Email Marketing Google Slides #108

Marketing Automation Workflow Mapping Template

Design marketing automation workflows visually with trigger logic, enrollment criteria, branches, handoffs, content assets, scoring rules, and QA checkpoints.

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What's Inside

Map the automation workflow before building it inside your MAP.

This slide deck helps marketing operations and lifecycle teams explain how an automation should work before it is configured. Use it to present the workflow goal, audience, trigger event, enrollment and suppression rules, email or task steps, decision branches, scoring updates, sales handoffs, failure points, and QA plan.

Workflow overview slide

Summarize the automation purpose, owner, audience, platform, trigger, business goal, and launch timing before showing the flow.

Visual flow map

Lay out triggers, wait steps, email sends, decision branches, list changes, scoring updates, and exits in a format teams can review together.

Handoff and routing logic

Clarify where leads move to sales, customer success, another nurture, a suppression list, or a lifecycle stage update.

QA and risk review

Document enrollment tests, suppression checks, broken links, duplicate sends, personalization errors, reporting fields, and rollback notes.

Template sections

Use these slides to present the full workflow logic, get stakeholder approval, and reduce build errors before the automation goes live.

01 Workflow summary

Define automation name, platform, goal, audience, owner, trigger, and expected outcome.

02 Enrollment criteria

Show who enters the workflow, what qualifies them, and who should be suppressed.

03 Main path

Map the default sequence of emails, waits, tasks, list updates, or lifecycle changes.

04 Decision branches

Add if/then logic for engagement, fit score, intent, form completion, purchase behavior, or sales status.

05 Sales and system handoffs

Document CRM updates, owner assignment, notifications, lead scoring, MQL creation, and sales routing.

06 Assets and messages

List the emails, landing pages, forms, content offers, and internal notifications used in the workflow.

07 QA checklist

Confirm testing steps, edge cases, reporting setup, approval owners, and launch readiness.

08 Optimization notes

Plan the metrics and review cadence for improving the workflow after launch.

Who This Template Is For

Marketing operations teams, lifecycle marketers, demand gen teams, CRM admins, RevOps teams, and agencies building workflows in HubSpot, Marketo, Pardot, Klaviyo, or similar tools.

How To Use It

Use the deck before the build meeting. Map the workflow logic visually, review it with stakeholders, document edge cases and suppression rules, then hand it to the automation builder for setup and QA.