Getting Started with Qlutch

Review the features of Qlutch, watch the intro demo, and see how to get started and how to use it throughout the year.

January 04, 2017 Announcements

Getting Started with Qlutch

Qlutch delivers 400 step-by-step plans for completing almost any type of marketing activity. The plans provide hands-on guidance for executing the common tasks that marketers encounter on the job over the course of the year. They’re designed for “learning while doing” – using real-world guidance, not classroom theory.

Marketing is a very broad field. While most marketers specialize in a few areas (such as creative, digital, social, etc.), many (especially those working at small to midsize companies) are required to perform new tasks on the fly and translate marketing activity into business results for sharing with the executive team.

We designed Qlutch as a one-stop shop for fundamental marketing guidance. How-to plans are organized by topic, from strategic marketing to creative management to campaign planning and execution to marketing measurement and ROI analysis.

How to Use

Qlutch is a content website that delivers marketing how-to guidance organized by topic, activities or marketing project. It’s free to use online. Use it to:

  • View detailed step-by-step guidance for your marketing activity
  • Learn how to accomplish new tasks
  • Educate your team

It’s probably not a resource you’ll need every day, but it can help in a pinch for a refresher or for a new project. This post explains the features and how to get started. You can also review a quick 1-minute overview screencast here.

Reviewing Plans

From your homepage, click on Topics and select the topic that interests you to view the plans. Plans are tagged by topic and display the:

  • Plan name
  • Summary
  • # of steps
  • Estimated timeframe to complete

Here’s an example of plans in the Strategic Marketing topic:

qlutch plans for marketing

From the topics view, you can also favorite plans, download them to Word to use offline, or set reminders using the icons on the right of each plan summary.

qlutch reminder topic view


Plan View

Each plan is presented using the plan view layout. The header provides the plan name and summary and lists the:

  • Plan category
  • Estimated timeframe to complete
  • # of steps
  • # of credits required to download the plan to Microsoft Word to use offline


Plan View Header


The breadcrumb allows you to navigate back to the topics or topics results page.

The toolbar allows you to download the plan (if you’ve purchased credits to download the plan to use offline), add it to your favorites, create a reminder, or share the plan via social media or email. Here’s the entire view of the plan.


qlutch complete plan view


Plan Tasks and Task Steps

The Table of Contents on the right lists the main tasks. Tasks are links and will scroll to the task. If you’re using your mobile device, the TOC is available by clicking the blue hamburger menu hovering on the right of the screen.


plan table of contents highlighted


Each task provides a written summary of what each step covers at the high level.

Click on the accordion step name to view the step content.


qlutch task open


The field labels represent elements you may wish to address while completing the plan. If you’re using the online view, think through these elements. You may wish to record them in your own report. Here is content from one of the task steps.

qlutch field label


If you download the plan to use offline, you may enter your results into these fields. Downloads contain all of the plan content in a report format in Microsoft Word.


If you wish to download plans to Microsoft Word, you have the option to purchase credits like a photo site (for as little as $35). This allows you to export entire plans to Word in a document format.

Use them to complete your plan or strategy, as a project template or as a proposal template or scope of work.

Here’s an example:

find a new market qlutch plan word


Favoriting a plan tags it on your Favorites page for easy access. Click on Favorite from the plan view.

qlutch favorite plan

Or click on the Favorite icon in the topics plan view to add plans.


qlutch favorite topic results


To add notes or remove a plan from your Favorites, click on the + icon under More Actions.


qlutch favorites


Some of the plans address complex tasks and require a lot of work that must be completed in stages. The Reminders feature allows you to push a reminder for an entire plan or a task to your calendar or project management app.

Click on Create Reminder from the plan view.

qlutch reminder plan view

Or click on the Reminder icon in the topics plan view.


qlutch reminder topic view


In the Reminder window, select the Plan or Task (that’s currently displayed – scroll to create a reminder for another task) and then choose to send the reminder to your Google calendar, Outlook or iCal (which downloads an .ics file), or copy/paste the link into your online project management app like Asana or Basecamp.


qlutch reminder popup


To add notes or remove a task from your Reminders, click on the + icon under More Actions.


qlutch reminder screen


To share a plan with a colleague, click the Share button in the plan view.


qlutch sharing

In the Share window, select the Plan or Task (that’s currently displayed – scroll to create a reminder for another task) and then choose to share with a colleague via email.

qlutch sharing popup

You may add comments if you wish. Clicking the Email button will open your email client and populate the link and a description. The subject line will contain your username. If your colleague doesn’t have a Qlutch account, s/he will still be able to view the link (up to 4 plans total) before being prompted to create a free account.

Since Qlutch is free to use online, sharing plans with your social network can help us grow and add new content, so please share if you like the content!


Each plan displays the number of credits required for download. You can download any plans that have a credit value at or lower than your credit balance. Each plan has its credit value listed under the title.


Qlutch plan credits


You can download plans from the plan page, topic results or you may access previously downloaded plans from your account page.

Credits are calculated on a plan-by-plan basis and are calculated by plan length, not perceived value. Longer plans require more credits.

There’s a detailed Q&A on the Credits Page.


qlutch credits

Excel Files for Calculations

Some plans reference preprogrammed Excel workbooks that assist with the complex calculations. When a plan references “use 6.9.a to calculate your projected marketing ROI,” it’s referencing the Excel file 6.9 – Marketing Campaigns.

View them by clicking the Excel Files for Calculation link under the Table of Contents.

qlutch excel files for calculations menu


Once you purchase credits (at any amount), all Excel files are always available for download and don’t count against your credit balance.

There are 23 workbooks containing approximately 150 programmed worksheets.

qlutch excel files for calculations popup

The Excel files contain macros created in Visual Basic. They are safe to open. Here is a preview of the content in all of the Qlutch Excel Files for Calculations.


We created the how-to content from our experience as marketers, executives and entrepreneurs over the past 15 years. It’s the guidance we use for our clients and ourselves and we update the content throughout the year.

Qlutch users range from marketing directors and managers at midsize companies to consultants, agencies and entrepreneurs and new marketing coordinators just getting started.

We hope you enjoy it! Email us with any questions, and access Qlutch here.

Find the Perfect Plan

Qlutch is free to use. Access plans, share and set reminders.

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Qlutch is your one-stop shop for how-to guidance for the 400 most common marketing projects. Free to use online.