Automate Your Marketing in 30 Days
This step-by-step marketing automation checklist helps small businesses move from manual processes to automated systems in just four weeks — covering CRM setup, follow-ups, nurturing, tracking, and reporting.
📋 Quick Start Checklist
| ✓ | Item | Requirements & Examples | Status | Notes |
|---|---|---|---|---|
| 🏗️ Week 1: Foundation | ||||
| 1. CRM Setup | Consolidate all contacts, leads, and deals into one system | |||
| 2. Lead Alerts | Get an instant alert the moment a new form is submitted | |||
| 3. Sequence | Auto-send a 3-email series to every new lead | |||
| 4. Booking Link | Add a scheduling link to your signature and contact page | |||
| ⚡ Week 2: Engagement | ||||
| 5. Social Schedule | Batch-create and schedule one month of posts | |||
| 6. Review Request | Auto-send a review link after project completion with a follow-up reminder if needed | |||
| 7. FAQ Chatbot | Automate answers to your 5–10 most common questions | |||
| 🌱 Week 3: Nurture | ||||
| 8. Sequence | Build a 5–7 email series over 30–45 days to keep leads engaged | |||
| 9. Reminders | Auto-send reminders at 24 hours, 2 hours, and 15 minutes before each meeting | |||
| 📊 Week 4: Measurement | ||||
| 10. UTM Tracking | Tag every marketing link so each lead is automatically tied to its source | |||
| 11. Reporting | Connect your data to a self-updating dashboard for performance tracking | |||
| 12. Review & Plan | Audit active automations and choose 1–2 new workflows to build next month | |||