---
title: New Team Structure & Workflow — Post-Restructure
type: article
created: '2026-02-16'
updated: '2026-02-16'
source_docs:
- raw/2026-02-16-karly-122698000.md
tags:
- operations
- team-structure
- workflow
- staffing
- roles
layer: 2
client_source: null
industry_context: null
transferable: true
---

# New Team Structure & Workflow — Post-Restructure

## Overview

Following the February 2026 staffing restructure (see [[wiki/meetings/2026-02-16-staffing-restructure-ai-platform-review]]), Asymmetric reorganized around a leaner core team supported by AI automation. The model is designed to allow a small team to manage a larger client portfolio by automating strategy, reporting, and technical work that previously required dedicated headcount.

The restructure eliminated two roles (Ben, Account Coordinator; Melissa, Senior Account Manager) and redistributed responsibilities across four functions: strategy, execution, operations support, and AI platform development.

---

## Team Roles

### Karly — Strategy Lead
- Primary owner of client strategy across all accounts
- Uses AI-generated strategy documents, OKR reports, and channel analyses as inputs — reviews, edits, and approves before client delivery
- Leads client calls, particularly for Tier 1 accounts
- Responsible for hiring and onboarding the new Account Coordinator
- Covers Ben's former accounts (Reynolds, Exterior) during transition

**Key shift:** Karly's time is freed from document production and routine reporting; focus moves to judgment, client relationships, and strategic oversight.

### Account Coordinator — New Hire (Pending)
- Primary point of contact for Tier 2 and Tier 3 clients
- Attends most client meetings; handles day-to-day account communication
- Works closely with Evoke on meeting prep, agendas, and recaps
- Target hire date: February 9 (per meeting context)

**Note:** Interviews were in progress as of 2026-02-16. Karly is leading the hiring process.

### Sebastian — Execution & Task Management
- Manages task execution and team workflow in ClickUp
- Rides herd on deliverable completion across the team
- Works with Evoke on operational coordination
- Handles specific client accounts (e.g., website projects, Seamless)

### Evoke — Operations Support
- Supports Sebastian directly
- Manages ClickUp hygiene: task creation, organization, status updates
- Owns meeting logistics: agendas, recaps, and prep materials
- Assists Account Coordinator with meeting preparation

### Mark — AI Platform Development
- Oversees the AI automation platform and its ongoing development
- Builds and maintains the ~80 tools that power automated audits, strategy docs, OKRs, and channel reports
- Develops new automation capabilities (e.g., ABM factory, Salesforce/HubSpot integrations)
- Takes over Citrus and Scallon accounts from Melissa during transition
- Not a primary client-facing role day-to-day

---

## Workflow Model

### Monthly Automation Cadence
The AI platform runs on a scheduled cadence, producing outputs that feed directly into client work:

| Frequency | Output |
|---|---|
| Monthly | WordPress site audit (auto-fixes issues, reports results) |
| Monthly | Analytics audit |
| Quarterly | Strategy review (4-page doc: current state, gaps, Q1 priorities) |
| Quarterly | Channel strategy report (funnel gaps, fit scores, recommendations) |
| Quarterly | OKR report (specific, measurable objectives with baselines and targets) |

All outputs are posted to Slack and stored in the client's Google Drive under a dated subfolder within the `strategy agent` folder.

### Strategy Review Flow
1. AI platform generates strategy doc, OKR report, and channel report for each client
2. Karly reviews outputs, applies client context, edits as needed
3. Revised strategy is shared with client (optionally converted to a slide deck via Gemini)
4. OKRs are converted to ClickUp tasks for Sebastian to manage execution

### Technical Issue Resolution
When a new site issue is identified (e.g., `robots.txt` blocking Google bots, duplicate sitemaps), Mark writes a script to fix it and runs it across all client sites. This ensures consistency and prevents recurrence. See [[wiki/knowledge/ai-platform/technical-audit-automation]] for detail.

### ABM Workflow
The ABM factory automates prospecting for B2B clients: identifies target companies, finds contacts, generates contextually personalized outreach, and queues emails in Salesforce or HubSpot. Tier 1 prospects receive manual attention; Tier 2/3 are handled automatically. See [[wiki/knowledge/ai-platform/abm-factory]].

---

## Account Coverage (Post-Restructure)

| Account | Previous Owner | New Owner |
|---|---|---|
| Scallon | Melissa | Mark |
| Citrus | Melissa | Mark |
| Didion | Melissa | TBD (transition required) |
| Reynolds | Ben | Karly (interim) |
| Exterior | Ben | Karly (interim) |
| Seamless | Melissa | Sebastian (partial) |

Melissa's accounts require a formal handoff regardless of whether she accepts the severance or contractor option. Ben's accounts are considered low-complexity and can be absorbed quickly.

---

## Meeting Cadence

A new internal meeting cadence was being finalized as of 2026-02-16. Karly, Mark, and Sebastian planned to align on the structure by end of week (Feb 16). Key elements expected to include:

- Regular internal sync (Karly + Sebastian + Account Coordinator)
- Monthly or bi-monthly strategy review calls per client tier
- EOW check-in between Mark and Sebastian on task execution

---

## Related

- [[wiki/meetings/2026-02-16-staffing-restructure-ai-platform-review]]
- [[wiki/knowledge/ai-platform/strategy-automation]]
- [[wiki/knowledge/ai-platform/technical-audit-automation]]
- [[wiki/knowledge/ai-platform/abm-factory]]
- [[wiki/clients/asymmetric/_index]]