From no plan to fully executed campaigns, without the chaos.
Marlo builds your strategy, turns it into a plan, and ensures your team executes it on time.
What Marlo actually does
Builds your strategy
AI-generated personas, competitive intel, messaging, and offer audit
Turns it into a structured plan
30-day sprints with tasks, owners, and deadlines
Breaks it into weekly execution
Week-by-week task breakdowns your team can follow
Ensures everything gets done on time
Capacity planning, at-risk detection, and progress tracking
Marlo doesn't just manage marketing. It makes sure the right work gets done, on time.
Understand your business.
Before Marlo generates a single recommendation, it learns. A guided intake process captures what makes your business tick — your product, your customers, your sales motion, your goals, and your constraints.
- Same discovery a senior strategist would run — in minutes
- Saves to your workspace automatically
- Feeds every AI generation that follows
5-section business intake
Product, pricing, customers, sales motion, goals — captured in a conversational flow.
Auto-save as you go
Pick up where you left off. No lost progress, ever.
File uploads
Attach brand assets, strategy docs, or competitive reports for richer AI context.
Context completeness
See how much the AI knows before you generate — and what's still missing.
Build your strategy.
Once Marlo understands your business, it generates a complete marketing strategy — the kind of deliverable an agency would charge five figures for and take six weeks to produce.
- "Improve with Feedback" on every output
- All outputs are editable in place
- Share for approval via branded email
- Everything saved to your Resources hub
Most tools help you manage tasks. Marlo ensures the right tasks exist in the first place.
Buyer Personas & ICPs
Detailed profiles — titles, pain points, goals, objections. Built from your data, not demographic guesses.
Competitive Intelligence
Who you're up against, where you win, where you're vulnerable, and how to differentiate.
Messaging Frameworks
Positioning, brand archetype, USPs, and channel-specific messaging derived from your offer.
Offer Audit
Strengths, weaknesses, and specific recommendations to sharpen your go-to-market.
Create your plan.
Marlo takes your strategy and converts it into an actionable execution plan — complete with initiatives, task breakdowns, ownership, and timelines.
- Week-by-week structure — not a vague timeline
- Effort estimates on every initiative
- Owner roles assigned by skills and job function
30-Day Action Plan
Immediate initiatives with deliverables, effort estimates, owner roles, and due weeks.
90-Day Strategic Roadmap
Phased quarterly plan with channel focus, budget allocation, milestones, and progression.
Measurement Spec
KPIs, tracking setup checklists, and reporting templates from day one.
Send for Approval
Share your plan with stakeholders before execution begins.
Launch your campaigns on time.
Every Marlo campaign is built through a guided wizard that captures the objective, assigns the team, sets the timeline, and generates an AI-powered execution plan.
- 30-day or 90-day campaigns
- Team capacity factored into every plan
- "Improve with Feedback" loops on all AI output
- One-click task creation from finalized plan
Campaign Wizard
Five steps: name, team, duration, executive summary, execution plan. No blank slate.
AI Executive Summary
Objectives, outcomes, strategies, timeline, and team alignment — ready for leadership.
AI Campaign Plan
Week-by-week, day-by-day tasks with priorities, assignees, hours, and checklists.
Campaign Lifecycle
Track from Draft to Completion. Every status change is visible across your workspace.
Two views. One source of truth.
Every task lives in one system but shows up where your team needs it — a kanban board for day-to-day execution and a Gantt timeline for the big picture.
- Drag-and-drop status updates
- "My Tasks" filter for every team member
- Checklist progress tracking on every card
Every plan is built around real capacity so campaigns don't get delayed or dropped.
Kanban Board
Six columns, real drag-and-drop. Filter by campaign or assignee.
Gantt Timeline
Visual timeline grouped by team member. Zoom between day and week views.
Task Detail
Title, description, status, priority, assignee, hours, checklist — all from a slide-out panel.
At-Risk Detection
Over-capacity, review overdue, and carryover flags — automatically surfaced.
Plan around real people.
Marlo knows your team — their roles, their skills, and how many hours they actually have each week. Plans and task assignments reflect reality, not wishful thinking.
- 10 skill categories — Content, SEO, Paid Ads, Design, and more
- Weekly capacity hours reflected in every plan
- Over-capacity alerts with rebalance recommendations
- Skills-based task matching by AI
Team Profiles
Role, job function, skill tags, and weekly capacity hours per member.
Capacity Tracking
This-week and this-month utilization. Flags over-capacity before it becomes a missed deadline.
Role-Based Access
Four roles: Admin, Manager, Member, Viewer. Control who can do what.
Invite via Email
Set role, skills, and capacity during invitation. They land in the right seat.
An AI that knows your business.
Marlo's built-in AI assistant has full context on your workspace: your strategy, your campaigns, your team, and your tasks.
- Available on every page — collapsible sidebar
- Task-aware — reference specific items by name
- Workspace-scoped for multi-brand agencies
Context-Aware Chat
Grounded in your workspace — not generic knowledge from the internet.
Content Generation
Social posts, blog outlines, emails — aligned with your brand messaging.
Campaign Insights
Ask about progress, bottlenecks, or workload. Queries your data in real time.
Persistent Conversations
Pick up where you left off across sessions. Workspace-scoped for agencies.
One account. Every client.
Agencies manage multiple brands from a single Marlo account. Each client gets their own workspace — completely isolated from every other brand.
- One-click workspace switching
- Per-brand onboarding — full AI strategy per client
- Portfolio-level visibility from the Agency Hub
Agency Hub
Bird's-eye view of every client workspace. Status, campaigns, and team at a glance.
Brand-Scoped Workspaces
Own intake data, strategy, campaigns, and tasks per brand. Nothing bleeds across.
Tiered Plans
Starter (1 brand), Professional (3), Agency (25). Full features on every tier.
Shared Team Management
Assign team members across brands as needed.
Everything the AI built. All in one place.
Every strategy artifact, plan, and analysis Marlo generates is saved to your Resources hub — organized by type and always accessible.
- Tab-based navigation — find anything in two clicks
- Editable outputs — update as your business evolves
- Clean formatting across every output type
Clarity
Business snapshot, mission, USPs, and transformation story.
ICPs & Messaging
Buyer personas, positioning, brand archetype, channel-specific copy.
Competitive & Offer
Battle cards, strengths/weaknesses, differentiation, and offer audit.
Plans & KPIs
30-day and 90-day plans, dashboard spec, tracking checklist.
See every feature in action.
Marlo is built for teams who want to stop planning in circles and start executing with clarity. Your first marketing plan is one session away.
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