Our Marketing Plan Add-On allows users to create comprehensive marketing strategies within a unified platform. It supports multiple views like grid and kanban, offers printing capabilities, and enables users to add reviews. While creating a plan, users can input key details such as business summary, target market, marketing channels, budget, and team involvement, empowering businesses to plan, visualize, and execute marketing efforts more effectively.

Dependency Notice: The Marketing Plan Add-On is dependent on the Planning Add-On. If the Planning Add-On is disabled, the Marketing Plan Add-On will not function. Ensure that the Planning Add-On is activated to utilize the Marketing Plan features.

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STRONG BRAND

Enhanced Collaboration and Alignment

Successful marketing requires collaboration and alignment across cross-functional teams. Integrating marketing plan functionality with project management and communication tools enables teams to coordinate tasks, share resources, and communicate effectively throughout the campaign lifecycle. By centralizing communication and workflow management, this approach fosters greater alignment between marketing, sales, and other departments ensuring everyone is working towards common goals and objectives.

Marketing Strategy Intake Overview

By creating a marketing plan, you agree to provide key business details including your company description, team roles, business initiatives, target market, marketing channels, and budget. Additional information such as plan notes and a thumbnail may also be requested to complete your submission. This data enables us to build a structured, goal-oriented marketing roadmap tailored to your business. All information provided should be accurate and up-to-date to ensure effective planning. Submission confirms your consent to use this data for marketing strategy development and execution.

Stage-Based Kanban View for Marketing Plans

Easily manage your marketing plans with a clear, stage-based Kanban view. Marketing Plans are visually organized into columns based on their current stage, allowing users to quickly see how many marketing plans exist under each stage. This layout offers a streamlined overview of your entire marketing workflow, making it simple to track progress, identify bottlenecks, and maintain momentum across all campaigns.

Challenge-Based Tree View for Marketing Plans

Visualize your marketing plans with clarity using our structured tree view. Start by selecting a specific challenge from the dropdown menu, and instantly see all related marketing plans organized beneath it. This hierarchical layout allows users to explore how each plan connects to a broader business challenge, making it easier to manage, navigate, and align strategies with organizational goals. It's a focused, intuitive way to oversee your marketing efforts from challenge to execution.

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.

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Contact Us for Support :

You will get immediate support from our support desk. Please visit here https://support.workdo.io/

Item support includes:

Answer pre-sale questions or query
Answering technical questions about item's features
Assistance with reported bugs and issues
Help with included 3rd party assets
Free Installation services in some cases

However, item support does not include:

Customization services

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Marketing Plan – Dash SaaS Add-On