Plan
Use Plan when you know the outcome you want but need Cleo to order the work by leverage and dependency. Example goals include:- Rank for a valuable search topic
- Win citations for an important AI-search question
- Launch or strengthen a product page
- Recover after a traffic decline
Campaign
A campaign connects a business moment to coordinated execution. Each campaign defines:- Audience — who the work is intended to reach
- Objective — the outcome the campaign should create
- Channels — where the work will run
- Success metrics — how the team will judge the result
- Pacing — steady, front-loaded, or responsive delivery
A practical workflow
1
Choose one measurable outcome
Write a goal that names the audience or topic and the business result you want.
2
Generate and review the plan
Confirm the proposed sequence, ownership, and dependencies. Remove work that is already complete or outside scope.
3
Create a campaign for a focused theme
Define the message, channels, pacing, and success metric.
4
Execute in the linked workspaces
Complete the channel work and return to the plan or campaign to monitor progress.
Plan and Campaign availability depends on the active site’s capabilities. A missing or locked item does not mean your data was lost.
