Margo helps you create a clear, actionable B2B marketing plan with a longer-term view of your overall marketing activity.
Margo’s marketing plans are designed for quarterly or annual planning. They give you a top-level view of what to focus on, who to target, where to prioritise activity, and how your marketing efforts fit together across your company, portfolio, or product.
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:
- Marketing plans
Ideal for long-term planning (quarterly or annual) with a clear, top-level view
3. Set up your plan
Choose what the plan is for (company, portfolio, or product). Note that 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 then 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.