B2B Content, Website, Lead Generation Planning Workshop Template
Marketing Automation Optimization Checklist
1. Better Practice Checklist
Marketing Automation Optimization Checklist
This checklist is designed to help you identify gaps in your marketing automation implementation and management.
1. Start with a 60-second lead review, identify activity that fits your target definition and optimize:
Campaigns that are attracting and acquiring qualified prospects
Inbound search terms that are attracting qualified prospects
Offers, forms and landing pages that are acquiring qualified prospects
2. Optimize the following inbound marketing programs to attract & acquire more leads:
SEO content publishing Tiered calls-to-action
Content merchandizing on your home page Better landing pages & forms
Content merchandizing on your sub-pages
3. Optimize the following lead nurturing programs:
Form-triggered thank you content Activity-triggered drips
Form-triggered auto-responders Calendar-triggered content updates
Visit-triggered “we miss you” content
4. Optimize the following sales readiness programs to qualify your prospects:
Sales readiness content Sales readiness activity tracking
Sales readiness calls-to-action Target definition lead reviews
5. Develop customer-focused content that is findable, useful and valuable:
Plan your content using a customer-focused framework
Publish content that is findable using accurate titles and descriptions
Nurture prospects through the sales funnel with engaging and useful content
Develop content valuable enough to trigger a form completion and download
Measure content performance to identify what content assets, topics and categories are working
6. Optimize your website to align it with your objectives:
Design page templates to prioritize important Feature content and calls-to-action throughout
messages and calls-to-action your site
Optimize sitemap and navigation to guide users Use RSS feeds for content publishing
Code your site to minimize technical SEO errors
Next Steps
Marketing automation agency skill sets to look for
Understand customer decision stages and how to use them to create better content
Get a marketing automation optimization quote
BETTER RESULTS BETTER WEBSITES BETTER CONTENT BETTER PROGRAMS BETTER PRACTICE RESOURCES 386 Huron Street
Toronto, ON M5S 2G6
416.900.3310