Marketing Automation Workflow Health Checklist
Workflows built 18 months ago are still firing. Leads hit dead ends. Handoffs to sales drop data. Nobody owns the problem because nobody knows it exists.
Diagnose. Score. Fix.
The Marketing Automation Workflow Health Checklist is a 35-point diagnostic that targets the specific failure points where marketing automation underperforms, regardless of platform.
What's Inside
- 35 checkpoint items across 8 diagnostic sections: documentation, trigger accuracy, audience segmentation, engagement analysis, handoff integrity, data quality, governance, and performance measurement
- PRO TIP callouts from real projects, including a nurture program rebuild that tripled close rates from 6% to 17% in four months
- RED FLAG warnings that identify the issues silently draining your pipeline right now
- A scoring system with three tiers so you know whether your workflows need fine-tuning or a complete overhaul
- A prioritized "Where to Start" framework: fix data first, document what exists, repair handoffs, assign owners, then build measurement
- Designed for RevOps leaders, marketing automation managers, and CMOs who want to optimize what's already in place before adding more technology to the stack.
Get Your Checklist
Your Marketing Automation Workflow Health Checklist is on its way.
You can also download it now to get started immediately.
🔗 Download anytime here: https://irp.cdn-website.com/8ec0f172/files/uploaded/Marketing_Automation_Workflow_Health_Checklist.pdf
This checklist will help you uncover automation gaps, prioritize workflow fixes, and bring clarity to your MarTech execution — whether you’re running on HubSpot, Marketo, Pardot, or a hybrid stack.
💡 Tip: Once you score your workflows, head back to williamflaiz.com/resources for more tools to streamline your marketing engine.
Need help interpreting your score or roadmap next steps? Let’s talk.
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