SFMC Readiness Checklist

Is Your Salesforce Marketing Cloud Actually Working?

A practical SFMC readiness checklist for marketing teams.

1

Data & Foundations

Are your data extensions structured, documented, and your contact model clearly defined?

2

Journey Design & Automation

Do your journeys have clear entry/exit criteria with performance reviewed regularly?

3

Segmentation & Audiences

Are you using dynamic segmentation and personalisation effectively across channels?

4

Automation & Scale

Are your automations documented, error-handled, and scaling without manual intervention?

5

Governance & QA

Do you have naming conventions, approval workflows, and quality assurance processes in place?

6

Team Capability & Confidence

Can your team execute campaigns independently without heavy reliance on external support?

Results are sent to Orchevia for review. We may follow up with tailored recommendations.