01 · Plan the plays
Every campaign.
Every project.
One playbook.
Set up the big pushes, break them into the work, and put a name and a due date on every step. No more sticky notes, scattered spreadsheets or "who's doing the Facebook thing?"
Example data
Build it one block at a time.
How it's organized
Think of it like a filing cabinet.
The cabinet is your company. Each drawer is a campaign. Each folder in a drawer is a project. Tasks, ads and leads are the pages inside the folder, so nothing floats loose.
What you get
Less chaos. More jobs.
Feature: dates, a goal and a budget cap on every push.
Benefit: everyone knows what winning looks like before you spend a dollar.
Feature: tasks with owners and due dates, moved from planned to done.
Benefit: you see what's stuck without calling a meeting.
Feature: mark who does it, who signs off and who just needs to know.
Benefit: no more two people doing the same job, or nobody doing it.
Feature: every campaign on one timeline, with the dates content is live.
Benefit: spot gaps and pile-ups before they happen.
Feature: log spending on projects, rolled up by campaign and channel.
Benefit: know where the money went without digging through receipts.
Feature: talk about the work right where the work lives.
Benefit: fewer lost texts, and the right person hears about it.
Feature: Focus asks what you want to work on today and walks you through it step by step. Guided shows one next step. Full shows everything. Switch any time.
Benefit: busy owners see what needs them, and nothing else.
Feature: finished campaigns and projects move to Complete or Archived instead of disappearing.
Benefit: your history stays in the numbers, and AI keeps learning from what worked.
The hand-off
Set it up once.
Tracked from day one.
Every ad you add to a project picks up that project's tags and gets its own code, like CFS-007. MKTDPT builds the tracking links for each channel for you. No spreadsheet of links, no guessing later.
- Ideas in texts, tasks in your head
- Three spreadsheets that don't agree
- Ads running with no way to tell them apart
- "I think the Facebook stuff is working?"
- Every campaign, project and task in one place
- One owner and one due date per step
- Every ad coded and tracked from the start
- "The testimonial reel booked 14 consults."
Up next · 02
Tracking and attribution
How every lead gets traced back to the ad that brought it in.