No matter how awesome we think we are, we all make mistakes. Something gets overlooked during a rush or maybe you think you’ve checked the entire email when you’ve just scanned it. Perhaps you sent 100,000 emails out with the {{lead.Lead Owner}} slug instead of {{lead.Full Name}} slug.
Been there.
After that terrible sinking feeling, you probably said, “I should use a checklist,” but never did much about it. Here’s your chance for redemption since I’ve done most of the work for you.
I created a few handy checklists to help people new to Marketo be more process oriented when running campaigns, setting up webinars, or importing a list. In fact, the Import Checklist has saved me and my colleagues from terrible data disasters. Here are my favorite checklists as part of the Marketing Rockstar’s Guide to Marketo project.
- Marketing Automation Setup Checklist
- Campaigns Checklist
- Email Creation Checklist
- Landing Page Checklist
- Webinar Checklist
- Live Event Checklist
- Whitepaper Download Checklist
- Importing a List Checklist
See them all in Appendix III: Checklists .
If you want more updates on using Marketo, sign up for the Newsletter now.
Image Credit: Flickr xtremeexhibits
TJ Houston says
I found your checklist on slideshare but the text is so small I can barely read it. Can I get a copy of the actual ppt or the actual checklists?
Josh Hill says
Hi TJ,
Sure, the link is here as part of a guest post I wrote: http://www.marketingrockstarguides.com/capture-track-convert-readers/