Best Practice Report

Optimizing The Marketing Operations Intake Process

March 3rd, 2023
With contributors:
Cristina De Martini , Chantelle Fynn , Kate Pierpont


As the recipients of a range of requests from the wider marketing function and beyond, marketing operations teams frequently encounter prioritization, routing, monitoring, and resourcing challenges. Marketing operations leaders must establish a robust intake process that collects these requests, ensures adequate details are provided up-front, and eliminates the need for subsequent, time-consuming clarifications. This enables the marketing operations team to easily prioritize each request, determine who should undertake it, and track its progress to completion. This report provides guidance on how to deploy a best-in-class intake process that captures and manages requests to completion.

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