Finance · Business Development & Marketing
Content outlines
A planning document that maps out the structure and key points of a piece of marketing content before it is written.
What it usually contains
- working title and target audience
- section headings with main points under each
- key data, charts, or client examples to include
- call to action and compliance review notes
- word count, author, and target publish date
What the assistant uses it for
Use it to see what a planned article, whitepaper, webinar, or campaign piece will cover, who it is aimed at, and which points, sources, or disclosures need to be included before drafting.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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