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Marketing strategy and planning

Plan against your goals. See which goal every ad served.

Your goals, your campaign plan and what is live today, in one place. Kleardata flags where they do not line up, and gives every ad and email a tracking code, so results can be reported by goal instead of by guesswork.

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Works in Claude, ChatGPT or any assistant that supports MCP connectors. Connect it in three steps.

Free to start, no card. Every new workspace gets 30 days of full access. Already have a workspace? Sign in.

app.kleardata.com
Kleardata home screen: six ads and emails in market today, seven coverage gaps, and coverage by marketing stage with bars showing each stage's share of the plan against its strategy allocation.
The Kleardata home screen, shown with a demo workspace.

Use it with AI

Plan in a conversation. Check it in the app.

Add Kleardata to the AI assistant you already use, as a connector. Ask it to draft a strategy, build a plan, check coverage or clone last year's program. It works inside your workspace, under your role, with your templates and your rules. Nothing is published until you say so.

What the assistant can do

Check my FY27 strategy against the plan. What's missing?

check_coverage

7 coverage gaps: 4 in marketing stages and 3 in channels. Consideration and advocacy have no activity at all, and activation and retention are under their targets. Three priorities have no campaign behind them. Want me to draft a starter plan for consideration?

How a conversation becomes a plan

  1. 1 Ask

    Draft the spring promo

    Say what you want in plain words.

  2. 2 Draft

    Program Spring teams promo

    Touch Upgrade nudge email draft

    Touch Upgrade nudge push draft

    A draft plan appears. No IDs yet.

  3. 3 Preview

    2 IDs to mint · 0 errors

    kd_xxxxx01 Upgrade nudge email

    kd_xxxxx02 Upgrade nudge push

    See every name, link and ID first.

  4. 4 Publish

    Publish and mint 2 IDs

    kd_xxxxx01kd_4a2w917kd_xxxxx02kd_9hn3x2c

    You say yes. The IDs are created.

Small versions of the real screens.

See it in one minute.

A one-minute walkthrough with an AI voiceover, on a demo workspace: asking the assistant, strategy coverage, what is in market, the publish preview and the setup checklist.

The problem

The plan lives in a deck. The results live in the warehouse. Nothing connects them.

So every budget conversation starts with “which campaign was that, and what was it for?”

Without Kleardata

  • FY27 plan
    Grow sign-ups 40%
    Retention: 15% of budget    A slide that goes stale the day it is presented.
  • fb_retgt_q3_v2_FINALWhat the ad platform has. Which goal was it for?
  • utm_campaign=sp23&utm_content=NEW-copyWhat the warehouse has. Analysts parse it with regex.

With Kleardata

  • Goal
    Convert 22% of trials to paid
    Marketing stage: conversion    Strategy and plan in one place, checked against each other.
  • Upgrade nudge email | kd_4a2w917The same short ID goes into the ad or email name…
  • …&utm_id=kd_4a2w917…and into its link, so results join back to the goal.

The ID kd_ is a short tag Kleardata creates for each ad, email or message when you publish a plan.

What you get

See where the plan and the strategy disagree.

Strategy, checked against the plan.

Set how much effort each funnel stage should get. Kleardata flags what the plan misses.

  • Under, Over or Gap for every stage and channel
  • Goals with owners and targets
  • A next step on every gap

How marketing leads use it

Allocation versus plan by marketing stage: bars show each stage's share of the plan against its strategy allocation, labelled On track, Under, Over or Gap.

What is live, right now.

Every ad and email running today, with its funnel stage, channel and ID.

  • Pick any date
  • Filter by stage, channel or audience
  • See creative readiness

What you can see

The In market today list: each live ad or email with its funnel stage, channel and kd_ ID.

How results trace back

One short ID follows each ad from the plan to the warehouse.

When you publish, Kleardata creates a kd_ ID for every ad, email or message. It goes into the name inside Meta, Google or Braze and into the link. Your data team joins on it, so results report by goal, stage and audience. No parsing campaign names, no guessing.

  1. 1 · In the plan

    Upgrade nudge email

    Stage: conversion
    Goal: convert 22% of trials to paid

  2. 2 · In the ad platform

    Upgrade nudge email | kd_4a2w917

    Your specialist, agency or AI agent pastes the name from the setup checklist.

  3. 3 · In the link

    …utm_campaign=teams_promo&utm_id=kd_4a2w917

    Tagged for you, so nobody types a UTM by hand.

  4. 4 · In the warehouse

    join on kd_id

    Sessions and spend meet the stage, audience, goal and campaign.

Example from a demo workspace. How the data team does the join.

Start from a template

Do not start from a blank sheet. Start from how your kind of business markets.

Pick the closest of 12 business models. Kleardata seeds the funnel stages, audiences, conversion events, objectives and a starter strategy with two starter plans. Rename or replace anything.

See what each template seeds

Channels and platforms

Plan and tag 12 channels across 30 platforms.

Each one gets the right name, tagged link and source, so the ID lands where your analytics expect it. Your specialist, agency or AI agent gets the setup for each.

  • Search, social and video ads

    • Google Ads
    • Microsoft Ads
    • Meta (Facebook & Instagram)
    • TikTok
    • LinkedIn
    • Reddit
    • Display & Video 360
    • The Trade Desk
    • YouTube
    • Apple Ads
    • AppLovin
    • Unity Ads
    • Moloco

  • Email, SMS and push

    • Klaviyo
    • Braze
    • HubSpot
    • Customer.io
    • Iterable
    • Attentive
    • Postscript

  • Creators, partners and organic

    • TikTok
    • LinkedIn
    • YouTube
    • Impact
    • Awin
    • Instagram
    • Facebook
    • X

  • Offline and events

    • QR code
    • Event
    • Podcast
    • Direct mail
    • Print

Guides: Google Ads · Meta Ads · LinkedIn Ads · TikTok Ads · Braze · Klaviyo · HubSpot email · UTM conventions

For app installs, link tagging also works with AppsFlyer, Adjust and Branch. Setup files come as a Google Ads Editor import and as Kleardata's own sheet for any platform. How the handoff works

One workspace for the whole marketing team, and the people around it.

  • Marketing leads and planners

    Set the strategy, build the plan, and answer “what is in market, to whom, and when” without opening five tools.

    For marketing leads

  • Data teams

    Every session, conversion and dollar of spend in your warehouse, labelled with the goal, audience and campaign it was planned for.

    For data teams

  • Agencies and partners

    Propose plans in your client's workspace and fill creative slots. The client accepts or declines. Agency seats are free.

    For agencies

Pricing

Flat prices, on a credit card.

  • Free

    $0

    Plan on your own, forever

  • Starter

    $99/mo

    API, exports and the dbt package

  • Team

    $499/mo

    Unlimited people, scoped access

  • Multi-brand

    $999/mo

    Multiple brands, SSO, audit log

Prices in US dollars. Annual billing is two months free. Compare pricing

See your plan next to your strategy.

Pick a template, review the starter strategy, and find the gaps. Free, with 30 days of full access.

Start free See pricing