AI workflows for marketing operations.

Running the marketing machine: tools, campaign setup, lists and the processes behind them.

Who does this work

  • Marketing operations manager
  • Marketing automation specialist
  • Campaign operations specialist

2 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Plan the next period of marketing
  2. Register the evidence behind marketing claims
  3. Define lead scoring and handoff rulesIllustrative
  4. Triage incoming marketing requestsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan the next period of marketingA marketing plan for the period: the stage, chosen moves, owners, money and hours, and what is left undone.Workflow templateRegister the evidence behind marketing claimsA register pairing each claim with its evidence, source date, qualified wording and missing approvals, blocking unsupported claims.Workflow template
Define lead scoring and handoff rulesDrafts the rules for when a lead is ready for sales, the scores behind them and who it routes to, tested against past leads that did and did not become deals.Illustrative · not built yet
Triage incoming marketing requestsSorts requests from other teams into a queue with what is asked, deadline, size and missing information, and proposes an order for the marketing lead to confirm.Illustrative · not built yet

Workflow templates

Campaign claim evidence registerAn account lead gets a register that pairs each draft campaign claim with the evidence the client supplied, its source date, proposed qualified wording and the approvals still missing. Unsupported or stale claims are blocked; only approved wording is released.Workflow templateNinety-day marketing planAn owner or first marketing hire gets the next ninety days of marketing on one plan: the stage the business is really in, the moves that fit it, who owns each one, the money and hours they use, and what is deliberately left undone. Every count comes from your own records, and no budget is invented.Workflow template

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Where to go next

All of marketing and contentEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of marketing and content

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