A better way to track marketing plans

After 25 years working in B2B marketing, including as a CMO and for some of the world's most respected and forward-thinking brands, there was an ever-present niggle.  I had never found an easy way to explain to someone what my marketing plan was.

I created plans in excel – able to quickly add and remove layers of activity and sum up how it contributed to the business.  I stored the activity in a combination of CRM, marketing automation and project management tools, and when I needed to share it I turned back to Microsoft and spent hours creating pretty charts to share with stakeholders.  

It was a mess. AI meant I became more efficient at doing the reporting, but it didn't solve the root cause. I needed a way to capture my plans like excel. Model and track real-time results like my CRM. And share it with colleagues in visually interesting and easy to understand ways.

I asked my network - they too struggled with the same issues but none had found the killer app. Marketing Resource Management (MRM) was a possible option, but it was expensive and focused too much on asset management. I even commissioned a survey of marketing leaders to see if I really was alone in my thinking. I wasn't.

Then I found low-code/no-code visual programming tools that gave me the platform to build what I needed.

Drawing on my early career experience of configuring HR & Payroll applications as a consultant (and decades working for tech companies), it felt natural to ‘program’ a B2B planning app of my own.

After using it in my fractional CMO and consulting work, I figured others might benefit too. So here it is. Available for you to use. A simple B2B Marketing planning tool at low cost with powerful benefits.