Sample preview. This is a mockup of the Create a Campaign Agent with fake suggestions to illustrate the upcoming workflow.

Create a Campaign Agent

Go from hypothesis to ready-to-ship lifecycle content in minutes.

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Hypothesis

Audience

3Content

4Review

Hypothesis

The agent drafted this from your recent funnel data.

If we surface Scenario Analysis to trialers on day 3 (when 21% drop off before running their first analysis), then we expect activation to increase by ~10–15%, because trialers exposed to ≥2 Scenario Analysis assets convert 2.1× more often than those who aren't.

Audience: Trialers, day 3

Goal: Activation

Sample size: ~620

Suggested Email

Sample copy · editable before send

Subject

See the "what if" before your client asks

Preheader

Run a Scenario Analysis in under 2 minutes.

Body

Hi [First Name],
You've explored Holistiplan — now try the part advisors love most. Scenario Analysis lets you compare strategies side-by-side in seconds, so you walk into every client meeting with answers, not assumptions. Your trial gives you full access — give it a spin on a real return.

Suggested In-App

Sample copy · editable before publish

Trigger

Day 3 of trial · user has uploaded a return but not run analysis

Format

Inline tooltip on the dashboard CTA

Try Scenario Analysis next

Compare Roth conversion, RMD timing, and bracket strategies on the return you just uploaded. Takes under 2 minutes.