Coming Soon: Marketing Magic Cohorts
The Cohorts feature in Marketing Magic is designed for anyone who works with groups of clients, students, or program participants and wants to create personalised reports or resources at scale.
Whether you run courses, coaching programs, consulting services, or agency work, Cohorts allows you to generate tailored assets for multiple people at once instead of creating everything manually.
This feature is being released in March 2026 and is designed to help you deliver high-quality, personalised outputs while saving significant time.
Quick Links
Join the Cohorts early access list here: https://marketingmagic.app/d/cohorts
What the Cohorts Feature Does
Cohorts allows you to generate personalised reports and assets in bulk using client data.
The workflow is simple:
Collect information from your clients or participants
Import that data into Marketing Magic
Choose which reports or assets you want to generate
Export the generated outputs and combine them with white-label templates
This allows you to create structured, personalised reports for many people at once without repeating the same work for every client.
How the Cohorts Workflow Works
The process typically follows these steps:
1. Collect Client Data
You begin by collecting responses from your clients using template questionnaires.
These questionnaires gather the information needed to generate personalised insights and recommendations.
2. Import Data into Marketing Magic
Once responses are collected, you export the data and upload it into Marketing Magic using a CSV file.
This allows the platform to process information for multiple participants simultaneously.
3. Generate Reports in Bulk
Inside the Cohorts tool, you can select which types of assets or reports you want to generate.
Marketing Magic will then create those outputs for each participant automatically.
4. Export and Merge with Templates
The final step is exporting the generated content and merging it with white-label report templates.
These templates are provided as part of the Cohorts program and can be customised with:
Your branding
Your programme name
Your design style
This allows you to create professional-looking deliverables for your clients.
Examples of Cohort Reports
The Cohorts feature includes several types of reports designed for business, marketing, and strategy programs.
Examples include:
Business audits
Goal and time management reports
Marketing strategy plans
Content strategy and planning documents
Social media strategy reports
Customer journey maps
Ideal customer profiles
SEO and keyword recommendations
Website content recommendations
These reports are particularly useful for coaches, consultants, and educators who want to provide structured insights to their clients.
Custom Workbook Options
If you run a program or service with a unique framework, there is also an option to create custom workbooks and reports designed specifically for your program.
This allows you to build scalable, personalised deliverables based on your own systems or methodologies.
Custom workbook options can be developed with the Marketing Magic team to support your specific use case.
White-Label Templates
The Cohorts program includes white-label templates for generating reports.
These templates are intentionally provided without branding, so you can apply:
Your logo
Your brand colours
Your typography
Your programme identity
This makes it easy to integrate the reports into your existing business materials.
Templates & Tutorials Hub
Alongside the Cohorts feature, you will also gain access to a Templates and Tutorials Hub.
This includes:
Step-by-step tutorials for using Cohorts
Instructions for importing data
Guidance for merging reports with templates
Examples of completed reports
The hub is designed to make the entire process easy to implement even if you’re not particularly technical.
Who the Cohorts Feature Is For
The Cohorts feature is especially valuable for:
Coaches and consultants
Agency owners
Course creators
Educators and programme leaders
Service providers working with groups of clients
If you regularly provide personalised insights, audits, or strategy reports, this feature can significantly reduce the time required to produce them.
Access and Pricing
Cohorts is an add-on feature for Marketing Magic.
Because it allows commercial use for generating deliverables for clients, it includes:
White-label reporting templates
Licensing to generate client reports
Additional training and resources
Marketing Magic Lifetime users will receive a discount for this feature.
Joining the Waitlist
If you're interested in using Cohorts, you can join the waitlist inside your Marketing Magic account.
Once the feature launches, additional information and onboarding instructions will be shared.