{"id":39188,"date":"2021-11-29T07:45:21","date_gmt":"2021-11-29T07:45:21","guid":{"rendered":"https:\/\/act.com\/?page_id=39188"},"modified":"2025-12-22T04:22:26","modified_gmt":"2025-12-22T11:22:26","slug":"ready-for-marketing-automation-worksheet","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/ready-for-marketing-automation-worksheet\/","title":{"rendered":"Ready for marketing automation worksheet"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>Are you ready for marketing automation?<\/h1>\n<p>Check if your business is ready for marketing automation with this free worksheet<\/p>\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; gap=&#8221;35&#8243; equal_height=&#8221;yes&#8221; css=&#8221;.vc_custom_1766402276584{padding-top: 25px !important;padding-bottom: 60px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1741095548565{margin-bottom: 40px !important;}&#8221;]<\/p>\n<h2>About this worksheet<\/h2>\n<p>While the benefits of marketing automation are clear (<a href=\"\/en-gb\/what-is-marketing-automation\/\">read this if they\u2019re not<\/a>), marketers and business owners must still take steps to ensure their company is ready for marketing automation before beginning to use it.<\/p>\n<p>Download this handy worksheet to check if your business is ready for marketing automation, as well as the steps you can take if you\u2019re not.[\/vc_column_text][vc_single_image image=&#8221;67298&#8243; img_size=&#8221;full&#8221; css=&#8221;.vc_custom_1741095595137{margin-bottom: 0px !important;}&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1741008488439{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;background-color: #EDEFFF !important;border-radius: 10px !important;}&#8221;][vc_column_text css=&#8221;&#8221;]\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 8376032,\n\t\t\t\t\t\t\t\t\tformId: \"6381352c-a388-4dd4-96bd-4d97b51ff186\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1785441637000-3543781134\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1785441637000-3543781134\"><\/div>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1744873990432{padding-bottom: 0px !important;background-color: #2241DB !important;}&#8221;][vc_column][vc_row_inner content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1744874298050{padding-top: 25px !important;padding-bottom: 25px !important;}&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;571&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_circle_2&#8243; css=&#8221;.vc_custom_1745420178319{border-radius: 30px !important;}&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243; css=&#8221;.vc_custom_1740145546992{margin-top: 0px !important;padding-top: 0px !important;}&#8221;]<div class=\"actcrm-single-testimonial wpb_content_element  vc_custom_1745420442192\">\n\n\t\t<div class=\"quote\" >\n\t\t\u201cThe biggest way Act! makes my work easier on a day-to-day basis is it allows me to come into the office and have my day planned out for me. It tells me who to call, when to call them, and what to say.\"\t<\/div>\n\t\n\t<div class=\"meta-container\">\n\t\t\n\t\t<div class=\"meta\">\n\t\t\t<div class=\"name\">Brent Sullivan, Loan Officer<\/div>\n\t\t\t<div class=\"title\" >Homeowner's Financial Group<\/div>\n\t\t\t<div class=\"link\"><\/div>\n\t\t<\/div>\n\t<\/div>\n\n<\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1740410107751{margin-bottom: 0px !important;padding-top: 40px !important;padding-bottom: 40px !important;background-color: #0B1031 !important;}&#8221;][vc_column][vc_row_inner el_class=&#8221;solvemychaos-footer-cta&#8221; css=&#8221;.vc_custom_1740410116505{margin-bottom: 0px !important;padding-bottom: 0px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 class=\"white-text\" style=\"text-align: center; font-size: clamp(3.0rem, 2vw + 1rem, 5.4rem);\">Big results. Small investment.<\/h2>\n<p class=\"white-text\" style=\"text-align: center; font-size: 2.0rem;\">Ready to take the first step?<\/p>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1766402383888{margin-top: 30px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\"><a class=\"orange-button\" href=\"\/en-gb\/trial\/act\/\" rel=\"noopener\">Try it free<\/a><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; gap=&#8221;35&#8243; equal_height=&#8221;yes&#8221; css=&#8221;.vc_custom_1766402276584{padding-top: 25px !important;padding-bottom: 60px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1741095548565{margin-bottom: 40px !important;}&#8221;] About this worksheet While the benefits of marketing automation are clear (read this if they\u2019re not), marketers and business owners must still take steps to ensure their company is ready for marketing automation before beginning to use it. Download this handy [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-39188","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Are you ready for Marketing Automation | Free Worksheet<\/title>\n<meta name=\"description\" content=\"Download this handy worksheet to check if your business is ready for marketing automation, as well as the steps you can take if you\u2019re not.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.act.com\/en-gb\/ready-for-marketing-automation-worksheet\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Are you ready for Marketing Automation | Free Worksheet\" \/>\n<meta property=\"og:description\" content=\"Download this handy worksheet to check if your business is ready for marketing automation, as well as the steps you can take if you\u2019re not.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.act.com\/en-gb\/ready-for-marketing-automation-worksheet\/\" \/>\n<meta property=\"og:site_name\" content=\"Act!\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-22T11:22:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.act.com\/wp-content\/uploads\/2020\/11\/act-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"250\" \/>\n\t<meta property=\"og:image:height\" content=\"250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/ready-for-marketing-automation-worksheet\\\/\",\"url\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/ready-for-marketing-automation-worksheet\\\/\",\"name\":\"Are you ready for Marketing Automation | Free Worksheet\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#website\"},\"datePublished\":\"2021-11-29T07:45:21+00:00\",\"dateModified\":\"2025-12-22T11:22:26+00:00\",\"description\":\"Download this handy worksheet to check if your business is ready for marketing automation, as well as the steps you can take if you\u2019re not.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/ready-for-marketing-automation-worksheet\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.act.com\\\/en-gb\\\/ready-for-marketing-automation-worksheet\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/ready-for-marketing-automation-worksheet\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Ready for marketing automation worksheet\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#website\",\"url\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/\",\"name\":\"Act!\",\"description\":\"CRM &amp; 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