The three best process design templates for MarTech automation are customer touchpoint mapping, sales-marketing handoff protocols, and workflow breakdown identification. You’ll map every interaction from awareness to advocacy, establish structured ownership between teams to prevent lead loss, and document each automation step including triggers and branching logic. These templates help you identify bottlenecks, track where contacts exit unexpectedly, and monitor engagement metrics that reveal friction points. By implementing these frameworks, you’ll transform chaotic automation into systematic processes that actually convert leads, and there’s a methodical approach to making each template work for your specific situation.
Map Every Customer Touchpoint in Your Marketing Funnel
Before you can automate your marketing processes, you need to understand where automation fits in your customer’s journey. Map every interaction – from initial awareness through post-purchase engagement. Document each email, social media touchpoint, landing page, and conversion point.
Map every customer interaction from first touch to post-purchase before automating anything – visibility reveals where automation creates the most impact.
This visibility reveals bottlenecks you’re currently managing manually. You’ll identify repetitive tasks draining your team’s creative energy and discover gaps where prospects fall through the cracks.
Start with a simple spreadsheet listing each stage: awareness, consideration, decision, retention, advocacy. Under each, note every customer interaction and the current tool or manual process handling it.
This foundation lets you strategically deploy automation where it’ll free your team from operational constraints, giving you control over your marketing destiny.
Stop Losing Leads Between Marketing and Sales Handoff
When qualified leads reach the threshold between marketing and sales, most organisations fumble the exchange. You’re watching revenue evaporate because there’s no structured handoff process. Break free from this chaos with a standardised template.
| Handoff Stage | Marketing Owns | Sales Owns |
|---|---|---|
| Lead Qualification | Score verification, behaviour tracking | First contact within 5 minutes |
| Information Transfer | Complete CRM data, campaign context | Review notes, personalise approach |
| Accountability | SLA compliance, lead quality feedback | Follow-up documentation, conversion tracking |
| Optimisation Loop | Adjust scoring based on sales input | Report lead quality issues immediately |
You’ll eliminate the black hole where leads disappear. Define ownership clearly. Establish response time commitments. Create feedback mechanisms that actually work. Your handoff becomes seamless when both teams follow the same playbook.
Pinpoint Exactly Where Your Automation Workflows Break Down
Your marketing automation workflows are haemorrhaging opportunities right now, and you don’t even know where. Most teams operate blind, assuming their sequences work until revenue tanks. You need complete visibility into every decision point, condition, and action.
Map each workflow step-by-step. Document trigger conditions, wait times, and branching logic. Identify where contacts exit unexpectedly or stall indefinitely. Track which emails get opened but never clicked. Monitor form submissions that vanish into the void.
Your liberation comes from ruthless diagnosis. Instal tracking on every workflow junction. Run test contacts through each path. Export data showing where drop-offs concentrate. You’ll discover the friction points strangling your conversion rates – usually in changes between platforms or misconfigured conditional splits that route prospects nowhere.
