Create a Marketing Project
Build your own project from scratch or choose a pre-built project for common marketing campaigns and activities. Pre-built projects come fully loaded with tasks and tools for completing each step. If you create your own project, you can add additional marketing tools or your own tasks and deliverables as you wish.
Open Marketing Tools
Any task with an 
icon is a guided, interactive marketing tool which walks you through the key decisions for completing the task. Click the icon and the tool opens in a new window. Enter your answers in the gray response fields. Expert users can hide the guidance to quickly generate polished reports.
Evaluate and Decide
Use our guidance to complete your strategic and tactical marketing tasks. It’s like having an expert by your side. We include links to quality external content and 144 programmed spreadsheets for complex metrics and ROI calculations. The answers you input into the task tools show up in your final report.
Manage Tasks and Milestones
Update your project details from the 
option. Assign tasks to team members and create due dates. Change the name of your tasks and the copy that outputs to your reports. Or, double click activities to quickly assign the tasks and dates using inline editing, and drag and drop activities to organize them as you wish.
Output Beautiful Reports
Click the 
icon to output your results into pre-formatted PDF reports to share your strategies and recommendations with your colleagues. Gain buy-in from your team – for example, give them a campaign plan summary for each marketing campaign so everyone’s on the same page.
