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Workflows Directory

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12 workflow templates

  • 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
    • Advertising and lead generation (filtered by)
    • Consumer brands (filtered by)
    • Growth & scaling

  • 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

  • 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

  • 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
    • Advertising and lead generation (filtered by)
    • Consumer brands (filtered by)
    • Growth & scaling

  • Lapsed-customer win-back

    Once a month, the owner or account manager sees which regular customers have gone far longer than usual without ordering, ranked by what each bought in their last active year, with open complaints set aside for a call and a short note drafted for the rest, using only approved offers. A person approves every note.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 outputs

  • Product configuration margin sheet

    When sales prepares a quote for a product configuration, the commercial owner and finance lead get one worksheet: the quoted price, the costed bill of materials, assembly and freight, and the allocations, with every unquoted part, one-off charge and uncertain volume listed as an open assumption.

    Starts it
    Sales operations coordinator
    Brings
    export, notes
    Gets
    5 outputs

  • Product pricing options

    A product owner weighing how to price or package a product gets one options brief: what each customer group uses, the willingness-to-pay evidence held with stated kept apart from observed, what each option would bill every account, the uncertainties and the tests. It recommends no price.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    6 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

  • 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
    • Advertising and lead generation (filtered by)
    • Consumer brands (filtered by)
    • Growth & scaling

  • Wholesale order check

    When a retailer's purchase order arrives, the account owner gets every line set beside the approved quote and the stock plan: products, case packs, prices, delivery locations and dates, with each exception listed. People decide; nothing is confirmed to the buyer.

    Starts it
    Account owner
    Brings
    export, notes
    Gets
    6 outputs