By Use Case
Consultants and small teams need a clean way to deliver GTM work without either doing every task forever or dumping a pile of disconnected docs on the client. Team Projects let you build the foundation once, share a managed copy so the client runs day-to-day content while you keep control of the strategy, and hand off full ownership with Transfer Control when the time is right.
Why It Helps
Client engagements usually end one of two messy ways: you stay on the hook for every content tweak because the work lives in your account, or you export a stack of deliverables that immediately drift out of sync once the client takes over. Neither preserves the strategic logic that connects audience insight to messaging, content, and measurement.
Why You'll Use It
Run the analysis and planning stages to produce the project analysis, marketing plan, messaging matrix, target segments, and content calendar. Then share the project as a managed copy: the client receives a workspace that already carries that strategic foundation instead of a blank slate.
In the managed copy, the client can generate content, run and resume workflows, and schedule posts, while strategy-level changes — project setup, target segments, budgets, integrations, and workflow structure — stay with you. The foundational artifacts stay connected to your original project, so updates you make flow through to the client's workspace.
When the client is ready to own the work, issue a Transfer Control code. Once they redeem it, the project becomes fully theirs and every capability unlocks. The entire project context goes with them — no exports, no rebuild, no lost history.
Content Cluster
GTM Planning For Everyone
As long as you have a url, an open mind, and a few minutes to spare, you can see for yourself if it's right for you — not because speed matters, but because demonstrating time-to-value does.
Exports are static and disconnect the moment you hand them over. A Team Project is a live, managed copy that carries the full strategic context and stays in sync with your foundational work until you formally transfer ownership. Transfer Control then hands over the entire connected project, not a folder of files.
Not until you hand off control. In a managed copy, the client can execute — generating content, running workflows, and scheduling — but strategy-level changes are locked. The app tells them Transfer Control is required before editing strategy, so the foundation you delivered stays intact.
You can revoke a client's access at any time from the Teams panel. If you do want to leave them fully self-sufficient, issue a Transfer Control code and the managed copy becomes their own project, independent of your account.