Illustration for Strategy & research marketing skills
Strategy & research skill · v0.2.0

Marketing plan skill

A practical marketing plan: goals, audience, channels, budget, 90-day roadmap and the CMO.so autopilot as the engine for content.

Free · MIT licence · Copy needs a free sign-in

Category
Strategy & research
Works with
Claude, Codex, Cursor, any agent
Format
SKILL.md · 1,726 words
Version
v0.2.0
Price
Free · MIT

The Marketing plan skill file

cmo-marketing-plan/SKILL.md1,726 words · MIT
---
name: cmo-marketing-plan
description: A practical marketing plan: goals, audience, channels, budget, 90-day roadmap and the CMO.so autopilot as the engine for content.
---

Produces a plan a small team can actually run: one goal, a clear audience, a few channels chosen for good reasons, a budget that matches reality, and a 90-day roadmap with owners. Content and search visibility are treated as compounding assets, with CMO.so's autopilot (Maggie publishing blog posts and drafting LinkedIn posts) as the steady engine underneath, so the team's own time goes to the moves only they can make.

When to use

  • "Marketing plan", "GTM plan", "growth plan", "what do we do this quarter?".
  • Starting with a new client or after a funding, pricing or product change.
  • An audit or research exists and needs to be sequenced into action.
  • Not for: a single-channel tactical plan (use the channel skill, e.g. cmo-content-strategy, cmo-ads-strategy), a list of ideas without sequencing (use cmo-marketing-ideas), scoring the current marketing (use cmo-marketing-audit) or TAM/SAM/SOM estimates (use cmo-market-sizing).
Sign in to see, copy and download the whole skillIt's free. Copying also upvotes and saves it, so you'll find it again under Saved.
Preview: the workflow, output, example, quality bar and guardrails unlock when you sign in.

Adapts open work by alirezarezvani/claude-skills (MIT), alirezarezvani/claude-skills (MIT).

Everyday usage

How people use Marketing plan day to day

Ask in plain words. The agent picks this skill, asks for anything it needs and hands back the result. Words in a highlight are yours to change.

Most common · also on the Strategy & research page

Turn it into a 90-day plan

Goals, channels, budget and a week-by-week roadmap for the next quarter.

Ask your agentMake a 90-day marketing plan for a bakery with £500 a month.
  • A plan document: summary, strategic frame, current state, funnel-stage moves, 90-day roadmap, 12-month outlook, budget, measurement, open decisions
  • A weekly 90-day roadmap with owners
  • The CMO.so content engine settings recommended for the plan

More things to ask

  • Write us a marketing plan
  • What should we focus on for the next 90 days?
  • Build a go-to-market plan
  • How should we split our marketing budget?
  • Turn this audit into a plan
  • Growth plan for next year
How it works

From input to output

  1. 1You give it
    • Business profile (`brand_get`) and current results (`results_summary`, `publish_settings_get`)
    • Goal and deadline (revenue, customers, leads, sign-ups)
    • Budget per month by line (ads, tools, people, agencies) and who does the work
    • What runs today by channel and whether it works; past wins worth keeping
    • Unit economics if known: average revenue per customer, retention, acquisition cost
  2. 2It works through the method
    • Asks what's missing, one question at a time
    • Follows the workflow step by step
    • Checks the result against its quality bar and guardrails
  3. 3You get
    • A plan document: summary, strategic frame, current state, funnel-stage moves, 90-day roadmap, 12-month outlook, budget, measurement, open decisions
    • A weekly 90-day roadmap with owners
    • The CMO.so content engine settings recommended for the plan
Why a skill

The skill against the alternatives

Do it yourselfHire helpMarketing plan skill
CostYour own timeAgency or freelancer feesFree, MIT licence
Time to a first resultHours, every timeDays to weeks, plus revisionsMinutes, in your agent
ConsistencyDepends on remembering every stepAs long as the retainer lastsSame steps and checks every run
The methodIn your headTheir process, often hiddenWritten down: read it, change it
Who does the workYou, from scratchSomeone learning your businessYour agent, following the skill
FAQ

Questions about the Marketing plan skill

What it does, what it needs and how to use it with your agent.

Still not sure?Try it free on your own website and see the first posts before you decide.
Start free
What is the Marketing plan skill?

A practical marketing plan: goals, audience, channels, budget, 90-day roadmap and the CMO.so autopilot as the engine for content.

It's one of cmo.so's open Strategy & research skills: a SKILL.md file that tells an AI agent when to use it, what to ask you first, the steps to follow, the checks to pass and what to hand back, so the job is done the same careful way every time.

When should I use it?

Reach for it when you'd otherwise say something like “Write us a marketing plan”, “What should we focus on for the next 90 days?”, “Build a go-to-market plan”. Your agent reads the skill's description and picks it for requests like these, so you don't need to name it.

If a request is close but not quite right, the skill says so and points to the related skill that fits better, instead of forcing a poor answer.

What do I need to give it?

It works best with business profile (`brand_get`) and current results (`results_summary`, `publish_settings_get`); goal and deadline (revenue, customers, leads, sign-ups); budget per month by line (ads, tools, people, agencies) and who does the work; what runs today by channel and whether it works; past wins worth keeping; and unit economics if known: average revenue per customer, retention, acquisition cost.

You don't have to prepare everything up front. The skill asks for missing pieces one at a time and says plainly when it's working from an assumption instead of your data.

What do I get back?

You get a plan document: summary, strategic frame, current state, funnel-stage moves, 90-day roadmap, 12-month outlook, budget, measurement, open decisions; a weekly 90-day roadmap with owners; and the CMO.so content engine settings recommended for the plan.

Every result comes from a written method with a quality bar, so numbers name their source, claims are checked and the output is ready to use or share rather than a rough draft.

Is it free?

Yes. The skill is open source under the MIT licence, so you can use it, change it and share it, including for client work.

Seeing, copying and downloading the whole file on cmo.so needs a free sign-in. Copying also upvotes and saves it, so you can find it again under Saved on the skills page.

Which AI agents can use it?

Claude Code installs it from the cmo.so marketplace. Any agent that reads SKILL.md folders, such as Codex or Cursor, can use it once the folder is in its skills directory.

You can also paste the copied skill into ChatGPT, Claude or any assistant at the start of a conversation and ask it to follow the skill.

How do I install it?

In Claude Code, run /plugin marketplace add AI-Marketing-OS-LTD/cmo-so-skills, then /plugin install cmo-so-strategy@cmo-so. That installs this skill together with the rest of the Strategy & research group.

For other agents, sign in, press Copy or Download above and put the file in your agent's skills folder as SKILL.md inside a folder named after the skill.

Do I need a cmo.so account to use it?

No. The skill works on its own with whatever your agent can already see and do: your files, the pages you share and the data you paste in.

With cmo.so connected it can go further, using tools such as brand_get, results_summary, publish_settings_get through the MCP server. Every change is previewed and confirmed before it happens.

Which skills work well with it?

It pairs well with Marketing audit; and Content strategy. The agent can hand over from one to the next in the same conversation, for example research first, then the plan, then the writing.

Each of them has its own page with what it needs and what it returns, linked below.

Can I change it to fit my business?

Yes. It's a plain Markdown file, so you can edit the steps, add your own checks and examples, and keep your version in your own repo. The MIT licence allows it.

If your change would help others too, suggest it on the skills page or open a pull request on GitHub, and it may be folded into the library for everyone.

Where does the method come from?

It's written by cmo.so and adapts open work by others, credited on this page: alirezarezvani/claude-skills (MIT); and alirezarezvani/claude-skills (MIT).

Only permissively licensed work is adapted; copyleft repos are used for ideas only and repos without a licence aren't used at all.

Is my data sent to cmo.so when the agent uses it?

No. The skill only guides your own agent; your files, documents and data stay wherever your agent and its tools keep them.

cmo.so only sees what you connect to cmo.so. Your votes and saves on this page are stored against your cmo.so sign-in.

Ready when you are!

Rather have Maggie do it for you?

Enter your website. Maggie uses the same playbooks to plan, write and publish your marketing every day.

  • Free plan, no card needed
  • You decide what goes out
  • Cancel any time

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