Marketing Automation Workflow Health Checklist

Marketing automation breaks quietly. A trigger misfires, a segment drifts, a sales handoff drops — and the numbers look fine until they don't. This is the diagnostic I run before trusting any automation program.

Find the leaks before they cost you.

A 35-point diagnostic across 8 sections, built from real audits of Marketo, Pardot, HubSpot, and Salesforce environments.

What's Inside

  • 35 diagnostic points across 8 sections of your automation program
  • Checks for trigger accuracy, audience qualification logic, and engagement drop-off
  • Marketing-to-sales handoff integrity tests that catch silent leaks
  • Data quality, governance, and performance-measurement checkpoints
  • PRO TIP callouts from enterprise projects and RED FLAG warnings to watch for

Ready to Fix Your Automation?

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