest numbers against their usual range, your plan's goals and tasks, and your paid campaigns; it writes the brief; and it emails it (and posts it to Slack when that is on). It runs on Magister's side, so it does not need a hosted agent.

**Schedule** — the same Schedule button every workflow has. The Brief is off until you turn it on, and Weekly starts on Mondays at 9:00 AM on your clock. Turning it off pauses it and keeps the time. Scheduling needs a paid plan; anyone can press **Run now**.

**Run now** — opens a chat that shows each step and then the result: what moved, the tasks it proposed, who it was sent to and the credits the run used. The **Analytics review** has its own Run now too, which reviews without emailing.

**Every brief** — Workflows › Briefs lists every brief, newest first, saying whether it was emailed and, if not, why. Open one to read it as it was sent, or open the chat it ran in. Each brief and its email are also kept in **Library › Workflow results › Brief**.

## Who gets the Brief

Email the owner, post to Slack, and add other people who should get the Brief.

The Brief's page has a **Who gets it** section: **Email the owner** and **Post to Slack** switches, and a list of other people to email it to.

**Verification** — an address you add confirms from the email it receives before briefs go to it; a teammate is confirmed at once. Pending recipients show their state, and you can resend the confirmation.

**Removing recipients** — remove an address to stop future delivery. A recipient who unsubscribes stays listed as unsubscribed rather than being silently re-added.

**When nothing is emailed** — a brief is still saved when it is not emailed (email is off, nobody to send it to, or not enough credits), and the list says why.

## The content calendar

A month view of everything your agent has scheduled or done — posts, workflows, briefs, emails, and more.

The **calendar** is an Agent feature with a month grid on larger screens and a compact list on mobile. Times are shown in your local timezone so you can see what is coming and what shipped.

**What it shows** — seven kinds of events: workflows, chat sessions, emails, Slack messages, plan tasks, daily briefs, and scheduled social posts. Use the filter bar to toggle event types.

**Filters and details** — filter by event type, then open an item to jump to its workflow, session, message, task, brief, or post. Workflow events expose pause and resume controls where appropriate.

**Creating from a date** — choose a blank day to start a dated workflow. The calendar creates executable Agent work rather than a standalone decorative event.

**Where events come from** — activity is populated from Agent work and integrations; scheduled social posts come from the built-in publisher. Click a post to see its content, status, and target platforms.