Campaign Planning
helio / campaign-planningGive it the goal, audience, and budget window. Your AI team plans the campaign in phases, produces the launch materials, tracks daily progress while it runs, and recaps real ROI by channel after it ends.
What is Campaign Planning?
- ·Plans in phases, not just one headline idea: Warm-up, peak, and long-tail, each with specific actions and a KPI — a plan you can execute against, not a concept.
- ·Produces the materials to match the plan: Copy, social cards, and a UTM-tagged landing page, produced by your AI team rather than assigned out one piece at a time.
- ·Tracks it daily while it's live: A progress rollup across every channel in the plan, delivered every day the campaign runs — not just checked at the end.
- ·Recaps real ROI, not a vibe check: Post-campaign results pulled from your actual data source, by channel and material, with a specific note on what to reuse.
What does Campaign Planning produce?
| 🗓️Phased campaign plan | Warm-up, peak, and long-tail, each with actions and a KPI. |
| 🎨Materials list | Copy, social cards, and a UTM-tagged landing page, matched to the plan. |
| 📈Daily progress rollup | Across every channel, delivered while the campaign is live. |
| 📊Post-campaign ROI recap | Real results by channel and material, pulled from your data source. |
The SOP, step by step.
- 01
Take the goal and constraints
Audience, budget window, and channels.
- 02
Plan in phases
Warm-up, peak, and long-tail, each with actions and a KPI.
- 03
Produce the materials
Copy, social cards, and a landing page, matched to the plan.
- 04
Sync to one board
Plan and materials in one place, not scattered across docs and chats.
- 05
Track daily during the run
Progress and real-time data across every channel in the plan.
- 06
Report each day
A rollup delivered to you and the team while the campaign is live.
- 07
Pull post-campaign data
Real results by channel and material once the run is over.
- 08
Recap ROI
What worked, what didn't, and what's worth reusing next time.
What it produces, in practice.
Illustrative example generated for this page — actual output depends on your real data.
🎯 Campaign Plan · Product Launch
Sample · illustrativeGoal: drive signups over a one-week launch window, matching or beating baseline conversion.
| Phase | Timing | Action | KPI |
|---|---|---|---|
| Warm-up | Day 1–3 | Teaser posts + early access list | Impressions / follows |
| Peak | Day 4–6 | Launch post + landing page live | Visitors → signups |
| Long-tail | Day 7+ | Repurpose top-performing material into evergreen content | Organic traffic |
Materials: 1 core message · N platform-adapted posts · N social cards · 1 UTM-tagged landing page.
During the run: daily progress + live data across channels. After it ends: automatic ROI recap by channel.
This is an illustrative plan — real output is generated from your actual goal, audience, and budget.
Watch Campaign Planner set up a new automation.
What Campaign Planning connects to.
Notion
ConnectedKeeps the plan and materials on one execution board.
PostHog / GA
ConnectedPulls real campaign data for the daily rollup and ROI recap.
Questions
- Does it just write a headline idea, or a real executable plan?
- A real plan — phased actions with KPIs per phase, plus the actual materials (copy, social cards, a UTM-tagged landing page) produced to match, all synced to one board.
- Do I have to check on the campaign every day myself?
- No — while it's live, you get a daily progress rollup across every channel in the plan, so you're not the one pulling the data by hand.
- Does the ROI recap use made-up numbers?
- No — the recap pulls from your connected analytics source (PostHog / GA) and reports real results by channel and material, not an estimate dressed up as a result.
- Can it help decide the budget split across channels?
- It reports which channel and material actually performed, which is the input you need for that call — but the budget decision itself stays yours.
Plan, run, and recap a campaign — for real.
Give Helio the goal and audience — it plans the phases, produces the materials, and recaps real ROI after.
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