Marketing Automation 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 Toolkit:

  • Manage the lead database and implement effective Data Management Practices that support data enrichment and completeness while promoting Data Accuracy and hygiene.

  • Ensure you accumulate; aid in creation of marketing workflows to nurture leads from the top of the marketing funnel to the bottom, ultimately driving conversions.

  • Collaborate with marketing analyzing and marketing stakeholders to ensure Data Driven analysis that generates actionable insights to optimize Marketing Effectiveness.

  • Collaborate with internal Team Members to develop Lead Scoring framework that informs routing flow and help implement it in Marketing And Sales systems.

  • Be accountable for documenting requirements, Project Management, and coordination of between the members of the Marketing Team, and the members of the technology team (Digital Operations and Marketing Automation).

  • Coordinate with the members of the Marketing Team to document requirements and manage and track project progress between the Marketing Automation and Digital Operations Teams.

  • 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.

  • Collaborate with Marketing Program owners, and/or campaign managers to integrate and repurpose Content Marketing and campaign content where appropriate.

  • Facilitate marketing scorecard measurement and corporate scorecard reporting in support of broad Marketing Strategy and effectiveness, collaborating closely with marketing and Business Development colleagues.

  • Devise: implement and lead a culture of rigorous measurement and testing that enables you to continuously optimize campaigns and Performance Metrics.

  • 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.

  • Be certain that your operation develops and communicates End To End Test Plans to campaign Team Members/testers; oversees End To End testing process for Marketing Automation components.

  • Be accountable for Marketing Automation expertise in executing implementation and integration of Salesforce Marketing Cloud with Database Systems to effectively track engagement with Marketing Automation campaigns.

  • 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.

  • Secure that your team leads the overall vision, roadmap and Technical Architecture of the customer database and oversight of all Analytical Tools used for Data Extraction and analysis.

  • Methodize: email Campaign Management to increase engagement with consumers through autoresponder campaigns, triggered and transactional emails, re engagement campaigns, and other Marketing Automation.

  • Be certain that your venture helps complete Application Development along with other developers and Team Members by coordinating requirements, schedules, and activities.

  • Be accountable for defining and documenting the functional and Technical Requirements for executing (developing, deploying, managing, tracking and measuring) automated campaigns.

  • Coordinate: review content, ensure Quality Standards regarding Marketing Automation Best Practices and platform compatibility are met, campaigns are deployed on time, and are sent error free.

  • Arrange that your operation supports and promotes a positive, inclusive workplace one in which the talents and strengths of your increasingly diverse workforce are welcomed, further developed and manifested in your work.

  • Ensure you magnify; build, maintain, and implement Best Practices for Marketing Automation and Demand Generation in Campaign Management, lead routing, processes, and Data integrity.

  • Maintain and document technical processes and Marketing Automation procedures and provide seamless hand off to business users to utilize.

  • Develop and maintain Marketing Automation and triggers to drive engagement and conversions from all contacts from new marketing prospects to subscription customers.

  • Ensure you boost; lead analysts and provide mentorship on technical and strategic skills while ensuring that the processes and activities of the Data Analysts enhance Marketing Strategy.

  • Orchestrate multiple activities at once to accomplish a goal to get things done; uses resources effectively and efficiently; organizes information in a useful manner.

  • 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.

  • Coordinate campaign roadmap with Marketing Operations to ensure that you have accurate campaign taxonomy and hierarchy in your Marketing Automation System.

  • Oversee and lead services and solutions market launch strategy and planning; develop tiered launch model, negotiate timelines and budgets; ensure launches are integrated with campaigns and other go to market activities.

  • Support the Marketing Automation and operations infrastructure by ensuring database hygiene, performance accuracy, and other automation workflows.

  • Arrange that your group follows Design Methodologies, completing applications using languages and Software Products, designing and conducting Test Scripts and recommending system solutions by comparing advantages and disadvantages.


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 999 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 999 standard requirements:

  1. What are strategies for increasing support and reducing opposition?

  2. What process should you select for improvement?

  3. How much contingency will be available in the budget?

  4. Have the types of risks that may impact Marketing Automation been identified and analyzed?

  5. What trouble can you get into?

  6. Have you included everything in your Marketing Automation cost models?

  7. What are the timeframes required to resolve each of the issues/problems?

  8. Would you develop a Marketing Automation Communication Strategy?

  9. Are you measuring, monitoring and predicting Marketing Automation activities to optimize operations and profitability, and enhancing outcomes?

  10. How will you know that you have improved?

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 994 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. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Marketing Automation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Marketing Automation Project Team have enough people to execute the Marketing Automation Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Marketing Automation Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.