Marketing Automation Implementation Guide - Tips, Tricks, Worksheets

Marketing automation success requires more than just software. It takes strategy, creative, and the right team. Whether you are new to marketing automation or have a platform in place, here are sample questions and a worksheet for organizations that have marketing bottlenecks.

Customer Journey Questionnaire

  1. Who is your ideal customer? (Demographics, firmographics, psychographics, etc.) And what are they looking for?
  2. How would your products/services solve their problems?
  3. How did they come to your company? How do they interact with your company?
  4. Identify the most common objections your persona(s) will raise during the sales process.
  5. What education needs to take place to get someone from awareness to acquisition? From acquisition to advocacy?
  6. What kind of information does your ideal customer need after purchase? What communication do you have with them after they buy?
  7. What marketing campaigns, workflows, offers, resources, funnels do you currently have in place?

Customer Journey Worksheet

Marketing Automation is the engine of your lead generation strategy, and great content is the fuel. The best way to create great content is by knowing your prospects and customers, and mapping your content to their journeys.

Each stage of the customer journey represents a prospect’s state of mind. The Customer Journey Worksheet will walk you through the stages of the Customer Journey allowing you to see things through the eyes of the customer. To win business, make sure your content addresses the customers’ needs and mindset.

Marketing Automation Customer Journey Worksheet

Aligning customer marketing and Marketing Automation strategies can be challenging and time consuming. The right Marketing Automation platform and experienced external resource will streamline and simplify the process, ensuring that your Marketing Automation strategy is on-point, on-budget, implemented properly and optimized for success. Check back for Parts 4 and 5.

To learn how to best use Marketing Automation to increase ROI, check out this article.

As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a no-obligation call or email Lori Berson at lberson@BersonDeanStevens.com.


BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.

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