Automation
Five marketing automation workflows that pay for themselves
Skip the 40-step journeys. These five small workflows save hours every week and are live in under ten minutes each.
Automation projects fail when they try to automate everything at once. Start with small loops that run every day.
1. New lead → qualify → welcome email
When a lead arrives, check the score. Above 40, send a personal welcome from the account owner and notify sales. Below 40, enroll them in education content.
2. New blog post → social posts
When content is published, the Social Media Manager drafts posts for LinkedIn, X and Instagram and sends them for approval. One article becomes a week of social.
3. Campaign completed → performance report
The Analytics Specialist writes an executive summary with what worked, what didn't and what to try next — waiting in your library the morning after a campaign ends.
4. Low engagement → optimization ideas
If engagement rate drops below 2% over seven days, the Growth Strategist proposes three experiments and the team gets a notification.
5. Proposal stage → follow-up task
When a deal reaches Proposal, create a follow-up task for the owner and draft a check-in email two days later.
Measure it
Track time saved and response speed. Faster follow-up alone often lifts lead-to-meeting conversion by double digits.