From journeys to tasks — everything connected
Planbook is where your brand plans come to life. It turns your strategy into clear journeys, stages, and tasks that move every contact forward. Nothing is manual or disconnected — Planbook links people, personas, and actions automatically, so everyone knows what happens next.
Break work into journeys, stages, and tasks that reflect how you actually operate
A single contact can be part of multiple journeys (for example, buyer and reseller)
Tasks are created automatically when a persona or journey is assigned
Track progress clearly with planned, in progress, and completed stages
Track complex launches without losing control
Planbook brings every task, channel, and action into one clear plan. Whether you’re launching on AppSumo, StackSocial, Dealify, or ten platforms at once, everything lives in one place — updated in real time, with no guesswork.
Planbook is not a to-do list. It is a live execution board where real work happens and progress is always visible.
Group all launch tasks in one plan, across platforms and channels
See To do, In progress, and Completed instantly, with automatic progress tracking
Every card is a real action: send an email, fill a form, submit a listing
Tasks include built-in forms and email templates, so work happens inside Planbrand
Each task shows duration, ownership, and last update, so nothing goes stale
Planbook keeps execution honest, visible, and moving — so launches don’t rely on memory, spreadsheets, or follow-ups.
Every contact comes with dedicated kanban.
In Planbrand, contacts are not just stored information. They are active records that link people to journeys, tasks, plans, and files automatically — so your team always works with the full picture.
Contacts update in real time as work happens, keeping follow-ups accurate and decisions informed.
Store all customer details in one place, always current and editable
Attach files, contracts, and documents directly to the contact
Use tags to organise interests, roles, locations, and journey stages
Automatically link contacts to tasks, journeys, and plans
Turn contact data into action, not admin — follow-ups are always ready
With Planbrand, contacts power execution. Every detail you add feeds the system and keeps work moving forward.
Everything your brand needs starts as a plan
In Planbrand, a plan is where real work lives. Plans group related tasks under one goal, with clear deadlines, assignees, and progress tracking. Whether you are launching, onboarding, marketing, or improving your brand, it all runs through plans.
Plans give structure without complexity, so you always know what needs doing, who is responsible, and what’s next.
Each plan has a deadline, owner, and clear purpose
Tasks move through a simple 4-stage kanban: To do, In progress, Completed, Later on
Create plans from scratch or use ready-made templates built by experts
Assign tasks to yourself, your team, or clients
Filter plans by brand, so you can manage your own work and client work together
Choose Guided Mode (templates and step-by-step paths) or Expert Mode (full freedom)
In Planbrand, plans replace scattered tools and loose to-do lists. If your brand needs something done, it becomes a plan — clear, tracked, and moving forward.
Everything you need to get live, step by step
When you first join Planbrand, you are not dropped into a blank workspace. You automatically receive a set of onboarding plans designed to help you understand the platform while building something real at the same time.
Each onboarding plan has a clear goal, ready-made tasks, and practical outcomes. By completing them, you don’t just learn Planbrand — you finish with a working brand system.
Launch your brand in days
Set up your brand, pages, forms, personas, and emails with clear tasks that take you from idea to live setup.
Set up your team and permissions
Invite team members, define roles, and control who can see or manage each part of your brand.
Automate your CRM with personas and tags
Learn how contacts move through journeys automatically using personas, tags, and plans.
Build sales or partnership pipelines
Create structured flows to track leads, deals, and collaborations from first contact to completion.
Launch a second brand or branch
Understand how to manage multiple brands, sub-brands, or client work under one workspace.
These onboarding plans are optional but powerful. You can complete them in order, skip what you don’t need, or come back later. They exist to remove guesswork and give you confidence — so your first experience with Planbrand is organised, clear, and genuinely useful.
Clear ownership, real actions, full context
In Planbrand, tasks are not just reminders. Each task is a real unit of work with a clear owner, priority, and status, so nothing slips through the cracks. Tasks live inside plans and move forward as your brand progresses.
Every task can do more than “to-do”. It can trigger actions, collect information, and keep all discussion in one place.
Clear responsibility
Every task has an owner, priority, and deadline, so everyone knows what needs to happen and who is responsible.
Action-ready tasks
Tasks can send emails, trigger actions, or open forms — work is done directly inside Planbrand.
Full context in one place
Descriptions, comments, files, and updates stay attached to the task, so there’s no lost information.
Connected to your brand system
Tasks link to plans, contacts, personas, and forms, keeping everything aligned as your brand grows.
This means your work is organised, visible, and actionable — not scattered across tools, messages, or memory.
If this feels clear, simple, and powerful, you don’t need a demo to imagine it. You’re already using it right now.
Create your account and start building your own brand in Planbrand — free.
Planbrand systemises and automates brand operations, so fast-moving businesses can launch quickly, adapt easily, and scale without operational drag.
Company Number: 15574003 - Incorporated on 18 March 2024
8 Clock House Parade, North Circular Road, London, England, N13 6BG
131-133 Upper Richmond Rd, London SW15 2SH
+44 204548 2924
info@planbrand.com
