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Reference

Build my marketing planner

A persisted, executable strategy — diagnosis, hypotheses, and a prioritized checklist you approve and track to a measured outcome.

What this checks

A persisted, executable strategy — diagnosis, hypotheses, and a prioritized checklist you approve and track to a measured outcome, not another report to read.

When to ask this

Best once you have a saved product brief and at least one measurement (search, AI visibility, or outbound) on file — useful across Some Traction and Heavy Traction stages. It synthesizes whatever you've already stored; there's nothing extra to set up beyond having something on file for it to work from.

When this refuses

Needs a saved product brief first — without one, the assistant asks for your site URL (or lets you skip) before it will build a plan at all. Inside the plan itself, it won't invent what it doesn't have: no saved competitors means the competitive read states itself unavailable rather than guessing one, and no saved personas leaves that section empty. If the strategy model can't produce a usable set of initiatives, or every candidate it proposes has already been dismissed or is invalid, it returns an explicit error instead of a plan that pretends to be complete.

How to ask it in chat

"Build my marketing planner"

What you'll get back

A persisted plan, priced in tokens like any plan action — see the cost card before you confirm. No paid third-party data is purchased to build it; it works entirely from what you've already stored.

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