Build Your First Plan

The diagnosis is fresh and the business needs an outcome-first plan that fits real weekly capacity.

A plan with a primary outcome, a measurement contract on each task, and tasks the business can actually complete this week.

1. 1Name the primary outcome before you read the plan. If it can be measured, it becomes a target (last step); if not, write what success looks like in the Planning Focus field "How will we know this worked?". If neither exists, say success is not defined, and do not proceed without a defined outcome.
2. 2Open the Marketing Plan and read the draft the system built from your diagnosis and intake.
3. 3Check capacity: does the week's work fit the weekly capacity you set? A good plan does not turn every observation into a task.
4. 4Read each task's measurement contract under "How we'll know it worked": target, metric, source, window. If a task can't name its metric and window, it's not ready.
5. 5Treat tasks marked "Recommended from your diagnosis" as recommendations, not orders. Reorder with the arrows, "Skip" with a reason, or add custom work with "Add task". Guided, not gated.
6. 6Use "Edit plan" only for rework: it builds a new plan for a credit cost shown on the button, archives the current one, and returns a draft you activate with "Use this plan" (see Edit, reorder, skip, or discard a plan responsibly). Use "Save as PDF" if you need to share the plan.
7. 7If the plan has no target, open the TARGETS panel (it reads "No target yet. Set the KPI this plan is driving toward.") and press "Set a target".

• Build the Right Plan