Marketing Plan

Your AI-generated Marketing Plan lives in the dashboard under Marketing Plan. It captures strategy, channels, audience, creative, budget, and next steps.

Overview

• Generated during Onboarding using your inputs + AI.
• Saved to your organization; you can redo onboarding anytime.
• Presented in tabs for quick navigation (Strategy, Audiences, Channels, Budget, Next Steps).

How to Use

1. Review the Strategy and Audience sections for positioning and messaging.
2. Open Channels to see per-channel recommendations (Google, Meta, TikTok, Email, etc.).
3. In Budget, view monthly allocation and pacing recommendations.
4. In Next Steps, follow checklist actions to implement and measure.

Redoing Onboarding

• Go to Marketing Plan → “Redo onboarding”.
• Update your inputs; a new plan will be generated and saved.

Copy & Export

• Use Copy to clipboard to share sections with your team.
• Download the plan (PDF/Markdown) for offline review (if enabled in your environment).

Tips

• Validate budget assumptions against actual spend and targets.
• Use Campaigns to turn recommendations into live campaigns.
• Iterate frequently; the best plans evolve with performance.

Troubleshooting

• Plan missing after completion: refresh the page; if issue persists, contact support.
• Sections empty or generic: redo onboarding with richer inputs (audience, goals, constraints).