Download your plan as a PDF
You can save your whole strategy document as one PDF, every page included, straight into your Downloads folder. It takes a few seconds and changes nothing in your account.
- Your strategy document is unlocked: you have had your session two call and chosen a plan. See The strategy document.
Download the PDF
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In the sidebar, click Marketing Plan, then My Strategy.
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At the top of the page, beside the title, click the black Download PDF button. It reads Saving... while the file downloads.
2 Download PDF sits beside the page title. -
Your Downloads folder opens in Finder on a Mac, or File Explorer on Windows, with the file selected. It is called your business name followed by - Marketing strategy.pdf, for example Full Circle Yoga - Marketing strategy.pdf.
3 The PDF is saved in Downloads and selected for you. -
Double-click the file to open it in your PDF reader.
What happens next
The PDF holds the same pages you see in the app, in the same order, so you can print it or send it to a business partner.
If the button says Could not saveThe download did not finish, usually because the connection dropped. Wait for the button to go back to Download PDF and click it again. If it fails twice, send us a message from the contact page.
Common questions
I can't see the Download PDF button
The button only shows on My Strategy once your document is unlocked and ready. If the page is blurred with a pop-up over it, follow the pop-up's step first.
Is my brand style guide in the same PDF?
No. The brand style guide has its own PDF. See Download the brand style guide as a PDF.
Can I share the PDF?
Yes. The file is yours. It holds your business's numbers, so share it with people you trust.