O
Octo
CoursesPricing
O
Octo
CoursesPricingDashboardPrivacyTerms

© 2026 Octo

Copywriting & Messaging
1What Makes Copy Work2Headlines & Hooks3Writing for the Web4Landing Page Copy5Email Copy6Ad Copy7Social Copy8The Copywriter's Workflow
Module 8~25 min

The Copywriter's Workflow

Good copy takes hours. Great copy takes a system. Here's how professional copywriters approach every brief — and how to build yours.

The copywriter who was slow, and the one who was fast — and the gap between them

Two copywriters both work for a mid-size marketing agency. Same clients. Same briefs. Same expected quality.

Alejandro starts every project with a blank document. He stares at it. He writes a sentence, deletes it. Writes another. Switches tabs to check Twitter. Comes back. Writes two paragraphs, decides they're wrong, deletes them. Three hours later, he has a rough draft. He misses the brief's deadline by half a day. The client revises it twice.

Priya starts every project with a research template she's refined over two years. She fills in the customer profile, the key message, the tone, the format, and the one thing she wants the reader to do. She sets a 25-minute timer and writes a complete rough draft — no deleting. She edits for 20 minutes using her checklist. Total time: 50 minutes. The client takes it as-is.

Both copywriters produce quality work. One has a system. One doesn't.

The system is not a shortcut. The system is what makes it possible to produce consistently good work at professional speed — because the creative decisions have been made before the typing starts.

The 5-stage copywriting workflow

Most people do steps 3 and 4 only. The professionals do all five — and they spend the most time on 1 and 2, which most beginners skip entirely.

Stage 1: Research — before you write a word

The quality of your output is directly proportional to the quality of your research. Every shortcut here costs you twice as much time later in revisions.

The 4 research questions to answer before writing:

1. Who exactly am I writing for? Not a demographic — a specific person in a specific moment. "A 34-year-old marketing manager who just got told her team's headcount won't be approved, and she now has to deliver the same results with fewer people." That level of specificity changes every word you write.

2. What do they feel right now? (Before they read your copy) Frustrated? Overwhelmed? Sceptical? Hopeful? Curious? The emotional starting point of your reader shapes what tone and what hook will reach them.

3. What do I want them to feel and do at the end? One emotion, one action. If your answer has "and" in it — narrow it down.

4. What specific language do they use? Pull 5–10 direct quotes from: customer reviews, forums, interviews, support tickets. These phrases are your raw material.

AI for research: Prompt Claude before you start writing: "My target customer for this copy is [description]. Based on this, help me answer: (1) What is their primary frustration right now? (2) What outcome do they most want? (3) What's their biggest objection or reason NOT to buy? (4) What exact phrases might they use to describe their problem? Give me a list of 10 direct-quote-style phrases in their voice."

Use the AI's output as a starting point, then verify against real customer data where possible.

Stage 2: The brief — the document that makes writing easy

A copy brief is a one-page document that answers every strategic question before the writing starts. It removes the creative blank-page problem by making the key decisions in advance.

The copy brief template:

FieldWhat to fill in
FormatWhat are you writing? (Homepage, email, ad, social post)
AudienceWho specifically? One sentence persona
Emotional stateWhat do they feel before reading?
One core messageIf they remember one thing, what is it?
One desired actionWhat should they do after reading?
Tone3 adjectives (e.g. direct, warm, confident — not corporate)
ConstraintsWord count, character limits, things to avoid
Proof pointsStats, testimonials, credentials you can use
What NOT to sayThings that would alienate, confuse, or turn off the reader

The most important field: one core message.

Not three messages. Not a list of benefits. One thing. If your reader remembers nothing else, what is it?

This forces a discipline that most copy lacks. When you try to say five things, you say none of them memorably. When you commit to one thing and say it with full force — it lands.

💭You're Probably Wondering…

There Are No Dumb Questions

"Is a brief necessary for short copy like social posts or ads?"

For ads: yes, a brief is essential — ads are short, but they're also the copy with the most money riding on them. A 10-minute brief before writing a Facebook ad can save hundreds of dollars in wasted ad spend. For a casual social post: a mental brief is fine. For anything that will be seen by more than a few hundred people or costs money to distribute — write the brief.

"What if the client gives me a brief?"

Use it as raw material, but fill in the gaps yourself. Most client briefs answer "what do we want to say" but not "what does the reader feel before reading" or "what's the one core message." You'll often need to do additional research to fill those gaps.

⚡

Write a Copy Brief

25 XP
You've been asked to write a landing page for a new service: a monthly mentorship subscription connecting junior marketers with senior marketing professionals for monthly 1:1 coaching calls. Cost: $99/month. Fill in the brief template: - Format - Audience (one sentence persona) - Emotional state (what do they feel before reading?) - One core message - One desired action - Tone (3 adjectives) - 3 proof points you'd want to include (make them up but make them realistic) - 2 things NOT to say _Hint: The audience is likely a junior marketer who feels stuck, overlooked, or unsure how to grow. Their fear is probably not that the product won't help — it's that they're not ready, or it won't be worth the money. The brief should surface that._

Stage 3: Draft — write without editing

The enemy of a good first draft is self-editing while writing. The inner critic that says "that sentence is weak" kills momentum. And momentum — not inspiration — is what produces a complete draft.

The 25-minute draft rule:

Set a timer for 25 minutes. Write. Do not delete. Do not reread. Do not stop to think for more than 5 seconds — if you get stuck, write "[expand this later]" and keep going. Get to the end.

A complete bad draft is infinitely better than an empty good idea.

After the timer: close the document. Walk away for at least 10 minutes. Come back for the edit.

Why this works: Writing and editing use different cognitive modes. Writing is generative — expansive, associative, fast. Editing is analytical — critical, precise, slow. Trying to do both simultaneously is why people stare at blank screens for hours.

Using AI in the draft stage: If you're completely blocked, use AI to generate a rough draft based on your brief: "Using this copy brief [paste brief], write a first draft of [format]. Don't worry about perfection — this is a starting point I'll edit."

Treat the AI output as a skeleton — something to react to and improve, not publish. Having something to argue with is much faster than starting from nothing.

Stage 4: Edit — this is where the magic happens

First drafts are for getting the ideas out. Editing is for making them worth reading.

The copywriter's editing checklist:

□ Does the first line make it impossible not to read the second?
□ Is every paragraph's first sentence the most important sentence?
□ Can I cut 20% without losing anything essential?
□ Does every section serve the core message?
□ Is the reading level 8th grade or below?
□ Have I eliminated all jargon, filler phrases, and hedging language?
□ Is there one clear CTA — and only one?
□ Does the copy use the reader's language, not the brand's language?
□ Have I read it aloud? (Clunky = rewrite)
□ Would a smart 14-year-old understand it immediately?

Read it aloud — always. Your ear catches what your eye misses. Sentences that look fine on screen sound awkward when spoken. If you stumble reading it aloud, the reader will stumble reading it silently. Rewrite until it flows.

AI as your editing partner: Paste your draft and prompt: "Edit this copy using these criteria: (1) Cut 20% without losing meaning, (2) Replace any jargon with plain English, (3) Strengthen the first line of each paragraph, (4) Make the CTA more specific and benefit-framed, (5) Flag any claim that needs proof it currently lacks."

Compare the edited version to your original. Accept what makes it better; override what loses your voice.

Stage 5: Test and build your swipe file

After the copy is live, the learning starts.

Track what works:

  • Email: open rate, click rate, conversion rate
  • Landing page: conversion rate, scroll depth, heat maps
  • Ads: CTR, cost per click, cost per conversion
  • Social: reach, engagement rate, saves

Build a swipe file: A swipe file is a personal collection of copy that stopped you, made you think, or made you buy. It's your creative reference library.

What to save:

  • Subject lines that made you open an email you didn't expect to
  • Ads that stopped your scroll (screenshot them)
  • Landing page headlines that immediately made sense
  • Social posts that got extraordinary engagement
  • Any sentence that made you feel something

Your swipe file is your training data. The more you study excellent copy — dissecting why it works — the faster your instincts develop. Professional copywriters study copy the way musicians study great recordings.

Using AI with your swipe file: Paste a piece of copy you admire into Claude and ask: "Why does this copy work? Break it down: what psychological triggers does it use, what techniques from the HPSPA framework does it employ, and what specifically makes the first line effective? What can I steal (ethically) from this?"

AI can reverse-engineer copy in ways that take a beginner hours to figure out alone.

⚡

Dissect Great Copy

25 XP
Find 3 pieces of copy in the wild that stopped you — a subject line you opened, an ad you noticed, a landing page hero that impressed you, or a social post you saved. For each one: 1. Write down the copy (or screenshot and describe it) 2. Identify: what hook technique did it use? 3. Identify: which HPSPA element did it lead with? 4. Identify: what psychological trigger made you stop? 5. Identify: one specific thing you'd "steal" for your own writing _This is the start of your swipe file. Keep adding to it. The best copywriters steal well — they study what works, understand why, and apply the principle (not the words) to their own work._

Building a portfolio that gets you hired

Copywriting is a portfolio skill. Nobody cares about your credentials — they care about what you can produce.

If you're starting with zero experience:

  1. Write spec work — pick a real brand you like and write their homepage, email sequence, or ad campaign as if you were their copywriter. Label it "spec work" in your portfolio.
  2. Rewrite bad copy — find a real brand with weak copy, rewrite it, and show the before/after with a brief explanation of your decisions.
  3. Document your InlineChallenges — the exercises throughout this course are real writing samples. Collect the best ones.
  4. Write for free — offer to write one email sequence or landing page for a local business or someone in your network. One real result is worth ten spec pieces.

What a portfolio entry should include:

  • The copy (full piece, not a snippet)
  • The brief you were working from
  • Your reasoning (why you made the key decisions)
  • The result (if live — click rate, conversion rate, open rate)

A portfolio with 5 strong, documented entries gets more interviews than a CV with 5 years of vague marketing experience.

Using AI to build a portfolio faster: Brief AI on a fictional client, generate a rough draft, edit it into a polished final piece, and document your process. The portfolio entry shows both the output AND your judgment — that you knew what to ask for, knew what to improve, and could explain your decisions.

⚡

Your First Portfolio Entry

50 XP
This is the capstone exercise of the course. Build a complete portfolio entry from scratch: 1. **Choose a business** — yours, a fictional one, or a real brand you'd like to work with 2. **Write a copy brief** — fill in all fields from Stage 2 3. **Write a first draft** — set a 25-minute timer, don't edit while writing 4. **Edit with the checklist** — apply all 10 editing criteria 5. **Write a short case note** — 3–5 sentences explaining: who this is for, what the core message is, and two specific decisions you made and why Format it as you would in a portfolio: Brief → Copy → Case Note. This is a real work sample. If you're satisfied with it, it can go in a public portfolio immediately. _When done, paste the full entry into Claude and ask: "Read this as a hiring manager reviewing a junior copywriter's portfolio. What's impressive? What's weak? What one change would most improve this entry's chances of getting the candidate hired?"_

Back to Alejandro and Priya

The gap between Alejandro and Priya wasn't talent — it was process. Alejandro was making every creative decision in real time: who am I writing for, what do I want them to feel, what's the one thing I'm trying to say? That's not writing; that's strategy, research, and writing simultaneously, which is why staring at a blank document for three hours is so exhausting and so common. Priya had separated those decisions. By the time she opened a blank document, the hard thinking was already done — her brief had answered every strategic question before the timer started. The 25-minute draft wasn't her doing something faster; it was her doing something different. Build the system first. The speed follows.

Key takeaways

  • The system is the skill. Fast, consistent, high-quality copy comes from a repeatable workflow — Research → Brief → Draft → Edit → Test — not from talent alone.
  • The brief is the most important document you'll write. It makes all the creative decisions before the typing starts. The one core message forces the clarity everything else depends on.
  • Write without editing, then edit without mercy. Two different cognitive modes. Don't mix them.
  • The editing checklist matters more than inspiration. Great copy usually isn't written — it's edited.
  • Your swipe file is your creative training. Study great copy actively, not passively. Dissect it. Steal the principle, not the words.

?

Knowledge Check

1.A copywriter sets a timer for 25 minutes and writes a complete draft without deleting anything. At the end, the draft is rough and has several weak sections. What should they do next?

2.The most important field in a copy brief is 'one core message.' Why?

3.Why do professional copywriters recommend reading copy aloud during the editing stage?

4.A junior marketer wants to break into copywriting but has no professional experience. What is the most effective portfolio-building approach?

Previous

Social Copy

Take the quiz →