Skip to main content
Lightbulb and open book illustration

The Ultimate Marketing Ops Documentation Template

Creating documentation just got a whole heck of a lot easier.

We’ve compiled our best practices from creating documentation for hundreds of clients and created The Ultimate Marketing Ops Documentation Template (dun dun dun!).

This template is designed to outline your company’s official processes and procedures for marketing operations, covering everything from tools and technologies to managing all individuals moving through the marketing funnel, as well as engaging key stakeholders within the organization.

In this download, you’ll get both a fully populated documentation to get your ideas flowing and a blank template for you to start populating. The template includes sections for:

  • Platforms
  • Initial Processing/Lead Intake
  • Lifecycle Processing
  • Scoring
  • Routing
  • Person Source
  • Enrichment
  • Privacy Compliance
  • Preference Center
  • Core Audiences
  • Segmentations
  • Program Templates
  • And more!

Get The Template

Get in Touch with Us

At Etumos, we love what we do and we love to share what we know. Call us, email us, or set up a meeting and let's chat!

Contact Us