Content strategist (client and RFP pipeline)
Summary
This automated workflow is designed for a Content Strategist overseeing content strategy proposals. It guides the process from initial RFP intake to final proposal delivery, integrating tools like Salesforce for tracking, Gmail and Slack for communication, and Google Calendar for scheduling key milestones. The automation ensures real time tracking for team/client to ensure accountability and alignment across creative, strategy, and sales teams. Streamlines collaboration, reduce manual follow-ups, and maintain visibility into proposal progress.
Who is this perfect for?
Digital media company
Print publisher
Media strategist
Marketing agency
Creative agency
Service provider
Brand strategist
Creative/art director
Design studio
How does it work?
The sales team inputs the RFP request into Salesforce, which is then sent via email to the wider Content Strategy team.
The seller follows up by providing additional materials such as PDFs and meeting context to help us understand the ask in the email chain
Based on the budget and creative scope, my lead tags me on the email as the assigned Content Strategist + a Marketer is assigned.
A brainstorm meeting is scheduled via Google Calendar by the Marketer, with all materials included in the calendar invite
After the sales brainstorm, input the program details into Airtable and connect with the production team to align on the direction of the program and begin generating the proposal.
Pathway
Low-friction integration with your existing apps, workflow, and systems
Process
Create a new RFP request and loop in team and client (Salesforce)
Notify team and client through comms portal with automated real-time project updates (Slack)
Trigger automated data entry to database (Airtable, Google Drive, Clickup) and connect with the production team to align on proposal direction
Check out more automations like this at 99fold
More benefits
Tasks
- Automate RFP intake and assignment with multiple teams and
clients
- Streamlines collaboration, reduce manual follow-ups, and maintain
visibility into proposal progress
- Accelerate proposal creation and reporting through automated triggers integrated with client data portal
Benefits
- Faster proposal turnaround leads to more closed deals
- Streamlined workflow reduces wasted time and effort
- Clear communication and alignment across teams
Example
Example of automated workflow (replace with your own tasks/apps)
Another automation by 99fold