Contact Support

Bookmark This Page

Creating Plans

You can access hundreds of plans for completing strategic and tactical marketing activities, right from your homepage.

Plans are organized into 4 categories:

  • Marketing strategy
  • Generating demand
  • Creating marketing assets
  • Improving any area

Simply click on a category, drill down, and select and download your plan. Then, open it in the project management grid to access the guided, interactive templates for completing each task. You can also use the project management functionality to assign task to members of your team, and keep everything on track.

Homepage - Plans


Plan Wizard 1


Plan Wizard 2


Plan Wizard - 3


Plan Wizard 4


Plan Wizard 6