Back to Blog
product guides

Getting Started with mktg.directory: Complete Onboarding Guide

By MKTG.Directory Team·Updated January 22, 2026

Share:

Welcome to mktg.directory—the unified platform for modern marketing teams. Whether you're a solopreneur managing everything yourself or leading a distributed team, this guide will help you get up and running quickly and unlock the full potential of the platform.

What is mktg.directory?

mktg.directory is an all-in-one marketing platform that integrates content creation, campaign planning, content distribution, analytics, and workflow automation. Instead of juggling HubSpot, Buffer, Canva, Google Analytics, and a dozen other tools, you manage everything from one unified dashboard.

Core Services:

  • Studio: AI-powered content creation with brand consistency
  • Pulse: Weekly marketing planning and task management
  • Echo: Automatic content distribution across channels
  • Recall: Content performance analytics and insights
  • Ask: AI marketing assistant for strategy and execution
  • Forecast: Predictive analytics for marketing outcomes
  • Signals: Real-time marketing alerts and anomalies
  • Links: Backlink monitoring and link-building opportunities
  • Agents: Autonomous AI agents for specific marketing tasks
  • Intel: Competitor intelligence and market analysis

Step 1: Set Up Your Account

Create Your Account: Sign up with Google, email, or SSO. You'll be guided through initial profile setup.

Choose Your Plan: Select Solo, Growth, Agency, or Enterprise based on your needs. You can upgrade anytime.

Invite Your Team: Add team members with role-based permissions (Admin, Editor, Viewer).

Connect Your Domain: Verify your website domain for SEO and analytics features.

Step 2: Create Your Marketing Profile

Your marketing profile is the foundation. It tells mktg.directory about your business, audience, and goals.

Fill in Profile Details:

  • Business name and description
  • Industry and business type
  • Target audience description
  • Key marketing channels
  • Business goals and KPIs
  • Unique selling proposition
  • Brand tone and personality

This information powers all AI-assisted features. The more detail you provide, the better personalized recommendations you'll receive.

Step 3: Set Up Your Brand Profile

Define your brand voice and messaging. This ensures all content generated stays on-brand.

Brand Voice Setup:

  • Upload your brand guidelines
  • Describe your tone (professional, conversational, authoritative, etc.)
  • Add signature phrases or terminology
  • Upload examples of your best content
  • Define your brand values and mission

Messaging Frameworks:

  • Your core value proposition
  • Key customer pain points you solve
  • Differentiators vs. competitors
  • Customer success stories or testimonials

Studio uses this profile to generate perfectly on-brand content automatically.

Step 4: Connect Your Channels

Link your social media, email, analytics, and other platforms to mktg.directory.

Supported Integrations:

  • Social: LinkedIn, Twitter/X, Facebook, Instagram, TikTok
  • Email: Mailchimp, ConvertKit, ActiveCampaign
  • Analytics: Google Analytics, Google Search Console
  • CRM: Salesforce, HubSpot (coming soon)
  • Collaboration: Slack, Microsoft Teams

Each connection is one-click OAuth authentication. You keep data in your connected accounts—mktg.directory just acts as the control center.

Step 5: Create Your First Content

Now let's create your first piece of content using Studio.

Studio Content Creation Process:

1. Choose Content Type: Blog post, email sequence, social posts, landing page, etc.

2. Define Your Goal: What action do you want the content to drive?

3. Specify Your Audience: Which customer segment is this for?

4. Add Context: Topic, keywords, key messages, length preference

5. Generate: AI creates content based on your brand profile and specifications

6. Review & Edit: Refine the generated content to perfection

7. Publish or Schedule: Post immediately or schedule for optimal timing

Your first piece of content should take 15-30 minutes from start to publish. After that, you'll be creating even faster.

Step 6: Plan Your Weekly Marketing

Use Pulse to plan your weekly marketing strategy and create accountability.

Pulse Weekly Planning:

1. Set Weekly Goal: What do you want to accomplish this week?

2. Plan Content: What topics will you create content about?

3. Create Tasks: Specific actions needed (create blog post, send email, post social, etc.)

4. Assign Channels: Which platforms will this week's content appear on?

5. Track Progress: Mark tasks complete as you execute

Pulse keeps marketing organized and ensures consistent execution week after week. Solo marketers love how it removes the "what do I do this week?" stress.

Step 7: Set Up Content Distribution

Use Echo to automatically distribute your content across channels.

Echo Distribution Setup:

1. Connect Channels: Choose which channels to distribute to

2. Create Distribution Rules: Define how content gets adapted for each channel

3. Set Scheduling: Optimal post times for each platform

4. Enable Auto-Distribution: Published content automatically posts to all channels

Example: You publish a blog post. Echo automatically:

  • Creates a LinkedIn article version
  • Crafts 3 Twitter threads
  • Generates 5 social media quote graphics
  • Sends announcement email
  • Posts to Facebook
  • All on your optimal schedule across time zones

Step 8: Monitor Performance with Recall

Recall gives you complete visibility into how your content performs.

Recall Analytics Dashboard shows:

  • Content performance across channels (views, engagement, shares)
  • Audience growth and engagement trends
  • Brand voice consistency scoring
  • Platform balance and channel health
  • Recommendations for content improvements

Weekly Review Process:

Spend 15 minutes Monday morning reviewing last week's Recall analytics. Note what worked. Update your Pulse plan for the week with those learnings. This continuous feedback loop is where real growth happens.

Step 9: Leverage AI Intelligence Features

Once you're comfortable with the basics, explore intelligent features:

Ask Service: Chat with an AI marketing assistant about strategy, tactics, or specific questions

Forecast: Predict next quarter's revenue and engagement based on current trends

Signals: Get alerted to content performance spikes, audience changes, or trends

Links: Monitor your backlink profile and identify link-building opportunities

Intel: Track competitors and identify market opportunities

Step 10: Scale and Automate

Once you've mastered the basic workflow, scale it:

Batch Content Creation: Use Studio to batch-create 4 weeks of content in one session

Set Up Agents: Create autonomous AI agents for specific tasks (weekly planning, competitive analysis, etc.)

Add Team Members: Delegate tasks and scale execution

Create Workflows: Automate repeating processes (weekly planning, monthly reviews, etc.)

Best Practices for Success

1. Spend Time on Brand Setup The better you define your brand, the better the AI outputs. Invest upfront.

2. Batch Your Content Creation Create multiple pieces at once. Rhythm matters more than individual perfection.

3. Use the Platform Holistically Don't just use Studio. Pulse + Echo + Recall together create real competitive advantage.

4. Review Analytics Weekly Spending 15 minutes on Recall insights weekly improves results 10-20% month-over-month.

5. Build Team Accountability If you have a team, use Pulse to assign tasks and track progress publicly.

6. Adjust Tone and Messaging Based on Performance Feedback loops make you smarter over time.

7. Connect Your Tools The more platforms you connect, the more value you unlock.

8. Join the Community mktg.directory's user community shares strategies and playbooks constantly.

Getting Help

You're not alone:

  • Help Center: Hundreds of guides and tutorials
  • Community Forum: Ask other users and get peer support
  • Onboarding Sessions: Book a 1-on-1 walkthrough with the team
  • Email Support: support@mktg.directory responds within 24 hours

Key Takeaway: mktg.directory is designed to grow with you. Start with Studio and Pulse to establish rhythm. Add Recall to learn what works. Integrate Echo to scale distribution. Then expand to predictive features as you need them. Most users find their comfort zone within 1-2 weeks and are generating 2-3x more content at higher quality by week 4. Welcome aboard!