intermediate · 60–60 min
The Marketing Automation Optimization Session
Ensure your tech stack is helping
About this session
Marketing and sales teams often find themselves serving their automation tools rather than the tools serving them. This session identifies specific bottlenecks where the current tech stack creates manual work or data silos between departments. It moves the group from general tech frustration to a concrete map of which automations need to be repaired, replaced, or retired.
Why it works
By grounding the conversation in a three-step evaluation of the current stack, the session strips away the complexity of software features to focus on actual team output. It aligns sales and marketing by forcing them to agree on what a successful automation looks like in practice, turning technical debt into a prioritized backlog of improvements.
What you’ll walk away with
- Clear actionable outcomes from a 3-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 3 activities are designed to flow together smoothly.
Run this session with METODIC
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