How to set up CustomIQ and get your first marketing plan (step by step)

0:00Introduction

You've just created your CustomIQ account. In a few minutes you'll set up your business and get your first marketing plan. This checklist shows what's missing before your first campaign: a brand, an audience segment and a product. The setup wizard creates all three at once. To open it, click New conversation.

0:24Audience

The setup wizard opens: audience, brand and offer. On the left you'll see your welcome credits, which already cover your first segment and your first product. Step one: describe your ideal customer in your own words. Who they are, what they want and what problem you solve for them. You don't need to name it. CustomIQ takes the name from your first sentence.

Now pick the language your customers speak. And the country they're in. Click Continue.

1:04Brand

Step two, your brand. Type its name. If you already have a website, paste the address. If not, choose Create one for me and CustomIQ builds you a landing page. It suggests a subdomain based on your brand name and checks right away that it's free. It's created once you approve the plan and make your first payment. The logo is optional. Upload yours, or let CustomIQ generate one with your landing page.

Your tone of voice is inferred later. Continue.

1:35Offer

Step three, what you sell. Type the name of your product or service. And describe it briefly. What's included and who it's for. If you like, set how much you plan to spend on ads each month. The ad platform charges that, not CustomIQ. We'll pick one ninety-nine. All set. Click Create my plan. CustomIQ creates your conversation, your segment, your brand profile and your product, and hands everything to the strategist.

2:13Your strategy

A few minutes later, the strategist researches your audience and posts your first strategy right here in the chat. Below it you get suggestions: approve it, cut the budget, or focus on a single channel. One click sends them to the strategist. To see the whole plan, click Open.

2:31Your first plan

Here's your first marketing plan. It lays out the big bet, how the budget is split, the channels it picked and why, and the actual campaigns. Want a different angle, more budget or fewer channels? Click Request changes or tell the chat. You can adjust it as many times as you like. When you're happy with it, click Approve and execute. It reserves about fifty euro cents per campaign, and creatives are only charged when they're produced.

Done. Your business is set up and you have your first plan. In the next tutorial you'll connect your ad accounts and social media.