Great insights die without a system
Most marketing teams know what to fix. The breakdown happens between knowing and doing.
Audits gather dust
You run a marketing audit, find 20 issues, then nothing happens. Insights without execution are just noise.
No clear priorities
When everything is important, nothing gets done first. Teams waste time on low-impact tasks while critical fixes wait.
Ownership is unclear
Tasks fall through the cracks because nobody knows who is responsible. Accountability disappears without assignment.
Task management built for marketers
Not another generic project management tool. Action Plans is purpose-built for marketing execution.
Priority-driven task management
Every action item gets a priority level — low, medium, high, or urgent. Sort and filter your backlog so your team always works on what moves the needle most.
- Four priority levels with color-coded badges
- Drag-and-drop reordering within priority groups
- Bulk priority updates for fast triage sessions
AI-suggested actions from audits
When you complete a marketing audit, our AI analyzes your scores and generates recommended action items automatically. Each suggestion includes context, priority, and expected impact.
- Auto-generated from audit dimension scores
- Suggested priority based on gap severity
- One-click accept to add to your action plan
- Edit suggestions before committing
Team assignment with due dates
Assign every task to a specific team member with a clear deadline. Get notified when tasks are overdue and keep your team accountable with progress visibility.
- Assign to any team member on your plan
- Set due dates with calendar picker
- Overdue task notifications
- Filter by assignee to check workload
From audit to action in four steps
Run your audit
Complete your marketing audit to identify gaps and opportunities across 8 dimensions.
Review AI suggestions
Our AI generates prioritized action items based on your audit scores and industry benchmarks.
Assign and schedule
Assign tasks to team members, set priorities and due dates, and tag by campaign.
Track to completion
Move tasks through todo, in progress, done, or blocked. Watch your marketing health score improve.
Why teams love Action Plans
Faster execution
Move from audit findings to action in minutes, not weeks. AI does the heavy lifting of translating scores into tasks.
Clear accountability
Every task has an owner, a deadline, and a priority. No more guessing who is handling what.
Campaign linking
Tag actions to specific campaigns so you can see how tactical tasks connect to strategic initiatives.
Audit-to-action traceability
Every action plan item traces back to a specific audit finding, so you always know why a task exists.
Available on every plan
Action Plans is included in all 38os plans with progressively more features.
Starter
Manual action items only
Growth
AI suggestions + team assignment
Scale
Unlimited + campaign linking
Agency
Per-client action plans