Marketing Automation Checklist

Marketing Automation Checklist

Use this comprehensive checklist to get a good overview of how you are currently using your marketing automation tool! This will give you insight in how you can optimize your tool.

Marketing Automation helps your organization build your brand, generate leads, improve the customer experience, and grow in revenue. But which tool is suitable for your organization?

This document is an Excel file which is ready to be used!

In the Excel file you’ll find:

  • *New: we recognise that the use of AI is becoming increasingly important. That is why AI criteria have been added to this checklist. 
  • A comprehensive checklist to get a good overview of your current marketing automation functionalities
  • A template for a request for information (RFI) on marketing automation


With this checklist you can:

  • Find out what features you already have, and what features are missing from your current marketing automation
  • Get an overview of what features are available
  • Request an audit so we can see what the possibilities are for your specific situation

Download the checklist here (version Q2 2024: updated with AI criteria)