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The fundamentals of automation worksheet

Here’s how to start working smarter with your marketing

As expert marketers, we’ve taken it upon ourselves to create an automation worksheet, so you can effectively plan your triggered programs.

Inside, you’ll find all the techniques you need to plan and execute a powerful marketing automation strategy.

We’ve provided a detailed brief on how to plan every stage of your automation journey. Once you’ve decided which programs you’d like to implement, you can methodically:

  • Plan your message
  • Outline what content to include
  • Structure your communications
  • Identify your target segments
  • Decide on desired customer actions
  • Discuss customer conversion points

To make things easier for you, we’ve provided a detailed plan for the most popular automation programs. All you need do is apply each one to your business, and you’re good to go!

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