Workflows¶
Documented workflows for marketing and sales operations
Overview¶
Workflow documentation for marketing, sales, and operations processes.
Workflow Categories¶
Lead Processing Workflows¶
Lead to MQL¶
New Lead
↓
Enrichment (firmographics, contact)
↓
ICP Scoring
↓
Activity Scoring
↓
MQL Threshold Check
↓
If MQL: Sales Alert + Routing
If Not: Nurture Sequence
MQL to SQL¶
MQL Alert
↓
Sales Review (24h)
↓
Accept/Reject
↓
If Accept: Discovery Call
If Reject: Return to Marketing
↓
Discovery Complete
↓
SQL (add to pipeline)
Content Workflows¶
Content Creation¶
Topic Selection
↓
Brief Creation
↓
Draft Writing
↓
Peer Review
↓
Final Edit
↓
SEO Optimization
↓
Publish
↓
Promotion
See Content Library for content types.
Campaign Workflows¶
Campaign Launch¶
Strategy/Brief Approval
↓
Asset Creation
↓
Landing Page Build
↓
Automation Setup
↓
QA/Testing
↓
Soft Launch (10%)
↓
Full Launch
↓
Monitoring + Optimization
See Campaigns for campaign management.
Workflow Documentation¶
| Workflow | Owner | Documentation |
|---|---|---|
| Lead processing | Marketing | Lead Scoring |
| Content creation | Marketing | Content Library |
| Campaign execution | Marketing | Campaigns |
| Sales process | Sales | Sales Pipeline |