# Draft the strategy with Rolly or send your own

Rolly drafts a month of content from the calls, the intake and the deal, and you edit it before your client sees it.

3 min read. Updated 16 Oct 2026. Pro and Max only.

## Before you start

- [Start onboarding and send the hub link](https://sociorolla.com/help/client-onboarding/start-onboarding)

## Steps

1. Open the client. Once the kickoff call is set, the **Approve the strategy** step waits on you.

   ![Step 1: When the strategy step is next, it waits on you in the hub card.](https://cdn.sanity.io/images/vy53y317/production/3ec33d40020cade4aee114350c1bcc711aafd027-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. Click **Add strategy** on the step.

   ![Step 2: Click Add strategy.](https://cdn.sanity.io/images/vy53y317/production/d7a314e67ab7862bec9b1307f6b2e60f9a3ff2d5-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. Choose **Draft it with Rolly**. To send a strategy you wrote yourself, choose **Use your own** and upload it or paste a link.

   ![Step 3: Choose Draft it with Rolly. You can still send your own file or link instead.](https://cdn.sanity.io/images/vy53y317/production/312d9125b0a5ede204043639448ecb40b08ea466-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. Under **What should it focus on?**, add a line if there is something to push. **Built from** lists what Rolly reads: the intake and brand knowledge, a pre-sale audit, Instagram insights, the deal, the brand voice and any call notes. Untick what it should leave out.

   ![Step 4: Tell Rolly what to focus on, and check what it builds from.](https://cdn.sanity.io/images/vy53y317/production/fef089affc2b797ef97eaca9a1618203a08e680e-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. Set the **Month**. If the deal has no post count yet, also set **Posts a month** and the **Platforms** the strategy covers.

   ![Step 5: Set the month, how many posts and the platforms.](https://cdn.sanity.io/images/vy53y317/production/0564afde42255acad1e1c2035615d64fbf5594f3-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. Click **Draft now**. The strategy opens and Rolly writes it, usually in a minute or two.

   ![Step 6: Click Draft now. Rolly takes a minute or two.](https://cdn.sanity.io/images/vy53y317/production/bea6c52ecf26a5d1b06df373c0e5251ccba6861f-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. The draft sets out content pillars, the month at a glance, how you will film it and how you will know it is working. **Edit** changes any part, and **Regenerate a section** asks Rolly to redo one part.

   ![Step 7: The draft sets out content pillars, a calendar and how you will film it.](https://cdn.sanity.io/images/vy53y317/production/48f02fa106a677aac8db566dd4605dc05c34778e-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

8. When it reads right, click **Send to Ana**. It opens in the client's hub for them to approve or send changes, and they get an email.

   ![Step 8: When it reads right, send it to the client's hub.](https://cdn.sanity.io/images/vy53y317/production/25bd84d9b4e6e460138d66374156d7f1c978574f-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### Before you send it

**Edit** changes the draft in place, and **Regenerate a section** asks Rolly to redo one part, with an optional note on what to change. **Preview as** shows it as your client will see it, and **Share as PDF** gives you a copy to send another way.

### Without onboarding

**Draft a strategy** in the **Calls and notes** card drafts one at any time, for clients who are not onboarding too.

### Better drafts

Rolly works from what it is given. Notes from your discovery call, a finished intake and a brand voice all make the draft more specific.

## Related articles

- [Run a pre-sale audit and take call notes with Rolly](https://sociorolla.com/help/client-onboarding/presale-audit-and-calls)
- [Confirm payments, review intake answers and handle changes](https://sociorolla.com/help/client-onboarding/hub-agency-actions)
- [When onboarding is complete](https://sociorolla.com/help/client-onboarding/onboarding-complete)

Source: https://sociorolla.com/help/client-onboarding/strategy-with-rolly