Our Marketing Ops Audit & Implementation Process.
A structured process for auditing what exists today and implementing automation that your team can actually maintain going forward.
TalkXO runs marketing ops engagements through 5 phases: Systems & Process Audit, Automation Opportunity Mapping, Workflow Design, Build & Testing, and Documentation & Handoff. The process prioritizes automating what's safe and high-impact first, rather than automating everything possible, and every workflow ships with documentation so it doesn't create a maintenance dependency on the agency.
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Frequently Asked Questions
How long does a full audit and implementation take?
Typically 4–8 weeks depending on how many workflows are in scope and the complexity of your existing systems — a focused single-workflow engagement can move faster, closer to 2–3 weeks.
Do you automate everything you find, or prioritize?
We prioritize — not every manual process is safe or worthwhile to automate, and automating the wrong things can create more problems than it solves. The opportunity-mapping phase is specifically about choosing well.
What happens after handoff — is there ongoing support?
Workflows are built to run independently after handoff, but ongoing support is available if wanted, for monitoring, adjustments as your process evolves, or adding new automations later.
See This Process For Your Systems.
Walk through how this audit process would apply to your current CRM and manual workflows.