{"id":1024,"date":"2018-12-09T10:07:49","date_gmt":"2018-12-09T09:07:49","guid":{"rendered":"https:\/\/chapmanbright.com\/?post_type=resources&#038;p=1024"},"modified":"2025-11-17T12:47:50","modified_gmt":"2025-11-17T11:47:50","slug":"marketing-automation-checklist","status":"publish","type":"resources","link":"https:\/\/chapmanbright.com\/nl\/resources\/guides-tools\/marketing-automation-checklist\/","title":"Marketing Automation Checklist","content":{"rendered":"","protected":false},"parent":0,"template":"","cb_resources_category":[89],"class_list":["post-1024","resources","type-resources","status-publish","hentry","cb_resources_category-guides-tools"],"acf":{"banner":5141,"title":"Marketing Automation Checklist","text_overview":"The end of year is around the corner! And it\u2019s the time of year to clean everything up. to prepare for the next season. And of course to support sales with their final deals.","image":5138,"button":"Read","components":[{"acf_fc_layout":"layout_textblock_full","background":"grey-light","title":"","text":"<em>This article reflects Chapman Bright\u2019s earlier focus on Marketo and 'classical' marketing automation.\r\nToday we help B2B companies scale productivity with automation, AI, and agents. <a href=\"\/services\/pillars\/\">Read more<\/a><\/em>","button":null},{"acf_fc_layout":"layout_textblock_full","background":"none","title":"Resource Preview","text":"The end of year is around the corner! And it's the time of year to clean everything up. Prepare for the next season. And of course to support sales with their final deal. It wouldn't be the first time some new KPI's are introduced late January, but tracking wasn't enabled as of January first. If only you would have known in advance!\r\n\r\nI have described over 25 marketing automation end of year tips in 5 categories. I hope these provide you with some additional ideas to consider for your own end of year checklist. Though I'm mainly focused on Marketo, most of the tips on the end-of-year checklist are platform-independent.\r\n<ul>\r\n \t<li>A. End of Year Marketing Campaigns<\/li>\r\n \t<li>B. Marketing Performance<\/li>\r\n \t<li>C. Marketing Operations<\/li>\r\n \t<li>D. CRM &amp; Marketing Automation Data Quality<\/li>\r\n \t<li>E. Marketing Budget &amp; Targets<\/li>\r\n<\/ul>\r\n<strong>A. End of Year Marketing Campaigns<\/strong>\r\n<em>1. Holiday Season Campaign<\/em>\r\nKeep the momentum going! Out-of-sight is out-of-mind. So make sure you've scheduled some engagement throughout the holidays. Suggestion: Try something with a gift. That always works this time of year....","button":null},{"acf_fc_layout":"layout_form","image":null,"title":"Download this whitepaper","form":"<script src=\"\/\/app-nld101.marketo.com\/js\/forms2\/js\/forms2.min.js\"><\/script>\r\n<form id=\"mktoForm_1011\"><\/form>\r\n<script>MktoForms2.loadForm(\"\/\/app-nld101.marketo.com\", \"709-IWW-550\", 1011);<\/script>"},{"acf_fc_layout":"layout_title","title":"","subtitle":""},{"acf_fc_layout":"layout_title","title":"Some extra resource suggestions for you","subtitle":"by our content recommendation engine"},{"acf_fc_layout":"rtp","title":"You might also be interested in...","categories":["White Paper"],"template":"template1"},{"acf_fc_layout":"layout_cta","title":"Want to get inspired to improve your MarTech?","subtitle":"Take a look at our Chaploop!","button":{"title":"Read more","url":"\/chaploop\/main\/","target":""}}]},"acfml_non_translatable_locations":null,"_yoast_wpseo_primary_cb_chaploop_category":null,"_yoast_wpseo_primary_category":null,"_yoast_wpseo_primary_cb_resources_category":"89","_oembed_93c4ee9e07cccdbab2160d89f51e0593":null,"_oembed_time_93c4ee9e07cccdbab2160d89f51e0593":null,"_oembed_895c57a59179d1bdcc0438a6aef65717":null,"_oembed_time_895c57a59179d1bdcc0438a6aef65717":null,"_oembed_a76e0da45bf1cb4c09bc985b193bb36b":null,"_oembed_time_a76e0da45bf1cb4c09bc985b193bb36b":null,"_oembed_d471c06fe0867c32a7c3cd67b5476e72":null,"_oembed_time_d471c06fe0867c32a7c3cd67b5476e72":null,"_oembed_3e251453af4bbbd696536d0acadba70c":null,"_oembed_time_3e251453af4bbbd696536d0acadba70c":null,"_oembed_609a8aa9fc83eb054ff7bc4d33a77773":null,"_oembed_time_609a8aa9fc83eb054ff7bc4d33a77773":null,"_oembed_69e7431aa03b88885898bf8bb28fb3a2":null,"_oembed_time_69e7431aa03b88885898bf8bb28fb3a2":null,"_oembed_1a7070c378b395415af4a19fb20df21e":null,"_oembed_time_1a7070c378b395415af4a19fb20df21e":null,"_oembed_55d4298c0fe3b359fd893e8424afe5ff":null,"_oembed_time_55d4298c0fe3b359fd893e8424afe5ff":null,"_oembed_f9c03bd9872da4d01788e5fab78083b5":null,"_oembed_time_f9c03bd9872da4d01788e5fab78083b5":null,"_oembed_ed31fabb7dfe0fd87fcb196f605adf8a":null,"_oembed_time_ed31fabb7dfe0fd87fcb196f605adf8a":null,"_oembed_f06b7516090267ff536179713f17601d":null,"_oembed_time_f06b7516090267ff536179713f17601d":null,"_oembed_e410f7495d0eaf4554919b3e5f478077":"{{unknown}}","_oembed_72a013d9dd3f2322671bc171fe3158ee":"{{unknown}}","_oembed_940f9a7b80afb0cbcc3ba55ead955b1e":"{{unknown}}","_oembed_06caf10aa2f40e07a7dc241ec9381e32":"<blockquote class=\"wp-embedded-content\" data-secret=\"1l3yqCPKjg\"><a href=\"https:\/\/chapmanbright.com\/resources\/blog-post\/end-of-year-marketing-automation-checklist\/\">End of Year Marketing Automation Checklist<\/a><\/blockquote><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; 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