The complete 20-page guide to automation that keeps working after launch: state diagrams, entry and exit rules, timing and data tables, test identities, a staged release, a maintenance routine, a troubleshooting table and a 30-day plan. Instant PDF download.
Description
Automations that keep working after launch day.
A trigger alone does not make an automation safe. Marketing Automation That Survives Launch is the 20-page working guide to designing, testing and maintaining customer workflows, in plain language and tool-neutral (HubSpot, Salesforce, Klaviyo, Dynamics).
What you get inside
- An inventory of every automation that touches a customer, with an owner for each.
- State diagrams for entry, guardrails and exit, plus a picture of how a contact moves through a journey.
- Entry rules, waits and send windows, and a table of the data each workflow depends on.
- Test identities and an evidence pack, so you test with internal records, never with customers.
- A staged release plan and a launch-readiness check.
- A maintenance routine and a troubleshooting table: symptom, likely cause, first check.
- A worked example for a small team. It is an illustrative walk-through, not a client result.
- A reusable workflow specification, a change log and a 30-day plan.
Who it is for
Anyone who runs automated emails or CRM workflows and wants fewer surprises, clear owners and a way to catch problems before customers do.
Why buy it
Everything in one place, written by Marc Genin, CRM and lifecycle marketer. Instant PDF download, 20 pages, 15 EUR. Use only what fits your setup.
