Ad creative tagging
Label creative so performance can be compared.
56 BUSINESS WORKFLOWS
Sales & Marketing
AI use cases.
Finding demand, making the case, and keeping the pipeline honest. Explore the workflows below, then scope the right starting point with our team.
Search and filter these workflowsAd monitoring
Watch where the advertising actually ran.
Audience research
Learn who is actually buying, not who was targeted.
Brand extraction
Pull brand mentions out of unstructured text.
Brand monitoring
Catch what is being said before it is a problem.
Business model design
Decide how the thing actually makes money.
Campaign briefs
Turn a goal and a budget into a brief a team can execute.
Campaign optimisation
Move budget to what is working, while it works.
Cold outreach
First-touch messages personalised past the merge field.
Commerce operations
The everyday running of buying and selling.
Competitive intelligence
Track what rivals ship, price and claim.
Content strategy
Plan topics and formats against what the audience actually searches.
Creator monetisation
Turn an audience into a business model.
CRM activity logging
Capture what happened without asking a rep to type it.
CRM data extraction
Turn calls, emails and notes into structured fields on the record.
CRM operations
Keep records current: merge duplicates, fill gaps, update stages.
Digital asset marketing
Market a regulated product inside its rules.
Event promotion
Fill the room before the date arrives.
Financial marketing
Promote a financial product without overclaiming.
Founding and early business
The questions a business asks before it has a process.
Go-to-market planning
Decide who to sell to first, and how.
Industry knowledge
Get up to speed on a sector before selling into it.
Industry news tracking
Follow a fast-moving sector without drowning in it.
Influencer research
Check reach against the audience that matters.
Launch communications
Say what is coming, and when, without overpromising.
Lead list building
Assemble and enrich target lists from public and licensed sources.
Lead qualification
Score and route inbound leads against the ideal customer profile.
Local business profiles
Keep listings accurate everywhere they appear.
Local presence
Be findable where customers actually look.
Market research reports
Pull competitor and category evidence into a readable brief.
Marketing copy
Landing pages, emails and ads written to a brief and a brand voice.
Marketing intelligence
Work out what the numbers say about the audience.
Marketing technology
Wire the stack that tracks and sends.
Marketplace listings
Compete on a platform you do not control.
Marketplace reputation
Manage ratings and reviews that decide sales.
Naming
Name a product, and check the name is free.
Partnerships
Find and structure a deal with another business.
Pitch decks
Make the ask clear in the first three slides.
PR triage
Decide what needs a response and how fast.
Pricing page copy
Explain tiers and limits without burying the cost.
Product landscape
Map the category a product has to live in.
Profile optimisation
Make a public profile say what it should.
Reselling
Source, price and move stock you did not make.
Sales analytics
Explain what moved in the funnel, and what it was driven by.
Sales coaching
Review call transcripts and suggest what to do differently.
Sales intelligence
Brief a rep on an account before the call.
SEO copywriting
Write for search intent without reading like it was written for a crawler.
SEO strategy
Decide what to rank for before writing for it.
Social media analytics
Read engagement data and say what is worth repeating.
Social media management
Run the channels day to day.
Social post copywriting
Draft posts for each channel from one campaign message.
Strategy decks
Build the case a leadership team will argue with.
Structured web copy
Write pages to a repeatable structure.
Subject line copywriting
Earn the open without promising what is not inside.
Technology landscape
Know what is available before specifying it.
Win/loss analysis
Theme why deals closed or didn't, from notes and transcripts.
Workflows are opportunities to configure and validate with your team. Available integrations, deployment and measures of success are agreed for your scope.
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