Marketing Automation Toolkit

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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:

  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. 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?

  3. 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?

  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. 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?

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

  7. 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?

  8. 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?

  9. Does the solution offer a single UI for listening, engaging and publishing to your organizations followers on various social media channels?

  10. 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:

  1. 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?

  2. Scope Management Plan: What is the most common tool for helping define the detail?

  3. Team Performance Assessment: To what degree do the goals specify concrete team work products?

  4. 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?

  5. Stakeholder Analysis Matrix: What do people from other organizations see as your organizations weaknesses?

  6. Executing Process Group: How many different communication channels does the Marketing Automation project team have?

  7. Procurement Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Marketing Automation project?

  8. Activity Duration Estimates: When would a milestone chart be used instead of a bar char?

  9. Duration Estimating Worksheet: Will the Marketing Automation project collaborate with the local community and leverage resources?

  10. 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.