Margo helps you create a clear, actionable B2B campaign plan for more immediate marketing objectives.
Campaign plans are designed for focused, tactical activity. They help you define what you want to achieve, who you’re targeting, what messages to lead with, which campaign ideas to use, and which channels to prioritise.
1. Create a new plan
Log into your Margo account. From the left hand side navigation, select Generate a plan.
2. Choose your plan type
Pick the plan that best fits what you’re trying to accomplish:
- Campaign plans
Great for short-term, tactical activity focused on a specific audience or offer
3. Set up your plan
Choose what the plan is for (company, portfolio, or product). Note, you can select multiple offerings.
Customise your plan by:
- Target geography
- Goals
- Ideal customer profile(s)
- Persona(s)
- Duration
- Budget
- Launch date
You can also add notes to give Margo more context — anything that helps shape a better plan.
4. Generate and refine your plan
Give your plan a name and click Preview plan.
Margo will generate your plan in a few minutes.
From there, you can:
- Edit any section
- Fine-tune the details
- Download it as a Word document
5. Save your plan for later
Your plan will be saved in Saved plans, so you can revisit, review, and update it anytime.