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Platform · Plan

A quarter that actually ships.

Drag-and-drop calendars, cross-LOB campaign centers, brief templates, and a command-center dashboard for editorial leads. Approved Strategy briefs go in; a quarter the CFO can defend comes out.

Q3 calendar · FS content team
82 pieces planned · 14 draft · 22 review · 46 to assign. Capacity heatmap shows weeks 32–34 at 92%+ utilization.
Wealth campaign Compliance comms Brand
Cross-channel view · week 32
BLOG Muni-bond Q3 outlook · 7-min explainer
EMAIL Advisor briefing · tied to blog above
SOCIAL LinkedIn carousel · 4 frames · same anchor
PDF Advisor one-pager · gated · lead capture
Drag a card to a new date; downstream channel pieces shift with it.
01 · Drag-and-drop calendar

Color-coded, cross-channel visibility — the whole production state at a glance.

Editorial, brand, comms, and product all see one calendar. Drag a piece to a new week and the email, social, and PDF children shift with it. The standing planning meeting goes away.

Campaign · muni-bond series · #2026-Q3-014
LOB
Wealth Management — Advisor channel
12
assets in flight
$1.4M
pipeline target
Tag taxonomy: persona · funnel stage · jurisdiction · product line · brief #
02 · Campaign centers

Cross-LOB campaigns with a tagging taxonomy that rolls up to ROI.

Group pieces under the campaign and the brief that produced them. Every asset inherits persona, funnel stage, and pipeline target — so attribution rolls up automatically by the time the campaign ships.

Request intake · brief library
Sales-enablement explainer · 6 templated fields
Compliance briefing memo · jurisdiction-routed
Executive byline · voice + bio attached
Press response · 4-hour SLA
Smart routing
Topic: muni-bond → assigned to FS pod, Series 7 reviewer queued, MLR pre-screen on.
03 · Brief templates + smart workflows

Request intake that routes to the right pod, reviewer, and jurisdiction.

Stop writing the same brief from a blank doc. The brief library captures persona, voice, and jurisdiction up front; rule-based routing sends the request to the team and reviewer who own that topic. Configured once, runs forever.

Command center · editorial lead view
8
delayed >48h
3.2 days
avg cycle time
94%
on-target
Bottleneck: compliance queue at 92% utilization; 3 pieces idle >36h. Reassign?
Live workload by reviewer, by pod, by jurisdiction.
04 · Command center

A bird's-eye view your editorial lead can defend at the next board.

Workload, delays, production-time dashboard — the management surface for editorial leads. See where work is sitting before the deadline slips, not after.

Plan connects to

Approved plans push to the project tools your team already lives in.

Salesforce HubSpot Marketo Pardot Asana Jira Slack Google Calendar REST + GraphQL API

Planning at enterprise scale

"Some teams can create content at the speed of news, publishing effective stories within a day or two."

Caroline Paxton · Senior Director of Social Media, Content & Strategic Initiatives, RBC

Plan, measured

Three numbers that move when planning is real.

94%

Of planned pieces ship inside the quarter, when calendars carry capacity signal.

2.1×

Faster intake-to-assignment when requests route via Plan instead of email.

12hrs

Saved per VP per week by retiring the standing planning meeting.

See Plan in your queue

A quarter you can actually defend at the next board.

Book a Plan walkthrough See Strategy

30-min walkthrough Sample brief in your vertical No deck