10 Marketing Workflows to Implement in Your Team

Structured workflows are the backbone of high-performing marketing teams. Without them, you risk missed deadlines, inconsistent branding, and wasted resources. Whether you’re managing social media, email campaigns, or lead nurturing, these 10 proven workflows will streamline your operations—complete with tool recommendations (including our powerhouse scheduler, Planly) and actionable steps.

1. Content Creation & Approval Workflow

Why It Matters: 47% of marketers say inconsistent content publishing hurts their ROI (HubSpot). A clear workflow ensures quality and timeliness.

Steps to Implement:

1. Ideation: Use tools like Ahrefs for keyword research.
2. Collaboration: Draft in Google Docs with team annotations.
3. Design: Create visuals in Canva or Adobe Express.
4. Approval: Set up a review process in Planly (for social content) or Trello.
5. Publishing: Schedule posts via Planly’s Auto-Publish to hit peak engagement times.

Pro Tip: Pair your blog posts with social promotions using Planly’s Content Calendar to maintain consistency.

2. Social Media Management Workflow

Why It Matters: Brands using scheduling tools save 6+ hours weekly (Buffer State of Social Report).

Optimize Your Process:

• Plan: Brainstorm monthly themes using Planly’s Visual Planner.
• Create: Design posts in Canva and write captions with ChatGPT.
• Schedule: Auto-publish with Planly (supports Instagram, Facebook, LinkedIn, and more).
• Engage: Monitor comments in Planly’s Unified Inbox.

CTA: “Ditch manual posting! Start Planly’s 14-day free trial and schedule 10 posts in minutes.”

3. Email Marketing Workflow

Why It Matters: Segmented email campaigns drive 760% more revenue (Campaign Monitor).

Tools & Steps:

• Segmentation: Use Mailchimp or ActiveCampaign.
• A/B Testing: Try SubjectLine.com for optimization.
• Automation: Set drip campaigns in HubSpot.

4. SEO & Blog Publishing Workflow

Why It Matters: 68% of online experiences start with a search engine (BrightEdge).

Key Tools:

• Research: SEMrush or Ubersuggest.
• Optimization: Yoast SEO for WordPress.
• Promotion: Share via Planly’s Multi-Platform Scheduler.

5. Paid Ads (PPC) Workflow

Why It Matters: Businesses earn 2forevery2forevery1 spent on Google Ads (Google Economic Impact Report).

Steps:

• Audience Targeting: Use Facebook Audience Insights.
• Ad Creation: Design in Adobe Spark.
• Tracking: Monitor ROI with Google Analytics 4.

6. Influencer Collaboration Workflow

Why It Matters: 89% of marketers say influencer ROI beats other channels (Influencer Marketing Hub).

Tools:

• Discovery: Upfluence or AspireIQ.
• Tracking: Use Planly’s Analytics to measure campaign performance.

7. CRM & Lead Nurturing Workflow

Why It Matters: Nurtured leads make 47% larger purchases (Forrester).

Automate With:

• HubSpot CRM for lead scoring.
• Zapier to connect tools like Planly and your CRM.

8. Event Marketing Workflow

Why It Matters: Virtual events saw a 10x increase in attendance post-pandemic (Bizzabo).

Tools:

• Promotion: Eventbrite + Planly’s Social Scheduler.
• Follow-ups: Demio for webinar analytics.

9. Customer Feedback Workflow

Why It Matters: 77% of consumers trust reviews as much as personal recommendations (BrightLocal).

Steps:

• Collect: Use SurveyMonkey.
• Respond: Manage reviews in Birdeye.

10. Analytics & Reporting Workflow

Why It Matters: Data-driven teams are 23x more likely to acquire customers (McKinsey).

Tools:

• Dashboards: Google Data Studio.
• Social Metrics: Planly’s Performance Reports.

Final Thoughts

These workflows save time, boost collaboration, and drive revenue—especially when powered by tools like Planly for social media automation.

Ready to optimize your marketing?

1. Pick one workflow to implement this week.
2. Leverage Planly’s free trial to automate social tasks.
3. Share your results in the comments!