Marketing Automation Workflow Health Checklist
How effective is your automation engine? Let’s find out.
Too many workflows run on autopilot without ever being audited. This checklist is built for digital leaders who want to optimize what’s already in place — not just add more tech.
Inside, you'll find:
- A full diagnostic checklist across 7 key areas (from trigger logic to reporting)
- Audit prompts and asset guidance to improve structure and performance
- A scoring system to assess your overall workflow health
Built from real-world audits across enterprise platforms — not vendor whitepapers.
Get the checklist and start optimizing your marketing engine.
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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