Marketing Automation Checklist 2025 (Free PDF)

Download the Checklist (PDF)

Printable version with the same high-level steps. No prompts, no templates, no paid assets included.

1) Plan & Research

• Define ICP and Jobs-to-Be-Done. ICP discovery prompt
• Clarify offer & value props (pain → promise → proof).
• Keyword set: primary + supporting + questions.
• Channel map: blog, social, email, partners, communities.
• Set KPIs (leads, MQLs, CTR, CPL, demo rate, revenue).

2) Produce Content

• Create pillar + clusters. Use Automate Content AI to generate briefs & outlines.
• Write with clear H1/H2, FAQs and internal links.
• Generate social snippets & carousels from each post.
• Design hero & OG images (brand + benefit).

Helpful resources: Marketing Templates, Marketing Prompts, Prompt Cheat-Sheet.

3) Build Funnels

• Lead magnet: checklist, mini-guide, calculators.
• Landing page: promise, proof, preview, CTA.
• UTM conventions + analytics events.
• Thank-you page with next action (demo, community).

See: AI Funnel Automation.

4) Email & Nurture

• Welcome + 3-email value sequence with case/guide.
• Behavioural triggers: view pricing, download, reply.
• Plain-text sales handoff for hot leads.
• Weekly content recap with 1 CTA.

Ready sequences: AI Email Prompts.

5) Sales Enablement

• Objection handling library (price, timing, features).
• Discovery → demo prompt set for reps.
• Follow-up rhythm (1-2-5-10) with value nuggets.

Tools: AI Sales Tools.

6) Measure & Optimize

• Dashboard: traffic → leads → MQL → revenue.
• A/B tests on headlines, hero, offers and emails.
• Content refresh every 60–90 days (FAQs + links).

FAQ

Does this checklist work for small teams?
Yes — all steps are designed to ship fast with limited resources.

Do I need AutomateX Turbo to use it?
No. The checklist is free. AutomateX Turbo gives you the prompts to execute each step 5–10× faster.