Documentation

Getting started

Run a Marketeer campaign in 30 minutes

Kate, your AI marketing CMO, drafts your marketing every week and puts the week's drafts in front of you. You approve. Nothing goes out without your yes. Twelve specialists do the work, and you can open any of them to see what they are working from.

Before you start

  • An account. Sign up and your workspace is ready straight away, no setup call, no contract. The 14-day trial takes a card to start.
  • A sentence about your business and what you want to make happen, more bookings, a quiet day filled, a launch.
  • Optional: brand guidelines as a PDF or Word doc. Marketeer reads them into your brand memory so everything sounds like you.
  • Optional: connect your accounts. Drafting, scheduling and approvals work today. Connect your social accounts and approved posts publish there with your yes. Kate writes your Google, Meta and LinkedIn ads in full and you launch them in your own ad account. See what each connection does.

Step 1: Tell Kate your goal

From the dashboard, open Kate, your CMO and tell her what you want in plain words. No forms, no jargon, no blank page. She briefs the right specialists and checks back in as the work lands.

Step 2: Start a campaign

Click New campaign, or pick a starter template that fits your kind of business. The brief is prefilled; edit anything that doesn’t match. Marketeer pulls out your goal, audience, budget, timing, channels, and the success metrics to watch, and flags anything it needs from you.

Step 3: Walk through the 12 steps

The left rail is your map. Each step is a named specialist you can open and talk to. Move through them in order or jump to where you need to be.

  1. Capture your goal and the basics

  2. Learn your brand and what you sell

  3. Look at your market and competitors

  4. Pin down who you’re talking to and what success looks like

  5. Choose where to spend and how much

  6. Write the words

  7. Make the posts, ads, and images

  8. Get your approval

  9. Set the campaign live across your channels

  10. Test what works

  11. Track what it brought back

  12. Report in plain English and remember it for next time

Step 4: Approve what goes out

Step 8 gathers everything waiting for your decision. Open any item to read the preview, tweak it, then approve, request changes, or send it back. Your decisions are recorded, and on Pro the audit log keeps every campaign run and approval decision.

Step 5: Launch when you are ready

Step 9 prepares your campaign for each channel. Nothing spends until you say so, and quick pre-launch checks (links, tracking, and the basics) run before the go button.

Step 6: See the week in Kate's chat

The week's measurements are written for the team: what ran, what happened and what to do next, from the accounts you connected. Where a number was not measured it says so. You see the week in Kate's chat, and a Friday email carries the same round-up.