Owner: Shahzaib Abbas (Marketing Manager)
Contributors: Andrew Herbert (channel approval, budget, target setting) · Umar Farooq
(lead logging in ClickUp)
Entity: REMAP.ai + PrivateAI (both)
Status: v0.9 · In Progress · Pending Andrew Herbert review
Version: 0.9 | Last updated: 2026-06-23
What this workflow does: Defines REMAP.ai's lead generation strategy across all active
channels — LinkedIn outbound, cold email, Meta ads, and EO webinars. Sets targets, allocates
channels, and produces a Google Doc strategy that Andrew approves. Reviewed quarterly with
short-term monthly adjustments when performance signals demand it.
What triggers it: Three trigger conditions:
What it produces: A Google Doc lead generation strategy shared with Andrew (and posted to
Discord), covering active channels, targets, budget allocation, ICP definition, and tactical
plan per channel. Approved by Andrew before execution begins.
Why it matters: Every outbound campaign, inbound tactic, and webinar runs downstream from
this plan. Without a clear, Andrew-approved strategy, Shahzaib is executing without a mandate
and targets are undefined.
⚠️ Andrew sets lead targets, approves channel selection and budget, and is the primary
lead source from EO webinars. Strategy cannot be finalised without his sign-off.
| Role | Department | Responsibility | Andrew? |
|---|---|---|---|
| Shahzaib (Marketing Manager) | D1 Marketing | Drafts strategy, suggests channels and budget, defines ICP, shares with Andrew for approval | No |
| Andrew Herbert | Executive | Sets lead targets, approves channel selection and budget, attends EO webinars as lead source, final sign-off | Yes |
| Umar | D2 Sales | Receives qualified leads from all channels, logs in ClickUp, sends webinar recording links post-event | No |
Step 1 — Trigger: Strategy Review Initiated
Step 2 — ICP Review & Update
Step 3 — Channel Review & Suggestions
Step 4 — Target Setting
Step 5 — Budget Proposal & Approval
Step 6 — Strategy Document Finalised & Shared
Step 7 — EO Webinar Channel (Monthly — parallel to strategy)
Step 8 — In-Period Monitoring & Adjustment
| Tool | How it's used | Agent-ready |
|---|---|---|
| Google Docs | MKT-01f-DOC-01 — lead generation strategy document | Yes — API + MCP |
| Discord | Strategy shared with Andrew; performance updates posted | Yes — API |
| Instantly.ai | Email campaign metrics for strategy review | Yes — API |
| Dripify | LinkedIn sequence metrics for strategy review | Yes — API |
| ClickUp | Umar logs all qualified leads; source tracked per channel | Yes — API |
| Mailchimp | EO webinar registrations — Shahzaib sends promotional emails | Yes — API |
| Meta Ads Manager | Recently launched paid ads channel — Shahzaib manages, Andrew approves budget | Yes — API |
| Google Sheets | Lead tracker cross-reference for performance analysis | Yes — API + MCP |
| CRM | TBD — pending OPS-O02 — will eventually replace Google Sheets for lead tracking | TBD |
| Decision | Condition | Options | Owner |
|---|---|---|---|
| Channel selection | Which channels should run in the coming period? | A: Continue current mix → Andrew approves / B: Add or pause channel → Shahzaib proposes → Andrew decides | Andrew Herbert |
| Target achievability | Can Andrew's lead target be met with current resources? | A: Achievable → lock into strategy / B: Gap exists → Shahzaib flags with recommendation → Andrew decides | Shahzaib assesses · Andrew decides |
| Strategy approval | Does Andrew approve the strategy document as written? | A: Approved → execution begins / B: Changes requested → Shahzaib updates and resubmits | Andrew Herbert |
| Mid-period adjustment | Does the required adjustment stay within approved channels and budget? | A: Tactical tweak → Shahzaib decides / B: Channel addition or budget change → escalate to Andrew | Shahzaib for tactical · Andrew for strategic |
| Scenario | How to handle | Escalation |
|---|---|---|
| Andrew changes targets mid-quarter | Update strategy doc to reflect new targets. Reassess channel capacity and flag any gap immediately. | Andrew to be aware of capacity implications before setting revised targets |
| Meta ads burn budget with no results | Pause ads immediately. Review targeting and creative. Do not continue spending without Andrew's awareness. | Flag to Andrew before any budget is restarted |
| EO webinar generates zero leads | Review topic selection and promotion approach. Improve Mailchimp promotion for next month. | Andrew to consider topic choice — he controls webinar content |
| Andrew unavailable for strategy sign-off | Strategy in draft — do not begin new channel activity without approval. Continue current approved channels only. | Note as "Pending Andrew review" in the document |
| New high-potential channel identified mid-quarter | Shahzaib documents the opportunity and presents to Andrew. Do not launch without approval. | Andrew decides — budget and timing |
| Metric | Type | Target |
|---|---|---|
| Meetings booked per week (all channels combined) | Leading | 1–2/week (Andrew's target) |
| MQLs per month per channel | Leading | TBD — set per quarter by Andrew |
| Strategy document produced on time (quarterly) | Process | 100% — before quarter starts |
| EO webinar leads per event | Leading | 1–2 per webinar |
| Meta ads cost per qualified lead | Leading | TBD — establish after 60 days of running |
| Channel mix accuracy (actual vs planned) | Lagging | TBD — track variance |
| Step | Current state | Suggested automation | Tool | Effort |
|---|---|---|---|---|
| Step 1 — Performance data collection | Manual pull from multiple tools | n8n pulls metrics from Instantly, Dripify, ClickUp, Mailchimp → auto-generates performance summary | n8n + multiple APIs | Medium |
| Step 7 — Webinar recording distribution | Manual (Umar sends individually) | Mailchimp automation — recording link sent automatically 24h after webinar to all registrants | Mailchimp automation | Low |
| Step 8 — Performance monitoring | Manual dashboard checks | n8n weekly summary → Discord post with channel performance vs targets | n8n + multiple APIs | Medium |
| Step 6 — Strategy sharing | Manual (Google Doc + Discord message) | n8n posts strategy summary to Discord when doc is updated, tags Andrew for review | n8n + Google Docs API + Discord | Low |
Upstream (feeds this workflow):
Downstream (this workflow feeds):
← Back to Marketing Hub · ← Back to Company Operating System