Recommended Agency Workflow

To get the most out of YG3’s powerful modules and AI features, we recommend following this structured agency workflow. It ensures consistent output, better results for clients, and seamless use of the platform’s capabilities.

1. Set Up Client Profiles

Start by building a clean foundation for each client:

• Navigate to Client Architecture

• Add:

  • Client Name

  • Industry

  • Website

  • Keywords (use AI Generate)

  • Brand Description (use AI Generate)

• Save the profile to activate content intelligence

Tip: This step activates client-specific AI tuning across all modules.

2. Generate Organic Content (Weekly/Biweekly)

• Use the Organic Module for SEO content, thought leadership, or service-based posts

• Refine tone, length, and CTA before saving

Tip: All saved content is archived in the Content Library for easy export.

3. Launch & Optimize Paid Ads

• Head to the Paid Ads Module

• Enter target keywords and objectives

• Use the AI Generator to build:

  • Campaign structure

  • Ad groups

  • Headlines & descriptions

• Export directly to Google Ads Editor

Repeat monthly for refresh cycles or A/B test variations.

4. Report Performance

• Go to the Reporting Module

• Upload marketing or sales data in PDF, image, or text format

• View AI-generated performance summaries, charts, and insights

• Export as a ready-to-present deck or one-pager

Tip: Elysia highlights what’s working and flags underperformers for review.

5. Use Elysia for Strategy

• From any page, open the Elysia Panel by selecting the YG3 logo in the center of the navigation bar.

• Ask questions like:

  • “What kind of campaign should I be planning for a plumbing company in the winter?”

  • “Suggest a new campaign for our new sports-themed sweater line.”

  • “What keywords are missing from our strategy? Here is a list of what we have so far:”

• Elysia learns your clients over time for deeper guidance

Tip: Treat Elysia like your AI strategist. Use it daily.

6. Monthly Rhythm

Weekly:

• Check client performance

• Post 1–2 organic pieces

• Think with Elysia daily

Biweekly:

• Refresh ad creative

• Review reporting insights

Monthly:

• Present a clear report

• Recommend next moves

• Add new clients or services

Bonus: Keep It Light

YG3 is built to eliminate busywork. The more consistently you use it, the more it thinks and acts like your team — so you can focus on growth, not grunt work.

Tip: Trust the system. The rhythm compounds.