Workflows Directory
Find your team’s next superpower.
- Function: Advertising and lead generation
- Function: Analytics and reporting
- Business situation: Growth & scaling
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Results
24 workflow templates
Ad to page check
When a campaign's landing page is ready for a prelaunch check, the acquisition owner gets a findings list that sets each ad beside the captured page: message, offer details, form and next step, on mobile and desktop. Page states nobody captured are marked unknown.
- Starts it
- Acquisition owner
- Brings
- export, notes
- Gets
- 4 outputs
Analysis plan
Before anyone opens the spreadsheet, the owner or manager gets a one-page plan: the question restated, the hypotheses, the fields and periods needed, and the result that would change the decision. It runs no analysis and states no finding. You own the question and the criteria.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 6 outputs
Campaign audience check
When an audience export is ready for review, the campaign owner gets it segmented with reconciled counts, the exclusions applied and the records whose contact status needs checking, with conflicts, stale records and duplicates kept visible.
- Starts it
- Campaign owner
- Brings
- export, notes
- Gets
- 5 outputs
Campaign build sheet
When an approved campaign brief is ready to become a setup specification, the campaign operator gets one build sheet: names, audiences, exclusions, destinations, budgets and measurement fields, with every unresolved setting and missing asset marked as a gap. Nothing is built or spent.
- Starts it
- Campaign operator
- Brings
- export, notes
- Gets
- 4 outputs
Client campaign performance report
At the weekly or monthly reporting cutoff, the analyst gets a client report in the agency's format from the exports supplied: source figures, a drafted narrative, anomalies and discussion points. Gaps stay gaps, and every explanation is labelled a hypothesis.
- Starts it
- Analyst
- Brings
- export, notes, document
- Gets
- 6 outputs
Client report check log
Before a batch of client reports is released, the reporting lead gets a log, report by report, of household membership, periods, totals against the custodian statements, fee figures and missing sections, with every difference marked for correction. Nothing is released or sent.
- Starts it
- Reporting lead
- Brings
- export, notes, document
- Gets
- 5 outputs
Comparison claim check
A manager holding a claim such as "version B converts better" and two groups of numbers gets back the method used, the size of the difference, how uncertain it is, the assumptions checked, and plain wording for what the data does and does not support. The manager decides what to do.
- Starts it
- Analyst
- Brings
- export, notes, pasted text
- Gets
- 7 outputs
Creative fatigue review
When a campaign's reach or response pattern prompts a creative review, the paid media lead gets frequency and response set against the campaign's own baseline, by creative and audience, with other explanations marked and options to test.
- Starts it
- Paid media lead
- Brings
- export, notes
- Gets
- 6 outputs
Creative test evidence review
When a batch of ad creative is ready for review, the creative strategist and media lead get an evidence table by creative, angle, format and hook, with tentative learning and next-test options. No winner or loser is named, and thin evidence is held back.
- Starts it
- Creative strategist
- Brings
- export, notes
- Gets
- 6 outputs
Creator campaign performance report
When a creator campaign closes, the marketing lead gets one report built from the store's own orders: what each creator brought in and cost, every creator ranked under a metric set beforehand, and a proposed next step for each. Every number is labelled measured, supplied or estimated.
- Starts it
- Creator programme lead
- Brings
- export, notes
- Gets
- 8 outputs
Creator campaign plan
Before a creator campaign starts, the marketing lead gets one plan: the goal, each creator's deal and deliverables, a base and a conservative budget checked against the budget supplied, the dates, the set-up before launch and the decisions. A person approves the spend.
- Starts it
- Creator programme lead
- Brings
- export, notes
- Gets
- 8 outputs
Creator content reuse plan
A brand marketer sees which published creator posts may be reused on which of the brand's channels, read only from the usage rights they supply, with every placement ending before the rights do. Where the rights are silent or unclear, the question goes to whoever reviews contracts.
- Starts it
- Brand marketer
- Brings
- export, notes
- Gets
- 9 outputs
Dashboard brief
Before anyone builds the dashboard, the requester gets one brief that settles the work: the decisions it serves, what is shown, each metric's definition, the filters, notes on every source and who refreshes it. The requester approves what is shown and the definitions.
- Starts it
- Analyst
- Brings
- export, notes
- Gets
- 4 outputs
Hiring pipeline status report
Each week your people lead or founder sees every open role on one page: applications at each stage, days open against the target, roles running late, pass-through between stages, which sources lead to interviews, and every blocker with its owner. It counts; it never assesses a candidate.
- Starts it
- People lead
- Brings
- export, notes, document
- Gets
- 6 outputs
Inherited campaign audit
When an agency takes over an account or prepares a campaign health review, the media or analytics lead gets an inventory of what is running against the client's plan: mismatched offers, disagreeing destination pages, missing measurement evidence, and an owner for each follow-up.
- Starts it
- Media lead
- Brings
- export, notes
- Gets
- 6 outputs
Lead form field review
When a client questions a long inquiry form or abandoned submissions, the conversion lead gets a field-by-field review: what each field is used for downstream, where people leave, and proposed labels, error messages and test questions. The lead and the client's data owner decide every change.
- Starts it
- Conversion lead
- Brings
- export, notes, document
- Gets
- 6 outputs
Lead quality pattern review
When sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.
- Starts it
- Acquisition lead
- Brings
- export, notes
- Gets
- 5 outputs
Metric definition reconciliation
When two reports give different numbers for one metric, the owner gets a page: the definitions side by side, the gap bridged step by step from supplied records, each cause marked shown or not, and a proposed common measure. The owner chooses.
- Starts it
- Analyst
- Brings
- export, notes, document
- Gets
- 7 outputs
Operations KPI scorecard
Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.
- Starts it
- Operations manager
- Brings
- export, notes
- Gets
- 6 outputs
Program outcome map
Before an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.
- Starts it
- Program lead
- Brings
- export, notes
- Gets
- 8 outputs
Range margin by channel review
When a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 5 outputs
Sales pipeline review
Each week your sales lead sees the whole open pipeline on one page: value and age by stage, what moved since last week, the deals at risk and coverage against your target. Every figure traces to your export, and the forecast number is left for a person to commit.
- Starts it
- Sales lead
- Brings
- export, notes
- Gets
- 9 outputs
Search exclusion conflict check
The paid search specialist gets a list of live keywords that a live exclusion may be blocking, each with the level where the exclusion applies and the campaign intent it touches. They are clues from the text; the specialist decides what to change.
- Starts it
- Paid search specialist
- Brings
- export, notes
- Gets
- 5 outputs
Slow-moving stock and markdown plan
Before a seasonal reset, the merchandiser or store owner gets one plan from the sales and stock exports: each item's sell-through and weeks of cover, the cash tied up in dead and slow stock, and a markdown plan in dated steps with the margin each leaves and a date to stop. The owner decides every price.
- Starts it
- Merchandiser
- Brings
- export, notes
- Gets
- 5 outputs