Generate your growth plan
Check the About you card, say what you want in your own words, let the four free lookups run, answer up to three questions, then press Build my plan to generate the 90-day plan.
This is the walk-through for building a plan on the Strategy Board. If you have not met the board yet, start with What the Strategy Board is.
1. Check the About you card
The first card on the canvas is what we already hold about you: brand name, website or Instagram handle, industry and market. It is prefilled from your workspace, from your default brand first and the company second.
Two of them are required before anything starts: the brand name, and a website or Instagram handle. The market list is the list of countries we hold influencer data for, because the plan is priced off real agreements in the market you choose.
2. Say what you want
The prompt card asks “What do you want to do?” One or two sentences in your own words is enough, for example “We need sales this quarter, not more followers.”
- Leaving it empty is fine. We propose the standard opening plan for your industry and market.
- The language you write in decides the language the whole plan is written in.
Press Build my plan. This creates the board and starts the lookups. It costs nothing.
3. Watch the four lookups land
Four lookups run at once, each landing on its own card with elapsed time rather than a fake progress bar:
| Lookup | What it does |
|---|---|
| Reading your website | Reads your own page from inside our network |
| Looking for your accounts | Checks which of your social accounts we already hold |
| Comparing you against campaigns in your market | An aggregate of what comparable brands got, naming nobody |
| Settling which industry this plan is built for | Picks the industry the plan will be written against |
All four are free. Each card says where its fact came from: read from your website, from what we already hold, your workspace country, or you told us. A lookup that failed says so and the plan carries on: whatever we could not find, we ask you for.
4. Answer up to three questions
The board asks at most three, one at a time:
- What you sell, and its typical price. It sets the price the plan assumes per order, and every figure downstream rests on it.
- Monthly budget. Three pre-costed bands, or a number of your own. Not a commitment: the plan rescales to any number afterwards.
- What would make the next 90 days a success? One sentence. It decides what the plan optimises for.
Each one has Save and continue and I don’t know, you decide. A skip shows on the plan as our assumption rather than being silently filled in.
5. Build the plan
When the last question is answered a card appears with Build my plan on it. This is the deliberate step, and it is the one that spends a plan generation. It never fires as a side effect of answering a question.
While it runs the card shows elapsed time. If it has not finished in five minutes the page stops waiting and says so. A failure is reported as a failure, not as an empty plan.
Limits and refusals
- Daily cap. Each workspace gets a limited number of plan builds per day (five a day unless yours has been set differently). Generating, rebuilding after a correction, and breaking a direction into steps each count. The four lookups do not.
- Refusals. A few business categories are authored as a no in our own playbook. The board says “We are not going to write this plan”, spends nothing, offers the categories we would plan instead, and lets you correct your industry if the wrong word was typed about your company.
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Frequently asked questions
Do I have to write a prompt?
No. Leave it empty and we propose the standard opening plan for your industry and market. A prompt in your own words steers what the plan optimises for.
What if I do not know my budget?
Every question has an "I don't know, you decide" option. A skip is itself an answer, and the plan shows the assumption it made in place of the fact.
What happens if I reload while the plan is building?
The board reopens on the same run and rejoins it. The run id goes into the address bar as soon as it exists, exactly so a reload cannot buy a second plan.
Why does it say I have used today's plan generations?
There is a daily cap on plan builds per workspace to keep model spend bounded. Building a plan, rebuilding it, and breaking a direction into steps all count against it. The four lookups do not.
It says you will not write this plan. Why?
A few business categories are authored as a no in our own playbook. Nothing was spent and nothing was created. The card offers the categories we would plan instead, and lets you correct your industry if the wrong word was typed about your company.