Plan your entire month of marketing with one button press.
Mail · Text · Email · Social · Ads · Drip — on one calendar.
Tap Build Month Plan. Marketing Studio lays the month across channels so the floor already knows what is coming — without rebuilding a spreadsheet every Monday.
Simple mode: pick what you want to create.
Mailer, text, email, social post, ad, funnel — or a full month plan. One screen. One click. Switch to Advanced when you want full tools and reporting.
Create my monthly marketing — then see it on the calendar.
The big yellow button is the point. Press it and the month fills: mail, text, email, social, drip — scheduled where the team can see it. Import audience when you need a custom plan; otherwise let the studio build the rhythm.
- Week / Month / Year views so owners and marketers stay aligned
- Channel tabs for Mail, Text, Email, Social, Campaign Builder
- Build month plan again anytime the mix needs a reset
Postcards and letters without a mail-house scavenger hunt.
Active mailers, recipients, response rate, cost per response, and ROI on one overview. Design mail, find households, grab ready-made ideas — then print and send.
- Quick start: audience → design → personalize → approve → send
- Live KPI strip so spend is not a mystery
- Recent and upcoming mailers with edit in place
Goal → audience → template → editor. That is the whole launch.
Quote follow-up, renewal reminder, retention, onboarding, referral, drip nurture — pick the goal, pick the audience, browse a template or start blank, then choose visual or code editor.
- Built for insurance follow-up, not generic newsletters
- Visual design editor with compliance-friendly blocks
- Same studio as mail and social — one login
Describe the post. Generate copy and image. Preview. Publish.
AI-assisted Facebook and Instagram posts with platform, audience, and optional AI image — then a live preview before anything goes out. Easy enough for the owner to run without a separate social tool.
- Prompt → generate → preview workflow
- Headlines and CTAs composited cleanly for brand control
- Usage visibility when the Growth add-on is on
Convenience is the product — not another marketing tab.
Instead of a mail house, an ads account, a CRM campaign tool, and a whiteboard calendar, the studios share one shell next to Quote Desk and Accountability.
Build Month Plan
One click schedules Social + Email + Text + Mail + Ads + Drip across the calendar.
Channel studios
Mailer, Text, Email, Social, Ads, Funnel — open the builder you need, nothing else.
Source tags into the desk
When interest hits, Quote Desk and Lead Accountability already know which campaign owned it.
Simple ↔ Advanced
Start with one-click create cards. Flip to Advanced for full tools and reporting when ready.
Ready to plan next month before this one ends?
Book a demo and watch Build Month Plan fill the calendar — then open Mailer, Email, and Socials Studio in the same walkthrough.