Getting started with zenna

zenna is your business operating system. It brings your planning, content, marketing, sales, and client work into one place so you can see what’s happening and what needs to happen next.

Start with a piece of work you already need to do this week. Pick the one that has you jumping between tools, copying information, or trying to remember where you left off.

• Have something to publish? Create it in Content Studio and put it on the calendar. If you’re turning one idea into an article, an email, and several social posts, keep those pieces together in a Content Stack. You can plan and publish from the same calendar for your connected channels.
• Have a lead to follow up with? Add the contact, track the deal in Sales Hub, and set the next follow-up. When the deal is won, move into Client Center to manage the work.
• Need to show someone how something works? Record a walkthrough in Video Studio the next time you’d normally open a separate screen recorder.

Once that first workflow feels natural, bring in the work that happens right before or after it. A campaign leads to inquiries. An inquiry becomes a sale. A sale becomes client work. Each time you bring another step into zenna, there’s one less handoff to manage.

Over time, you may find you can retire a separate screen recorder, publishing scheduler, or CRM because zenna already handles the work you used it for. You can make that call one tool at a time, once you’ve run the workflow in zenna and know it covers what you need.

What’s one thing you already need to get done this week? Start there.