A Marketing Automation Plan is a strategic compass, ensuring every marketing effort is purposeful and aligned with your overarching goals. It's not just about executing tasks; it's about executing them with intent and direction. Creating your MA Plan involves a collaborative and strategic approach, combining data-driven insights, organisational understanding, and a commitment to achieving your business objectives.
Business objectives and KPIs: Clearly defined goals and KPIs to align marketing efforts with overarching business objectives
Segments and Target Groups: Identification and understanding of your target audience segments
Customer journeys and Key Conversions: Meticulous mapping of customer journeys, from initial interaction to key conversions
Technology and Data Setup: Assessment and optimisation of your technology stack and data infrastructure
Organisational Mapping: Understanding the internal structure of your organisation and establishing roles, responsibilities and 'way of working'
Strategic Alignment: Ensuring every touchpoint contributes meaningfully to your success
Efficient Technology Utilisation: Maximising the efficiency of your marketing automation set-up
Structured Prioritised Plan: Providing a clear roadmap for implementation and resource allocation
Buy-In Across the Organisation: Gain buy-in from the entire organisation, fostering a unified and collaborative approach
Measure Success: Enable measurement of success and providing insights for continuous improvement
Strategic Workshop: Define and align business objectives, KPIs, and marketing goals
Audience Analysis: Identify, understand and categorise target segments
Customer Journey Mapping: Identifying key touchpoints and optimising the path from awareness to conversion
Technology Assessment: Evaluate existing technology and data infrastructure. Recommend changes and additions
Stakeholder Interviews: Understand organisational structure, roles, and collaboration points
Playbook Development: Compile findings and strategies into a plan
Monitoring and Optimisation: To continuously measure performance against defined KPIs