Launch Campaign Hub
MANUAL · INTERNAL USE
CAMPAIGN PROGRESS
0%
Active Plans
PLANO START
R$ 247/mo
  • CRM Pipeline
  • WhatsApp Automation
  • AI Assistant (AVA)
PLANO PRO
R$ 447/mo
  • CRM + WhatsApp + AI
  • Campaigns & Broadcasts
  • Automations & Triggers
  • Charges & Billing
PLANO AGENCY
R$ 897/mo
  • Everything in PRO
  • Unlimited White-Label
  • Multi-tenant Control Panel
Campaign Channels
LinkedIn
Instagram
Facebook
WhatsApp
Google Ads
Email
Progress saved automatically in browser.
PHASE 01
Content & Positioning
Days 1–3
✓
Open AVA and generate 5 LinkedIn launch posts (EN + ES)
AI ASSISTANT
✓
Generate 3 Instagram carousel captions (EN + ES)
AI ASSISTANT
✓
Generate WhatsApp launch sequence (3 messages: tease → reveal → CTA)
AI ASSISTANT
✓
Fill Content Calendar with 2-week schedule (LinkedIn, IG, FB, WhatsApp)
CONTENT CALENDAR
✓
Set post status per channel: Draft → Scheduled → Published
CONTENT CALENDAR
PHASE 02
Outreach & Lead Capture
Days 3–7
✓
Create WhatsApp campaign — import contacts list (CSV), segment audience
CAMPAIGNS
✓
Schedule WhatsApp broadcasts: Day 1 morning · Day 4 afternoon · Day 7 evening
CAMPAIGNS
✓
Connect Facebook & Instagram ad accounts in Ads Management
ADS MANAGEMENT
✓
Launch Facebook/Instagram ad — target US Hispanic + LATAM. Budget: $10–15/day
ADS MANAGEMENT
✓
Launch Google Ad — keywords: "CRM para negocios hispanos", "AI CRM WhatsApp"
ADS MANAGEMENT
✓
Create lead pipeline stages: New Lead → Demo Scheduled → Proposal Sent → Closed
LEADS & CRM
✓
Tag leads by source: WhatsApp · Instagram · LinkedIn · Google Ad
LEADS & CRM
PHASE 03
Conversion & Close
Days 7–14
✓
Set automation: New lead enters pipeline → AVA sends welcome WhatsApp automatically
AUTOMATIONS
✓
Set automation: Lead stuck in "Demo Scheduled" 48h → send reminder WhatsApp
AUTOMATIONS
✓
Create proposal template: Plano Start / Pro / Agency — pricing in BRL + USD
PROPOSALS
✓
Send proposals directly from CRM and track open status
PROPOSALS
✓
On acceptance: generate PIX / boleto / card payment link in Charges module
CHARGES & BILLING
✓
On payment confirmed: create tenant in Control Panel with correct plan & modules
CONTROL PANEL
PHASE 04
Measure & Optimize
Ongoing
✓
Open Reports daily — track leads per source, WhatsApp open rates, ad spend vs leads
REPORTS
✓
Calculate cost per lead per channel — double down on best performer
REPORTS
✓
Track proposals sent vs closed — calculate conversion rate per plan tier
REPORTS
✓
Review Content Calendar performance — adjust posting frequency based on engagement
CONTENT CALENDAR
DOCS
Document Hub
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