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AUTOMATION
THE MARKETING
Checklist
1. Setting Goals
Start a drip
campaign
Notify the
sales team
Send an
email Re-engage
people
Write the copy
for all emails
Hyperlink
your content
Images
2. Gathering Assets
3. Build a Strategy
ROI
Be logical
Tracking
emails
Audience
reaction
Converting
Site Visitors
to Leads
How “clean”
is it?
4. The List!
Leveraging
Marketing
Efforts to Grow
Database
There is a fair amount of planning and strategy that goes into making a fine-tuned marketing automation
program. This will serve as a checklist to review and complete before making the dive into the world of
marketing automation.
MarketingInColor.com

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The Marketing Automation Checklist

  • 1. AUTOMATION THE MARKETING Checklist 1. Setting Goals Start a drip campaign Notify the sales team Send an email Re-engage people Write the copy for all emails Hyperlink your content Images 2. Gathering Assets 3. Build a Strategy ROI Be logical Tracking emails Audience reaction Converting Site Visitors to Leads How “clean” is it? 4. The List! Leveraging Marketing Efforts to Grow Database There is a fair amount of planning and strategy that goes into making a fine-tuned marketing automation program. This will serve as a checklist to review and complete before making the dive into the world of marketing automation. MarketingInColor.com