Marketing Workflows

Marketing workflows are complete, end-to-end processes that guide you through common marketing tasks using ClaudeKit agents and commands. Each workflow provides step-by-step instructions, real-world examples, and best practices.

Why Use Workflows?

Workflows help you:

  • Save Time - Pre-built processes eliminate guesswork
  • Ensure Quality - Built-in checkpoints prevent mistakes
  • Stay Consistent - Follow proven patterns every time
  • Learn Faster - See exactly how agents work together

Available Workflows

Campaign & Strategy

Campaign Workflow - Complete campaign lifecycle from brief to post-mortem

  • Time: 4-8 weeks
  • Difficulty: Intermediate
  • Best for: Product launches, promotions, brand campaigns

Marketing Workflow - End-to-end marketing process from research to measurement

  • Time: Ongoing
  • Difficulty: Advanced
  • Best for: Comprehensive marketing operations

Content Production

Content Workflow - 6-stage content production pipeline with quality gates

  • Time: 2-5 days per piece
  • Difficulty: Beginner
  • Best for: Blog posts, landing pages, marketing assets

Email Workflow - Email campaign creation and automation

  • Time: 1-3 days
  • Difficulty: Beginner
  • Best for: Newsletters, drip campaigns, promotional emails

Social Workflow - Social media content planning and publishing

  • Time: 1-2 hours per batch
  • Difficulty: Beginner
  • Best for: Multi-platform social content

Growth & Optimization

Sales Workflow - Lead-to-customer conversion process

  • Time: Ongoing
  • Difficulty: Intermediate
  • Best for: Lead gen, nurture sequences, sales enablement

SEO Workflow - SEO optimization from audit to monitoring

  • Time: 2-4 weeks initial, ongoing
  • Difficulty: Intermediate
  • Best for: Organic traffic growth, keyword optimization

Analytics Workflow - Performance measurement and reporting

  • Time: Weekly/Monthly
  • Difficulty: Intermediate
  • Best for: Data analysis, performance tracking, insights

Brand & Operations

Brand Workflow - Brand consistency and guidelines enforcement

  • Time: 1-2 weeks setup, ongoing
  • Difficulty: Beginner
  • Best for: Brand management, style guides, consistency

Dashboard Workflow - Marketing dashboard setup and monitoring

  • Time: 2-4 hours setup
  • Difficulty: Beginner
  • Best for: Real-time monitoring, team visibility

How to Choose a Workflow

By Marketing Goal

Building Awareness?

  • Start with Campaign Workflow or Marketing Workflow
  • Add SEO Workflow for organic reach
  • Use Social Workflow for engagement

Generating Leads?

  • Use Sales Workflow for funnel setup
  • Add Email Workflow for nurture sequences
  • Implement Analytics Workflow for tracking

Creating Content?

  • Follow Content Workflow for quality
  • Add Brand Workflow for consistency
  • Use Social Workflow for distribution

Optimizing Performance?

  • Start with Analytics Workflow
  • Use SEO Workflow for organic optimization
  • Add Campaign Workflow for paid optimization

By Team Size

Solo Marketer

  • Content Workflow (core)
  • Social Workflow (distribution)
  • Analytics Workflow (measurement)

Small Team (2-5)

  • Marketing Workflow (coordination)
  • Campaign Workflow (execution)
  • Sales Workflow (conversion)
  • Dashboard Workflow (visibility)

Marketing Department (6+)

  • All workflows as needed
  • Assign workflow ownership
  • Use Dashboard Workflow for coordination

By Experience Level

Beginner

  • Content Workflow
  • Email Workflow
  • Social Workflow
  • Brand Workflow
  • Dashboard Workflow

Intermediate

  • Campaign Workflow
  • Sales Workflow
  • SEO Workflow
  • Analytics Workflow

Advanced

  • Marketing Workflow (orchestration)
  • Custom workflow combinations
  • Multi-campaign coordination

Workflow Components

Each workflow documentation includes:

  1. Goal Statement - What you will achieve
  2. Overview - Workflow summary and context
  3. Metadata - Time estimate, difficulty, prerequisites
  4. Visual Flowchart - Mermaid diagram of the process
  5. Step-by-Step Guide - Detailed instructions with commands
  6. Real-World Example - Complete scenario walkthrough
  7. Common Variations - Alternative approaches
  8. Troubleshooting - Common issues and solutions
  9. Best Practices - Tips for success
  10. Related Resources - Links to agents, commands, workflows

Getting Started

  1. Identify Your Goal - What do you want to accomplish?
  2. Choose a Workflow - Select the best fit from the list above
  3. Check Prerequisites - Ensure you have required setup
  4. Follow the Steps - Execute each stage in order
  5. Verify Checkpoints - Confirm success at each stage
  6. Iterate & Improve - Use learnings for next time

Workflow Combinations

Many marketing tasks require multiple workflows working together:

Product Launch Campaign

1. Marketing Workflow (research & strategy)
2. Campaign Workflow (campaign execution)
3. Content Workflow (asset creation)
4. Email Workflow (announcement sequence)
5. Social Workflow (social promotion)
6. Analytics Workflow (performance tracking)

Content Marketing Program

1. SEO Workflow (keyword research)
2. Content Workflow (content production)
3. Brand Workflow (consistency check)
4. Social Workflow (distribution)
5. Analytics Workflow (measurement)

Lead Generation Funnel

1. Sales Workflow (funnel design)
2. Content Workflow (lead magnet creation)
3. Email Workflow (nurture sequence)
4. Campaign Workflow (traffic generation)
5. Analytics Workflow (conversion tracking)

Tips for Success

Start Simple Begin with one workflow, master it, then add more. Don’t try to implement all workflows at once.

Customize to Your Needs Workflows are templates. Adapt steps, skip irrelevant sections, and add your own variations.

Document Your Changes Keep notes on what works for your specific situation. Build your own playbook over time.

Use Checkpoints Never skip verification steps. Catching issues early saves massive time later.

Measure Everything Use Analytics Workflow to track results from all other workflows. Data drives improvement.

Need Help?

  • Review Troubleshooting for common issues
  • Check individual workflow documentation for specific problems
  • Join the community for workflow tips and examples