Marketing Automation System Toolkit

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Support directors of marketing and business intelligence with running and improving modeling software; creating and testing new models, tracking and reporting results, troubleshooting and resolving data and process issues.

More Uses of the Marketing Automation System Toolkit:

  • Support campaign and other team members with email creation, website execution, and other digital platforms where necessary.

  • Take a data driven approach to customize marketing assets and develop initiatives that align with the customer journey, sales buying stages, and support account go to market plans.

  • Orchestrate: partner with marketing, sales, and business development to maintain alignment on campaigns, lead management, and reporting.

  • Measure all stages of the funnel and identify opportunities to systematically improve quality, velocity, and conversion rates.

  • Secure that your organization leads the overall vision, roadmap and technical architecture of the customer database and oversight of all analytical tools used for data extraction and analysis.

  • Collaborate closely with sales operations and customer success to establish a common understanding and view of key performance metrics.

  • Collaborate with marketing analyst and marketing stakeholders to ensure data driven analysis that generates actionable insights to optimize marketing effectiveness.

  • Deliver performance reports to leadership, Sales, and Marketing departments with a focus on marketing investments, status of marketing initiatives, program ROI, lead acquisition, customer retention, and lead activity.

  • Confirm you build out tracking processes for incoming leads to ensure correct attribution for all marketing activities.

  • Create, maintain, and improve scalable processes to ensure best practices around lead scoring, attribution, segmentation, and nurturing.

  • Provide executive level transparency of demand generation and marketing results on a weekly, monthly and quarterly basis.

  • Ensure you lead efforts to develop and apply advanced analytics methodologies to your existing datasets to unlock insights for your organization.

  • Manage the lead database and implement effective data management practices that support data enrichment and completeness while promoting data accuracy and hygiene.

  • Standardize: own the marketing database and establish strategies for segmentation, data quality/integrity, migrations, and completeness.

  • Manage work with digital marketing counterpart to evaluate and recommend an upgraded marketing automation system to enable more robust, end to end targeting, tracking and greater engagement.

  • Improve marketing effectiveness through the implementation of lead scoring, lead routing, lead nurturing, and segmentation.

  • Ensure you lead analysts and provide mentorship on technical and strategic skills while ensuring that the processes and activities of the data analysts enhance marketing strategy.

  • Enable channel partners through the development and management of one to many communication channels and programs to inform partners of new products, resources, campaigns and other partner resources.

  • Develop: implement and lead a culture of rigorous measurement and testing that enables you to continuously optimize campaigns and performance metrics.

  • Facilitate marketing scorecard measurement and corporate scorecard reporting in support of broad marketing strategy and effectiveness, collaborating closely with marketing and business development colleagues.

  • Collaborate with internal team members to develop lead scoring framework that informs routing flow and help implement it in marketing and sales systems.

  • Guide: research and identify web technology and marketing automation trends in order to iteratively improve marketing technology.

  • Manage work with director of business intelligence to develop ongoing customer profitability reports; use reports to work with director of marketing to identify and implement ways to reduce cost to serve to low profit accounts.

  • Support and execute marketing campaigns that drive revenue, increase customer retention and support other top level organization goals.

  • Ensure you build and implement compelling digital marketing campaigns that are aligned with targeting, promotion, and demand generation strategies.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Marketing Automation System 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 993 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 System improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. How do you use new technologies Ð like data personalization, responsive design, social integration and marketing automation Ð to optimize your content ecosystem and its relevance to your personas?

  2. What are the important characteristics that make leads different from one another, and how do you segment in your marketing automation system based on the already stated characteristics?

  3. 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?

  4. 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?

  5. How can marketers gather a consistent view of the customer that crosses all the already stated diverse touch points, while personalizing the view to the customer as well?

  6. How can marketers access, consolidate and clean all available customer data to create a comprehensive foundation for deriving the best customer intelligence?

  7. Does the system display the information that is most important to sales in an easy-to-understand summary to synthesize actionable insights from detail data?

  8. How many times have you purchased something online and received a generic follow-up email that was supposed to seem personalized and was clearly automated?

  9. Does it provide the ability to easily create and manage archiving and retention policies as well as workflows to automate established policies?

  10. Do you provide transparent pricing for any additional costs that can be incurred during the implementation of a marketing automation solution?

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 System book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Marketing Automation System 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 System Self-Assessment and Scorecard you will develop a clear picture of which Marketing Automation System 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 System 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 System projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Do work packages consist of discrete tasks which are adequately described?

  2. Initiating Process Group: What were things that you did well, and could improve, and how?

  3. Probability and Impact Matrix: What will be the likely political situation during the life of the Marketing Automation System project?

  4. Activity Duration Estimates: Does a procedure exist to ensure the Marketing Automation System project work is completed in the appropriate sequence and on time?

  5. Scope Management Plan: Has process improvement efforts been completed before requirements efforts begin?

  6. Lessons Learned: Was any formal risk assessment carried out at the start of the Marketing Automation System project, and was this followed up during the Marketing Automation System project?

  7. Human Resource Management Plan: What did you have to assume to be true to complete the charter?

  8. Activity Cost Estimates: What areas does the group agree are the biggest success on the Marketing Automation System project?

  9. Procurement Audit: Are budget transfers within the general fund made for only the already stated items permitted by law and regulation?

  10. Activity Duration Estimates: What are the largest companies that provide information technology outsourcing services?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Marketing Automation System 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 System 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 System 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 System 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 System project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Marketing Automation System 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 System 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 System investments work better.

This Marketing Automation System 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.