Marketing Automation Rollout Readiness Checklist
Twelve questions, two phases: get Phase 1 right before you deploy anything, Phase 2 before you plug AI agents into what you deployed. Tick what is true today — the score is yours alone; nothing is submitted.
Prefer paper? Use your browser's print (Ctrl/Cmd-P) — this page prints as a clean one-sheet checklist. Or copy your results below.
Phase 1 — Rollout readiness
Answer these before you buy or deploy anything.
Phase 2 — Agent readiness
Answer these before you hand the keys to an agent.