Marketing

1. 1

   Open Marketing

   In the Grow group, open Marketing and choose Marketing Plan from the dashboards menu.

2. 2

   Press Start the questions

   Winston asks one thing at a time: what you want marketing to do first, who your best customer is, what you want to sell most, where your customers spend time, your monthly budget, your weekly time, what you've tried, and anything else.

3. 3

   Check your answers

   On the last step, Does this look right? Tap Change to fix any answer.

4. 4

   Let Claude write it

   It takes a minute or two.

1. 1

   Start with the strategy

   Your goal, who you're talking to and what to say, with lines you can use word for word.

2. 2

   Follow the how-to

   How to do it, step by step: each step says exactly where to go and what to tap or type.

3. 3

   Check the costs

   What it costs and what it brings back: monthly and one-time costs, and when it pays for itself.

4. 4

   Do this week's list

   Your first 90 days starts with Do these this week, then your weekly routine and how to tell it's working.

5. 5

   Save it

   Press Save as PDF to keep or share it. Press Answer again any time for a new plan.

Every step of the plan also appears in the Launch Center as a checklist, with a Draft it button wherever Winston can write it for you.

1. 1

   Open the Launch Center

   It's the first option in the Marketing dashboards menu. If you have no plan yet, press Set up my marketing plan.

2. 2

   Choose how much Winston does

   Manual: Winston drafts only when you ask. Guided: he drafts on a schedule and you approve each one. Autopilot: his drafts are approved for you, and you still post them.

1. 1

   Draft a plan step

   Under Your plan, step by step, press Draft it on any step Winston can write.

2. 2

   Ask for anything

   Under Have Winston draft something, choose what to draft (social post, email, ad or outreach) and say what it should say, for example "a Facebook post about our fall tune-up special, $89 through November".

3. 3

   Draft a batch

   Press Draft a batch now to get several social posts, emails or ads at once.

1. 1

   Review what's waiting

   Waiting on you lists drafts to approve.

2. 2

   Publish

   Approved drafts move to Ready to post. Copy the post to your social account, or press Open in email.

3. 3

   Mark it posted

   Press Mark as posted. The tiles at the top count Plan steps done and Posted in 30 days.

1. 1

   Choose a dashboard

   Use the Marketing dashboards menu at the top of the Marketing tab.

2. 2

   Set the date range

   Pick the period you want. Tiles compare with the previous period so you can see if things are improving.

3. 3

   Filter

   Where available, filter by source (where people came from) and content type.

4. 4

   Start with Executive

   The Marketing Executive Dashboard is the one-page summary. Open the others to dig in.

1. 1

   Open SEO & GEO

   This dashboard tracks how you show up in search and in AI answers.

2. 2

   Add a keyword

   Type a search you want to be found for, such as "emergency plumber Tampa", with the page it should lead to and any notes.

3. 3

   Remove one

   Press the remove button beside it.