The Marketing Automation Toolkit by The JRG Group
Build a repeatable pipeline engine—without platform headaches. The Marketing Automation Toolkit is four fillable worksheets that guide marketing leaders, demand-gen teams, and founders through designing campaigns, scoring leads, mapping nurture journeys, and operationalizing content. No platform-specific knowledge required. Works with Pardot, Marketo, HubSpot, Mailchimp, and any other marketing automation system you use.
What’s inside
Marketing Campaign Brief
Standardizes campaign planning so every launch is repeatable.
Sections: campaign objective, target audiences, core value proposition, messaging pillars, channel mix, offer details, success metrics/KPIs.
Outcome: a single, shareable brief that aligns stakeholders and speeds approvals.
Lead Scoring & Qualification Model
Define fit (who) and intent (what) with clear, actionable point values.
Capture demographic, firmographic, technographic, and behavioral indicators.
Set thresholds for MQL/SQL and automated sales handoff triggers.
Outcome: fewer false positives, faster sales follow-up, and a measurable lead-to-opportunity conversion path.
Nurture Journey Map
Design timed drip sequences with role-based messaging and conversion goals.
Includes touch cadence, message purpose, CTA per step, and gating conditions.
Templates for short-term acceleration, long-term nurture, and re-engagement tracks.
Outcome: repeatable journeys that move leads toward conversion with predictable timing.
Content Calendar & Marketing Ops Workflow
Plan content against campaign windows and buyer-stage needs.
Standardize the end-to-end process: request intake, asset creation, review, QA, approval, and launch checklist.
Assign owners, deadlines, and dependencies to reduce last-minute scrambles.
Outcome: smoother launches, fewer errors, and a clear audit trail for continuous improvement.
Who it’s for
Marketing leaders who need repeatable processes and predictable outcomes.
Demand-gen teams that must scale campaigns across channels.
Founders and small teams that want enterprise discipline without enterprise complexity.
Why it works
Platform-agnostic: use the worksheets with any marketing automation system.
Operationally focused: combines strategy (what to do) with execution (how to do it).
Designed for repeatability: templates and thresholds reduce guesswork and bias.
Quick to adopt: fillable worksheets get teams aligned fast—no long training required.
Get started Use the Marketing Campaign Brief to align around one objective. Then map lead scoring to decide who qualifies, design the nurture journey that moves them, and lock in your content and ops workflow to execute and measure.
The Marketing Automation Toolkit by The JRG Group
Build a repeatable pipeline engine—without platform headaches. The Marketing Automation Toolkit is four fillable worksheets that guide marketing leaders, demand-gen teams, and founders through designing campaigns, scoring leads, mapping nurture journeys, and operationalizing content. No platform-specific knowledge required. Works with Pardot, Marketo, HubSpot, Mailchimp, and any other marketing automation system you use.
What’s inside
Marketing Campaign Brief
Standardizes campaign planning so every launch is repeatable.
Sections: campaign objective, target audiences, core value proposition, messaging pillars, channel mix, offer details, success metrics/KPIs.
Outcome: a single, shareable brief that aligns stakeholders and speeds approvals.
Lead Scoring & Qualification Model
Define fit (who) and intent (what) with clear, actionable point values.
Capture demographic, firmographic, technographic, and behavioral indicators.
Set thresholds for MQL/SQL and automated sales handoff triggers.
Outcome: fewer false positives, faster sales follow-up, and a measurable lead-to-opportunity conversion path.
Nurture Journey Map
Design timed drip sequences with role-based messaging and conversion goals.
Includes touch cadence, message purpose, CTA per step, and gating conditions.
Templates for short-term acceleration, long-term nurture, and re-engagement tracks.
Outcome: repeatable journeys that move leads toward conversion with predictable timing.
Content Calendar & Marketing Ops Workflow
Plan content against campaign windows and buyer-stage needs.
Standardize the end-to-end process: request intake, asset creation, review, QA, approval, and launch checklist.
Assign owners, deadlines, and dependencies to reduce last-minute scrambles.
Outcome: smoother launches, fewer errors, and a clear audit trail for continuous improvement.
Who it’s for
Marketing leaders who need repeatable processes and predictable outcomes.
Demand-gen teams that must scale campaigns across channels.
Founders and small teams that want enterprise discipline without enterprise complexity.
Why it works
Platform-agnostic: use the worksheets with any marketing automation system.
Operationally focused: combines strategy (what to do) with execution (how to do it).
Designed for repeatability: templates and thresholds reduce guesswork and bias.
Quick to adopt: fillable worksheets get teams aligned fast—no long training required.
Get started Use the Marketing Campaign Brief to align around one objective. Then map lead scoring to decide who qualifies, design the nurture journey that moves them, and lock in your content and ops workflow to execute and measure.
