Looking for Standard Operating Procedures templates or playbook ideas. | Community
Skip to main content
M
mizzougrad
New Participant
August 27, 2021
Question

Looking for Standard Operating Procedures templates or playbook ideas.

  • August 27, 2021
  • 1 reply
  • 1522 views

We setup Marketo for our organization without extensively documenting standards for our email marketing and how our instance is set up. Has anyone done this for their organizations? I'm looking for template ideas, what I should be cementing on "paper" about Marketo and our marketing automation strategy, etc. Needless to say, we are a very small team. Thanks!

1 reply

Kaitlyn_Simko
Kaitlyn_Simko
New Participant
August 27, 2021

This is a great resource to ensure you are using industry standards/the set up is done correctly marketingrockstarguides.com/marketing-rockstars-guide-to-marketo-2/

I would suggest you start by examining the biggest areas of Marketo first (Admin, Lead Lifecycle, Lead Scoring, marketing activities, design studio, lead database, Analytics and integrations) and then document each important aspect of each section.

I am a big fan of charts.

Terms & ConditionsAccessibility statement

Loading footer...