Company & Context

  • Company & Context
  • Automation Strategy & Planning
  • Implementation & Personalization
  • Optimization & Analytics
  • Integration & Scalability
Section 1

Company & Context

Question 1 of 4

What is the size of your company?

Which industry does your company operate in?

What is your annual marketing budget?

How mature is your digital marketing team?

Section 2

Automation Strategy & Planning

Question 1 of 4

Do you have a documented marketing automation strategy?

How aligned is your automation strategy with your overall business goals?

Have you set clear KPIs specifically for your automation efforts?

Do you have a dedicated team or person responsible for automation?

Section 3

Implementation & Personalization

Question 1 of 5

Which marketing automation tools do you use?

How robust is your lead segmentation?

How personalized are your automated communications (emails, messages, etc.)?

How frequently do you update your automation workflows?

Do you run triggered campaigns (e.g., based on user actions)?

Section 4

Optimization & Analytics

Question 1 of 4

How well do you track the performance of your automated campaigns?

Do you use A/B testing within your automation workflows?

How regularly do you analyze and optimize your automation processes?

How accurately do you attribute conversions to your automation efforts?

Section 5

Integration & Scalability

Question 1 of 4

How well integrated is your automation platform with your CRM and other systems?

How scalable is your current automation setup to support future growth?

Are you using automation to support cross-channel marketing (e.g., social media, content, paid ads)?