Cheat Sheets

4 Steps to Ensure Success Before Implementing Marketing Automation

Small marketing teams need to have focus in order to be successful. Simply put, there’s not enough time not to be focused. Marketing automation gives them this focus.

With that being said, prior to implementing a marketing automation platform small teams need to identify their goals and establish a clear-cut plan. Gaining this level of clarity can be achieved by carrying out the necessary steps. And doing so will ensure optimal performance of the automation platform, setting small teams up for the best chance at success.

Download this cheat sheet to learn more about the four steps that will help you be successful with marketing automation:

  • Establish a high-level plan
  • Create customer personas
  • Identify the best channels
  • Design programs to be measurable and scalable

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