MKTDPT
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06 · Pick your assistant coach

Use as much AI
as you want.
Or none.

AI does the busywork. You make the calls. Pick your setting, switch anytime, and every change an AI makes is logged so you always know who did what.

Start free Next: your CRM
Settings · AI
Off
No AI anywhere in MKTDPT.
Assist
AI suggests. Nothing changes until you approve.
Autopilot
Routine updates go in on their own, each one logged.
Claude · connected3 drafts waiting

Example screen

The ground rules

AI does the busywork. You make the calls.

At every setting, some things stay human. No exceptions.

Never signs offAI can draft an ad. A person approves it and takes it live.
Never sees contact detailsCustomer names, emails and phone numbers stay out of its reach.
Never deletesIt can add and update. It can't remove anything or change who has access.
Always loggedEvery AI change is recorded, so you know who did what.

What you get

A teammate that learns your business.

Connect your own Claude

Feature: a two-minute setup lets your Claude read MKTDPT and suggest changes, even from your phone.
Benefit: ask "how did October go?" and get a real answer.

A drafts inbox

Feature: AI suggestions wait in one place. Approve, discard, or approve them all at once.
Benefit: the speed of AI, with your hand on the wheel.

Set up in one sitting

Feature: your AI drafts your company profile, campaigns and starting numbers from what it already knows.
Benefit: skip the blank-page setup. Review it and go.

Off means off

Feature: turn AI off and every AI button disappears. No nudges, no banners.
Benefit: every feature you need still works, and you pay less.

New Bring the AI you already use

Feature: step-by-step connect guides for Claude, ChatGPT, Gemini and Perplexity.
Benefit: keep working in the chat app you know, with your MKTDPT data behind it.

New My AI playbook

Feature: one page of what your AI should know about your business, written for you and editable any time.
Benefit: every answer starts from your goals, your buyers and your rules, not from scratch.

New It asks for what is missing

Feature: when your AI connects, MKTDPT hands it a short list of what your account still needs and asks you for it one question at a time.
Benefit: setup fills itself in while you talk. No forms to hunt down.

New · MKTDPT AI

Say what you want. Watch it get built.

One button on every screen. Type it or tap the mic and say it, the way you'd tell a marketing coordinator.

  • It does its homework. It reads your company profile, your calendar and what's worked before, so it doesn't ask what it already knows.
  • Tap to answer. When something's missing, a question pops up with answers you can tap, or type your own.
  • Watch it fill in. The campaign, ad sets, hooks and posts appear next to the chat as they're written.
  • Approve in one tap. It all lands as drafts. Approve everything at once, or go piece by piece.
MKTDPT AI● Listening
Build a campaign for our sauna shop: sauna hats as stocking stuffers for past customers, late November to just before Christmas, $75 or less. Give me a hook, ad placements and posts for Meta and TikTok.
✓ Read the company profile · ✓ Checked what's worked before
Landing spot
Where should the ad send people to order?
Message us on Facebook/InstagramA product pageCall or text the showroom
✓ Building the campaign…
Built it: Stocking Stuffer Sauna Hats, ads Nov 27 to Dec 22, $75 on Meta to warm audiences, plus 4 posts for Instagram, Facebook and TikTok.
Lead hook: "Already got the sauna? This is the stocking stuffer that actually gets used in it."
1 draft waiting for your OKApprove all

Example screen

What you can ask for

If MKTDPT can do it, you can ask for it.

Build campaigns and posts

Dates, budget, ad sets, placements, hooks, ads and a month of organic posts, with tasks and due dates for the team.

"Plan a spring push for decks under $500"

Answer questions

What's working, what to cut, which ad brought in the most appointments, how last month went.

"What should I stop paying for?"

Run every tool

Signal briefs, the local audit, competitor reviews, brand guide, buyer personas, content kits, trend checks, launch steps and Pitch Check.

"Run an audit and give me the top 3 fixes"

Shape your dashboard

Move the numbers you care about to the top, hide what you don't, or switch to the owner view.

"Put leads and cost per lead up top"

Take you there

Switch companies and jump to any screen while the chat stays open.

"Switch to the roofing company and open Drafts"

Clear on cost

The built-in AI includes 50 AI actions a month. A message is one. Bigger tools like an audit or personas count one more. You always see how many are left.

New · Automations

Tell it once. It keeps doing it.

Anything you can ask MKTDPT AI, you can put on autopilot. Say what to do and when, in your own words. It runs on a schedule or the moment something happens, then emails you what it did.

  • On a schedule: weekly, daily or monthly.
  • When something happens: a storm or freeze hits your ZIP codes, new leads come in, or a task goes overdue.
  • All in one place: an Automations page lists everything you've set up, with edit, run once, pause and delete.

Same ground rules. Before anything is saved, you see exactly what it will do, when, and who gets the email. When it runs on its own, it only reads, makes drafts and sends that email. It never approves, goes live, deletes or changes settings.

Things people set up

When a storm or freeze hits"Make a signal brief for it and email me the summary."
Every Monday, 7 am"Email the team our campaigns, each person's action items and any signal ideas."
Every Friday, 2 pm"Plan next week's Instagram and Facebook posts as drafts for me to approve."
When new leads come in"Tell me which ad they came from and draft a follow-up task for the right teammate."
On the 1st of each month"Run the local audit and email me the top 3 fixes."

Bring your own AI

Already pay for Claude? Don't pay twice.

Connect the Claude you already have at no extra charge. Or add our built-in AI to your plan. Or skip it. All three get every planning, tracking and reporting feature.

See pricing

Your marketing, your call.

Up next · 07

Works with your CRM

Keep your CRM. See what it can't show you.

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