The Revenue Growth Architects

173 - How to Prep for a Brand New Marketing Automation Platform


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Xander Broeffle is joined again by Brian Morris and Gany Rodriguez for part 1 of 3 in their discussions on how to implement a new Marketing Automation Platform. This episode they explore the importance of proper preparation, and how it can make the difference between having a successful transition and a chaotic one.

A few of the topics they go into include:

  • The potential benefits of starting fresh, especially when implementing things like order of operations.
  • The importance of including relevant stakeholders at the beginning to ensure alignment and buy-in.
  • Considerations for auditing existing assets like templates, current lifecycle, lead scoring, and enrichment tools.

Get ready to plan and prep successfully for your new MAP from the experts!

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