Getting Started with Marketing MO

If you’re just starting out with a Marketing MO preview account, check out this quick 1-minute demo to see how it works.

Getting Started with Marketing MO

From your homepage, you can access hundreds of step-by-step plans. Choose a category, then choose a plan. You can preview the steps here, and then download it to a PDF.

To work on a plan, open it in the project management grid. Your plan name is at the top. Double click to change the name.

Work on Plan Activities in the Project Management Grid

All of the activities in your plan are listed in the grid. Double click to change the name, assign to a team member, or click Edit to handle all at once. The description for each task is the copy that displays in the plan.

To access deeper guided content for each of the tasks, click the Open button. This content provides more guidance. Any response entered will display in your reports. Output content either by clicking on the PDF icons, or by running a project content report.

Output Reports

The reports cascade, so you can output just your task report, all of tasks in a deliverable report, or everything in your plan by running the project content report.

To access your plan later, click on Project List in the top navigation.

For more guidance, click the Help link to access our Training Center and Knowledgebase.



The Marketing MO planning app is your behind-the-scenes Chief Marketing Officer, a comprehensive resource that will improve your overall business, whether it’s a consulting practice, start up, or mid-size company. When tackling any new marketing task, have confidence that we have your back – with the structure and detail you need to get things done right.

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