Workflows Directory
Workflow templates for advertising and lead generation or product management
Results
31 workflow templates, showing 25 to 31
Roadmap tradeoff review
When a new priority arrives, the product owner sees what the roadmap would have to give up to hold it: the capacity gap by team, the work that could move, the commitments and dependencies that move with it, and the questions still open. The owner decides.
- Starts it
- Product owner
- Brings
- export, notes
- Gets
- 8 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
Smallest useful release scope
A product owner or founder with more features than capacity gets one page: what is in the first release and what is deferred, all tied to one user outcome, with the reason for each cut. The owner decides the scope; no effort is estimated beyond what is supplied.
- Starts it
- Product owner
- Brings
- export, notes
- Gets
- 7 outputs
Technical demo plan
Before a technical discovery or demo meeting, the account executive and solutions engineer get an attendee brief, a demo sequence built around the buyer's stated workflow from approved scenarios, and open questions. Requests nobody has verified stay questions.
- Starts it
- Account executive
- Brings
- export, notes, pasted text
- Gets
- 7 outputs
Tracking event plan
Before analytics goes onto a website or app, the founder or product owner gets one plan: the events and properties worth collecting, when each fires, where it goes, what it is called and who owns it, each tied to a question the business needs answered. The owner approves what is collected.
- Starts it
- Founder
- Brings
- export, notes
- Gets
- 5 outputs
Usability test session plan
Before a prototype or a confusing flow goes in front of users, the research lead and product owner hold one plan: who to recruit, the tasks in plain words, the neutral prompts, a blank note sheet and how success is counted. Recording and data handling are listed as decisions.
- Starts it
- Product owner
- Brings
- notes, document
- Gets
- 9 outputs
User research plan
When a design decision needs user evidence, the research lead gets one study plan: what the team needs to know, what evidence already exists, method options with their hours, participant criteria, permissions needed, how answers will be read and what the study cannot establish.
- Starts it
- Research lead
- Brings
- export, notes
- Gets
- 9 outputs