Help / Your AI Strategist

Working with your Strategist

Your Strategist is the part of studioHYPE that reads your studio's data and helps you decide what to do next: who to call, what to post, which campaign needs attention, and what worked last year. It answers questions, writes drafts in your studio's voice, and keeps a short list of what matters this week. It never sends, publishes, or changes anything on its own.

Asking a question

Open Strategist in the sidebar (or use the box on your dashboard) and ask the way you'd ask a marketing person who knows your studio:

"What should I focus on this week?"
"Who needs a follow-up?"
"Build a September marketing plan."
"Write four posts promoting beginner karate."
"Create a fall registration campaign."
"Turn the Winter Showcase into an email and social campaign."
"How did spring registration do compared with last year?"

It starts from a live picture of your studio (programs, calendar, leads, campaigns, posts, emails, goals, tasks, and past results) and looks up detail as it needs it, like one family's history or last year's run of an event. You'll see each step while it works. Answers link straight to the families, campaigns, and dates they mention.

Keep the conversation going to refine anything ("make the second post shorter", "move it a week earlier"). The Ask the Strategist buttons on a campaign, an event, a goal, or a lead start a conversation about that one thing, so "this" means what you're looking at.

Who sees what

Your conversations are private. Nobody else on your team can read them, Owners included.
It only sees what you can. If your role can't open leads or email, the Strategist leaves those out of its answers to you.
Saved drafts are shared as usual. A post you save shows on the social calendar for everyone who can see it.

This week's focus

Your focus is a short list, at most seven items, of what matters most this week, picked from the recommendations you can act on and your own work first. It lives on your dashboard (the Action Center shows it too, and the Strategist's home links to it), sorted under headings: follow-up nobody should miss, promotion coming due, deadlines, campaigns and goals, and next steps. On Monday mornings the Strategist writes it up for you: what the week is about, in order, with the reason for each. It comes in your Monday Action Center email (or as a notification when that's off; change either in Settings → Notifications).

Tick items off as you go. Most tick themselves off when your data shows they're handled: reply to that family and the item clears. A "Reply to" item has its own Reply button, and a family on your focus isn't listed again under Leads needing follow-up. The plus button turns an item into a task on your list. You can also ask "What should I focus on this week?" in a conversation and choose Make this my focus for the week.

Recommendations

Every hour the Strategist checks your studio for things that need someone. They're listed in the Action Center, sorted by area, with everything else that needs attention:

Leads waiting for a first reply, overdue follow-ups, trials with no outcome recorded, families who came to a trial and haven't enrolled, and families who replied to an email and haven't heard back.
Campaigns launching soon that aren't ready, live campaigns that have gone quiet, and finished ones waiting for their results.
Events, registration periods, and seasons with nothing promoting them, and registration opening this week.
Programs with fewer leads or enrollments than this time last year, or a season coming with no marketing aimed at them.
Goals behind pace, and goals with nothing working toward them.
Weeks short of your posting goal, a content mix far from its targets, and a long gap since your last email to families.
Posts and emails waiting for approval close to their date, approved ones nobody sent, graphics due, and overdue or unassigned tasks.
Automations with problems, interest lists and waitlists worth contacting, and families who clicked an email but didn't sign up.

Each one shows the evidence (the names and numbers) and a button for the next step. Ask about this gets the Strategist's help acting on it. Mark one done, snooze it for a week, or dismiss it. Owners and Admins can snooze or dismiss the studio's recommendations for everyone; your own, like your overdue tasks, are yours to manage. A dismissed recommendation comes back only if it gets noticeably worse, and anything clears on its own once the data shows it's handled.

Insights

Once a day the Strategist looks through your history for patterns worth knowing:

How enrollment changes with how fast families first hear back.
What happened to trial-to-enrollment after you changed your follow-up (an automation turned on, or replies getting faster or slower).
Campaigns that brought in leads but few enrollments, and where those leads stalled.
Seasons and registration periods filling faster or slower than at the same point last year.
Social reach going up without leads from social following it.
Emails whose readers rarely click, and posts that don't ask anyone to do anything.
The days and times your emails get opened most, and when last year's leads arrived before an event compared with when this year's marketing starts.

Insights need enough history to mean something, so a new studio sees more over time. They never draw a conclusion from a handful of cases.

Drafts and approvals

When you ask for posts, an email or newsletter, a follow-up, a campaign, a content plan, an offer, or a template, the answer includes each one as a draft you can read in full (emails show a preview in your design). Then you choose:

Save puts it in the right place as a draft: a draft post on your social calendar, a draft email, a campaign in Planning with every post, email, and task on its date, an offer on your calendar, or a task on your list.
Discard drops it.

Saved drafts go through your studio's usual review and approval steps. The first time someone sends or schedules an email, or approves or schedules a post, that the Strategist wrote, studioHYPE asks them to confirm it's right. Check dates, prices, and names, and fill in anything in [square brackets]: the Strategist leaves those for you rather than guess.

Changes it can make for you

Ask it to update things and it lines the changes up for you to apply: move a lead to a stage, set a follow-up date, give a lead to a teammate, book a trial or record how it went, save the instructor's feedback, log a call or note, enroll a child or put them on a waitlist, tag families, add families to a group, finish or move a task, move or cancel an event, record its results, and fill in a month of the annual plan. It also offers the obvious next steps from what you tell it: say "I called the Thompsons and Maya starts Tuesday" and it lines up the call, the enrollment, and clearing the follow-up.

Each change is a card that says exactly what will change and what it is now. Nothing happens until you click Apply (or Apply all). It's checked again at that moment, so if something changed in the meantime, it tells you instead of overwriting it. Changes are made as you, the same as doing them on the page, so automations, reminders, and history all follow as usual. Sending emails, publishing posts, deleting things, settings, and turning automations on or off stay in your hands.

Building a campaign

Build a campaign (at the top of the Strategist, or on an event's page) asks what the campaign is for, which programs, what success looks like, and any offer ideas. The Strategist works the timeline back from your dates and from when last year's families signed up, sets targets from last year's results, and drafts every email and post with its copy. Save it and the campaign is created in Planning, linked to its event and goal, ready for you to review piece by piece.

Reviewing how it went

On a campaign's Results tab, or an event's page, Review it with your Strategist writes an honest review from the numbers: how it did against its goal and against last time, what worked, what didn't, the likely reasons, what to do again, and what to change. Keep the review to have it on the page, or keep it and add its lessons to the notes, so they show up when you plan the same campaign or event next year. Reviews are for Owners and Admins by default.

Good to know

It uses your plan's monthly AI allowance. If the allowance runs out, the Strategist pauses its answers until next month; recommendations, insights, and your ranked focus list keep updating, because they don't use AI.
It won't invent numbers. If something isn't in your data, it says so.
Facebook and Instagram reach comes from your connected accounts. If you connected before reach was available, reconnect in Settings → Social to allow it.
Tap Helpful or Not helpful under an answer to tell us how it's doing.