Lesson 1 Discover
Assign team
Schedule Meetings
Schedule Kick off
Put KPIs
The first step to starting your transformation, is the Discover
phase. Take ample time to understand your business objectives.
Do a deep dive into not only your internal processes, but also your
technology landscape and business environment. Once you have
an understanding of where you are today and where you want to be
headed, you can begin to build your project. Ideally, this step can
take place at the onset of implementation, but can also take place at
any point throughout the process. You can also utilize the Discover
phase each time you begin a new project, such as implementing a
new lead nurturing or scoring initiative.
Typically at this phase you conduct a “Discovery Workshop” with
your marketing automation consultant who will prompt a “Discover”
dialogue. Here you will make sure that no rock is left unturned and
that the entire team has a clear understanding of implementation
and strategy roadmap