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Marketing Automation Checklist

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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!

I 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.

  • A. End of Year Marketing Campaigns
  • B. Marketing Performance
  • C. Marketing Operations
  • D. CRM & Marketing Automation Data Quality
  • E. Marketing Budget & Targets

A. End of Year Marketing Campaigns
1. Holiday Season Campaign
Keep 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….

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