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Marketing Automation Checklist


Let’s revisit last year’s post – End of Year for Marketing Automation

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!

In last year’s post, which you can access below, I have described 27 marketing automation end of year tips in 5 categories. I hope these provide you some additional ideas to consider for your own end of year checklist. Most of the tips on the end-of-year checklist are marketing Automation platform independent. If you have any additions, please leave them in the comments below.

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

End of Year Marketing Automation Checklist

About the author

Diederik Martens Marketing Operations Contractor

Diederik Martens is a results-driven digital marketer with a passion for B2B and the complex sale. Diederik is a frequently asked speaker and lecturer on marketing operations, marketing automation, lead nurturing, buying journeys, CRM, Predictive Lead Scoring, and marketing technology. Diederik is Marketo Certified and experienced in Salesforce. Marketo honored Diederik as one of the world’s top 50 by naming him to the 2014, 2015, and 2016 Marketo Champion Elite class. In 2015, Diederik was awarded a Killer Content Award in 2015 for his nurture campaign strategy at Quintiq.

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