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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Marketing Automation Checklist


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Marketing Automation Checklist Marketing Automation Checklist is a guide on how to make processes (that would otherwise have been performed manually) much faster, easier and more efficient, hence more profitable. With a help of this checklist you can inspect all areas of your marketing to evaluate a degree to which it is automated.

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Marketing Automation Checklist:

  • Task management system to manage (plan and control) activities of the Marketing Department:
    • Advertising activities: media providers, advertising schedules, statuses of campaigns, etc;
    • Promotional activities: running promotions and promoters, special offers, etc;
    • Publicity activities: press releases, web-site updates, trade shows, etc;
    • Individual tasks of sales and marketing specialists;
    • Planning and management of marketing researches, marketing campaigns, etc; 

  • A database and software system to track your relations with the Customers (sales leads, current customers, prospects, etc), tied up to your Billing system:
    CRM system: Customer Relationship Management System – it can be used to store, systematize and display the information on your current relations with any customer which you ever had a contact with, such as customer details, contacts, status, purpose of interactions, etc. With a help of CRM system you can create a consolidated and expanded report by your customers to learn their ages, gender, professions, etc. It can be used to derive more sophisticated statistics, such as your lead conversion rate. Usually CRM systems may include the following capabilities:

    • Customer segmentation and profiling;
    • Intelligence and analytics (reports based upon historical data, forecasting features, etc);
    • Collaboration between departments: Sales, Marketing, Customer Service, etc;
    • Connection with social media and social networks;
    • Integration with web-sites (to count clicks, emails, search statistics, etc);
    • Tracking and measuring multichannel campaigns (email, media, telephone and direct mail); 

  • A Financial module tied to the CRM system and Billing module to calculate:
    • Cost of goods sold (COGS);
    • Marketing investments (the cost of the media services, production costs, etc);
    • Revenues obtained;
    • Return on Marketing Investment (ROMI);
    • Financial statistics by customers;


  • Customer Survey Management:
    • Web-module for automated development and implementation of online surveys;
    • Online capturing of relevant prospect data and quality leads (different on-line forms);
    • Integration of surveys and feedback forms into emails sent to customers;
    • Programs for designing and printing questionnaires for customer surveys, etc; 


  • Email Management:
    • Features to upload images and other marketing content to your web-sites;
    • Customization of email messages to be mass sent to existing clients or prospects;
    • Create the content URLs (specific links) or to files ...

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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Looking for multi-user task management software? Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules. Increase productivity of your small business or office by better organizing your employees' tasks and time.

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