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Marketing Automation

Funnel automation gap audit

Review lifecycle automation for missing handoffs, conflicting messages, and unsafe assumptions.

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Before you start

Bring real information for these fields. The quality of the source material matters more than clever wording.

  • Current journey and automations
  • CRM and messaging systems
  • Lifecycle definitions
  • Known failures and constraints

The prompt

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.

Review before use

  • ✓ 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.