Media Planning Tools Don’t Fix Media Planning

Ioana Ciudin
February 10, 2026
HubSpot published a useful list of media planning tools, from spreadsheets to ops platforms and data providers. But most of these tools help you document plans or manage buying, not operate performance against plan. This article explains the missing layer, planned versus achieved, and shows how ClimbinSearch turns media planning into a weekly control system.

Media planning tools do not fix media planning

HubSpot recently updated an article titled 14 Media Planning Tools I Tried and What Worked Best, written by AJ Beltis and updated on March 5, 2025. The roundup is useful because it reflects how most teams actually shop for help once spreadsheets start breaking.

If you want the full list, you can read it here: https://blog.hubspot.com/marketing/media-planning-tools

The list includes a paid media template, agency operations software, audience and measurement providers, execution platforms, social media tools, and general project management.

It is a good list. It is also a perfect example of the real problem.

Most media planning tools are not built to run media planning.

They help you store plans, coordinate buying, or understand audiences. But they do not solve the part that breaks every month for performance teams.

The hardest part is not building a plan.

The hardest part is operating the plan.

What most teams mean when they say media planning is broken

This is what usually happens in digital.

  1. You build a plan
  2. You present it
  3. It gets approved
  4. Execution starts
  5. Reality starts drifting away from the plan

Not because people are careless. Because digital is dynamic. Delivery changes every week. Auctions shift. Creatives fatigue. Competition spikes. Inventory changes. Tracking changes. Your own budget allocation changes.

So the real job becomes this.

• Are we delivering what we planned
• If not, how far off are we
• Why
• What do we change this week
• How do we explain the variance clearly to stakeholders

If you cannot answer those questions quickly, you do not have a media plan you can run. You have a document.

What HubSpot’s list gets right

HubSpot’s roundup is useful because it reflects a truth most teams learn the hard way.

There is no single tool category called media planning tools.

There are multiple categories that solve different jobs.

When you read the list through that lens, it becomes much easier to choose what you actually need.

The tool categories hidden inside HubSpot’s list

Templates and spreadsheets

HubSpot leads with a free paid media template. This category is popular for a reason. It is fast to adopt. It is flexible. It requires no implementation.

It is also fragile.

Templates work when planning is simple and when reporting is monthly. They struggle when planning becomes a weekly operating rhythm.

Common failure points look like this.

• Multiple channels and multiple owners create inconsistent inputs
• The plan becomes a static file while delivery lives in platform dashboards
• The team spends more time updating the sheet than making decisions
• Stakeholders see reports late, after the month is already over
• No one trusts the numbers because definitions shift each month

Templates are great for starting. They are rarely enough for scaling.

Media operations platforms

HubSpot includes tools that focus on operational workflows. In the market you will see platforms that help agencies and marketing teams manage placements, vendors, requests, approvals, and invoicing.

These tools solve real pain. They reduce chaos. They centralize documents. They keep teams aligned.

But many teams still face the same gap even after adopting an ops platform.

They can manage the buy, but they still cannot clearly operate delivery versus plan week by week.

Data, measurement, and audience providers

HubSpot lists well known data and measurement brands used for audience segmentation, consumer insights, and planning inputs.

These are important when your challenge is about context.

• Understanding who the audience is
• Selecting channels for reach and frequency planning
• Building market context and competitive context
• Working across traditional and digital touchpoints

But these tools do not replace weekly operational control. They inform planning. They do not run it.

Execution ecosystems and targeting stacks

HubSpot also includes platforms positioned around omnichannel buying, automation, and cookieless targeting.

These can be powerful. They often improve efficiency and scale.

But they usually optimize inside their ecosystem. For most teams, the plan still lives somewhere else, and cross channel governance still becomes a manual job.

Social publishing tools and project management tools

HubSpot includes social media tools and also general work management tools like Monday.

They help teams ship content and coordinate work.

They are not built to be a performance truth layer for paid media planning.

What is missing

Planned versus achieved

Every category above is useful. None of them is the missing layer that makes media planning work as a system.

The missing layer is planned versus achieved.

Planned versus achieved is not a chart at the end of the month. It is the operating view you use throughout the month.

It answers five questions.

• What we expected to happen by this point in time
• What actually happened by this point in time
• The variance and its severity
• The likely cause
• The intervention required

Without that layer, planning becomes storytelling and reporting becomes explaining.

With that layer, planning becomes control.

Why planned versus achieved matters more in digital

Traditional media buying often involves fixed commitments. Once booked, there is limited room to adjust. The plan is the commitment.

Digital is different.

You can adjust, and you must adjust.

Budgets move across ad sets. Bids change. Audiences expand or narrow. Creatives rotate. Spend can accelerate or stall. Performance can swing fast.

That flexibility is a strength, but it creates a new requirement.

You need a system that can tell you early, clearly, and consistently when execution is drifting away from plan.

Otherwise, flexibility becomes noise.

If you want the deeper argument for this, you can also read: https://www.climbinsearch.com/article/why-traditional-media-planning-does-not-work-in-digital

What teams need from a modern media planning system

A real media planning system needs to do five things well.

  1. Keep the plan structure stable
  2. Make pacing visible
  3. Diagnose variance, not just report it
  4. Turn variance into action
  5. Make reporting a byproduct, not a separate project

Where ClimbinSearch fits

ClimbinSearch was built to treat media planning as an operating workflow.

Not a file. Not a one time forecast. Not a monthly report.

An operating workflow.

If you want to see the module details, start here: https://www.climbinsearch.com/media-planning-module

Planned versus achieved is the default view

In ClimbinSearch, the plan remains connected to how you track delivery.

That means the team has one place to answer the question that matters every week.

Are we on plan? If not, you see the variance early and you can intervene while there is still time to correct.

Weekly pacing becomes operational

Most teams do pacing conversations from memory and platform screenshots.

ClimbinSearch turns pacing into a consistent workflow.

You identify underdelivery and overdelivery early and act based on agreed thresholds.

One plan logic across channels

Most teams plan in one place and then measure in many places.

ClimbinSearch is built to keep the plan logic consistent while execution moves across platforms.

That is how you avoid the usual trap where each channel has its own truth and the team spends time reconciling instead of managing.

Planning that leads to decisions

A media planning tool should help you decide what to do next.

When delivery drifts, the question is not who is to blame.

The question is what lever needs to change this week.

ClimbinSearch is designed to support that decision making rhythm.

How to use HubSpot’s list as a buying shortcut

HubSpot’s roundup is valuable if you use the right lens.

Ask one question: What breaks first in our process?

If documentation breaks first, start with a template.
If operational coordination breaks first, adopt an ops platform.
If strategic inputs break first, invest in data and measurement.
If performance control breaks first, you need planned versus achieved governance.

That last category is what ClimbinSearch is built for.

A practical test for your current planning setup

Open your current plan and answer these questions in five minutes.

  1. What should spend and primary KPIs look like today, given where we are in the month
  2. What do they look like right now
  3. What is the variance and how severe is it
  4. What changed in the last seven days that likely caused the drift
  5. What will we change this week

If it takes more than five minutes, your tools are not running media planning. Your team is.

Closing thought

HubSpot’s article is a great reminder that teams do not need more tools for the sake of tools. They need the right layer.

The biggest gap is not more dashboards. The biggest gap is operational control.

Media planning works when planned versus achieved is visible, consistent, and actionable.

That is what ClimbinSearch is built to deliver. If you want to see how ClimbinSearch Media Planning runs planned versus achieved in a real workflow, explore the module page and book a demo: https://www.climbinsearch.com/media-planning-module

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