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For marketing leads

Walk into the budget meeting with the plan, not an argument.

Marketing is asked to show what it delivered, and the strategy is in a deck, the plan is in a spreadsheet and the results are in a warehouse nobody on your team can query. Kleardata keeps strategy, plan and what is live in one place, checks them against each other, and tags every ad so results trace back to the goal it served.

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app.kleardata.com/plans/fy27-h1
The campaign map: a program with campaigns and the ads and emails inside them, each with status, funnel stage, creative readiness and budget.

Four questions you should be able to answer in a minute.

  • “What is in market right now?”

    Open the in-market view, pick today, and see every ad and email live, with its stage, channel, audience and creative. No more asking three people.

  • “Does the plan actually deliver the strategy?”

    The coverage check compares planned budget (or the number of ads and emails) to the split you set across funnel stages and channels, and lists what is missing or over-weighted.

  • “What did the agency propose, and what is still waiting on creative?”

    Proposals arrive in your workspace as draft plans to accept or decline. Every ad shows whether its creative is needed, in progress or ready.

  • “What did marketing deliver against goal X?”

    With your data team's join in place, results report by strategy goal, stage, audience and campaign in the BI tool you already use. Kleardata supplies the plan; your warehouse supplies the results.

Day one

Start from how your kind of business markets.

Pick one of 12 business models. You get funnel stages, audiences, conversion events, objectives and a starter strategy with two starter plans, so the first session is spent editing, not inventing.

Not a fan of typing? Ask your AI assistant to draft the strategy or the plan, then review it in the app.

See the templates

app.kleardata.com/onboarding
The onboarding screen asking what kind of business this is, with a choice of business models.

What to expect.

  • Planning and visibility need no one else

    Strategy, plan, coverage, in-market and agency proposals work on their own, from day one, without your data team.

  • Results by goal need a data person

    The join happens in your warehouse, with a dbt package. It is a setup task for an analyst, not a project. Kleardata never needs access to your warehouse.

  • Someone has to build in the platforms

    Kleardata does not push to Meta, Google or Braze. Your specialist, agency or AI agent gets a setup checklist and marks each ad built.

Find out where your plan and strategy disagree.

Free, with 30 days of full access.

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