Margo helps you build clear, actionable marketing plans in minutes. Here’s how to create your first plan in Margo.
1. Head to the plan generator
To get started, select Generate a plan.
2. Choose your plan type
Pick the plan that best fits what you’re trying to do:
- Marketing plans
Ideal for long-term planning (quarterly or annual) with a clear, top-level view - Go-to-market plans
Perfect for launching or relaunching a product, service, or feature - Campaign plans
Great for short-term, tactical activity focused on a specific audience or offer - Content plans
Designed to generate content ideas that guide your audience toward purchase - ABM plans
Best for targeting specific companies or key accounts, closely aligned with sales
3. Set up your plan
Choose what the plan is for (company, portfolio, or product)
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
- Click Preview plan
Margo will generate your plan in seconds ✨
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.