Exact steps
- 1Start with a completed diagnosis, then use its Create a marketing plan action or open Marketing → Plan.
- 2Complete the business intake and select Build my marketing plan when the details reflect your business. Review the credit price before generation.
- 3Read the draft priorities and tasks. Select Use this plan to make the draft active, or Edit plan to change it before adoption.
- 4Work from This Week or Calendar, and record actual task outcomes so completed work stays distinct from measured results.
What to expect
The plan recommends work; you decide what to use. A completed task is execution, not evidence that a business metric improved.