Chief of Staff
Run a mission with your Chief of Staff
Guided initiatives like launching a lead magnet or an offer, worked step by step, where your team does the heavy lifting and walks you through the rest.
Some outcomes are too big for a single request but too common to plan from scratch every time. Missions are guided initiatives your Chief of Staff runs with you, step by step. Some steps it executes with its own hands, and the steps that need you come with an exact walkthrough.
You will find them in the Missions tab of your Chief of Staff, under Setup (on a phone, tap Menu, then Setup, then Missions).
Pick a mission
Each mission card shows what it is, how many steps it takes, and the outcome you end up with. Missions include:
- Launch a lead magnet. Ends with a hosted lead magnet capturing emails, with a nurture sequence and launch content ready.
- Launch an offer. Ends with a landing page, launch content across channels, and your CRM ready to take buyers.
- Monthly recalibration. Ends with a reviewed month, an updated plan, and your team pointed at next month's priority.
Click Start mission to begin. You run one mission at a time.
Work the steps
The active mission shows every step in order, with the current one highlighted and a "Step 2 of 5" style counter at the top. Each step is labeled either your team does this or you do this:
- On a team step, click Run this step and your Chief of Staff does the work itself, in your marketing system, your CRM, your Knowledge Base, or wherever the step lives. It can take a few minutes. The result appears right under the step.
- Content it creates in your marketing system, like the lead magnet and launch posts, follows your review settings there. That is why the lead magnet mission includes a step for you to review and publish it.
- On a step that needs you, click Walk me through it and you get an exact walkthrough for your situation, not generic advice.
Not relevant to you? Click Skip and move on. You can Abandon a mission at any point, and when every step is done, click Finish. Either one clears the mission so you can pick another.
Two things to expect. If a step fails, it is marked skipped and the mission does not advance, so run it again once you have fixed whatever blocked it. And you can run up to ten steps an hour (skipping does not count), which is more than a normal sitting needs but worth knowing if you are racing through one.
Why missions matter
A mission compresses something that would normally take a strategy session and a week of coordination into a sequence you can complete in sittings. You always know what the next move is, most of the moves happen for you, and you finish with a real business asset, not a plan sitting in a document.