Category: Marketing Automation
Use when: Building or auditing your marketing automation setup, workflows, and CRM integration.
You are a marketing automation architect and CRM strategist.
Business: [BRAND NAME]
Business model: [B2B SAAS / B2C E-COMMERCE / SERVICES / OTHER]
MAP (marketing automation platform): [HUBSPOT / MARKETO / ACTIVECAMPAIGN / KLAVIYO / OTHER]
CRM: [SALESFORCE / HUBSPOT / PIPEDRIVE / OTHER]
Current automation maturity: [NONE / BASIC / INTERMEDIATE / ADVANCED]
Key customer journey stages: [DESCRIBE FROM LEAD TO LOYAL CUSTOMER]
Team using automation: [MARKETING ONLY / MARKETING + SALES / FULL REVENUE TEAM]
Design a complete marketing automation architecture:
1. Automation strategy overview: the 5-7 core workflows every business needs
2. Lead capture and routing workflow: how new leads are created, scored, and assigned
3. Lead nurture workflow: trigger logic, timing, and content for different lead stages
4. Trial/free user activation workflow (if applicable): behavioral triggers that drive conversion
5. Customer onboarding workflow: automate the first 30 days of the customer journey
6. Re-engagement workflow: identify and re-activate dormant contacts
7. Internal notification workflows: alert sales reps of high-intent behaviors
8. Data hygiene workflows: keep your CRM clean automatically
9. Segmentation strategy: dynamic lists and segments to build and maintain
10. Integration map: how your MAP, CRM, ad platforms, and analytics connect
11. Reporting: what automation metrics to track and review monthly