CMO · Toolkit · Advanced · Saves 80+ hours
Marketing Workflow Automation Library
A library of pre-built marketing automation workflows for common use cases.
What's included
- Complete documentation and templates
- Step-by-step implementation guide
- Best practices and examples
Best used when
- Building automation programs
- Scaling marketing operations
- Training MAP administrators
- Optimizing existing workflows
- New MAP implementation
The template
The Template
LEAD NURTURE WORKFLOWS
Welcome Series
| Step | Trigger | Wait | Action |
|---|---|---|---|
| 1 | Form submit | Immediate | Send welcome email |
| 2 | Email 1 opened | 2 days | Send value email |
| 3 | No engagement | 5 days | Send engagement check |
| 4 | Any engagement | 3 days | Send offer email |
| 5 | Complete | - | Move to next nurture |
LEAD SCORING AUTOMATION
Score Triggers
| Action | Score Change | Category |
|---|---|---|
| Email open | +1 | Engagement |
| Email click | +3 | Engagement |
| Page visit (key page) | +5 | Behavior |
| Content download | +10 | Behavior |
| Demo request | +25 | Intent |
| Pricing page visit | +15 | Intent |
| Title match ICP | +10 | Demographic |
| Company size match | +10 | Demographic |
LEAD ROUTING WORKFLOW
Trigger: Lead score > threshold OR High-intent action
1. Check: Existing owner?
→ Yes: Route to owner
→ No: Continue
2. Check: Geographic territory
→ Match: Route to territory owner
→ No match: Continue
3. Check: Segment match
→ Enterprise: Enterprise queue
→ Mid-market: MM queue
→ SMB: SMB round-robin
4. Send notification to assigned rep
5. Start SLA timer
RE-ENGAGEMENT WORKFLOW
| Condition | Wait | Action |
|---|---|---|
| No activity 60 days | - | Send "We miss you" |
| No response | 7 days | Send value reminder |
| No response | 7 days | Send final email |
| Still no response | 14 days | Mark for suppression |
DATA HYGIENE AUTOMATION
| Trigger | Action |
|---|---|
| Hard bounce | Remove from email sends |
| Soft bounce (3x) | Mark for review |
| Unsubscribe | Update preference center |
| Invalid email | Flag for removal |
| No activity 18mo | Move to archive segment |
Frequently asked questions
What is the Marketing Workflow Automation Library?
A library of pre-built marketing automation workflows for common use cases.
Who is the Marketing Workflow Automation Library for?
It is built for CMOs and their teams working on Marketing Operations. The AI coach adapts it to your company, stage, and goals.
How long does the Marketing Workflow Automation Library take to use?
It saves roughly 80+ hours versus building from scratch. Our AI coach can tailor the toolkit to your situation in minutes, then hand you a step-by-step plan.
Is the Marketing Workflow Automation Library free?
Yes. You can read the full toolkit and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Marketing Workflow Automation Library?
The coach teaches you the framework, asks a few questions about your business, tailors the toolkit to you, and gives you measurable next steps to execute.