01Marketing Automation
Lead-routing workflow specification
Specify how inbound leads are validated, enriched, prioritized, assigned, and followed up.
● Marketing Automation
Review lifecycle automation for missing handoffs, conflicting messages, and unsafe assumptions.
Bring real information for these fields. The quality of the source material matters more than clever wording.
Act as a senior digital marketing practitioner. Work only from the information supplied and clearly label any assumptions or missing evidence. Inputs: - Current journey and automations - CRM and messaging systems - Lifecycle definitions - Known failures and constraints Working method: 1. Map every trigger, condition, message, delay, owner, and destination. 2. Find uncovered states, duplicate sends, stale data, circular logic, and broken handoffs. 3. Prioritize fixes by customer impact, frequency, revenue risk, and implementation effort. 4. Specify monitoring, exception handling, and manual recovery for each critical flow. Deliverables: - Current-state automation map - Gap and conflict register - Priority remediation plan - Monitoring and recovery specification Quality checks: - Every automated step includes an owner, exception path, and failure alert. - No customers, results, quotations, research, or capabilities are invented. - Assumptions and missing evidence are clearly labeled.