Description

Assess if marketing automation is right for your business

What Marketing Automation software does your organization use?

Does your organization have experience in helping clients choose the right Marketing Automation platform?

Who in your organization will use Marketing Automation?

How can a digital organization implement Marketing Automation for your business?

Which Marketing Automation features are primarily used in your organization?

...Find the answers to these, and more, questions with this Marketing Automation Toolkit:

Rate the overall effectiveness of Marketing Automation in your business.
Know if and when your organization is ready to invest in Marketing Automation.
Convince your decision makers that adopting Marketing Automation is the right thing to do for your organization.
Know when your organization is ready for Marketing Automation.
Use Marketing Automation software in your B2B marketing organization.
Measure the success of your content marketing strategy.
Move toward more sophisticated marketing and increase the effectiveness of your efforts.
Streamline your social media marketing activities.
Achieve your social media marketing goals.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Marketing Automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Marketing Automation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Marketing Automation specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Marketing Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Marketing Automation improvements can be made.

Examples; 10 of the 998 standard requirements:

How do you use new technologies like data personalization, responsive design, social integration and marketing automation to optimize your content ecosystem and its relevance to your personas?
Will you be able to upload and store relational data like prior purchase history, prior campaign association, event attendance or other data for segmentation and personalization?
How easy is it for a new, non-technical user to create all of the components necessary for a nurturing campaign email content, triggers, nurturing flows, landing pages, etc?
Do you have someone who can absorb, visualize, and consider large amounts of data and complex concepts, and make decisions to solve problems based on available information?
Does your platform have any additional SEO capabilities, as the ability to track link popularity, or offer any kind of website and content optimization auditing?
How can marketers access, consolidate and clean all available customer data to create a comprehensive foundation for deriving the best customer intelligence?
What are the key characteristics of the Modern Marketing stack that marketers have yet to master and, most importantly, what does it take to master them?
Which channels shall be utilised and at what frequency for the various content types and formats, for each segment, and for the various campaign types?
Does the solution offer a single UI for listening, engaging and publishing to your organizations followers on various social media channels?
Do all leads have to run through the same scoring algorithm or can multiple lead scoring programs be set up based on any number of criteria?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Marketing Automation book in PDF containing 998 requirements, which criteria correspond to the criteria in...

Your Marketing Automation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Marketing Automation Self-Assessment and Scorecard you will develop a clear picture of which Marketing Automation areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Marketing Automation Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Marketing Automation projects with the 62 implementation resources:

62 step-by-step Marketing Automation Project Management Form Templates covering over 1500 Marketing Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

WBS Dictionary: Do the lines of authority for incurring indirect costs correspond to the lines of responsibility for management control of the same components of costs?
Scope Management Plan: What is the most common tool for helping define the detail?
Team Performance Assessment: To what degree do the goals specify concrete team work products?
Milestone List: Milestone pages should display the UserID of the person who added the milestone. Does a report or query exist that provides this audit information?
Stakeholder Analysis Matrix: What do people from other organizations see as your organizations weaknesses?
Executing Process Group: How many different communication channels does the Marketing Automation project team have?
Procurement Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Marketing Automation project?
Activity Duration Estimates: When would a milestone chart be used instead of a bar char?
Duration Estimating Worksheet: Will the Marketing Automation project collaborate with the local community and leverage resources?
Activity Duration Estimates: Does a process exist to identify Marketing Automation project roles, responsibilities and reporting relationships?

Step-by-step and complete Marketing Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Marketing Automation project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Marketing Automation project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Marketing Automation project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Marketing Automation project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Marketing Automation project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Marketing Automation project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Marketing Automation project with this in-depth Marketing Automation Toolkit.

In using the Toolkit you will be better able to:

Diagnose Marketing Automation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Marketing Automation and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Marketing Automation investments work better.

This Marketing Automation All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'

'Honestly, I did not know what I did not know. Before purchasing The Art of Service, I did not realize how many areas of my business needed to be refreshed and improved. I am so relieved The Art of Service was there to highlight our blind spots.'

'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'

'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'Many of our competitors have asked us about our secret sauce. When I tell them it is the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'

'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'

'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives, while also spending a little more on corporate holiday parties.'

'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'

'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my teams knowledge as a competitive advantage, we now have superior systems that save time and energy.'

'I spent months shopping for an external consultant before realizing that The Art of Service would allow my team to consult themselves! Not only did we save time not catching a consultant up to speed, we were able to keep our company information and industry secrets confidential.'

'I customized The Art of Service toolkit to focus specifically on the concerns of my role and industry. I did not have to waste time with a generic self-help book that wasnt tailored to my exact situation.'

Checklists:

Checklists:Marketing Automation Checklist Report on EMAIL.pdf

Checklists:Marketing Automation Checklist Report on SYSTEM.pdf

Checklists:Marketing Automation Checklist Report on SALES.pdf

Checklists:Marketing Automation Checklist Report on CUSTOMER.pdf

Checklists:Marketing Automation Checklist Report on TIME.pdf

Checklists:Marketing Automation Checklist Report on BUSINESS.pdf

Checklists:Marketing Automation Checklist Report on AUTOMATION.pdf

Checklists:Marketing Automation Checklist Report on ORGANIZATION.pdf

Checklists:Marketing Automation Checklist Report on PLATFORM.pdf

Checklists:Marketing Automation Checklist Report on DATA.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Marketing Automation Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Marketing_Automation_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Marketing_Automation.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Marketing Automation Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

The Art of Services Toolkits only work with people that are ready to go. You do not have to work with The Art of Service, we are not here to convince you. We are just here to see if you are a good fit.

However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.

Marketing Automation Toolkit