Use the TOFU / MOFU / BOFU model
Preview top, middle, and bottom of funnel, then open Edit to plan content and channels per stage.
2 steps · About 2 minutes
Preview TOFU / MOFU / BOFU
Open TOFU / MOFU / BOFU from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit TOFU / MOFU / BOFU
A saved TOFU / MOFU / BOFU model starts in Display. Choose Edit (pencil) to show the form. Change the Top of funnel field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
Top, middle, and bottom of funnel are empty.+
Write what you run at each stage (content, channels, proof). Save a version. The list stays Not configured until that save.
If I fill TOFU / MOFU / BOFU here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling TOFU / MOFU / BOFU for this client does not overwrite another client.
Does Edit also publish TOFU / MOFU / BOFU for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview TOFU / MOFU / BOFU but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.