CMO · Checklist · Intermediate · Saves 30+ hours
Marketing Automation Health Check
A comprehensive health check for your marketing automation platform - ensuring it's optimized and functioning properly.
What's included
- Data quality assessment
- Automation workflow audit
- Email deliverability check
- Integration health
- Performance benchmarks
- Optimization recommendations
Best used when
- Quarterly MAP review
- Performance troubleshooting
- Pre-migration assessment
- New MAP admin onboarding
- Optimization initiatives
The template
The Template
DATA QUALITY
| Check | Status | Action |
|---|---|---|
| Duplicate contacts | __% | <5% target |
| Missing emails | __% | <2% target |
| Invalid email format | __% | 0% target |
| Bounced emails | __% | <3% target |
| Unsubscribed contacts | __% | Track trend |
| Synced with CRM | __% | 100% target |
AUTOMATION WORKFLOWS
| Workflow | Last Modified | Active? | Performance | Status |
|---|---|---|---|---|
| Lead scoring | Y/N | OK / Review | ||
| Lead routing | ||||
| Welcome series | ||||
| Nurture sequences | ||||
| Re-engagement |
Workflow Health Questions
- All workflows documented
- No orphaned workflows
- Error handling in place
- Performance monitored
- Regular optimization
EMAIL DELIVERABILITY
| Metric | Current | Benchmark | Status |
|---|---|---|---|
| Delivery rate | % | >98% | |
| Bounce rate | % | <2% | |
| Spam complaints | % | <0.1% | |
| Sender score | >80 |
Authentication
- SPF configured
- DKIM configured
- DMARC configured
- Dedicated IP (if applicable)
INTEGRATION HEALTH
| Integration | Direction | Sync Frequency | Errors/Day | Status |
|---|---|---|---|---|
| CRM | Bi-directional | OK / Issue | ||
Frequently asked questions
What is the Marketing Automation Health Check?
A comprehensive health check for your marketing automation platform - ensuring it's optimized and functioning properly.
Who is the Marketing Automation Health Check for?
It is built for CMOs and their teams working on Marketing Operations. The AI coach adapts it to your company, stage, and goals.
How long does the Marketing Automation Health Check take to use?
It saves roughly 30+ hours versus building from scratch. Our AI coach can tailor the checklist to your situation in minutes, then hand you a step-by-step plan.
Is the Marketing Automation Health Check free?
Yes. You can read the full checklist and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Marketing Automation Health Check?
The coach teaches you the framework, asks a few questions about your business, tailors the checklist to you, and gives you measurable next steps to execute.