How to use the Newsletter plan template

Start a board from it
Use this template opens a new Freero board with the Newsletter plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Newsletter plan”.
Follow the instruction on the board
“Decide the one reason people subscribe and serve it every issue. Regular sections make it faster to write and easier to read.”
Fill in each part
- Who it’s for The reader, specifically.
- The promise Why they’d open it.
- Regular sections The repeating parts of each issue.
- Cadence How often and when.
- How we know it works The signals to watch.
- Backlog of ideas Topics for future issues.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Newsletter plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Customer story outline
Shape a customer case study: who they are, the problem before, why they chose you, what changed and the proof.
Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.
Campaign brief
One page that gets a campaign team aligned: goal, audience, message, channels, budget and how you will measure it.
Content calendar
A month of content across channels, week by week, so pieces build on each other instead of competing.
Brand voice guide
A handful of voice traits with what each means, how it sounds and how it doesn’t, so every writer sounds like one brand.
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.