Workflows

The systems behind the growth.

The marketing-automation workflows and organic go-to-market motions I design and run, plus the implementation practices that make them perform.

Marketing automation

Automation workflows.

Triggered, multi-step journeys that move contacts from first touch to revenue, automatically.

01

Lead Nurturing Sequence

Trigger: a new lead or MQL is captured from a form, ad, or content download.

CaptureForm, ad, content
WelcomeInstant value email
EducateBehaviour-based drip
ScoreLead scoring threshold
Sales handoffRouted to AE
02

Abandoned Cart Recovery

Trigger: a visitor adds to cart or starts checkout, then leaves without buying.

DetectCart abandoned
ReminderNudge at 1 hour
IncentiveOffer at 24 hours
UrgencyScarcity at 72 hours
RecoverPurchase completed
03

Customer Onboarding Automation

Trigger: a new customer signs up or completes their first purchase.

WelcomeFirst-run experience
SetupGuided activation
EducateFeature drip
MilestoneAdoption checkpoints
HealthScore and upsell
04

Win-Back Campaign

Trigger: a customer goes inactive or lapses past their usual cycle.

Detect lapseInactivity flag
Re-connect"We miss you"
OfferTailored incentive
FeedbackWhy they left
Re-engageReactivate or sunset
05

Event Marketing Automation

Trigger: a webinar, conference, or field event goes live for registration.

InviteSegmented outreach
RegisterConfirm and add
Remind1 week, 1 day
EngageLive interaction
Follow-upRoute hot leads
06

Referral Program Automation

Trigger: a customer hits a happy moment, a high NPS score or repeat purchase.

IdentifyPromoters and fans
InviteReferral ask
RewardTwo-sided incentive
TrackAttribution
AdvocateCompounding loop
Organic go-to-market

Organic GTM workflows.

Compounding, non-paid motions that build demand, authority, and inbound pipeline over time.

G1

Content & SEO Engine

Goal: own organic search demand for high-intent topics.

ResearchKeywords and intent
Pillar + clusterTopical authority
On-page SEOStructure and links
DistributeSocial and email
Rank + iterateCompound traffic
G2

Generative Engine Optimization (GEO)

Goal: get the brand cited inside AI answer engines, my GIO program targets a 36% citation rate by end of 2026.

Entity mappingDefine the topics
Structured dataSchema and FAQs
Authority contentQuotable answers
MonitorTrack AI citations
Lift shareMore AI mentions
G3

LinkedIn Thought Leadership

Goal: turn executive point-of-view into inbound pipeline.

Define POVICP and angle
CalendarConsistent cadence
PublishGhostwritten posts
EngageComments and DMs
PipelineInbound conversations
G4

Community & Events

Goal: build an owned audience and word-of-mouth that compounds.

BuildGather the niche
HostWebinars, roundtables
UGCMember content
AdvocacyChampions
Word-of-mouthReferrals compound
G5

Partnerships & PR

Goal: borrow reach and authority through co-marketing and earned media.

IdentifyAligned partners
Co-createJoint content
PR seedingEarned media
BacklinksDomain authority
Authority liftTrust and reach
Implementation

Best practices.

What separates workflows that perform from workflows that just exist.

Technical requirements

A marketing automation platform (HubSpot, Marketo, Pardot), CRM integration for lead management, analytics tracking for performance, and A/B testing for optimization.

Success factors

Clean, segmented data; valuable content for each touchpoint; dynamic personalization based on behaviour; continuous A/B testing; and seamless marketing-to-sales integration.

ROI measurement

Track conversion at each stage, customer-acquisition-cost reduction, lifetime-value improvement, time-to-conversion acceleration, and revenue attribution from automation.

Common pitfalls to avoid

Over-automation without human touchpoints, generic messaging without personalization, ignoring mobile optimization, no clear success metrics, and insufficient testing.

Want one of these built and running?

I design the trigger logic, the content, and the reporting, then ship it in your stack.