Checklist

Your Complete Marketo Migration Checklist

We’re giving you access to the ultimate Marketo Migration checklist for the planning and packing stage of your Marketo migration. We’ve made it as thorough as possible and it comes in an easily editable spreadsheet for you to use.

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Migrating from another marketing automation tool into Marketo requires quite a bit of planning and, most importantly, attention to detail. You will most likely have a checklist to follow to make sure nothing important slips through the cracks.

Migrating into Marketo is usually an overwhelming project, but it doesn't have to be! Our team has developed a thorough checklist template in the form of an easy-to-use spreadsheet. 

Marketo Migration Checklist

 

Our Checklist will Allow You To:

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Document your migration goals
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Gain insights on how to do a CRM deep clean
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Make sure you include the appropriate people
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Export and document the right data

If you’re considering migrating from your current platform into Marketo and don’t know where to start, we got you covered! Make the process smoother with our Marketo Migration Checklist.

Our template is divided into:

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Pre-Migration tasks
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Migration Tasks
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Post-Migration Tasks
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Make your migration process smoother

Fill out the form and get access to your template