Purselio workflow library
Turn client opportunities into action.
Choose from 12 workflows for client research, campaign content, reporting, and conversion. Bring a brief or a relevant signal, then prepare the next recommendation, plan, or draft.
What does your client need next?
Start with the job you need to do. Each workflow explains what to bring, what you can prepare, and how the result supports a client decision.
Research & strategy
Understand the market and the people your client should reach.
Content & campaigns
Turn a useful idea into a coordinated set of messages and assets.
Content calendar
Content calendar
Build a dated content plan that connects client priorities with what your team can produce.
Adapted draftsContent repurposing
Develop articles, reports, and transcripts into useful drafts for different channels.
Social kitSocial campaign content
Develop one campaign idea into coordinated posts, carousel scripts, and video briefs.
Email sequenceOnboarding email sequences
Help new customers reach first value with complete emails and a practical sequence plan.
Performance & conversion
Find what needs attention and prepare the case for a better next move.
Improvement brief
SEO & answer content audit
Find gaps in a page's answers, evidence, and structure, then prepare a focused improvement brief.
Spend reviewPaid media review
Investigate inefficient spend and prepare a measured case for what to pause, test, or support.
Client readoutClient performance reporting
Turn client performance data into a clear account of what changed and what deserves action.
Landing pageLanding page copy
Carry the campaign promise into a complete landing page with a clear reason to act.
Agency workflows
Keep the thread from a client conversation to the next piece of work.
From a relevant signal to a considered response
- Choose the next move Start with a client goal, an opportunity you've identified, or a recurring piece of agency work. Pick the workflow that matches the decision or deliverable.
- Bring the client context Provide the brief, brand guidance, source material, or performance data the job needs. A specific question leads to a more useful result.
- Review and shape the work Use the research, plan, or draft as the basis for your recommendation. Check the evidence, apply your judgment, and prepare the version you want the client to see.
One opportunity. Several useful responses.
Illustrative scenario
A competitor changes its pricing. Your next move could be a competitor analysis to understand the difference, a comparison-page brief to address buyer questions, or a content kit that explains your client's value. Choose the response that fits the client's goal and the strength of the evidence.
Give the next proposal a clear foundation
Client context before generic output
Anchor the work in the client's audience, offer, goals, and brand voice.
A specific deliverable
Work toward something the team can use: a research brief, a calendar, a set of drafts, or an action plan.
Evidence you can assess
Keep supporting sources, data gaps, and assumptions visible when they affect the recommendation.
Questions about Purselio workflows
What is a Purselio workflow?
A workflow is a structured way to complete a recurring agency task in Purselio. You bring the client context and relevant material, then work toward a defined output such as a research brief, campaign plan, or draft.
Do I need to start with an opportunity from Opportunity Finder?
No. You can start with an opportunity, a client request, an upcoming campaign, or a recurring task. Use the workflow that matches the work you need to prepare.
Do I need a live integration to use these workflows?
You can start with relevant briefs, documents, source material, or exported data. The information needed depends on the workflow. Live connections depend on the tools available in your workspace.
Will a workflow publish content or change campaigns automatically?
These pages describe research, planning, and drafting workflows. Review the result before it becomes a client deliverable, goes live, or changes an account. Available execution actions depend on your workspace setup.
Bring your client a next move worth discussing.
Start with one real client brief. Choose a workflow, add the context, and prepare the work behind your recommendation.