Workflow library
Browse B2B AI workflows
Search practical workflows by category, tool, role, use case, difficulty, or access tier. Every workflow is built to produce a concrete GTM output.
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Create a Mailchimp campaign-performance reality brief with Claude
Separate delivery, engagement, click behavior, audience quality, segment context, unsubscribe risk, and downstream evidence so stakeholders see what a campaign proved and what it did not.
Output
An evidence-linked Mailchimp performance brief, caveat register, and prioritized follow-up actions.
Create a HubSpot campaign-performance reality brief with Claude
Turn campaign activity, contact creation, lifecycle movement, opportunities, pipeline, and revenue into a weekly explanation of what changed, what likely caused it, and what to inspect next.
Output
A concise executive reality brief that separates observed results, plausible explanations, unresolved questions, and recommended investigations.
Build a content performance hypothesis engine from past campaign data
Turn GA4, Search Console, HubSpot, and content metadata into monthly content hypotheses, experiment backlogs, and measurement plans.
Output
Create a monthly content insights system with performance analysis, hypothesis backlog, experiment briefs, and next-month measurement plan.
Run a landing page conversion audit from GA4 and funnel data
Turn page traffic, source quality, conversion events, and funnel drop-off into a practical landing page audit with fixes and test ideas.
Output
Create a landing page audit brief with conversion issues, likely causes, priority fixes, QA checks, and test recommendations.
Create a campaign post-mortem dashboard and lessons report
Turn campaign results, channel data, creative notes, and sales feedback into a clear post-mortem that captures what worked, what failed, and what to do next.
Output
A campaign post-mortem dashboard, lessons report, and next-campaign recommendation brief your team can reuse after every major campaign.
Run a B2B landing page conversion teardown and fix queue
Score any campaign page for positioning clarity, proof, CTA strength, friction, analytics signals, and conversion blockers, then turn fixes into a prioritized backlog.
Output
Create a scored landing page teardown with rewritten copy, CRO recommendations, and a fix queue your web team can execute.
Build an automated lost-deal analysis that improves messaging
Mine CRM loss reasons, call recordings, and competitor mentions to find recurring patterns your team can turn into better sales messaging and content.
Output
A monthly lost-deal intelligence system that identifies why deals are being lost and converts those patterns into messaging and enablement actions.