wiki/knowledge/agency-operations/new-team-structure-workflow.md · 778 words · 2026-02-16

New Team Structure & Workflow — Post-Restructure

Overview

Following the February 2026 staffing restructure (see [1]), 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

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)

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

Sebastian — Execution & Task Management

Evoke — Operations Support

Mark — AI Platform Development


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 [2] 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 [3].


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:


Sources

  1. 2026 02 16 Staffing Restructure Ai Platform Review
  2. Technical Audit Automation
  3. Abm Factory
  4. Strategy Automation
  5. Index