Customer workflows
Explore example workflows for agencies, consultants, freelancers, and lean marketing teams.
Example workflow
Problem
The team needs to create quarterly strategy plans for multiple clients without rebuilding each deck from scratch.
How Social Stratify helps
Turns intake into structured strategy sections, saves prior work, and exports client-ready reports.
Best-fit plan: Agency Team
Example workflow
Problem
The consultant needs to turn discovery notes into premium strategy recommendations quickly.
How Social Stratify helps
Creates a structured first draft with personas, content pillars, platform direction, and KPIs.
Best-fit plan: Solo Consultant
Example workflow
Problem
The freelancer wants more polished deliverables while managing multiple clients.
How Social Stratify helps
Provides repeatable report structure, saved strategy history, and export-ready outputs.
Best-fit plan: Solo Consultant or Agency Team
Example workflow
Problem
The team needs a clearer quarterly social plan around launches, campaigns, and platform roles.
How Social Stratify helps
Creates structured planning outputs that align campaigns, content pillars, and KPIs.
Best-fit plan: Agency Team
Share your workflow
If your team is using Social Stratify to improve client strategy delivery, we would love to hear how it fits into your workflow.