Enableocity
PROJECT · Marketing Operations

Marketing Automation Workflow Cleanup

A 3-week cleanup of accumulated automation workflows, lifecycle stages, lists, and nurture paths — so automation improves timing and relevance instead of adding noise.

IN SCOPE

Audit of all active automation workflows and their triggers
Review of lifecycle stage definitions and list sprawl
Identification of redundant, conflicting, or dead workflows
Redesigned workflow map with clear ownership
Cleanup execution on the highest-impact workflows

NOT IN SCOPE

Marketing automation platform migration
Net-new campaign creative or copywriting
CRM-side workflow changes (see CRM Signal & Hygiene Workflows)
Ongoing workflow hygiene continues under Managed Revenue Services .

Timeline — 3 weeks

WEEK 1 · AUDIT

Inventory every workflow

Catalog all active automations, triggers, and lifecycle stage logic.

WEEK 2 · DIAGNOSE

Find the conflicts

Identify redundant, conflicting, or dead workflows dragging down relevance.

WEEK 3 · CLEAN UP

Rebuild the priority workflows

Redesign and relaunch the highest-impact automations with clear ownership.

DELIVERABLES

Full workflow inventory & audit
Redesigned lifecycle stage map
Conflict & redundancy list
Ownership & maintenance guide

TEAM & EFFORT

FROM ENABLEOCITY
1 engagement lead, ~1 day/week
FROM YOUR TEAM
Marketing ops + automation platform admin access
FORMAT
Remote, async-friendly
Workflows re-tangle fast.
Advertising & Performance Management keeps automation clean as campaigns launch and retire.
See Marketing Operations projects

Ready to untangle automation?

Start with a Revenue System Diagnostic — we'll confirm this is the right starting project before scoping anything.

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