Marketing User Guide
Audience: Marketing users · Last updated: May 9, 2026
Overview
The Marketing sidebar is organized into six sections. There is no Sales/Marketing tab switcher — that's Enterprise only. Marketing users get a single sidebar with everything in one view.
| Section | What You Do There |
|---|---|
| Intel | Buyer Intel Docs and Persona Podcasts |
| Strategy | GTM Assessment, Messaging Playbook, Cold Email Sequence |
| Ask | Research queries — Ask the Buyer and Ask the Committee |
| Review | Content review and audit tools |
| Create | Content Studio, Lead Magnets, Slide Deck Builder, Infographic Builder, Competitive Intel |
| Dashboard | View activity and usage |
Before You Generate Anything: Set Up Product Context
Every content output pulls from your product context. Without it, outputs are generic.
- Click your profile icon (top right)
- Go to Account Settings → Product Context
- Paste your product homepage URL → click Extract
- Or type a product description manually
- Click Save
Once saved, all generated content reflects your product name, value props, and positioning.
Intel Hub
Buyer Intel Docs
A structured research brief on a specific persona — background, priorities, likely objections, what they care about.
Credit cost: 10 credits (free if cached for your persona + product combination)
- Go to the Intel hub → Buyer Intel Docs
- Choose a persona → click Generate
Persona Podcasts
Unlock podcast-style multi-speaker audio for a persona session.
Credit cost: 10 credits per audio unlock
Audio is generated using Google Gemini TTS with multiple speaker voices.
Strategy Hub
GTM Assessment
A comprehensive go-to-market analysis — positioning, market fit, messaging strategy, and recommended channels.
How to generate:
- Go to the Strategy hub
- Select GTM Assessment
- Confirm your product context and personas are set
- Click Generate
Credit cost: 20 credits (highest-cost feature)
What's included:
- Current positioning analysis
- Market fit assessment against your selected personas
- Messaging strategy recommendations by persona
- Recommended GTM channels and sequencing
- Gaps and risks in your current approach
Messaging Playbook
A full messaging guide for your product — positioning statement, value props by persona, objection responses, and proof points.
Available on: Marketing Starter and Pro only
How to generate:
- Go to the Strategy hub
- Select Messaging Playbook
- Confirm your product context is set
- Click Generate
Credit cost: 7–15 credits (per-section pricing — you pay per section generated)
What's included:
- Core positioning statement
- Value props mapped to each of your 3 personas
- Objection handling by persona
- Proof points and supporting evidence
Cold Email Sequence
Outbound email sequences tailored to your ICP and product context.
Available on: Marketing Starter and Pro only
How to generate:
- Go to the Strategy hub
- Select Cold Email Sequence
- Choose a target persona
- Click Generate
Credit cost: 3 credits (standalone feature)
What's included:
- Multi-touch email sequence
- Subject lines for each email
- Persona-specific value prop in the opening
- Clear CTAs throughout
Ask Hub
Marketing users have two Ask sub-features. There is no Ask the Expert in the Marketing plan — that's a Sales-only feature.
| Sub-Feature | What It Does | Credits |
|---|---|---|
| Ask the Buyer | Pre-call buyer coaching — mindset, priorities, likely reactions | 2 per query |
| Ask the Committee | Buying committee deal strategy — who influences what, how to approach each | 2 per query |
How to use:
- Go to the Ask hub
- Select Ask the Buyer or Ask the Committee
- Type your question → click Ask
Review Hub
The Review hub contains five content review and audit tools. Available on all Marketing plans including Trial.
| Tool | What It Does |
|---|---|
| Ad Copy Review | Review and critique ad copy against your ICP and positioning |
| Language Audit | Audit messaging for clarity, buyer resonance, and alignment with your value props |
| Credibility Challenge | Test your claims — identifies unsupported assertions and weak proof points |
| Competitive Reality Check | Evaluate your positioning against competitive alternatives |
| Content Reviewer | General content review for any marketing asset |
How to use:
- Go to the Review hub
- Select the review tool
- Paste or upload your content
- Click Review
Credit costs vary by tool and content length.
Create Hub
The Marketing Create hub content depends on your plan tier.
- Marketing Trial: Slide Deck Builder · Infographic Builder · Competitive Intel
- Marketing Starter and Pro: Content Studio · Lead Magnets · Slide Deck Builder · Infographic Builder · Competitive Intel
Content Studio
Available on Marketing Starter and Pro. Generates five types of marketing content.
| Content Type | Credits |
|---|---|
| Ad Copy | 1 |
| Social Post | 1 |
| Blog Post | 5–6 |
| Landing Page | 5–6 |
| One-Pager | 5–6 |
How to use:
- Go to the Create hub → Content Studio
- Choose content type
- Choose a target persona
- Click Generate
Lead Magnets
Available on Marketing Starter and Pro. Generate four types of lead magnets tailored to your ICP and product.
| Type | What It Is | Credits | Best Used For |
|---|---|---|---|
| Cheat Sheet | Quick-reference one-pager | 3 | High-volume distribution, events |
| Playbook | Step-by-step guide for a key challenge | 5 | Content marketing, thought leadership |
| Scorecard | Self-assessment tool your prospect fills out | 7 | Top-of-funnel engagement, website gating |
| Benchmark Report | Data comparison showing where they stand | 15 | Mid-funnel, justifying urgency |
How to generate:
- Go to the Create hub → Lead Magnets
- Choose a lead magnet type
- Choose a target persona
- Click Generate
Slide Deck Builder
Available on all Marketing plans including Trial.
- Go to the Create hub → Slide Deck Builder
- Choose a template (3 options)
- Choose a target persona
- Click Generate
- Download the PPTX file
Credit cost: 5 credits
What's included:
- 15 slides: title, problem, solution, value props, use cases, social proof, competitive differentiation, pricing overview, CTA
- Dynamic persona-specific infographic embedded as a slide image
- Industry-tailored language throughout
Infographic Builder
Available on all Marketing plans including Trial.
- Go to the Create hub → Infographic Builder
- Choose a persona or industry focus
- Click Generate
- Download or export
Credit cost: 5 credits
Infographics are persona and industry-aware — the visual framing reflects the priorities of your selected buyer type.
Competitive Intel
Available on all Marketing plans including Trial. Enter one competitor and up to 5 URLs for a persona-aware competitive analysis.
Credit cost: 10 credits per analysis
What's included:
- Strengths and gaps (persona-aware)
- "What Real Users Say" — pulled from real reviews
- Competitive bullets for campaigns and battle cards
- Key differentiators
Export options: Markdown · Word (.docx) · Competitive Concerns Infographic
Next Steps
- Credits & Plans — manage your balance and upgrade
- Troubleshooting — known issues and fixes