Marketing Automation Customer Onboarding Checklist Form
Complete this checklist to begin your marketing automation onboarding process. All fields are required to ensure a smooth setup.
Customer or Company Name
*
Primary Contact Full Name
*
First Name
Last Name
Primary Contact Email Address
*
example@example.com
Current CRM or Platform Setup (e.g., Salesforce, HubSpot, custom, etc.)
*
Marketing Automation Platform (in use or to be integrated)
*
Please Select
HubSpot
Marketo
Pardot
ActiveCampaign
Mailchimp
Other
Core Goals for Onboarding
*
Required Integrations (select all that apply)
*
CRM Integration
Website Tracking
E-commerce Platform
Analytics/Reporting
Other
Existing Assets or Data Migration Needs
*
Campaign Types to Enable
*
Email Marketing
Lead Nurturing
Drip Campaigns
SMS Campaigns
Retargeting/Ads
Other
Go-Live Priority or Timeline
*
Please Select
ASAP (within 2 weeks)
This Month
Next 2-3 Months
Flexible
Any Blockers or Special Notes
Submit Onboarding Checklist
Should be Empty: