How to Succeed with Marketing Automation, Lesson 1: The Discovery Workshop – Marketo

Article excerpt…

There are many techniques you can use in order to enable your teams and identify the skills needed to see significant [marketing automation] success. [Marketo has] developed a delivery framework called Drive that enables marketers  to achieve faster speed to value and higher marketing maturity. There are 4 steps in this methodology: Discover, Define, Deliver, and Drive.


During the Discover phase you will make sure that no rock is left unturned and that the entire team has a clear understanding of your marketing automation implementation and road map.

Here are some tips to get your started:

  • Assign a key team of internal stakeholders that will spearhead the project
  • Schedule meetings with teams that will be involved in your implementation
  • Schedule a kick-off day which will include your Discover Workshop
  • Put KPIs in place for your implementation

iNeoMarketing‘s insight:

Marketo has defined 4 steps, and this post covers the initial step.  We will deliver the other 3 steps as they are published.  Regardless, it’s a sensible approach to implementing any marketing automation org.

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