Smart Planner

Learn how to add or edit profiles to create tailored marketing campaigns with AI-generated copy.

Claire F avatar
Written by Claire F
Updated over a week ago

In this comprehensive guide, we will delve into the process of launching effective marketing funnels with Launch OS, leveraging its powerful AI-generated copy capabilities.

Launch OS offers a unique feature called the Smart Planner that fine-tunes your marketing message before letting the AI handle the rest. It simplifies strategy and message creation. conducting months of research in minutes and using AI to provide insights and consistent messaging that boosts engagement and conversation.

How it works is that it allows you to create different profiles and answer targeted questions to tailor-fit your marketing strategies.

Once these questions are answered, Launch OS utilizes this information to generate customized marketing campaigns, ensuring a cohesive and aligned approach to your marketing efforts.

In this article, you'll learn about:

Adding a New Profile

Step 1: Go to the [Planning] app then click the type of profile you want to fill out.

We recommend filling out all the profiles as the richness of information provided in these profiles directly impacts the effectiveness and customization of your marketing campaigns.

Take the time to thoroughly complete each profile, as they serve as the foundation for Launch OS's AI-generated copywriting.


To add a new profile, just click [+Create Profile] at the upper right corner of your screen then select the type of profile you want to fill out.

Step 2: Enter a profile name then click OK.

Step 3: Enter information

Follow the prompts to answer questions related to your company, ideal customer, messaging, and offers.

Provide detailed and accurate information to ensure Launch OS can create tailored campaigns.

  1. To enter or edit information, click the field name then click [Save & Continue] button.

  2. Once all questions are answered, review your responses for accuracy.

  3. When satisfied, hit the [Finish] button to complete the process.

Editing Your Smart Profile

Remember that you can always revisit and edit your responses later.
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If there are changes in your company or marketing strategy, update your profiles accordingly.
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Regularly review and refine your profiles to maintain relevance and accuracy.


Step 1: Go to the [Planning] app then click the profile you want to update.


Step 2: Go to the [Planning] app then click the profile you want to update.

  1. To edit information, click the field name then click [Save & Continue] button.

  2. Skip the fields you will not edit and when you're done, go to the last page and hit the [Finish] button.

Assigning a Profile to a Campaign

Launch OS allows you to have the flexibility to select the specific smart planner profiles that will guide the launch OS Copilot in crafting copy tailored to each campaign's/funnel's needs.


Step 1: Go to the [Funnels] app then click the funnel/campaign you want to update.



Step 2: Select the [Settings] in the Smart Profiles section below, toggle on the smart profiles you want to use.

How It Works

#1 Using the Smart Copy Engine to rewrite page content or generate alternative copy tailored to the Smart Profile you assigned to your campaign.

#2 Using the Launch OS Copilot to add tailored content to a page or generating a page with tailored content

Related Articles

To make responses more precise, you may also want to complete the Onboarding (you may focus on the questions not asked in the Smart Planner and skip those you already answered.)

Here is an article about Launch OS Copilot (AI Assistant) that discusses how completing your Onboarding and Smart Planner profiles can benefit you and how all these allow you to Launch Funnels with a World-class Copy Customized to Your Product, in ONE CLICK!

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