Turn what you know about a client into a 90-day plan
Get a draft plan of milestones, each with workstreams, done-when checks and week-by-week actions, then approve it before any work is created.
How it works
4 steps in YuktiBOS.
Where to find it: Clients, Plan.
- Press Plan on the client. Yukti drafts milestones with a plain name, a one-sentence result, three or four done-when checks and week-by-week actions.
- Edit by hand: add or remove a milestone or workstream, or ask the AI to change one milestone in your own words.
- Choose who approves the plan and whether the client sees the timeline.
- Approve it, or send it to the client. The client can approve or ask for changes.
What you get
What comes out of it.
A plan you can download as a one-page PDF or a full set of slides.
Task proposals created from the approved milestones, so the plan turns into work.
A record of who approved what.
Who it is for. Agencies and consultants who want a clear plan the client signs off.
You may also know this as: 90 day marketing plan for a client, client roadmap template, marketing plan milestones.
Questions people ask
Does the AI start work before I approve?
No. Work is created only from milestones that a person has approved.
Related things you can do
More from Clients and CRM
See it in a use case
Want to turn what you know about a client into a 90-day plan?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.