Free templates
Import-ready Make.com blueprints, n8n workflows, HubSpot emails, GTM containers, UTM spreadsheets, and AI prompts — built by a marketing ops operator.
Showing 943 of 943 templates
Daily post type rotation: story, tip, case study, poll, CTA — with hook prompts. Free spreadsheet csv download — ~15 min setup on LinkedIn.
Spreadsheet CSV · ~15 min · Beginner
50-Point Marketing Audit
Checklist · Sign-off · Appendix
1 / 3
Score strategy, demand gen, ops, analytics, and enablement — one page per pillar. Free pdf download — ~60 min setup on Generic.
PDF · ~60 min · Beginner
Tier-1 account list → multi-touch connect, engage post, InMail, email handoff. Free campaign csv download — ~30 min setup on LinkedIn Automation.
Campaign CSV · ~30 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Google + Meta API → normalize currency → append daily row → flag pacing variance. Free blueprint json download — ~30 min setup on Make.com.
blueprint JSON · ~30 min · Intermediate
Client, hours, rate, cost, margin %, and retainer vs project profitability roll-up. Free spreadsheet csv download — ~20 min setup on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Layers
Hero, social proof, 3 benefits, form, FAQ — desktop and mobile frame specs. Free figma download — ~30 min setup on Figma.
Figma · ~30 min · Beginner
Standard event names from page_view through generate_lead, start_trial, and purchase. Free config csv download — ~30 min setup on GA4.
Config CSV · ~30 min · Intermediate
B2B SaaS Lead Scoring
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Pre-built point rules for company size, title, page views, and demo requests — tuned for B2B SaaS MQL thresholds.
Workflow · ~45 min · Intermediate
Campaign → ad group → keyword theme map with match types and landing page URLs. Free spreadsheet csv download — ~20 min setup on Google Ads.
Spreadsheet CSV · ~20 min · Intermediate
Model unit economics for marketing-sourced customers — CAC by channel, LTV assumptions, payback months.
Spreadsheet CSV · ~20 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Meeting booked → Salesforce event logged → HubSpot/Marketing Cloud nurture enrolled automatically.
blueprint JSON · ~35 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Cart Abandonment — 3 Emails
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Three-email cart recovery sequence with product block placeholders and dynamic coupon logic notes for Klaviyo.
Email HTML · ~35 min · Intermediate
Chatbot Qualify → Meeting
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Chatbot asks ICP questions → routes to calendar or nurture. Free workflow download — ~45 min setup on HubSpot.
Workflow · ~45 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Cold Outreach — B2B SaaS 3-Touch
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Three plain-HTML cold emails: problem insight, case proof, breakup — ready for Instantly or Lemlist import.
Email HTML · ~15 min · Beginner
Consent Mode v2 GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Consent defaults denied, update on CMP accept — GA4 and ads tags consent-aware. Free container json download — ~35 min setup on Google Tag Manager.
Container JSON · ~35 min · Advanced
AI Marketing Ops
to me · 10:24 AM
Content Download Nurture (5)
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Post-download nurture: deliver asset, expand problem, social proof, soft CTA, breakup — merge tags included.
Email HTML · ~25 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Inbound demo requests auto-route to enterprise AE, mid-market, or SDR queue based on company size from enrichment.
blueprint JSON · ~25 min · Intermediate
Expandi
Trigger
Transform
Action
Pre-mapped Expandi smart sequence: visit → connect → if accepted → DM drip → if no reply → breakup.
Sequence JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Wire any form webhook to HubSpot contact create/update and instant Slack notification with lead context.
blueprint JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
G2 profile view or comparison intent → CRM account match → SDR task + Slack. Free blueprint json download — ~35 min setup on Make.com.
blueprint JSON · ~35 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
NPS promoter or closed-won → personalized G2 review ask → follow-up if no submit. Free blueprint json download — ~25 min setup on Make.com.
blueprint JSON · ~25 min · Intermediate
GA4 GTM Container Bundle
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
GTM container starter with GA4 config tag, enhanced measurement events, and form listener for marketing sites.
Container JSON · ~40 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Close the loop: SQL and won deals upload to Google Ads for smart bidding optimization. Free blueprint json download — ~45 min setup on Make.com.
blueprint JSON · ~45 min · Advanced
GTM Launch Checklist
Database view
+ New row
Week -6 to launch: positioning, assets, paid, email, sales enablement, post-launch retro. Free md download — ~25 min setup on Notion.
MD · ~25 min · Beginner
Configure HeyReach sender pools, daily caps per LinkedIn account, and client workspace isolation for agency outbound.
Campaign CSV · ~25 min · Advanced
Round-robin and territory rules for web leads with marketing source preservation. Free config csv download — ~45 min setup on Salesforce.
Config CSV · ~45 min · Advanced
Retell AI
Inbound Voice Handoff
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Qualification branches, warm transfer rules, CRM field map, and fallback SMS scripts. Free sequence json download — ~30 min setup on Retell AI.
Sequence JSON · ~30 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Jotform submit → dedupe email → upsert CRM contact with UTM and form metadata. Free blueprint json download — ~25 min setup on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Jotform submit → dedupe email → upsert CRM contact with UTM and form metadata. Free workflow json download — ~25 min setup on n8n.
workflow JSON · ~25 min · Intermediate
AI Prompt Template
Generate output for: Landing Page PAS Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Structured prompt for hero, problem, agitation, solution, proof, and CTA blocks. Free prompt md download — ~15 min setup on ChatGPT.
Prompt MD · ~15 min · Beginner
Import Sales Navigator search into Linked Helper: collect profiles, auto-visit, connection note sequence — local desktop workflow.
Sequence CSV · ~35 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Pull blog RSS into formatted LinkedIn draft posts — review before publish, never auto-post blind.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n workflow that turns RSS items into LinkedIn draft rows — same ops pattern as our Make blueprint, self-hosted friendly.
workflow JSON · ~30 min · Intermediate
AI Prompt Template
Generate output for: LinkedIn Content Pillar Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Structured prompt: feed ICP + product proof → get 4 content pillars and 12 post angles for LinkedIn.
Prompt MD · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Lead Gen Form webhook → enrich company → CRM upsert → SDR Slack card with context. Free blueprint json download — ~30 min setup on Make.com.
blueprint JSON · ~30 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Mailchimp Welcome Series
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 0 welcome, day 2 value story, day 5 soft offer — Mailchimp merge tags. Free email html download — ~20 min setup on Mailchimp.
Email HTML · ~20 min · Beginner
Marketing Retainer SOW
Checklist · Sign-off · Appendix
1 / 3
Scope, deliverables, hours, reporting cadence, change order, and signature blocks. Free pdf download — ~30 min setup on PDF.
PDF · ~30 min · Beginner
Campaign hierarchy by funnel stage with audience, objective, and budget split. Free spreadsheet csv download — ~20 min setup on Meta Ads.
Spreadsheet CSV · ~20 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New Meta lead hits CRM in seconds with a branded instant response — before your competitor calls them.
blueprint JSON · ~35 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Meta Lead Ads webhook → dedupe by email → CRM contact + campaign attribution fields. Free blueprint json download — ~30 min setup on Make.com.
blueprint JSON · ~30 min · Intermediate
Meta Pixel + CAPI Starter
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Web + server GTM bundle to improve Meta event match quality — PageView, Lead, Purchase placeholders.
Container JSON · ~45 min · Advanced
MQL → SQL Handoff with SLA
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Lifecycle workflow that assigns MQLs, starts SLA timers, and escalates when sales doesn't follow up in time.
Workflow · ~45 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
No sales activity within SLA window → Slack alert to RevOps and manager escalation. Free blueprint json download — ~30 min setup on Make.com.
blueprint JSON · ~30 min · Intermediate
Workflow Builder
MQL Slack Alert
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
HubSpot MQL → Slack card with firmographics, source, score, and AE mention. Free workflow json download — ~20 min setup on Slack.
workflow JSON · ~20 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Form submit → enrich → score → route to CRM owner + Slack + nurture branch. Free blueprint json download — ~45 min setup on Make.com.
blueprint JSON · ~45 min · Advanced
DM sequence for people who liked/commented on your post — warm outbound. Free campaign csv download — ~25 min setup on HeyReach.
Campaign CSV · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Product Launch Emails
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Teaser + launch day email pair with hero, feature bullets, demo CTA, and social proof block.
Email HTML · ~25 min · Beginner
AI Prompt Template
Generate output for: pSEO Outline Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Template variables + keyword → H1, sections, internal links, schema hints. Free prompt md download — ~10 min setup on ChatGPT.
Prompt MD · ~10 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Approved RSS items publish to company LinkedIn page and X with UTM-appended links. Free blueprint json download — ~35 min setup on Make.com.
blueprint JSON · ~35 min · Intermediate
Retell AI
SDR Qualifier Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Greeting, BANT-lite questions, objection branches, and CRM-qualified handoff. Free sequence json download — ~45 min setup on Retell AI.
Sequence JSON · ~45 min · Advanced
AI Prompt Template
Generate output for: SEO Content Brief Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Structured prompt: SERP analysis, outline, internal links, and operator checklist output. Free prompt md download — ~10 min setup on ChatGPT.
Prompt MD · ~10 min · Beginner
SEO Keyword Database
Database view
+ New row
Volume, difficulty, intent, cluster, target URL, and content status columns. Free md download — ~20 min setup on Notion.
MD · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
checkout abandoned → Klaviyo event + profile update for flow enrollment. Free blueprint json download — ~30 min setup on Make.com.
blueprint JSON · ~30 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Trial Onboarding 7-Day Drip
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 0 welcome through day 7 upgrade nudge — activation milestones baked into copy. Free email html download — ~25 min setup on HubSpot.
Email HTML · ~25 min · Beginner
signup, activation, aha moment, upgrade click, and subscription events with parameters. Free config csv download — ~25 min setup on GA4.
Config CSV · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New Typeform submit → format answers → post to #leads with score tag if qualified. Free blueprint json download — ~20 min setup on Make.com.
blueprint JSON · ~20 min · Beginner
Spreadsheet UTM builder with naming conventions, validation columns, and final URL output — stops typos breaking GA4 reports.
Spreadsheet CSV · ~10 min · Beginner
Webhook Normalize Pattern
# Webhook…
1 / 3
Generic inbound JSON → field map → dedupe keys → CRM upsert shape documentation. Free md download — ~30 min setup on Generic.
MD · ~30 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Webinar Follow-Up — 3 Emails
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Three-email HubSpot HTML sequence: thank you + replay, key takeaway resource, soft demo CTA.
Email HTML · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Form submit registers Zoom attendee, creates HubSpot contact, and tags campaign source. Free blueprint json download — ~30 min setup on Make.com.
blueprint JSON · ~30 min · Intermediate
Layers
10-slide carousel grid with title, body, and CTA slide placeholders for LinkedIn/Instagram.
Figma · ~20 min · Beginner
Plan 12 months of content pillars, publish dates, owners, and status — one sheet. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
50 B2B Subject Lines
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Curiosity, social proof, question, and direct benefit subject lines under 45 chars. Free email txt — ~10 min on Email.
Email TXT · ~10 min · Beginner
90-Day Content Calendar
Database view
+ New row
Database views: by channel, by week, by pillar — with status and owner fields. Free md — ~20 min on Notion.
MD · ~20 min · Beginner
Track experiments across landing pages, ads, and email — one ops-friendly log. Free spreadsheet csv — ~10 min on Google Sheets.
Spreadsheet CSV · ~10 min · Beginner
Ab Test Log
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Ab Test Log template for Klaviyo — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Ab Test Log
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Ab Test Log template for Email — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Layers
Ab Test Log template for Figma — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Retell AI
Ab Test Log
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Ab Test Log template for Retell AI — documented triggers, field maps, and QA steps ops can deploy in one working session.
Sequence JSON · ~15 min · Beginner
Ab Test Log template for GA4 — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Ab Test Log template for Generic — documented triggers, field maps, and QA steps ops can deploy in one working session.
Webhook JSON · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Partial signup detected → reminder email + CRM tag for SDR follow-up.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n-native partial signup recovery automation.
workflow JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Target account list → Clearbit enrichment → CRM account update + tier tag.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n ABM account enrichment pipeline.
workflow JSON · ~30 min · Intermediate
Fit score, intent score, tier assignment, and play recommendation per target account.
Spreadsheet CSV · ~20 min · Intermediate
Standard columns for account name, domain, tier, owner, and intent score import.
List CSV · ~25 min · Intermediate
Import template: company, domain, tier, AE owner, AM owner, play status. Free list csv — ~15 min on HubSpot.
List CSV · ~15 min · Beginner
ABM Tier-1 Plan
Database view
+ New row
Account snapshot, stakeholders, pain points, touch plan, content map, success metrics.
MD · ~20 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Tag 'sales-ready' applied → Slack alert to AE with contact summary. Free zap template — ~15 min on Zapier.
Zap template · ~15 min · Beginner
Account Warmup Schedule
# Account…
1 / 3
Daily action caps for new accounts: profile views, connects, messages, and content engagement.
MD · ~15 min · Beginner
Daily connection/view/engage limits ramping day 1–7 for new or recovered accounts. Free setup csv — ~15 min on LinkedIn Automation.
Setup CSV · ~15 min · Beginner
Subject, type, due date, deal ID, person ID columns for sales activity migration. Free sequence csv — ~15 min on Pipedrive.
Sequence CSV · ~15 min · Beginner
Platform, placement, dimensions, file type, max size, and safe zone per row. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
AI Prompt Template
Generate output for: Ad Copy Variant Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Product + audience + angle → 10 headline and 5 description variants with pin hints. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Creative uploaded → Slack approval thread → approved assets to ad platform queue.
blueprint JSON · ~30 min · Intermediate
AI Prompt Template
Generate output for: Ad Creative Brief Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Goal + audience + offer → brief with hooks, visuals, formats, and test plan. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
Log hypothesis, variant, spend, CTR, CPA, winner — one row per test.
Spreadsheet CSV · ~10 min · Beginner
Workflow Builder
Ad Pacing Alert
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Daily spend check → 80% of monthly cap → Slack alert with pause recommendation. Free workflow json — ~20 min on Slack.
workflow JSON · ~20 min · Intermediate
Layers
Frame templates: 1:1, 4:5, 9:16, 1200×628, RSA display — safe zones labeled. Free figma — ~20 min on Figma.
Figma · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Pull Google + Meta spend → compare to monthly budget curve → Slack if over/under pacing.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Pull Google + Meta spend → compare to monthly budget curve → Slack if over/under pacing.
workflow JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Google + Meta API → normalize currency → append daily row → flag pacing variance. Free workflow json — ~30 min on n8n.
workflow JSON · ~30 min · Intermediate
Feed requirements, product sets, primary text variants, and QA before launch. Free config csv — ~25 min on Meta Ads.
Config CSV · ~25 min · Intermediate
Ready-to-customize posts: product win, culture, customer story, hiring, event. Free spreadsheet csv — ~10 min on LinkedIn.
Spreadsheet CSV · ~10 min · Beginner
Advocacy Referral Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
NPS promoter → invite to referral program → track submissions → reward fulfillment task.
Workflow · ~25 min · Intermediate
Retell AI
After-Hours Lead Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Off-hours inbound → capture contact → intent summary → morning AE task. Free sequence json — ~35 min on Retell AI.
Sequence JSON · ~35 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Agency Breakup Email
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Permission-based breakup email for agency services outbound — short, professional, easy to customize.
Email HTML · ~10 min · Beginner
Stages from inbound lead to signed retainer — Pipedrive-ready CSV.
Pipeline CSV · ~20 min · Beginner
Layers
Problem, services, process, case studies, team, pricing, CTA — agency sales deck structure.
Figma · ~30 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Sheet outline row → Claude/GPT draft → Google Doc with H2 structure.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
New Airtable row → dedupe email → upsert CRM contact → notify owner in Slack. Free webhook json — ~25 min on Generic.
Webhook JSON · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Campaign status changed to Live → email owner with record link and checklist reminder.
Zap template · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Airtable record status change → formatted Slack update with owner ping.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n Airtable campaign status notifications.
workflow JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Campaign status → Approved → notify stakeholders with asset links. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Campaign status → Approved → notify stakeholders with asset links. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
All Forms Submit GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Generic listener for form submit events → GA4 generate_lead + ads conversions.
Container JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Prospect list from Apollo lands in CRM with owner, ICP tier, and LinkedIn DM draft row — ready for human send.
blueprint JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Apollo saved search → dedupe → outreach tool list + CRM contact create.
blueprint JSON · ~35 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n Apollo prospect sync workflow.
workflow JSON · ~35 min · Intermediate
Layers
iOS and Android device frames with caption zones for 6-screenshot set. Free figma — ~25 min on Figma.
Figma · ~25 min · Beginner
Retell AI
Appointment Setter Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Qualify interest → offer times → book Calendly/HubSpot meeting → confirmation SMS. Free sequence json — ~40 min on Retell AI.
Sequence JSON · ~40 min · Advanced
Retell AI
Appointment Setting Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Lead list dial → qualify BANT-lite → book Calendly slot → CRM log and SMS confirm. Free sequence json — ~35 min on Retell AI.
Sequence JSON · ~35 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Campaign task overdue → Slack DM owner → escalate to manager after 48h. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Campaign task overdue → Slack DM owner → escalate to manager after 48h. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
Zap template · ~15 min · Beginner
Attribution Map
# Attribution…
1 / 3
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
Copy TXT · ~15 min · Beginner
Attribution Map
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
Flow JSON · ~15 min · Beginner
Attribution Map
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
Workflow · ~15 min · Beginner
Attribution Map
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
Container JSON · ~15 min · Beginner
Workflow Builder
Attribution Map
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
workflow JSON · ~15 min · Beginner
Audience Spec
# Audience…
1 / 3
Audience build spec: inclusions, exclusions, lookback, and sync frequency for paid platforms.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Audience Spec…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Audience build spec: inclusions, exclusions, lookback, and sync frequency for paid platforms.
Prompt MD · ~15 min · Beginner
Audience build spec: inclusions, exclusions, lookback, and sync frequency for paid platforms.
Config CSV · ~15 min · Beginner
Audience Spec
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Audience build spec: inclusions, exclusions, lookback, and sync frequency for paid platforms.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Audience Spec
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Audience build spec: inclusions, exclusions, lookback, and sync frequency for paid platforms.
Email HTML · ~15 min · Beginner
Layers
Audience build spec: inclusions, exclusions, lookback, and sync frequency for paid platforms.
MD · ~15 min · Beginner
Retell AI
Audience Spec
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Audience build spec: inclusions, exclusions, lookback, and sync frequency for paid platforms.
Sequence JSON · ~15 min · Beginner
Automation Build SOW
Checklist · Sign-off · Appendix
1 / 3
CRM setup, workflows, integrations, UAT, training, and hypercare window. Free pdf — ~30 min on PDF.
PDF · ~30 min · Intermediate
B2B Hashtag Strategy
# B2B…
1 / 3
Branded, niche, and broad hashtag tiers with 3–5 tags per post formula. Free md — ~10 min on LinkedIn.
MD · ~10 min · Beginner
Layers
Hero stat, 3 supporting data points, source footer, social share crop sizes. Free figma — ~25 min on Figma.
Figma · ~25 min · Beginner
Stages from discovery call to signed SOW — with probability and tasks.
Pipeline CSV · ~30 min · Intermediate
Back in Stock Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Inventory restock → notify waitlist segment via Klaviyo event trigger. Free flow json — ~25 min on Shopify.
Flow JSON · ~25 min · Intermediate
Back in Stock Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Inventory restock event → segment waitlist → notify email → urgency CTA if low qty. Free flow json — ~20 min on Klaviyo.
Flow JSON · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Badge scanned → CRM contact tag + event attendee nurture sequence.
blueprint JSON · ~35 min · Intermediate
AI Prompt Template
Generate output for: Battlecard Update Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Release notes → competitor diff, objection handlers, talk track bullets. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
AI Prompt Template
Generate output for: Battlecard Update Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Competitor changelog + your positioning → updated objection handlers and feature matrix.
Prompt MD · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Newsletter subscribe → CRM contact + source tag + welcome workflow enroll. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Newsletter subscribe → CRM contact + source tag + welcome workflow enroll. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Beehiiv subscribe → CRM contact + welcome email sequence enroll.
Zap template · ~15 min · Beginner
15 headlines and 4 descriptions for lead gen RSAs with pin recommendations. Free list csv — ~15 min on Microsoft Ads.
List CSV · ~15 min · Beginner
Mailchimp
Trigger
Transform
Action
Birthday date field → send personalized offer → tag redeemed vs ignored for follow-up.
Flow JSON · ~20 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Black Friday Email Pack
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Teaser, early access VIP, and last-chance emails with promo code placeholders. Free email html — ~25 min on Mailchimp.
Email HTML · ~25 min · Beginner
AI Prompt Template
Generate output for: Blog Outline Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Keyword, intent, competitor URLs → H2/H3 outline with FAQ and internal link suggestions.
Prompt MD · ~10 min · Beginner
Audience rule: 3+ page_view on /blog/* in 30 days — export to Ads platforms. Free config csv — ~15 min on GA4.
Config CSV · ~15 min · Intermediate
AI Prompt Template
Generate output for: Board Deck Narrative…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Paste dashboard metrics → storyline slides with variance commentary and ask slide. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Topic surge signal → enrich account → CRM tier tag + SDR alert.
blueprint JSON · ~40 min · Advanced
Layers
10×8 backdrop: headline, subhead, 3 proof points, QR CTA — print bleed notes. Free figma — ~30 min on Figma.
Figma · ~30 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Hard bounce webhook → suppress sends → tag contact → notify ops if threshold exceeded.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Hard bounce webhook → suppress sends → tag contact → notify ops if threshold exceeded.
workflow JSON · ~25 min · Intermediate
Brand Asset Library
Database view
+ New row
Logo files, color hex, voice snippets, approved screenshots, and link registry. Free md — ~25 min on Notion.
MD · ~25 min · Beginner
Brand Guidelines PDF
Checklist · Sign-off · Appendix
1 / 3
Logo usage, color palette, typography, tone of voice, and do/don't examples. Free pdf — ~35 min on PDF.
PDF · ~35 min · Beginner
Brand Guidelines Starter
# Brand…
1 / 3
Logo usage, colors, typography, voice/tone, and channel-specific do/don't examples. Free md — ~30 min on PDF.
MD · ~30 min · Beginner
Layers
Primary/secondary palette, type scale, button styles, spacing tokens — handoff doc. Free figma — ~40 min on Figma.
Figma · ~40 min · Intermediate
AI Prompt Template
Generate output for: Brand Voice System Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Tone, banned phrases, audience, examples, and review checklist for all copy outputs. Free prompt md — ~15 min on Claude.
Prompt MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Breakup Final Touch…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Polite close-the-loop messages after no reply — 3 variants by persona. Free copy txt — ~10 min on LinkedIn Automation.
Copy TXT · ~10 min · Beginner
AI Prompt Template
Generate output for: Brief from Competitor URL…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Paste competitor URL → SERP gap analysis → outline with H2s and internal links. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
Browse Abandonment Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Viewed product, no cart → 2-email reminder with dynamic product block. Free flow json — ~25 min on Klaviyo.
Flow JSON · ~25 min · Intermediate
Power Automate
Budget Approval Teams
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Campaign brief card → approve/reject buttons → finance log and launch unlock. Free workflow json — ~20 min on Microsoft Teams.
workflow JSON · ~20 min · Beginner
Power Automate
Budget Approval Teams
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Budget request card → manager approve/reject → auto-update media plan sheet link. Free workflow json — ~15 min on Microsoft Teams.
workflow JSON · ~15 min · Beginner
Daily spend vs plan pacing → variance alert before campaigns overspend or under-deliver.
Config CSV · ~15 min · Beginner
Budget Pacing
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Daily spend vs plan pacing → variance alert before campaigns overspend or under-deliver.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Budget Pacing
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Daily spend vs plan pacing → variance alert before campaigns overspend or under-deliver.
Email HTML · ~15 min · Beginner
Layers
Daily spend vs plan pacing → variance alert before campaigns overspend or under-deliver.
MD · ~15 min · Beginner
Retell AI
Budget Pacing
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Daily spend vs plan pacing → variance alert before campaigns overspend or under-deliver.
Sequence JSON · ~15 min · Beginner
Daily spend vs plan pacing → variance alert before campaigns overspend or under-deliver.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Daily spend vs plan pacing → variance alert before campaigns overspend or under-deliver.
Webhook JSON · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Daily spend pull → compare to monthly cap → Slack alert at 80/90/100%.
blueprint JSON · ~30 min · Intermediate
Daily spend vs monthly cap per campaign with pace % and alert thresholds. Free spreadsheet csv — ~15 min on Google Ads.
Spreadsheet CSV · ~15 min · Beginner
Budget Variance Report
# Budget…
1 / 3
Planned vs actual by channel, variance %, commentary prompts, and reforecast notes. Free md — ~20 min on PDF.
MD · ~20 min · Beginner
Monthly planned vs actual spend by channel with variance % and notes.
Spreadsheet CSV · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Meeting ended no-show → CRM tag → reschedule sequence → AE task. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Meeting ended no-show → CRM tag → reschedule sequence → AE task. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Calendly invitee booked → create Notion page from template with attendee context. Free zap template — ~15 min on Zapier.
Zap template · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n-native Calendly webhook → Salesforce event sync.
workflow JSON · ~35 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Calendly invitee created → append row with UTM + meeting type.
Zap template · ~10 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
invitee.created → CRM contact upsert → demo booked task → nurture unenroll. Free webhook json — ~25 min on Calendly.
Webhook JSON · ~25 min · Intermediate
AI Prompt Template
Generate output for: Call Summary CRM Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Paste transcript → structured note: pain, budget, timeline, next steps, objections. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
Campaign Asset Tracker
Database view
+ New row
Asset type, channel, approval status, file link, and launch dependency fields. Free md — ~25 min on Airtable.
MD · ~25 min · Beginner
Campaign Brief
Checklist · Sign-off · Appendix
1 / 3
Goal, ICP, offer, channels, budget, timeline, KPIs, and approval sign-off. Free pdf — ~20 min on PDF.
PDF · ~20 min · Beginner
Workflow Builder
Campaign Brief
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Campaign Brief template for Slack — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Campaign Brief
# Campaign…
1 / 3
Campaign Brief template for TikTok Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Campaign Brief…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Campaign Brief template for ChatGPT — documented triggers, field maps, and QA steps ops can deploy in one working session.
Prompt MD · ~15 min · Beginner
Campaign Brief template for LinkedIn Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Campaign Brief
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Campaign Brief template for Klaviyo — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Campaign Brief
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Campaign Brief template for Email — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Map marketing statuses: Sent, Opened, Clicked, Registered, Attended, MQL.
Config CSV · ~25 min · Intermediate
Campaign member responded statuses mapped to lifecycle stages and reports. Free config csv — ~15 min on Salesforce.
Config CSV · ~15 min · Beginner
Spend, leads, SQLs, pipeline, revenue, CAC, and ROI formula columns per channel. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Track spend, MQLs, CPL, and pipeline by campaign row with rollup formulas. Free spreadsheet csv — ~15 min on Airtable.
Spreadsheet CSV · ~15 min · Beginner
Carousel 10-Slide Outline
# Carousel…
1 / 3
Hook → problem → framework → 5 insights → CTA slide structure with copy prompts. Free md — ~20 min on LinkedIn.
MD · ~20 min · Beginner
AI Prompt Template
Generate output for: Carousel Hooks (15)…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Pattern-interrupt hooks for B2B carousels — numbered list, myth-bust, and contrarian angles.
Copy TXT · ~10 min · Beginner
Cart Abandoner Discount
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Abandoned checkout → unique 10% code → Klaviyo event trigger for email send. Free flow json — ~25 min on Shopify.
Flow JSON · ~25 min · Intermediate
AI Prompt Template
Generate output for: Case Study from Metrics…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Before/after KPIs + quote snippets → full case study draft with headline options. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
AI Prompt Template
Generate output for: Case Study from Transcript…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Transcript → challenge, solution, metrics, quote blocks, headline options. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
Case Study Interview Guide
Checklist · Sign-off · Appendix
1 / 3
Pre-interview prep, 20 questions, metric extraction prompts, and quote approval flow.
PDF · ~20 min · Beginner
AI Prompt Template
Generate output for: Case Study Interview Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Product + ICP + outcome metric → 15 interview questions grouped by before/after/ROI. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
Layers
Challenge → solution → 3 metrics → quote → CTA block — one-page PDF/web layout. Free figma — ~25 min on Figma.
Figma · ~25 min · Beginner
Catalog Completion Checklist
# Catalog…
1 / 3
Final QA gate: import test, preview, meta length, related links, and mobile check per template.
MD · ~20 min · Beginner
Catch Hook Router
# Catch…
1 / 3
Single webhook URL → router by payload type → fan-out to CRM, Slack, and sheet. Free md — ~20 min on Generic.
MD · ~20 min · Intermediate
Paid, owned, earned split with CAC targets, spend caps, and reallocation triggers. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
subscription_created/changed/cancelled → CRM lifecycle + MRR + renewal date property map.
Webhook JSON · ~30 min · Advanced
Churn Analysis Framework
# Churn…
1 / 3
Cohort definition, leading indicators, exit interview prompts, and save play triggers.
MD · ~25 min · Intermediate
Churn Prevent Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Cancel intent → save offer email → pause option → win-back survey branch. Free flow json — ~30 min on Klaviyo.
Flow JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
CRM health score drop → Slack + email to CSM with usage context.
blueprint JSON · ~40 min · Advanced
AI Prompt Template
Generate output for: Churn Save Email Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Turn product usage metrics into save offer email with specific value recap.
Prompt MD · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Usage drop below threshold → update health score → CSM task → exec alert if enterprise.
blueprint JSON · ~30 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Usage drop below threshold → update health score → CSM task → exec alert if enterprise.
workflow JSON · ~30 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Campaign brief row → Claude variants (headline, primary, CTA) → sheet for review. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Form submit → firmographics enrich → score → route by company size. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Form submit → firmographics enrich → score → route by company size. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Client Onboarding Form
Checklist · Sign-off · Appendix
1 / 3
Brand assets, access checklist, goals, ICP, competitors, and communication prefs. Free pdf — ~20 min on PDF.
PDF · ~20 min · Beginner
Client Onboarding Notion
Database view
+ New row
Kickoff, access requests, brand intake, tooling setup, and 30-day success milestones.
MD · ~25 min · Beginner
Salesforce
Trigger
Transform
Action
Opportunity Closed Won → create CS case + onboarding task + notify channel.
Flow JSON · ~40 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Coda campaign row edit → sync Google Sheet master → Slack variance alert. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Coda campaign row edit → sync Google Sheet master → Slack variance alert. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Cohort Analysis
# Cohort…
1 / 3
Cohort Analysis template for TikTok Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Cohort Analysis…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Cohort Analysis template for ChatGPT — documented triggers, field maps, and QA steps ops can deploy in one working session.
Prompt MD · ~15 min · Beginner
Cohort Analysis template for LinkedIn Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Cohort Analysis
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Cohort Analysis template for Klaviyo — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Cohort Analysis
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Cohort Analysis template for Email — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Layers
Cohort Analysis template for Figma — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Signup month cohorts, M1-M12 retention %, and revenue retention overlay columns. Free spreadsheet csv — ~25 min on Google Sheets.
Spreadsheet CSV · ~25 min · Intermediate
Cold Contact Re-engagement
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
90-day inactive contacts get 3-email win-back then marketing hold or unsubscribe.
Workflow · ~35 min · Intermediate
AI Prompt Template
Generate output for: Cold Email First Line…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
LinkedIn profile + company news → 5 first-line variants under 25 words. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Cold Outreach (3)
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Problem agitation, proof point, and breakup emails with spintax-friendly merge tags. Free email html — ~20 min on Email.
Email HTML · ~20 min · Beginner
Comment → DM Playbook
# Comment…
1 / 3
Trigger word replies, DM scripts, and follow-up cadence for lead magnet distribution.
MD · ~20 min · Beginner
Commission Plan Template
# Commission…
1 / 3
Quota tiers, accelerators, SPIFF rules, clawback policy, and payout calendar. Free md — ~30 min on PDF.
MD · ~30 min · Intermediate
Target followers of competitor or partner pages → connect with context note. Free campaign csv — ~25 min on LinkedIn Automation.
Campaign CSV · ~25 min · Intermediate
Competitive Intel Brief
# Competitive…
1 / 3
Competitor snapshot, positioning, pricing, strengths/weaknesses, and talk track prompts.
MD · ~20 min · Beginner
Competitor rows: features, pricing tier, positioning, last checked, source URL. Free spreadsheet csv — ~20 min on Airtable.
Spreadsheet CSV · ~20 min · Beginner
AI Prompt Template
Generate output for: Competitive Messaging Matrix…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Competitor list → feature/pain/claim matrix → differentiation talking points. Free prompt md — ~15 min on Claude.
Prompt MD · ~15 min · Beginner
Workflow Builder
Competitor Mention Alert
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Brand monitoring hit → Slack alert with link, sentiment, and response owner. Free workflow json — ~20 min on Slack.
workflow JSON · ~20 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Google Alerts/RSS feed → keyword filter → Slack #competitive-intel with summary link.
blueprint JSON · ~20 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Google Alerts/RSS feed → keyword filter → Slack #competitive-intel with summary link.
workflow JSON · ~20 min · Beginner
Connection → Meeting 5-Step
# Connection…
1 / 3
5-step manual outbound: connect note, value DM, case study, soft ask, breakup. Free md — ~15 min on LinkedIn.
MD · ~15 min · Beginner
5 note variants with character counts, angle tags, and acceptance rate tracking. Free campaign csv — ~15 min on LinkedIn Automation.
Campaign CSV · ~15 min · Beginner
AI Prompt Template
Generate output for: Connection Note Pack…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
10 connection request notes by vertical with {company} and {trigger} placeholders. Free copy txt — ~15 min on Expandi.
Copy TXT · ~15 min · Beginner
Consent Mode Audit GA4
# Consent…
1 / 3
CMP integration, default/update commands, modeling impact checks, and EU traffic validation.
MD · ~20 min · Intermediate
Contact Merge Handler
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Duplicate detected → merge rules by email domain → preserve latest activity → audit log.
Workflow · ~30 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Notion/Airtable status → waiting approval → Slack thread with approve/reject links. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Notion/Airtable status → waiting approval → Slack thread with approve/reject links. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Content Calendar
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Content Calendar template for Mailchimp — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Content Calendar
# Content…
1 / 3
Content Calendar template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Content Calendar
Database view
+ New row
Content Calendar template for Notion — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Power Automate
Content Calendar
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Content Calendar template for Microsoft Teams — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Content Calendar template for Microsoft Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Content Calendar template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Writer hours, asset types, publish cadence, and backlog weeks by channel. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Content Download Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Asset download → topic branch nurture → MQL score bump → SDR route. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Keyword, competitor URL, our URL status, priority score, and assigned writer columns.
Spreadsheet CSV · ~15 min · Beginner
Content Gate + Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form submission delivers asset, sets lead source, enrolls MOFU nurture — one workflow.
Workflow · ~30 min · Intermediate
Content Group Taxonomy
# Content…
1 / 3
URL rules for pillars, authors, and content types — reporting and SEO cluster views. Free md — ~20 min on GA4.
MD · ~20 min · Intermediate
URL, sessions, leads, keyword rank, publish date — monthly content scorecard. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Content Pillars Worksheet
# Content…
1 / 3
3–5 pillars, audience pain, post types, proof points, monthly mix ratio. Free md — ~20 min on LinkedIn.
MD · ~20 min · Beginner
Power Automate
Content Publish Reminder
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Monday Teams post → scheduled posts this week → missing draft alerts. Free workflow json — ~20 min on Microsoft Teams.
workflow JSON · ~20 min · Beginner
Content Style Guide
# Content…
1 / 3
Voice principles, grammar rules, inclusive language, and channel-specific formatting.
MD · ~25 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Signed contract → create CS project + onboarding email + kickoff task. Free blueprint json — ~35 min on Make.com.
blueprint JSON · ~35 min · Intermediate
Multi-branch message copy for TOFU/MOFU offers with CTA button labels. Free list csv — ~15 min on LinkedIn Ads.
List CSV · ~15 min · Beginner
Conversion Audit Checklist
# Conversion…
1 / 3
Hero, social proof, CTA, form friction, mobile, and page speed scoring rubric. Free md — ~20 min on PDF.
MD · ~20 min · Beginner
Map form submits, trials, and purchases to analytics events with validation steps before launch.
Spreadsheet CSV · ~15 min · Beginner
Conversion Tracking
# Conversion…
1 / 3
Map form submits, trials, and purchases to analytics events with validation steps before launch.
MD · ~15 min · Beginner
Conversion Tracking
# Conversion…
1 / 3
Map form submits, trials, and purchases to analytics events with validation steps before launch.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Conversion Tracking
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Map form submits, trials, and purchases to analytics events with validation steps before launch.
Email HTML · ~15 min · Beginner
Conversion Tracking
# Conversion…
1 / 3
Map form submits, trials, and purchases to analytics events with validation steps before launch.
MD · ~15 min · Beginner
Conversion Tracking
Database view
+ New row
Map form submits, trials, and purchases to analytics events with validation steps before launch.
MD · ~15 min · Beginner
Power Automate
Conversion Tracking
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Map form submits, trials, and purchases to analytics events with validation steps before launch.
workflow JSON · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New subscriber → CRM upsert with tag mapping for lead source.
Zap template · ~15 min · Beginner
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Config CSV · ~15 min · Beginner
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Spreadsheet CSV · ~15 min · Beginner
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Zap template · ~15 min · Beginner
Copy Swipe
# Copy…
1 / 3
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Copy TXT · ~15 min · Beginner
Copy Swipe
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Flow JSON · ~15 min · Beginner
Copy Swipe
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Workflow · ~15 min · Beginner
Workflow Builder
Creative Approval Slack
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Draft posted → ✅ reaction → schedule in Buffer/LinkedIn → audit log. Free workflow json — ~20 min on Slack.
workflow JSON · ~20 min · Beginner
Workflow Builder
Creative Approval v2
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Creative ready → approval buttons → auto-post to #approved-ads on ✅. Free workflow json — ~15 min on Slack.
workflow JSON · ~15 min · Beginner
Ad ID, launch date, frequency threshold, refresh date, and replacement creative notes.
Spreadsheet CSV · ~15 min · Beginner
Creative Handoff
# Creative…
1 / 3
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Creative Handoff
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
Email HTML · ~15 min · Beginner
Creative Handoff
# Creative…
1 / 3
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
MD · ~15 min · Beginner
Creative Handoff
Database view
+ New row
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
MD · ~15 min · Beginner
Power Automate
Creative Handoff
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
workflow JSON · ~15 min · Beginner
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
Config CSV · ~15 min · Beginner
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
Spreadsheet CSV · ~15 min · Beginner
Hook, angle, format, spend, CTR, CPL, and winner/loser notes per ad variant. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Hook, angle, format, spend, CTR, CPL, winner flag — cross-channel creative log. Free spreadsheet csv — ~15 min on Airtable.
Spreadsheet CSV · ~15 min · Beginner
Field name, object, type, source, owner, and usage notes for marketing properties. Free spreadsheet csv — ~25 min on Google Sheets.
Spreadsheet CSV · ~25 min · Intermediate
CRM Reply Handler
# CRM…
1 / 3
Inbound reply webhook → pause sequence → log CRM activity → route hot replies to SDR.
MD · ~25 min · Intermediate
Cross-Domain Measurement
# Cross-Domain…
1 / 3
Linker domains, referral exclusions, session stitching checks, and QA test cases. Free md — ~30 min on GA4.
MD · ~30 min · Advanced
CS Handoff Checklist
# CS…
1 / 3
Deal context, stakeholders, goals, integrations, and 30-day success plan prompts. Free md — ~20 min on PDF.
MD · ~20 min · Beginner
AI Prompt Template
Generate output for: Customer Advocacy…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Customer Advocacy template for ChatGPT — documented triggers, field maps, and QA steps ops can deploy in one working session.
Prompt MD · ~15 min · Beginner
Customer Advocacy template for LinkedIn Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Customer Advocacy
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Customer Advocacy template for Klaviyo — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Customer Advocacy
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Customer Advocacy template for Email — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Layers
Customer Advocacy template for Figma — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Retell AI
Customer Advocacy
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Customer Advocacy template for Retell AI — documented triggers, field maps, and QA steps ops can deploy in one working session.
Sequence JSON · ~15 min · Beginner
No purchase 90+ days, prior AOV band, and exclude recent email fatigue tags. Free config csv — ~15 min on Shopify.
Config CSV · ~15 min · Beginner
Workflow Builder
Daily Standup Bot
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Weekday 9am prompt → collect blockers/wins → post rollup to #marketing-ops. Free workflow json — ~15 min on Slack.
workflow JSON · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Deal stage closed-lost → send Typeform survey → write reason property → manager alert.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Deal stage closed-lost → send Typeform survey → write reason property → manager alert.
workflow JSON · ~30 min · Intermediate
Deal Rotting Alert
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
No activity 14 days in active stage → create task + email owner with deal summary. Free flow json — ~20 min on Pipedrive.
Flow JSON · ~20 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Deal stage = Proposal → finance Slack approval + task + hold until approved.
blueprint JSON · ~35 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n deal stage finance gate automation.
workflow JSON · ~35 min · Intermediate
Avg days in stage, conversion rate, and bottleneck stage flags for pipeline reviews. Free report csv — ~25 min on HubSpot.
Report CSV · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Deal stage closed-won → Slack #wins message with AE, amount, and source campaign. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Power Automate
Deal Won Celebration
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Deal closed-won → Teams #wins post with amount, source, and rep shoutout. Free workflow json — ~15 min on Microsoft Teams.
workflow JSON · ~15 min · Beginner
Deliverability Audit template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Deliverability Audit template for Google Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Deliverability Audit template for Zapier — documented triggers, field maps, and QA steps ops can deploy in one working session.
Zap template · ~15 min · Beginner
Deliverability Audit
# Deliverability…
1 / 3
Deliverability Audit template for LinkedIn Automation — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
Deliverability Audit
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deliverability Audit template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Deliverability Audit
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deliverability Audit template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Retell AI
Demo No-Show Callback
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Demo no-show → outbound callback → reschedule offer → CRM log. Free sequence json — ~30 min on Retell AI.
Sequence JSON · ~30 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Demo No-Show Recovery
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Calm, non-guilt-trip emails when prospects miss the demo — rebook link, case study, and breakup.
Email HTML · ~20 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n version of demo routing by employee count — same tiers, open-source friendly stack.
workflow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New member join → welcome DM sequence → role assign → community rules link. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
New member join → welcome DM sequence → role assign → community rules link. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Discovery Notes
Database view
+ New row
Goals, stakeholders, pain points, budget, timeline, next steps — agency discovery doc.
MD · ~15 min · Beginner
Document Post Guide
# Document…
1 / 3
PDF prep, cover slide, first-page hook, CTA comment strategy, nurture handoff. Free md — ~20 min on LinkedIn.
MD · ~20 min · Beginner
Import-ready Dripify campaign: connect note, follow-ups, and withdraw rules.
Campaign CSV · ~20 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New file in shared campaign folder → Slack alert with link and uploader name. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New lead → duplicate check by email domain → merge + Clearbit enrich.
blueprint JSON · ~35 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n duplicate detection and enrichment.
workflow JSON · ~35 min · Intermediate
view_item, add_to_cart, purchase + custom loyalty and bundle events.
Report CSV · ~20 min · Intermediate
Plan pillars, cluster posts, owners, status, and distribution channels.
Spreadsheet CSV · ~10 min · Beginner
Editorial Calendar Notion
Database view
+ New row
Database properties: pillar, channel, status, owner, publish date, and SEO keyword. Free md — ~20 min on Notion.
MD · ~20 min · Beginner
Editorial Workflow
Database view
+ New row
Status pipeline: idea → draft → review → SEO check → scheduled → published. Free md — ~20 min on Notion.
MD · ~20 min · Beginner
Einstein Score Thresholds
# Einstein…
1 / 3
Score bands, MQL cutoff, routing rules, and model refresh cadence for marketing ops. Free md — ~25 min on Salesforce.
MD · ~25 min · Advanced
Email A/B Test Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Send A/B subject test → wait for winner → send to remainder → log variant in property.
Workflow · ~20 min · Intermediate
SPF/DKIM/DMARC, bounce rates, spam complaint thresholds, and list hygiene checks. Free config csv — ~20 min on HubSpot.
Config CSV · ~20 min · Intermediate
Email Deliverability Checklist
# Email…
1 / 3
DNS records, alignment checks, warmup, bounce handling, and monitoring steps. Free md — ~20 min on PDF.
MD · ~20 min · Intermediate
Layers
Header, hero, CTA button, footer, and mobile breakpoint component definitions. Free md — ~30 min on Figma.
MD · ~30 min · Intermediate
Email Drip
# Email…
1 / 3
Email Drip template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Email Drip
Database view
+ New row
Email Drip template for Notion — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Power Automate
Email Drip
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Email Drip template for Microsoft Teams — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Email Drip template for Microsoft Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Email Drip template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Email Drip template for Google Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
List CSV · ~15 min · Beginner
AI Prompt Template
Generate output for: Employee Advocacy (25)…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Company news, hiring, product launch, and culture posts employees can personalize. Free copy txt — ~15 min on LinkedIn.
Copy TXT · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Content approved in Notion → employee Slack digest with one-click share links. Free blueprint json — ~30 min on Make.com.
blueprint JSON · ~30 min · Intermediate
Employee Social Policy
Checklist · Sign-off · Appendix
1 / 3
Personal vs company accounts, disclosure rules, confidentiality, and escalation contacts.
PDF · ~25 min · Beginner
Endorse top skill → wait 2 days → connection request with skill reference. Free campaign csv — ~20 min on LinkedIn Automation.
Campaign CSV · ~20 min · Beginner
Enhanced Conversions GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Capture hashed email/phone on form submit for improved conversion match.
Container JSON · ~35 min · Advanced
Event Attendee Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Attended event → tag interest topic → 3-email nurture → SDR task if high intent. Free workflow — ~25 min on HubSpot.
Workflow · ~25 min · Intermediate
Attendee list import → connect → recap message → meeting CTA sequence. Free campaign csv — ~25 min on LinkedIn Automation.
Campaign CSV · ~25 min · Intermediate
Retell AI
Event Confirmation Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Registrant list → confirmation call → calendar add reminder → no-answer SMS. Free sequence json — ~25 min on Retell AI.
Sequence JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Event Invite + Reminders
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Invite, 1-week reminder, 1-day reminder with calendar links.
Email HTML · ~20 min · Beginner
Retell AI
Event Reg Confirm
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Registration confirm call → calendar add SMS → day-before reminder opt-in. Free sequence json — ~15 min on Retell AI.
Sequence JSON · ~15 min · Beginner
Booth, travel, swag, staff hours → CPL, CPA, pipeline influenced. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Venue, sponsorship, leads, meetings booked, pipeline, and cost-per-SQL formulas. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Event Run of Show
Database view
+ New row
Vendor contacts, AV checklist, minute-by-minute run sheet, contingency notes. Free md — ~25 min on Notion.
MD · ~25 min · Beginner
Event Runbook
# Event…
1 / 3
T-30 to T+7 task list: promotion, booth ops, lead capture, and follow-up SLA. Free md — ~25 min on PDF.
MD · ~25 min · Beginner
Event Taxonomy template for Meta Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Event Taxonomy
# Event…
1 / 3
Event Taxonomy template for PDF — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Event Taxonomy
# Event…
1 / 3
Event Taxonomy template for LinkedIn — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Event Taxonomy
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Event Taxonomy template for Mailchimp — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Event Taxonomy
# Event…
1 / 3
Event Taxonomy template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Event Taxonomy
Database view
+ New row
Event Taxonomy template for Notion — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New Eventbrite ticket → Zoom registrant + optional CRM row.
Zap template · ~15 min · Beginner
AI Prompt Template
Generate output for: Executive InMail…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Short InMail: relevance hook, briefing value prop, 15-min ask, social proof line. Free copy txt — ~10 min on LinkedIn.
Copy TXT · ~10 min · Beginner
4-message drip after connection accepted — delays and char limits for Expandi.
Smart sequence CSV · ~20 min · Beginner
Hypothesis, variant, metric, sample size, result, winner, and learnings column. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
AI Prompt Template
Generate output for: FAQ Schema Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Product docs → FAQ pairs + JSON-LD schema block ready for CMS paste. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New FB lead → Mailchimp subscribe + optional SMS via Twilio.
Zap template · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New Lead Ad submission → append sheet row → create CRM contact with campaign ID. Free zap template — ~15 min on Zapier.
Zap template · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Slack emoji reaction or #feedback post → parse message → append Notion row with tags.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Slack emoji reaction or #feedback post → parse message → append Notion row with tags.
workflow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New Figma comment on marketing file → Slack thread with @designer mention. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
New Figma comment on marketing file → Slack thread with @designer mention. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
File Download GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Auto-track .pdf, .zip, .docx clicks as GA4 file_download events with link URL param.
Container JSON · ~20 min · Beginner
Side-by-side channel credit by first and last touch with delta column. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
AI Prompt Template
Generate output for: Follow-Up Swipe (12)…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Post-accept follow-ups by intent: value share, case study, meeting ask, breakup. Free copy txt — ~10 min on LinkedIn Automation.
Copy TXT · ~10 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n version of our popular lead capture blueprint — webhook in, HubSpot + Slack out. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Form → Sales Sequence
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
High-intent form → round-robin owner + enroll 5-touch sales sequence + task. Free workflow — ~25 min on HubSpot.
Workflow · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New form response → append Google Sheet row → Slack #leads notification with fields. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Web form → Slack message with lead summary + react-to-assign workflow.
Zap template · ~15 min · Beginner
Retell AI
Form Callback Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Form webhook → call within 5 min → confirm interest → book demo or nurture. Free sequence json — ~35 min on Retell AI.
Sequence JSON · ~35 min · Advanced
Form Dedupe by Email
# Form…
1 / 3
Hash email + form ID → skip if seen in 24h → audit log for duplicate attempts. Free md — ~20 min on Generic.
MD · ~20 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Form webhook → honeypot + domain blocklist → quarantine sheet or discard.
blueprint JSON · ~25 min · Intermediate
Form Tracking template for Google Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Form Tracking template for Zapier — documented triggers, field maps, and QA steps ops can deploy in one working session.
Zap template · ~15 min · Beginner
Form Tracking
# Form…
1 / 3
Form Tracking template for LinkedIn Automation — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
Form Tracking
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form Tracking template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Form Tracking
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form Tracking template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Form Tracking
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Form Tracking template for Google Tag Manager — documented triggers, field maps, and QA steps ops can deploy in one working session.
Container JSON · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Internal campaign request form → Airtable row → Slack notify PM.
Zap template · ~10 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Founder Cold Email TXT
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Under 100 words, no HTML — for deliverability-focused founder outbound.
Email TXT · ~10 min · Beginner
AI Prompt Template
Generate output for: Founder Story Framework…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Hook → origin story → lesson → soft CTA structure with 3 fill-in examples. Free copy txt — ~15 min on LinkedIn.
Copy TXT · ~15 min · Beginner
Freemium Upgrade Nudge
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Usage threshold hit → upgrade email series → in-app CTA property update. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Visitor → MQL → SQL → opp → close rates with B2B SaaS benchmark columns. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Signup funnel steps, event names, parameters, and exploration report config notes. Free config csv — ~25 min on GA4.
Config CSV · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
NPS promoter or closed-won → personalized G2 review ask → follow-up if no submit. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Daily GA4 check vs 7-day baseline — Slack alert when sessions or conversions deviate >25%.
blueprint JSON · ~40 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Self-hosted GA4 anomaly monitoring with Slack notifications.
workflow JSON · ~40 min · Advanced
GA4 BigQuery Schema
# GA4…
1 / 3
Core tables, event params to extract, sample queries for funnel and content performance.
MD · ~30 min · Advanced
User-scoped and event-scoped dimensions for UTMs, content pillar, and sales segment. Free config csv — ~25 min on GA4.
Config CSV · ~25 min · Intermediate
Pre-defined custom dimensions: content pillar, campaign tier, and sales assist flag.
Config CSV · ~25 min · Intermediate
GA4 Implementation Audit
Checklist · Sign-off · Appendix
1 / 3
Events, dimensions, conversions, linking, and DebugView validation steps.
PDF · ~60 min · Intermediate
GDPR Cookie Checklist
Checklist · Sign-off · Appendix
1 / 3
Lawful basis, cookie categories, consent banner, DPA, and data subject request flow. Free pdf — ~30 min on PDF.
PDF · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
release.published → format notes → post to #product-updates with CTA link. Free webhook json — ~20 min on GitHub.
Webhook JSON · ~20 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Release published → changelog summary → Slack + email draft to marketing queue. Free webhook json — ~15 min on Generic.
Webhook JSON · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Email labeled #action → create Asana task with subject, link, and assignee rule. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Gmail starred → Trello card in Content Ideas board with link back.
Zap template · ~10 min · Beginner
AI Marketing Ops
to me · 10:24 AM
GoDaddy Form Follow-Up
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Instant thank-you with response SLA, FAQ links, and book-a-call CTA for SMB sites. Free email html — ~15 min on GoDaddy.
Email HTML · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
GoDaddy Newsletter Starter
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Single-column newsletter layout for weekly small business updates.
Email HTML · ~15 min · Beginner
Campaign/ad group/keyword map with bid adjustments and UET goal linkage. Free config csv — ~20 min on Microsoft Ads.
Config CSV · ~20 min · Intermediate
Google Ads Conversion Linker
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Import-ready GTM bundle: conversion linker, Google Ads remarketing, and consent-aware defaults.
Container JSON · ~30 min · Intermediate
Standard tokens for account, campaign, ad group, ad, and extension names. Free config csv — ~15 min on Google Ads.
Config CSV · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
CRM closed-won → hash PII → Google Ads conversion upload with gclid match. Free blueprint json — ~35 min on Make.com.
blueprint JSON · ~35 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
CRM closed-won → hash PII → Google Ads conversion upload with gclid match. Free workflow json — ~35 min on n8n.
workflow JSON · ~35 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n batch upload of SQL/won deals to Google Ads offline conversions API. Free workflow json — ~45 min on n8n.
workflow JSON · ~45 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
RSS from Google Alerts → filter by competitor keywords → Slack digest.
blueprint JSON · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New Google Form response → format fields → Slack #inbound-leads with owner mention. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
New Google Form response → format fields → Slack #inbound-leads with owner mention. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Grand Opening Series
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Save the date, opening day offer, and thank-you follow-up for local SMB launches. Free email html — ~20 min on Mailchimp.
Email HTML · ~20 min · Beginner
Group member scrape → filter ICP → connect with group context note. Free campaign csv — ~25 min on LinkedIn Automation.
Campaign CSV · ~25 min · Intermediate
GTM Motion Planner
# GTM…
1 / 3
ICP fit, ACV, sales complexity, and channel mix — decision matrix with recommendations.
MD · ~30 min · Intermediate
AI Prompt Template
Generate output for: Headline Optimizer Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Current headline + ICP pain → 12 alternatives scored by clarity, specificity, and CTA fit.
Prompt MD · ~10 min · Beginner
High AOV Upsell
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Cart AOV above threshold → post-purchase upsell email with bundle offer. Free flow json — ~15 min on Shopify.
Flow JSON · ~15 min · Beginner
Audience rules: pricing + demo pages, 2+ sessions, key events.
Config CSV · ~25 min · Intermediate
HMAC Verification Pattern
# HMAC…
1 / 3
Shared secret validation, timestamp tolerance, and reject logging for inbound webhooks.
MD · ~25 min · Advanced
AI Marketing Ops
to me · 10:24 AM
Holiday Hours Email
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Seasonal closure notice with alternate contact options and back-open date CTA. Free email html — ~10 min on GoDaddy Email.
Email HTML · ~10 min · Beginner
HubSpot Form GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Form view, field interaction, and submit events with form ID and page context. Free container json — ~25 min on Google Tag Manager.
Container JSON · ~25 min · Intermediate
HubSpot GTM Form Listener
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Track HubSpot embedded forms in GTM — submit events for GA4 and ad pixels. Free container json — ~25 min on Google Tag Manager.
Container JSON · ~25 min · Intermediate
HubSpot Portal Audit
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Properties, workflows, lists, tracking, and hygiene — scored audit before portal chaos.
PDF · ~90 min · Intermediate
HubSpot Webhook Action
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Workflow enrollment → signed POST to middleware → response property write-back. Free webhook json — ~25 min on HubSpot.
Webhook JSON · ~25 min · Intermediate
Import-ready list template: industry, employee count, revenue, tech stack fields.
List CSV · ~15 min · Beginner
AI Prompt Template
Generate output for: ICP Pain Points Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Structured research output: pains, triggers, objections, and proof angles per vertical.
Prompt MD · ~20 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Inactive User Re-Engage
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
30/60/90-day inactivity triggers — value reminder, case study, and breakup with preference center.
Email HTML · ~20 min · Beginner
Creator fees, deliverables, spend vs cap, CPM, and ROI by campaign row. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Creator, fee, deliverables, UTM, impressions, clicks, and CPA formula columns. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Influencer Contract Checklist
# Influencer…
1 / 3
Deliverables, usage rights, exclusivity, FTC disclosure, payment terms, and kill fee.
MD · ~20 min · Beginner
Creator, niche, reach, rate, status, contract, post URL, ROI columns. Free spreadsheet csv — ~15 min on Airtable.
Spreadsheet CSV · ~15 min · Beginner
Open profile detected → InMail sequence with A/B subject variants.
Campaign CSV · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Positive Instantly replies auto-sync to HubSpot timeline with campaign and sequence context.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n webhook handler for Instantly positive replies → CRM timeline. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Instantly Warmup Guide
# Instantly…
1 / 3
Inbox count, daily ramp, reply rate targets, and domain health checks before scale. Free md — ~15 min on Instantly.
MD · ~15 min · Beginner
Day-by-day send volume ramp for new domains — mailbox rotation and reply targets included.
Setup CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Intercom tag applied → HubSpot contact note with conversation summary.
Zap template · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Conversation tagged sales-ready → create HubSpot note + task with transcript link. Free webhook json — ~25 min on Generic.
Webhook JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Sales-ready conversation → Slack alert with transcript snippet and CRM link. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Sales-ready conversation → Slack alert with transcript snippet and CRM link. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Stripe/QuickBooks paid invoice → Slack #revenue with MRR and source.
blueprint JSON · ~25 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Campaign brief approved → Jira epic + subtasks for creative, ads, and landing page. Free webhook json — ~25 min on Generic.
Webhook JSON · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Every form submit appends a timestamped row — simple lead log without code. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Daily sync of Klaviyo segment emails to Meta for retargeting and lookalikes.
blueprint JSON · ~35 min · Advanced
Klaviyo Welcome 5-Email
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Signup → brand story → bestsellers → social proof → first-purchase offer. Free flow json — ~30 min on Klaviyo.
Flow JSON · ~30 min · Intermediate
Path exploration config: landing → key events → conversion by channel.
Report CSV · ~20 min · Intermediate
Landing Page Spec
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Landing Page Spec template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Landing Page Spec
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Landing Page Spec template for Google Tag Manager — documented triggers, field maps, and QA steps ops can deploy in one working session.
Container JSON · ~15 min · Beginner
Workflow Builder
Landing Page Spec
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Landing Page Spec template for Slack — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Landing Page Spec
# Landing…
1 / 3
Landing Page Spec template for TikTok Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Landing Page Spec…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Landing Page Spec template for ChatGPT — documented triggers, field maps, and QA steps ops can deploy in one working session.
Prompt MD · ~15 min · Beginner
Landing Page Spec template for LinkedIn Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Power Automate
Launch Checklist Teams
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Launch channel template with pinned checklist, owners, and go/no-go poll. Free workflow json — ~25 min on Microsoft Teams.
workflow JSON · ~25 min · Beginner
Workflow Builder
Launch War Room Alert
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Launch checklist complete → open #war-room thread → ping channel owners → T-24h reminders.
workflow JSON · ~20 min · Intermediate
Lead → MQL → SQL → opp → won rates by source with monthly trend columns. Free report csv — ~30 min on Salesforce.
Report CSV · ~30 min · Advanced
Lead Form Follow-Up Map
# Lead…
1 / 3
Lead form fields → CRM properties → instant email trigger → SDR task SLA. Free md — ~20 min on Meta Ads.
MD · ~20 min · Beginner
Form question → CRM property map with hidden fields for campaign ID and UTM. Free config csv — ~20 min on LinkedIn Ads.
Config CSV · ~20 min · Intermediate
Lead Gen Measurement Plan
# Lead…
1 / 3
Document KPIs, events, dimensions, and reporting cadence before GTM build.
MD · ~45 min · Intermediate
Label taxonomy for inbound leads: source, ICP tier, urgency, owner queue.
Config CSV · ~15 min · Beginner
Lead Lifecycle Glossary
# Lead…
1 / 3
Stage names, entry criteria, exit criteria, and example scenarios by segment. Free md — ~25 min on PDF.
MD · ~25 min · Beginner
Lead Recycle Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Disqualified leads → 90-day wait → re-engagement email → re-score → route if MQL. Free workflow — ~25 min on HubSpot.
Workflow · ~25 min · Intermediate
Lead Routing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
Workflow · ~15 min · Beginner
Lead Routing
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
Container JSON · ~15 min · Beginner
Workflow Builder
Lead Routing
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
workflow JSON · ~15 min · Beginner
Lead Routing
# Lead…
1 / 3
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Lead Routing…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
Prompt MD · ~15 min · Beginner
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
Config CSV · ~15 min · Beginner
Lead Routing
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
Flow JSON · ~15 min · Beginner
Score bands, MQL threshold, conversion rate by band, and recommended cutoff. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Spend, leads, SQLs, pipeline, and ROI formulas by channel and quarter. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Weekly log of leads by source until CRM attribution is automated.
Spreadsheet CSV · ~15 min · Beginner
Lead status → MQL/SQL definitions, conversion triggers, and field requirements. Free config csv — ~15 min on Salesforce.
Config CSV · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Bounce/unsub from Lemlist updates CRM do-not-contact and removes from active sequences.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n handler for Lemlist deliverability events → CRM suppression.
workflow JSON · ~25 min · Intermediate
5-step mix: LI visit, connect, email 1-2, LI DM, breakup — with delay and char limits.
Sequence CSV · ~20 min · Intermediate
Generic
Trigger
Transform
Action
Tool webhook payload → HubSpot/Pipedrive field map with reply and meeting-booked events.
Webhook JSON · ~25 min · Intermediate
LI Safety Limits Guide
Checklist · Sign-off · Appendix
1 / 3
Daily caps by account age, warm-up schedule, and tool-specific limit tables. Free setup pdf — ~20 min on LinkedIn Automation.
Setup PDF · ~20 min · Beginner
Lifecycle Stage Automation
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Subscriber → lead → MQL → SQL transitions driven by behavior rules, not manual updates.
Workflow · ~40 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Linear issue labeled customer-request → CRM note on account → CSM notify. Free webhook json — ~15 min on Generic.
Webhook JSON · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Form submit → Linear issue with labels, priority, and requester context for ops queue.
Webhook JSON · ~20 min · Intermediate
Desktop-safe connection campaign with note variants and daily caps.
Campaign CSV · ~20 min · Beginner
Tier 1/2/3 campaign groups with audience, budget, and creative rotation rules. Free spreadsheet csv — ~25 min on LinkedIn Ads.
Spreadsheet CSV · ~25 min · Intermediate
AI Prompt Template
Generate output for: LinkedIn Ad Copy Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Persona + pain + gain → intro text, headline, and CTA variants for Sponsored Content.
Prompt MD · ~10 min · Beginner
AI Prompt Template
Generate output for: LinkedIn Ad Copy Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
ICP + offer → sponsored content variants, intro text, and CTA button labels. Free prompt md — ~15 min on ChatGPT.
Prompt MD · ~15 min · Beginner
LinkedIn Audience Import
# LinkedIn…
1 / 3
Company size, industry, and job function targeting layers for B2B search campaigns. Free md — ~20 min on Microsoft Ads.
MD · ~20 min · Intermediate
Layers
1584×396 personal + 1128×191 company frames with safe zones and export notes. Free figma — ~15 min on Figma.
Figma · ~15 min · Beginner
Form field → HubSpot/SF property map with hidden UTM and consent fields. Free config csv — ~20 min on LinkedIn Ads.
Config CSV · ~20 min · Intermediate
LinkedIn Insight Tag GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Base Insight Tag plus key conversion events for B2B lead gen pages.
Container JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
LinkedIn form leads land in HubSpot with campaign ID and 4-hour SDR follow-up task. Free blueprint json — ~30 min on Make.com.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Lead Gen Form webhook → enrich company → CRM upsert → SDR Slack card with context. Free workflow json — ~30 min on n8n.
workflow JSON · ~30 min · Intermediate
T-7 to T+1 posts: teaser, speaker intro, reminder, live link, replay CTA. Free spreadsheet csv — ~15 min on LinkedIn.
Spreadsheet CSV · ~15 min · Beginner
20 B2B poll prompts: budget, tools, priorities, trends — with follow-up DM hooks. Free spreadsheet csv — ~10 min on LinkedIn.
Spreadsheet CSV · ~10 min · Beginner
Website visitors → content engagers → demo page viewers — stage budgets and creatives.
Spreadsheet CSV · ~20 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
List Hygiene template for Generic — documented triggers, field maps, and QA steps ops can deploy in one working session.
Webhook JSON · ~15 min · Beginner
List Hygiene template for Meta Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
List Hygiene
# List…
1 / 3
List Hygiene template for PDF — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
List Hygiene
# List…
1 / 3
List Hygiene template for LinkedIn — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
List Hygiene
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
List Hygiene template for Mailchimp — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
List Hygiene
# List…
1 / 3
List Hygiene template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Local Business Starter
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Grand opening, review ask, seasonal promo, and service reminder — four HTML emails. Free email html — ~20 min on GoDaddy Email.
Email HTML · ~20 min · Beginner
Lookalike Seed
# Lookalike…
1 / 3
Lookalike Seed template for LinkedIn Automation — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
Lookalike Seed
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Lookalike Seed template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Lookalike Seed
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Lookalike Seed template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Lookalike Seed
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Lookalike Seed template for Google Tag Manager — documented triggers, field maps, and QA steps ops can deploy in one working session.
Container JSON · ~15 min · Beginner
Workflow Builder
Lookalike Seed
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Lookalike Seed template for Slack — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Lookalike Seed
# Lookalike…
1 / 3
Lookalike Seed template for TikTok Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Seed audience rules, size tiers 1-3%, exclusions, and refresh cadence by customer LTV.
Config CSV · ~20 min · Intermediate
Standardized lost reasons: budget, timing, competitor, no decision, ICP mismatch.
Config CSV · ~10 min · Beginner
Lost reason taxonomy, required field rules, and recycle nurture trigger mapping. Free config csv — ~20 min on Pipedrive.
Config CSV · ~20 min · Beginner
Lost Deal Win-Back
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Closed lost → reason required → timed win-back nurture by loss reason. Free workflow — ~30 min on HubSpot.
Workflow · ~30 min · Intermediate
Low Inventory Alert
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
SKU below threshold → Slack/email ops → pause ads tag → optional Klaviyo segment. Free flow json — ~20 min on Shopify.
Flow JSON · ~20 min · Intermediate
Layers
Hero, logo bar, 3-benefit grid, social proof, FAQ, and sticky CTA frame guide. Free md — ~25 min on Figma.
MD · ~25 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Mailchimp Review Request
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Post-purchase day 7 → review ask with Google/Yelp links → follow-up if no click. Free email html — ~20 min on Mailchimp.
Email HTML · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Unsubscribe event → CRM marketing opt-out + suppression list + audit log.
blueprint JSON · ~25 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n unsubscribe sync to CRM opt-out list.
workflow JSON · ~25 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Mailchimp Winback SMB
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
90-day inactive → we miss you email → offer CTA → sunset warning if no open. Free email html — ~20 min on Mailchimp.
Email HTML · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Hard bounce webhook → suppress list → CRM bounce property → ops alert. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Hard bounce webhook → suppress list → CRM bounce property → ops alert. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Make → n8n Migration
# Make…
1 / 3
Module mapping, credential reauth, error handling parity, and cutover test plan. Free md — ~25 min on PDF.
MD · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Webhook module → process → return 200 JSON body with correlation ID for caller. Free blueprint json — ~20 min on Make.com.
blueprint JSON · ~20 min · Intermediate
Headcount, channel hours, campaign count, and bandwidth forecast by quarter. Free spreadsheet csv — ~25 min on Google Sheets.
Spreadsheet CSV · ~25 min · Intermediate
Stage definitions and probability for marketing-sourced and influenced deals.
Pipeline CSV · ~30 min · Intermediate
Campaign attribution, influenced pipeline, and closed-won revenue by touch model. Free report csv — ~25 min on HubSpot.
Report CSV · ~25 min · Intermediate
Marketing OKR Tracker
Database view
+ New row
Objective, 3 key results, owner, progress %, weekly check-in notes. Free md — ~20 min on Notion.
MD · ~20 min · Beginner
Marketing Ops RACI
# Marketing…
1 / 3
Roles vs campaign launch, reporting, tooling, and vendor tasks — R/A/C/I grid. Free md — ~20 min on PDF.
MD · ~20 min · Beginner
Forecast MQL → SQL → pipeline by channel with conversion rates and weighted amounts. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Marketing SOP Library
Database view
+ New row
Indexed SOPs: campaign launch, UTM standards, lead routing, monthly reporting. Free md — ~30 min on Notion.
MD · ~30 min · Beginner
System, direction, sync frequency, owner, and failure contact — stack documentation. Free spreadsheet csv — ~30 min on Google Sheets.
Spreadsheet CSV · ~30 min · Intermediate
Martech RFP Template
Checklist · Sign-off · Appendix
1 / 3
Requirements matrix, scoring rubric, integration questions, and security appendix. Free pdf — ~35 min on PDF.
PDF · ~35 min · Intermediate
Martech Stack Audit
# Martech…
1 / 3
Inventory tools by function, owner, cost, integration status, and redundancy flags.
MD · ~20 min · Beginner
Email hash, company domain, and ABM list format with required column headers. Free list csv — ~15 min on LinkedIn Ads.
List CSV · ~15 min · Beginner
MC Journey Entry Criteria
# MC…
1 / 3
Data extension filters, entry events, re-entry rules, and exit criteria templates. Free md — ~30 min on Salesforce.
MD · ~30 min · Advanced
Media Buying QA
# Media…
1 / 3
Tracking, naming, budgets, audiences, creatives, and landing page checks per channel.
MD · ~20 min · Beginner
Power Automate
Media Plan
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Media Plan template for Microsoft Teams — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Media Plan template for Microsoft Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Media Plan template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Media Plan template for Google Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Media Plan template for Zapier — documented triggers, field maps, and QA steps ops can deploy in one working session.
Zap template · ~15 min · Beginner
Media Plan
# Media…
1 / 3
Media Plan template for LinkedIn Automation — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Booking confirmed → send prep email to guest + internal brief to AE with CRM context.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Booking confirmed → send prep email to guest + internal brief to AE with CRM context.
workflow JSON · ~25 min · Intermediate
Messaging House
Checklist · Sign-off · Appendix
1 / 3
Category POV, 3 pillars, proof points, audience translations, and elevator pitch. Free pdf — ~30 min on PDF.
PDF · ~30 min · Intermediate
AI Prompt Template
Generate output for: Meta Ad Hooks Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Generate 10 primary text variants with hook formulas for cold audiences.
Prompt MD · ~10 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Server-side event map: event_name, user_data hashes, custom_data, and dedupe event_id.
Webhook JSON · ~35 min · Advanced
Product title cleanup, custom labels, excluded collections, and UTM append rules. Free config csv — ~20 min on Shopify.
Config CSV · ~20 min · Intermediate
Hook × angle × format matrix with hypothesis, spend cap, and winner column. Free spreadsheet csv — ~15 min on Meta Ads.
Spreadsheet CSV · ~15 min · Beginner
Recommended fields: role, company size, timeline, budget band — with CRM map. Free config csv — ~15 min on Meta Ads.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Meta Lead Ads webhook → dedupe by email → CRM contact + campaign attribution fields. Free workflow json — ~30 min on n8n.
workflow JSON · ~30 min · Intermediate
Meta Naming Convention
# Meta…
1 / 3
Campaign, ad set, and ad naming tokens for funnel stage, audience, creative, and date.
MD · ~20 min · Beginner
URL rules, retention windows, and exclusion stacks for retargeting funnels. Free config csv — ~15 min on Meta Ads.
Config CSV · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Microsoft Ads lead webhook → CRM contact + UTM attribution + nurture enroll.
blueprint JSON · ~30 min · Intermediate
Monthly budget caps, spend pacing, and naming audit per campaign row. Free spreadsheet csv — ~15 min on Microsoft Ads.
Spreadsheet CSV · ~15 min · Beginner
15 headlines + 4 descriptions with pin suggestions for lead gen landing pages. Free list csv — ~10 min on Microsoft Ads.
List CSV · ~10 min · Beginner
Microsoft UET GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
UET base tag + form submit, demo request, and purchase custom events. Free container json — ~25 min on Google Tag Manager.
Container JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Milestone Celebration
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Usage or anniversary milestone → congrats email → shareable badge → upsell soft CTA. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Daily cohort export → CRM static list refresh → campaign enrollment trigger. Free webhook json — ~15 min on Generic.
Webhook JSON · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Monday board status changes → aggregate weekly → Slack digest to marketing channel. Free blueprint json — ~30 min on Make.com.
blueprint JSON · ~30 min · Intermediate
AI Prompt Template
Generate output for: Monthly Report Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Paste KPI table → 3-paragraph exec summary + wins, risks, next month priorities. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
Mql Definition template for Microsoft Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Mql Definition template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Mql Definition template for Google Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Mql Definition template for Zapier — documented triggers, field maps, and QA steps ops can deploy in one working session.
Zap template · ~15 min · Beginner
Mql Definition
# Mql…
1 / 3
Mql Definition template for LinkedIn Automation — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
Mql Definition
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Mql Definition template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Scoring threshold, required fields, SLA timers, and recycle rules documentation. Free config csv — ~25 min on Salesforce.
Config CSV · ~25 min · Intermediate
MQL Follow-Up SLA
# MQL…
1 / 3
Response time targets, owner roles, escalation path, and measurement definitions. Free md — ~20 min on PDF.
MD · ~20 min · Beginner
AI Marketing Ops
to me · 10:24 AM
MQL Internal Notification
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Alert AE/SDR with lead context, score breakdown, and CRM deep link.
Email HTML · ~15 min · Beginner
Report types and filters for marketing-sourced MQLs by channel and campaign.
Config CSV · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n scheduled MQL SLA breach checks and Slack alerts.
workflow JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n lead routing with enrichment and scoring.
workflow JSON · ~45 min · Advanced
Retell AI
Multilingual Support Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Language detect → route to EN/ES/FR script → human handoff with context summary. Free sequence json — ~40 min on Retell AI.
Sequence JSON · ~40 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Header auth check, key versioning, grace period, and rotation runbook for n8n webhooks.
MD · ~25 min · Advanced
Starter negatives for jobs, free, training, and competitor noise by vertical cluster.
List CSV · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Newsletter Curation
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Intro, 3 curated links with summaries, one original insight, and subscribe/share footer.
Email HTML · ~15 min · Beginner
Layers
600px header with logo zone, hero image crop, and dark-mode safe color variants. Free figma — ~20 min on Figma.
Figma · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Meeting no-show detected → wait 2h → send reschedule link → CRM task if no rebook. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Meeting no-show detected → wait 2h → send reschedule link → CRM task if no rebook. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Retell AI
No-Show Reschedule Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Missed demo trigger → friendly callback → reschedule link → AE notification. Free sequence json — ~30 min on Retell AI.
Sequence JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Notion CRM DB row update → bidirectional sync key fields with HubSpot. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Notion CRM DB row update → bidirectional sync key fields with HubSpot. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Notion status → Done → Slack #content-shipped with task link and owner mention. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Notion status Ready → Buffer/LinkedIn draft queue with UTM links.
blueprint JSON · ~35 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
NPS submitted → score routing → detractor Slack + CS task + save offer email.
blueprint JSON · ~35 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n NPS routing and escalation.
workflow JSON · ~35 min · Intermediate
NPS Detractor Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
NPS ≤6 → create CS task + manager alert + save offer enrollment.
Workflow · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
NPS 9–10 → wait 24h → G2 review email + CRM task if no click.
blueprint JSON · ~25 min · Beginner
AI Marketing Ops
to me · 10:24 AM
NPS Promoter → Review
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Score 9–10 → thank you + review link + optional referral CTA.
Email HTML · ~15 min · Beginner
Retell AI
NPS Voice Survey
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Post-support call → 0–10 score → follow-up why → detractor alert webhook. Free sequence json — ~30 min on Retell AI.
Sequence JSON · ~30 min · Intermediate
Nurture Branch
# Nurture…
1 / 3
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
MD · ~15 min · Beginner
Nurture Branch
Database view
+ New row
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
MD · ~15 min · Beginner
Power Automate
Nurture Branch
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
workflow JSON · ~15 min · Beginner
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
Config CSV · ~15 min · Beginner
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
Spreadsheet CSV · ~15 min · Beginner
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
Zap template · ~15 min · Beginner
AI Prompt Template
Generate output for: Nurture Email Rewrite…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Paste draft → clearer tone, shorter sentences, stronger CTA, subject line options. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
GCLID, conversion time, value, and CRM stage mapping with daily upload cadence. Free config csv — ~30 min on Google Ads.
Config CSV · ~30 min · Advanced
Offline Conversion
# Offline…
1 / 3
Offline Conversion template for LinkedIn — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Offline Conversion
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Offline Conversion template for Mailchimp — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Offline Conversion
# Offline…
1 / 3
Offline Conversion template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Offline Conversion
Database view
+ New row
Offline Conversion template for Notion — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Power Automate
Offline Conversion
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Offline Conversion template for Microsoft Teams — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Offline Conversion template for Microsoft Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
CRM stage → Google Ads conversion action + GCLID/email + timestamp map. Free config csv — ~25 min on Google Ads.
Config CSV · ~25 min · Intermediate
Onboarding Checklist
Database view
+ New row
Onboarding Checklist template for Notion — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Power Automate
Onboarding Checklist
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Onboarding Checklist template for Microsoft Teams — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Onboarding Checklist template for Microsoft Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Onboarding Checklist template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Onboarding Checklist template for Google Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
List CSV · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Onboarding Checklist template for Zapier — documented triggers, field maps, and QA steps ops can deploy in one working session.
Zap template · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Onboarding Checklist Emails
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 0, 3, 7 onboarding emails with tasks, resources, and CSM intro.
Email HTML · ~25 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Onboarding Drip 0–14
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Welcome, setup checklist, first value, office hours, feedback ask — 5 emails. Free email html — ~25 min on Email.
Email HTML · ~25 min · Beginner
Onboarding Handoff Checklist
# Onboarding…
1 / 3
Deal won → CS kickoff checklist: stakeholders, goals, integrations, timeline.
MD · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Product activation event → check milestone map → send congrats email → CSM notify if enterprise.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Product activation event → check milestone map → send congrats email → CSM notify if enterprise.
workflow JSON · ~25 min · Intermediate
Opp Contact Role Setup
# Opp…
1 / 3
Primary contact, champion, economic buyer roles — required fields and reporting impact.
MD · ~20 min · Intermediate
Stage, probability %, avg duration, and required fields for forecast hygiene. Free config csv — ~15 min on Salesforce.
Config CSV · ~15 min · Beginner
Retell AI
Order Status Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Order number capture → Shopify lookup → status, tracking, and ETA readout. Free sequence json — ~35 min on Retell AI.
Sequence JSON · ~35 min · Intermediate
Org Enrichment Webhook
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
New org created → enrich firmographics → update custom fields → score fit tier. Free flow json — ~30 min on Pipedrive.
Flow JSON · ~30 min · Advanced
Outbound Link GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Auto-track external link clicks → GA4 event with URL and link text. Free container json — ~20 min on Google Tag Manager.
Container JSON · ~20 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
subscription.created/updated/canceled → CRM lifecycle stage + MRR property map. Free webhook json — ~30 min on Generic.
Webhook JSON · ~30 min · Advanced
Paid Media Audit
Checklist · Sign-off · Appendix
1 / 3
Score tracking, structure, creative, budgets, and audiences before QBR.
PDF · ~90 min · Intermediate
Paid Media SOW
Checklist · Sign-off · Appendix
1 / 3
Channels, budget stewardship, creative rounds, reporting, and platform access terms. Free pdf — ~25 min on PDF.
PDF · ~25 min · Beginner
Paid Social Creative Brief
Checklist · Sign-off · Appendix
1 / 3
Objective, audience insight, hook, visual direction, formats, and test plan. Free pdf — ~20 min on PDF.
PDF · ~20 min · Beginner
Paid Social Launch Brief
# Paid…
1 / 3
Objective, audience, creative specs, budget, tracking, and launch checklist. Free md — ~15 min on PDF.
MD · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Document completed → move deal stage → notify AE → attach PDF to CRM. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Document completed → move deal stage → notify AE → attach PDF to CRM. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Explicit + implicit scoring dimensions, grade thresholds, and profile fit rules. Free config csv — ~25 min on Salesforce.
Config CSV · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Partner Co Marketing template for Zapier — documented triggers, field maps, and QA steps ops can deploy in one working session.
Zap template · ~15 min · Beginner
Partner Co Marketing
# Partner…
1 / 3
Partner Co Marketing template for LinkedIn Automation — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
Partner Co Marketing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner Co Marketing template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Partner Co Marketing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner Co Marketing template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Partner Co Marketing
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Partner Co Marketing template for Google Tag Manager — documented triggers, field maps, and QA steps ops can deploy in one working session.
Container JSON · ~15 min · Beginner
Workflow Builder
Partner Co Marketing
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Partner Co Marketing template for Slack — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Partner, campaign, MDF budget, leads, influenced pipeline, and ROI notes per row. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Beginner
Partner Lead Routing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner source tag → assign partner manager + AE + co-branded nurture enroll. Free workflow — ~30 min on HubSpot.
Workflow · ~30 min · Intermediate
Partner Referral Deal
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner form submit → create deal in partner pipeline → notify channel partner manager.
Workflow · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Payment Failed Dunning
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 0, 3, 7 emails for card update and support offer.
Email HTML · ~20 min · Beginner
Retell AI
Payment Reminder Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Invoice overdue trigger → friendly reminder call → payment link SMS → escalate day 7.
Sequence JSON · ~30 min · Intermediate
Owner rotation rules by geo and deal size with overflow and vacation backup mapping. Free config csv — ~25 min on Pipedrive.
Config CSV · ~25 min · Intermediate
Stage name, entry criteria, exit criteria, required fields, and avg duration targets.
Pipeline CSV · ~25 min · Beginner
AI Prompt Template
Generate output for: Persona Interview Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Role + industry → 15 discovery questions, follow-ups, and synthesis template. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
AI Prompt Template
Generate output for: Persona Synthesis Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Interview notes → persona doc: goals, pains, objections, channels, and quotes. Free prompt md — ~15 min on Claude.
Prompt MD · ~15 min · Beginner
Phantombuster
Trigger
Transform
Action
Phantom recipe: search URL → profile export CSV with title, company, location filters.
Phantom recipe JSON · ~25 min · Intermediate
Phantombuster
Trigger
Transform
Action
Phantom recipe config to export SN search results to CSV for enrichment pipelines.
Phantom recipe JSON · ~30 min · Advanced
AI Prompt Template
Generate output for: Pillar Cluster Outline Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Structured outline linking pillar to cluster posts with anchor text suggestions.
Prompt MD · ~15 min · Beginner
Pipeline Alert
# Pipeline…
1 / 3
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
Copy TXT · ~15 min · Beginner
Pipeline Alert
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
Flow JSON · ~15 min · Beginner
Pipeline Alert
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
Workflow · ~15 min · Beginner
Pipeline Alert
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
Container JSON · ~15 min · Beginner
Workflow Builder
Pipeline Alert
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
workflow JSON · ~15 min · Beginner
Pipeline Alert
# Pipeline…
1 / 3
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Pipeline Alert…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
Prompt MD · ~15 min · Beginner
Workflow Builder
Pipeline Digest Slack
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Morning cron → new opps, stage changes, and week-over-week pipeline delta. Free workflow json — ~25 min on Slack.
workflow JSON · ~25 min · Intermediate
Pipeline Forecast Method
# Pipeline…
1 / 3
Stage weights, commit categories, historical conversion inputs, and review cadence. Free md — ~25 min on PDF.
MD · ~25 min · Intermediate
Pipeline Report Sub
# Pipeline…
1 / 3
Report filters, folder structure, and subscription recipients for marketing-sourced pipe.
MD · ~15 min · Beginner
Power Automate
Pipeline Review Prep
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Friday 3pm → pull CRM snapshot → post top deals at-risk → attach forecast sheet link.
workflow JSON · ~25 min · Intermediate
Opportunities × win rate × ACV ÷ cycle length — monthly velocity tracker. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Headlines, long headlines, descriptions, image ratios, and audience signal notes per group.
Config CSV · ~25 min · Intermediate
Asset group themes, brand exclusions, and account-level negative keyword seeds. Free list csv — ~25 min on Google Ads.
List CSV · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Episode published → transcript → blog post draft → newsletter section.
blueprint JSON · ~45 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n podcast → blog → newsletter pipeline.
workflow JSON · ~45 min · Intermediate
Show name, host contact, pitch status, recording date, and promo checklist. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
AI Prompt Template
Generate output for: Podcast Show Notes Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Transcript → summary, chapter timestamps, pull quotes, and social clip ideas. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
Day 0, 2, 5, 10 activities after demo: recap, proposal, check-in, breakup.
Setup CSV · ~20 min · Beginner
Demo completed → day 1 recap email task, day 3 proposal, day 7 breakup activity template.
Sequence CSV · ~20 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Post-Demo Recap (3)
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 0 recap + resources, day 2 objection handling, day 5 proposal CTA with merge tags.
Email HTML · ~20 min · Beginner
Post-Purchase Cross-Sell
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Order placed → complementary product recs at day 7 and day 14. Free flow json — ~25 min on Klaviyo.
Flow JSON · ~25 min · Intermediate
Post-Purchase Review Split
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Delivered order → split test email vs SMS review ask → track submission rate. Free flow json — ~25 min on Klaviyo.
Flow JSON · ~25 min · Intermediate
Retell AI
Post-Purchase Upsell Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Order delivered trigger → complementary product offer → accept/decline → CRM log. Free sequence json — ~30 min on Retell AI.
Sequence JSON · ~30 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Post-Support Survey
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Ticket closed → CSAT survey email → detractor alert workflow trigger. Free email html — ~20 min on HubSpot.
Email HTML · ~20 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Feature flag exposure event → CRM list membership for beta cohort campaigns. Free webhook json — ~15 min on Generic.
Webhook JSON · ~15 min · Beginner
Preference Center Setup
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Subscription types, opt-down flows, resubscribe paths, and GDPR/consent copy blocks. Free md — ~25 min on HubSpot.
MD · ~25 min · Intermediate
AI Prompt Template
Generate output for: Press Release Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Launch bullets → headline, subhead, quote placeholder, boilerplate, media contact block.
Prompt MD · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Scheduled scrape → diff detection → Slack alert when pricing copy changes.
blueprint JSON · ~30 min · Intermediate
Product Usage Score
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Weekly usage sync → increment score property → MQL boost or churn risk flag thresholds.
Workflow · ~30 min · Advanced
Profile view trigger → connection request → value follow-up → meeting ask.
Campaign CSV · ~20 min · Intermediate
Progressive Profiling Map
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form visit 1–4 field rotation: email, role, company size, budget, timeline. Free form config — ~20 min on HubSpot.
Form Config · ~20 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Proposal Follow-Up
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 2 bump, day 5 FAQ, day 10 breakup — proposal sent trigger. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
PandaDoc/DocuSign view event → Slack DM to AE + CRM activity log. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
AI Prompt Template
Generate output for: pSEO QA Rubric Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Score thin content risk, uniqueness, meta fit, and internal link coverage before publish.
Prompt MD · ~10 min · Beginner
QBR Deck Outline
Checklist · Sign-off · Appendix
1 / 3
Executive summary, KPI scorecard, channel wins, pipeline, experiments, next quarter. Free pdf — ~25 min on PDF.
PDF · ~25 min · Beginner
AI Marketing Ops
to me · 10:24 AM
QBR Invite Email
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
QBR scheduling email with agenda bullets and Calendly merge tag. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
AI Prompt Template
Generate output for: QBR Narrative Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Paste KPIs and wins → exec summary, risks, and next-quarter priorities in board tone.
Prompt MD · ~10 min · Beginner
QMR Agenda
# QMR…
1 / 3
QMR agenda: channel recap, pipeline contribution, experiments, and next-quarter priorities.
MD · ~15 min · Beginner
MQL, SQL, demo booked events with parameters and conversion flags. Free report csv — ~20 min on GA4.
Report CSV · ~20 min · Intermediate
Quarterly Budget Template
# Quarterly…
1 / 3
Channel rows, planned vs actual, headcount costs, and variance notes by quarter. Free md — ~25 min on PDF.
MD · ~25 min · Beginner
Plan spend across paid search, social, content, and events by month — with pacing and ROI columns.
Spreadsheet CSV · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
✅ reaction on creative post → move Asana task → notify media buyer. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
✅ reaction on creative post → move Asana task → notify media buyer. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Referral Invite Email
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Referrer reward + friend discount — mobile-friendly HTML with share link and terms snippet.
Email HTML · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Referral Invite Sequence
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Ask happy customers for referrals — 2-email sequence with personal link.
Email HTML · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Referral converted → validate eligibility → issue credit/coupon → notify both parties.
blueprint JSON · ~35 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Referral converted → validate eligibility → issue credit/coupon → notify both parties.
workflow JSON · ~35 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Refund issued → wait 24h → retention discount email → support tag. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Refund issued → wait 24h → retention discount email → support tag. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Renewal 30-Day Notice
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Contract renewal reminder with value recap, expansion CTA, and billing contact merge tags.
Email HTML · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Renewal date -90 days → AE task → CS health check → exec sponsor email if at-risk. Free blueprint json — ~30 min on Make.com.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Renewal date -90 days → AE task → CS health check → exec sponsor email if at-risk. Free workflow json — ~30 min on n8n.
workflow JSON · ~30 min · Intermediate
Stages: 90-day notice, negotiation, at-risk, renewed, churned — with owner rules. Free pipeline csv — ~20 min on HubSpot.
Pipeline CSV · ~20 min · Beginner
Layers
Renewal Playbook template for Figma — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Retell AI
Renewal Playbook
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Renewal Playbook template for Retell AI — documented triggers, field maps, and QA steps ops can deploy in one working session.
Sequence JSON · ~15 min · Beginner
Renewal Playbook template for GA4 — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Renewal Playbook template for Generic — documented triggers, field maps, and QA steps ops can deploy in one working session.
Webhook JSON · ~15 min · Beginner
Renewal Playbook template for Meta Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Renewal Playbook
# Renewal…
1 / 3
Renewal Playbook template for PDF — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Renewal Reminder Sequence
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Three-touch renewal sequence with value recap and exec meeting CTA.
Email HTML · ~20 min · Beginner
Segment rules: 2+ orders, 90-day recency, AOV band — export for Klaviyo sync. Free config csv — ~15 min on Shopify.
Config CSV · ~15 min · Beginner
Repeat Purchase Milestone
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
3rd order milestone → VIP email → loyalty offer → review ask. Free flow json — ~15 min on Klaviyo.
Flow JSON · ~15 min · Beginner
Reporting Cadence
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Reporting Cadence template for Google Tag Manager — documented triggers, field maps, and QA steps ops can deploy in one working session.
Container JSON · ~15 min · Beginner
Workflow Builder
Reporting Cadence
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Reporting Cadence template for Slack — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Reporting Cadence
# Reporting…
1 / 3
Reporting Cadence template for TikTok Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Reporting Cadence…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Reporting Cadence template for ChatGPT — documented triggers, field maps, and QA steps ops can deploy in one working session.
Prompt MD · ~15 min · Beginner
Reporting Cadence template for LinkedIn Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Reporting Cadence
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Reporting Cadence template for Klaviyo — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Reporting Cadence
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Reporting Cadence template for Email — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Pillar asset → derivative formats, owners, publish dates, and UTM links. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Research Interview Repo
Database view
+ New row
Interview notes, tags, pain themes, quotes library, and insight synthesis views. Free md — ~20 min on Notion.
MD · ~20 min · Beginner
Website visitor windows, add-to-cart, and purchase exclusion rules per funnel stage. Free config csv — ~20 min on Meta Ads.
Config CSV · ~20 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Retargeting Spec
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Retargeting Spec template for Email — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Layers
Retargeting Spec template for Figma — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Retell AI
Retargeting Spec
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Retargeting Spec template for Retell AI — documented triggers, field maps, and QA steps ops can deploy in one working session.
Sequence JSON · ~15 min · Beginner
Retargeting Spec template for GA4 — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Retargeting Spec template for Generic — documented triggers, field maps, and QA steps ops can deploy in one working session.
Webhook JSON · ~15 min · Beginner
Retargeting Spec template for Meta Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Review Request Emails
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 7 + day 14 review asks with product merge tags and incentive option.
Email HTML · ~20 min · Beginner
Review Request Split Test
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Post-delivery → 50/50 day 7 vs day 14 review ask → track submission rate. Free flow json — ~25 min on Klaviyo.
Flow JSON · ~25 min · Intermediate
AI Prompt Template
Generate output for: Review Response Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Review text + rating → empathetic public reply + internal follow-up action. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
AI Prompt Template
Generate output for: RSA Headline Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Generate 15 RSA headlines with pin suggestions from offer + ICP inputs.
Prompt MD · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Blog RSS item → format LinkedIn draft → sheet queue for review. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Blog RSS item → format LinkedIn draft → sheet queue for review. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
200+ negatives: jobs, free, tutorial, competitor brand typos, consumer intent. Free list csv — ~10 min on Google Ads.
List CSV · ~10 min · Beginner
AI Marketing Ops
to me · 10:24 AM
SaaS Onboarding (7)
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Seven HTML emails: welcome, quick win, feature depth, social proof, upgrade nudge. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
Layers
Market, problem, solution, traction, GTM, team, ask — 10-slide seed deck frame guide.
Figma · ~35 min · Intermediate
Layers
3 hero layouts: product screenshot, outcome headline, video embed — with CTA placement notes.
Figma · ~25 min · Beginner
SAL Handback
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
SAL rejected → reason required → recycle nurture → re-score in 30 days. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Standard columns for tool import: name, title, company, LinkedIn URL, email guess. Free campaign csv — ~15 min on LinkedIn Automation.
Campaign CSV · ~15 min · Beginner
Sales Nav ICP Search
# Sales…
1 / 3
Title, seniority, company size, industry, geography, keyword filters with boolean notes.
MD · ~15 min · Intermediate
Layers
Headline, 3 benefits, feature grid, social proof, CTA — print-ready one-page layout. Free figma — ~25 min on Figma.
Figma · ~25 min · Beginner
Sales SLA SQL Rules
# Sales…
1 / 3
Accept window, reject reasons, recycle path, and marketing feedback loop definitions.
MD · ~20 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Score Threshold
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Behavioral score crosses threshold → update CRM grade, notify sales, or trigger outreach sequence.
Email HTML · ~15 min · Beginner
Layers
Behavioral score crosses threshold → update CRM grade, notify sales, or trigger outreach sequence.
MD · ~15 min · Beginner
Retell AI
Score Threshold
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Behavioral score crosses threshold → update CRM grade, notify sales, or trigger outreach sequence.
Sequence JSON · ~15 min · Beginner
Behavioral score crosses threshold → update CRM grade, notify sales, or trigger outreach sequence.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Behavioral score crosses threshold → update CRM grade, notify sales, or trigger outreach sequence.
Webhook JSON · ~15 min · Beginner
Behavioral score crosses threshold → update CRM grade, notify sales, or trigger outreach sequence.
Spreadsheet CSV · ~15 min · Beginner
Score Threshold
# Score…
1 / 3
Behavioral score crosses threshold → update CRM grade, notify sales, or trigger outreach sequence.
MD · ~15 min · Beginner
Scroll Depth GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
25/50/75/90% scroll triggers plus time-on-page engagement events.
Container JSON · ~25 min · Intermediate
Scroll Depth GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
25/50/75/90% scroll triggers → GA4 events with page path and content type dimension. Free container json — ~20 min on Google Tag Manager.
Container JSON · ~20 min · Beginner
Query, impressions, clicks, conv — flag irrelevant terms and suggested negative match types.
Spreadsheet CSV · ~20 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Anonymous ID → identify on signup → track funnel events → alias merge on account create.
Webhook JSON · ~30 min · Intermediate
Retell AI
Seo Brief
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Seo Brief
# Seo…
1 / 3
Seo Brief
# Seo…
1 / 3
Fields: keyword, volume, brief status, writer, publish date, cluster pillar. Free spreadsheet csv — ~15 min on Airtable.
Spreadsheet CSV · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Sheet keyword list → AI brief per row → Google Doc export with SERP notes.
blueprint JSON · ~35 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Sheet URL list → ChatGPT meta title + description per row → Google Sheet export. Free blueprint json — ~30 min on Make.com.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n batch SEO meta title and description generator. Free workflow json — ~30 min on n8n.
workflow JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
GSC/API rank check → compare week-over-week → Slack alert with URL and keyword cluster.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
GSC/API rank check → compare week-over-week → Slack alert with URL and keyword cluster.
workflow JSON · ~30 min · Intermediate
Log target keywords, URL, position, and week-over-week delta — manual or API paste.
Spreadsheet CSV · ~10 min · Beginner
Workflow Builder
SEO Ranking Alert
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Keyword rank drop >5 → Slack #seo-alerts with URL and last change date. Free workflow json — ~15 min on Slack.
workflow JSON · ~15 min · Beginner
SEO Technical Audit
Checklist · Sign-off · Appendix
1 / 3
Crawlability, Core Web Vitals, schema, indexation, and international — operator checklist.
PDF · ~120 min · Intermediate
SEO Technical Audit v2
# SEO…
1 / 3
Crawlability, indexation, Core Web Vitals, schema, and internal link audit items. Free md — ~15 min on PDF.
MD · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
External trigger → enroll HubSpot sequence → log enrollment ID on contact. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
External trigger → enroll HubSpot sequence → log enrollment ID on contact. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Server Side Tracking template for LinkedIn Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Server Side Tracking
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Server Side Tracking template for Klaviyo — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Server Side Tracking
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Server Side Tracking template for Email — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Layers
Server Side Tracking template for Figma — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Retell AI
Server Side Tracking
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Server Side Tracking template for Retell AI — documented triggers, field maps, and QA steps ops can deploy in one working session.
Sequence JSON · ~15 min · Beginner
Server Side Tracking template for GA4 — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Server-Side GA4 GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Server container setup, client name, GA4 request path, and first-party subdomain notes.
MD · ~35 min · Advanced
AI Marketing Ops
to me · 10:24 AM
Service Reminder Email
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Appointment or service due reminder with reschedule link and business hours footer. Free email html — ~15 min on GoDaddy Email.
Email HTML · ~15 min · Beginner
Campaign member statuses, influence model, and marketing-sourced opp report fields. Free config csv — ~30 min on Salesforce.
Config CSV · ~30 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New lead → round-robin owner assign + notification + SLA task.
blueprint JSON · ~40 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Field map: lead → contact/account/opportunity with HubSpot property equivalents.
Config CSV · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
orders/paid → GA4 purchase event + Meta CAPI payload map with line items. Free webhook json — ~30 min on Shopify.
Webhook JSON · ~30 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New paid order → Slack #fulfillment with line items, shipping method, and notes. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n checkout abandoned → Klaviyo flow event.
workflow JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
orders/create → HubSpot contact/deal + Slack ops channel notification.
blueprint JSON · ~30 min · Intermediate
Funnel steps: visit → signup → activation event with drop-off benchmarks.
Spreadsheet CSV · ~30 min · Intermediate
Day 0 LI connect → Day 3 email → Day 7 LI follow-up → Day 12 breakup. Free campaign csv — ~30 min on Skylead.
Campaign CSV · ~30 min · Advanced
Conditional paths: accepted → DM sequence; no reply → InMail; viewed profile → bump. Free smart sequence csv — ~25 min on Skylead.
Smart sequence CSV · ~25 min · Intermediate
Sla Handoff template for GA4 — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Sla Handoff template for Generic — documented triggers, field maps, and QA steps ops can deploy in one working session.
Webhook JSON · ~15 min · Beginner
Sla Handoff template for Meta Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Sla Handoff
# Sla…
1 / 3
Sla Handoff template for PDF — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Sla Handoff
# Sla…
1 / 3
Sla Handoff template for LinkedIn — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Sla Handoff
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Sla Handoff template for Mailchimp — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Draft in Slack → ✅ reaction → schedule in Buffer/LinkedIn queue. Free zap template — ~15 min on Zapier.
Zap template · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
/utm command → append campaign params → short link → reply in channel. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Smart Content Industry
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Industry property → swap hero, CTA, and social proof blocks on key landing pages. Free workflow — ~35 min on HubSpot.
Workflow · ~35 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Interested replies ping #sales-hot-leads with contact context and campaign name.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n webhook handler for Smartlead hot replies.
workflow JSON · ~25 min · Intermediate
SMS Opt-In Checkout
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Checkout checkbox → SMS consent → welcome text → cross-sell email branch. Free flow json — ~25 min on Klaviyo.
Flow JSON · ~25 min · Intermediate
Layers
1:1, 4:5, 9:16 frames with safe zones for Meta, LinkedIn, and TikTok placements. Free md — ~20 min on Figma.
MD · ~20 min · Beginner
Tagged hook library, CTA variants, platform, pillar, performance notes. Free spreadsheet csv — ~15 min on Airtable.
Spreadsheet CSV · ~15 min · Beginner
AI Prompt Template
Generate output for: Social Post Batch Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
One topic → 10 posts: story, stat, contrarian, how-to, poll, carousel hook, etc. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
Weekly grid: LinkedIn, X, Instagram slots with recommended times and content type. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Workflow Builder
Spam Review Queue
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Suspect submissions → quarantine channel → approve/reject buttons → CRM sync. Free workflow json — ~25 min on Slack.
workflow JSON · ~25 min · Intermediate
Spark Ads Whitelisting
# Spark…
1 / 3
Creator authorization, code handoff, campaign setup, and UTM tracking checklist. Free md — ~25 min on TikTok Ads.
MD · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Speaker Thank You
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Post-event thank you with recording link, social share kit, and next year invite. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Pull ad spend + CRM pipeline by UTM → Google Sheet → email digest to leadership.
blueprint JSON · ~45 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n weekly spend vs pipeline automation.
workflow JSON · ~45 min · Advanced
AI Marketing Ops
to me · 10:24 AM
Spintax Subject Lines
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
25 subject line variants with spintax blocks for deliverability rotation testing. Free email txt — ~10 min on Instantly.
Email TXT · ~10 min · Beginner
Stale Opp Reopen
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Closed-lost 90+ days → new activity signal → reopen task → AE notify. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
customer.subscription.updated → map plan tier, MRR, and lifecycle stage in CRM. Free webhook json — ~35 min on Stripe.
Webhook JSON · ~35 min · Advanced
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Successful Stripe charge → format amount and plan → post to #revenue Slack channel. Free zap template — ~15 min on Zapier.
Zap template · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
invoice.payment_failed → customer email sequence + CRM task + Slack alert.
blueprint JSON · ~35 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n Stripe payment failed automation.
workflow JSON · ~35 min · Intermediate
AI Prompt Template
Generate output for: Subject Line A/B Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
10 subject lines per angle: curiosity, benefit, urgency, personalization.
Prompt MD · ~10 min · Beginner
AI Prompt Template
Generate output for: Subject Line A/B Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Email summary → 12 subject lines scored by curiosity, clarity, and spam risk. Free prompt md — ~15 min on ChatGPT.
Prompt MD · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Substack publish → LinkedIn company page post with UTM link.
Zap template · ~15 min · Beginner
Sunset Unengaged Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
No open 120 days → re-engagement → suppress tag → deliverability protect. Free flow json — ~15 min on Klaviyo.
Flow JSON · ~15 min · Beginner
Power Automate
Support → Marketing Feedback
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Support tags product feedback → Teams card to marketing PM → triage and roadmap link.
workflow JSON · ~25 min · Intermediate
Template for marketing suppression imports with reason codes and dates.
List CSV · ~10 min · Beginner
Retell AI
Survey Voice Collection
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Post-event outbound → 3-question CSAT → detractor alert to Slack → CRM note. Free sequence json — ~25 min on Retell AI.
Sequence JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
NPS response → update CRM score → detractor task → promoter advocacy invite. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
NPS response → update CRM score → detractor task → promoter advocacy invite. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Tag High AOV Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Order paid → if AOV > threshold → add VIP tag + Klaviyo list sync trigger. Free flow json — ~20 min on Shopify.
Flow JSON · ~20 min · Intermediate
Territory + Industry Routing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Workflow logic assigns owner based on country/state matrix and industry vertical — with fallback round-robin.
Workflow · ~35 min · Intermediate
Territory Routing Doc
# Territory…
1 / 3
Geo, industry, and company size matrix → AE assignment and overflow rules. Free md — ~25 min on PDF.
MD · ~25 min · Intermediate
AI Prompt Template
Generate output for: Testimonial Polish Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Raw quote → headline pull-quote, 2-sentence version, attribution line. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
Retell AI
Tier-1 FAQ Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Top 10 FAQ intents, escalation to human, ticket creation, and hours check. Free sequence json — ~40 min on Retell AI.
Sequence JSON · ~40 min · Advanced
Separate campaign trees with objective, pixel events, and creative specs per goal. Free spreadsheet csv — ~20 min on TikTok Ads.
Spreadsheet CSV · ~20 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
TikTok lead → CRM contact + instant nurture email + SDR task.
blueprint JSON · ~35 min · Intermediate
Tokens for account, campaign, ad group, ad — with examples for prospecting and retargeting.
Config CSV · ~10 min · Beginner
ViewContent, SubmitForm, CompleteRegistration events with parameter definitions. Free config csv — ~20 min on TikTok Ads.
Config CSV · ~20 min · Intermediate
TikTok Pixel GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
TikTok Pixel + ViewContent, AddToCart, CompletePayment events via GTM.
Container JSON · ~25 min · Intermediate
Standard events + parameters for e-commerce and lead gen funnels. Free config csv — ~15 min on TikTok Ads.
Config CSV · ~15 min · Intermediate
TikTok UGC Brief
# TikTok…
1 / 3
Hook options, demo script, CTA, do/don't list, and deliverable specs for creators. Free md — ~15 min on TikTok Ads.
MD · ~15 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Card moved to Done → Slack #campaigns with board link, assignee, and due date. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New Trello card in intake list → Slack notify → CRM task if labeled SQL. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
New Trello card in intake list → Slack notify → CRM task if labeled SQL. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Trial to paid → CS slack → lifecycle update → onboarding complete email. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Trial to paid → CS slack → lifecycle update → onboarding complete email. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Trial Ending Upgrade (3)
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day -3 reminder, day -1 feature recap, day 0 last chance — PLG upgrade CTAs with merge tags.
Email HTML · ~20 min · Beginner
Trial Expired Winback
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Trial ended → wait 3 days → winback email → offer extension → sales task. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Trial end date -3 days → segment check → enroll upgrade sequence → AE task if high fit.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Trial end date -3 days → segment check → enroll upgrade sequence → AE task if high fit.
workflow JSON · ~25 min · Intermediate
Retell AI
Trial Expiry Voice
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
Trial T-2 days → reminder call → SMS upgrade link → human transfer option. Free sequence json — ~15 min on Retell AI.
Sequence JSON · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Product trial created → CRM update → ESP onboarding enroll → CS Slack heads-up.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Qualified form submit → create contact + deal → assign owner by territory map. Free webhook json — ~25 min on Generic.
Webhook JSON · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New Typeform entry → HubSpot contact upsert → apply source tag + list enroll.
Zap template · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Form response → score rules engine → CRM property update → routing branch. Free webhook json — ~30 min on Typeform.
Webhook JSON · ~30 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Every Typeform response becomes a Pipedrive deal with owner, stage, and due task — no copy-paste.
blueprint JSON · ~20 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Self-hosted Typeform → Pipedrive automation with duplicate guard. Free workflow json — ~20 min on n8n.
workflow JSON · ~20 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
New Typeform submit → format answers → post to #leads with score tag if qualified. Free workflow json — ~20 min on n8n.
workflow JSON · ~20 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New Typeform → format lead summary → Slack with emoji react routing instructions. Free zap template — ~10 min on Zapier.
Zap template · ~10 min · Beginner
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
New Typeform submission → create Trello card in intake list with labels and due date.
Zap template · ~10 min · Beginner
Purchase, add-to-cart, and begin-checkout goals with revenue variable mapping. Free config csv — ~25 min on Microsoft Ads.
Config CSV · ~25 min · Intermediate
Goal definitions, URLs, revenue values, and offline conversion import notes. Free config csv — ~20 min on Microsoft Ads.
Config CSV · ~20 min · Intermediate
UGC Hook Brief
# UGC…
1 / 3
Hook templates: problem agitation, before/after, POV, founder story — with shot list.
MD · ~15 min · Beginner
Upsell Trigger Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Product usage or deal stage triggers CSM task and targeted upsell email enroll.
Workflow · ~40 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Sheet row or Slack command → UTM URL → Bitly/Rebrandly short link → log to sheet.
blueprint JSON · ~25 min · Beginner
Scan session source/medium/campaign for missing, duplicate, or non-standard UTMs. Free report csv — ~20 min on GA4.
Report CSV · ~20 min · Intermediate
AI Prompt Template
Generate output for: UTM Name Generator…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Channel + objective + audience → standardized utm_campaign strings with examples. Free prompt md — ~10 min on ChatGPT.
Prompt MD · ~10 min · Beginner
Campaign, source, medium, content, term builder with QA flag column. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Vendor, PO, invoice amount, budget line, approval status, and payment date tracking. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Vendor RFP Scorecard
# Vendor…
1 / 3
Weighted criteria, vendor responses, demo notes, and recommendation summary table. Free md — ~30 min on PDF.
MD · ~30 min · Intermediate
Vendor, specialty, day rate, availability, NDA status, last project notes. Free spreadsheet csv — ~15 min on Airtable.
Spreadsheet CSV · ~15 min · Beginner
Vertical SaaS Index
Database view
+ New row
Industry columns: fintech, healthcare, HR tech — map templates to ICP and funnel stage.
MD · ~20 min · Beginner
Video Progress GTM
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
25/50/75/100% video milestones → GA4 events for content engagement.
Container JSON · ~30 min · Intermediate
VIP Tier Upgrade Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Spend threshold hit → congratulations email → exclusive offer → referral CTA. Free flow json — ~25 min on Klaviyo.
Flow JSON · ~25 min · Intermediate
First touch, lead creation, opportunity weights — channel credit calculator. Free spreadsheet csv — ~30 min on Google Sheets.
Spreadsheet CSV · ~30 min · Advanced
Import SN search URL into Waalaxy with message sequence and safety caps.
Campaign CSV · ~25 min · Intermediate
Waitlist Launch Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Waitlist signup → launch countdown emails → early access code on launch day. Free flow json — ~30 min on Klaviyo.
Flow JSON · ~30 min · Intermediate
Web Form → Pipedrive Deal
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Website form creates person, org, and deal in first pipeline stage automatically.
Flow JSON · ~25 min · Intermediate
Salesforce
Trigger
Transform
Action
Honey pot, disposable email domains, and velocity checks before lead creation.
Flow JSON · ~40 min · Advanced
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Webflow form POST → normalize → HubSpot form API → thank-you redirect UTM persist. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Webflow form POST → normalize → HubSpot form API → thank-you redirect UTM persist. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Generic webhook → schema normalize → dedupe → CRM upsert + Slack log. Free blueprint json — ~40 min on Make.com.
blueprint JSON · ~40 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n webhook normalization pipeline. Free workflow json — ~40 min on n8n. Free workflow json — ~40 min on n8n.
workflow JSON · ~40 min · Advanced
Workflow Builder
Webhook Failure Alert
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Failed outbound webhook → retry count → Slack alert with payload snippet and runbook link.
workflow JSON · ~20 min · Intermediate
Webhook Retry Queue
# Webhook…
1 / 3
Exponential backoff, dead-letter queue, and Slack alert on max retries exceeded. Free md — ~30 min on Generic.
MD · ~30 min · Advanced
AI Marketing Ops
to me · 10:24 AM
Webinar Attendee Nurture
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Attended vs no-show branches — recap, recording, demo CTA, breakup. Free email html — ~20 min on Email.
Email HTML · ~20 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Zoom/ON24 registrant → CRM tag by topic → enroll nurture → Slack host alert. Free blueprint json — ~30 min on Make.com.
blueprint JSON · ~30 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Zoom/ON24 registrant → CRM tag by topic → enroll nurture → Slack host alert. Free workflow json — ~30 min on n8n.
workflow JSON · ~30 min · Intermediate
One sheet per event: registrants, show rate, pipeline influenced, and SQL count.
Spreadsheet CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n-native webinar registration sync — Zoom + HubSpot in one workflow. Free workflow json — ~30 min on n8n.
workflow JSON · ~30 min · Intermediate
Retell AI
Webinar Reminder Agent
Inbound call
+1 (555) 012-3456
Agent: Thanks for calling — how can I help qualify this lead?
Caller: I downloaded your pricing guide…
Agent config
Voice: Nova
LLM: GPT-4o
Transfer: HubSpot CRM
Sequence JSON
T-1 day call → confirm attendance → offer calendar add → no-show branch. Free sequence json — ~25 min on Retell AI.
Sequence JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Registration → T-24h + T-1h emails → no-show tag → replay link day 1. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Registration → T-24h + T-1h emails → no-show tag → replay link day 1. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Webinar Reminders (2)
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Two reminder emails with join link, calendar add, and speaker preview blocks. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Webinar Replay Email
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Sorry we missed you → replay link → key takeaways → book follow-up CTA. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
Registrations, attendance rate, SQLs, pipeline, and cost-per-SQL formulas. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Webinar Runbook
Database view
+ New row
T-14 to T+7 tasks: landing page, ads, email, live ops, recording, nurture handoff. Free md — ~20 min on Notion.
MD · ~20 min · Beginner
Webinar Runbook
# Webinar…
1 / 3
Webinar Runbook template for PDF — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Webinar Runbook
# Webinar…
1 / 3
Webinar Runbook template for LinkedIn — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Webinar Runbook
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Webinar Runbook template for Mailchimp — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Webinar Runbook
# Webinar…
1 / 3
Webinar Runbook template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Webinar Runbook
Database view
+ New row
Webinar Runbook template for Notion — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Power Automate
Webinar Runbook
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Webinar Runbook template for Microsoft Teams — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Layers
Intro, agenda, 5 teaching sections, demo slot, Q&A, CTA — 25-slide structure. Free figma — ~30 min on Figma.
Figma · ~30 min · Beginner
AI Prompt Template
Generate output for: Webinar Title Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Topic + ICP + outcome → 5 title options + 150-word abstract + registration bullets. Free prompt md — ~10 min on Claude.
Prompt MD · ~10 min · Beginner
AI Prompt Template
Generate output for: Webinar Title Prompt…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Topic + audience pain → 10 title options, 3 descriptions, and registration page bullets.
Prompt MD · ~10 min · Beginner
Power Automate
Weekly Content Reminder
When a new response is submitted
Microsoft Forms
Condition
Score is greater than 70
Post message in a chat or channel
Teams · Sales
Create a record
Dataverse / CRM
Monday 10am → post content calendar link → @mention owners with due-this-week items. Free workflow json — ~15 min on Microsoft Teams.
workflow JSON · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Pull GA4, ads, and CRM metrics → compile HTML digest → email leadership every Monday.
blueprint JSON · ~35 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Pull GA4, ads, and CRM metrics → compile HTML digest → email leadership every Monday.
workflow JSON · ~35 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Scheduled scenario aggregates spend, MQLs, SQLs, and pipeline into one operator digest every Monday.
blueprint JSON · ~40 min · Advanced
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Self-hosted weekly KPI digest — same metrics as Make blueprint, n8n-native nodes. Free workflow json — ~40 min on n8n.
workflow JSON · ~40 min · Advanced
AI Marketing Ops
to me · 10:24 AM
Weekly Newsletter
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Sections: intro, top story, 3 links, CTA, footer — mobile-friendly layout. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
Wholesale Tag Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
Order metafield wholesale → customer tag → separate email segment. Free flow json — ~15 min on Shopify.
Flow JSON · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Win Back Lapsed Trial
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Single email with what's new, limited-time offer, and one-click reactivate CTA. Free email html — ~15 min on Email.
Email HTML · ~15 min · Beginner
Win Loss Analysis
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Win Loss Analysis template for Pipedrive — documented triggers, field maps, and QA steps ops can deploy in one working session.
Flow JSON · ~15 min · Beginner
Win Loss Analysis
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Win Loss Analysis template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Win Loss Analysis
GTM Container
Tags
Triggers
All Pages
Form Submit
Click — CTA
Win Loss Analysis template for Google Tag Manager — documented triggers, field maps, and QA steps ops can deploy in one working session.
Container JSON · ~15 min · Beginner
Workflow Builder
Win Loss Analysis
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Win Loss Analysis template for Slack — documented triggers, field maps, and QA steps ops can deploy in one working session.
workflow JSON · ~15 min · Beginner
Win Loss Analysis
# Win…
1 / 3
Win Loss Analysis template for TikTok Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
AI Prompt Template
Generate output for: Win Loss Analysis…
# Role
Senior marketing operator
# Context
ICP, offer, constraints…
# Output format
Paste variables → run in ChatGPT or Claude
Win Loss Analysis template for ChatGPT — documented triggers, field maps, and QA steps ops can deploy in one working session.
Prompt MD · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Win-Back 4-Email Series
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Wake dormant contacts: value reminder, offer, social proof, sunset warning — before list purge.
Email HTML · ~20 min · Beginner
Win-Back Lapsed Flow
Klaviyo Flow
Trigger: Placed Order
Wait 2 days
Email: Cross-sell
Split test A/B
No purchase 90 days → 3-email win-back with escalating offer. Free flow json — ~25 min on Klaviyo.
Flow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Deal won → Notion/Asana onboarding project + welcome email trigger.
blueprint JSON · ~30 min · Intermediate
Workflow Builder
Won Deal Celebration
When a message is posted
#sales-leads
Add reaction
:eyes:
Send a reply
in thread
Create a channel message
#revops-alerts
Closed-won CRM trigger → #wins channel post with AE shout-out and deal size. Free workflow json — ~15 min on Slack.
workflow JSON · ~15 min · Beginner
Won Deal Handoff
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deal won → create onboarding project → assign CSM task → notify #customer-success Slack.
Flow JSON · ~25 min · Intermediate
Workflow Starter template for GA4 — documented triggers, field maps, and QA steps ops can deploy in one working session.
Config CSV · ~15 min · Beginner
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Workflow Starter template for Generic — documented triggers, field maps, and QA steps ops can deploy in one working session.
Webhook JSON · ~15 min · Beginner
Workflow Starter template for Meta Ads — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Workflow Starter
# Workflow…
1 / 3
Workflow Starter template for PDF — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Workflow Starter
# Workflow…
1 / 3
Workflow Starter template for LinkedIn — documented triggers, field maps, and QA steps ops can deploy in one working session.
Copy TXT · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Workflow Starter
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Workflow Starter template for Mailchimp — documented triggers, field maps, and QA steps ops can deploy in one working session.
Email HTML · ~15 min · Beginner
Workflow Starter
# Workflow…
1 / 3
Workflow Starter template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.
MD · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
WPForms/CF7 submit → CRM upsert → spam filter branch → Slack if SQL. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
WPForms/CF7 submit → CRM upsert → spam filter branch → Slack if SQL. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Brand mention on X → Slack alert with author, text, and reply link for social team. Free zap template — ~15 min on Zapier.
Zap template · ~15 min · Beginner
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New video → transcript summary → Google Doc blog draft → LinkedIn/X snippet queue.
blueprint JSON · ~40 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
n8n-native YouTube repurposing workflow.
workflow JSON · ~40 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
New video publish → LinkedIn + Twitter draft posts → Slack for approval. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
New video publish → LinkedIn + Twitter draft posts → Slack for approval. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Webhooks
Custom webhook
JSON
Parse JSON
Router
Route
HTTP
Make a request
Slack
Send message
Feature request tag → Notion product board → monthly marketing digest. Free blueprint json — ~25 min on Make.com.
blueprint JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
Feature request tag → Notion product board → monthly marketing digest. Free workflow json — ~25 min on n8n.
workflow JSON · ~25 min · Intermediate
Webhook
POST
Set
Edit Fields
IF
Condition
HubSpot
Create contact
Slack
Send message
recording.completed → fetch transcript → summarize → attach to contact/deal record. Free webhook json — ~30 min on Generic.
Webhook JSON · ~30 min · Intermediate
Trigger
New lead in form
Filter
Only if qualified
HubSpot
Create contact
Slack
Send channel msg
Zoom cloud recording ready → transcript → AI summary email to attendees.
Zap template · ~20 min · Intermediate
Make.com
110 templates
blueprint JSON
n8n
79 templates
workflow JSON
HubSpot
51 templates
Workflow · Email HTML · List CSV
Email & Sequences
45 templates
Email HTML · Email TXT
Spreadsheets
52 templates
Spreadsheet CSV
Google Tag Manager
26 templates
Container JSON
Shopify & Klaviyo
32 templates
Email HTML · Liquid
AI Prompts
52 templates
Prompt MD
LinkedIn Outreach Automation
38 templates
Campaign CSV · Copy TXT · Setup PDF
Zapier
38 templates
Zap template
Salesforce
29 templates
Flow JSON · Config CSV · Report CSV
GA4
26 templates
Config CSV · Spreadsheet CSV · MD
PDF Checklists
55 templates
PDF · MD
Pipedrive
22 templates
Pipeline CSV · Automation JSON · Config CSV
GoDaddy & Mailchimp
20 templates
Email HTML · Automation JSON
Google Ads
19 templates
Spreadsheet CSV · Config CSV · List CSV
Meta Ads
19 templates
Spreadsheet CSV · Config CSV
LinkedIn Ads
15 templates
Config CSV · Spreadsheet CSV
LinkedIn Organic
24 templates
Copy TXT · Spreadsheet CSV · MD
Figma
27 templates
Figma · MD
Notion & Airtable
32 templates
MD · Spreadsheet CSV
TikTok Ads
16 templates
Spreadsheet CSV · Config CSV · MD
Microsoft Ads
16 templates
Spreadsheet CSV · Config CSV · List CSV
Retell AI
28 templates
Sequence JSON
Slack Workflows
21 templates
workflow JSON
Microsoft Teams
17 templates
workflow JSON
Webhooks & Integrations
34 templates
MD · Webhook JSON
Each template ships as a real file — JSON blueprint, HTML email, CSV spreadsheet, or prompt markdown — not a PDF teaser. Download via email, import into your stack, and customize. Built by Anton Chisliuk (0→250K organic SEO proof at Cleverence) for teams who need production workflows without hiring a full ops department.
943 templates in catalog · more added weekly
Platforms & tools we implement and operate
Book a free Growth Audit. No sales deck — a 30-minute conversation about your pipeline, stack, and what to ship first.