Digital Marketing Automation Setup Phase Completion Form

Streamline Your Marketing Automation Project Sign-Off

Rolling out a new marketing automation platform is a complex, multi-phase project that requires careful coordination between marketing teams, technical specialists, and operations managers. This Digital Marketing Automation Setup Phase Completion Form provides a structured framework for documenting milestones, reviewing deliverables, testing integrations, and securing formal approval before moving to the next phase.

Why This Template Works for Marketing Teams

Marketing agencies, in-house marketing departments, and marketing operations professionals need a clear sign-off process that ensures every automation component—from campaign workflows to email templates to CRM integrations—has been properly reviewed and approved. This template captures all the critical checkpoints in one place, making it easy to track what's been completed, what needs attention, and who's responsible for final approval.

The form guides stakeholders through campaign workflow documentation, email template reviews, integration testing results, and performance metrics, ensuring nothing falls through the cracks before launch. With conditional logic built in, you only see the fields relevant to your specific phase, making the approval process faster and more focused.

Automate Your Marketing Ops Workflow with Stepper

Once your phase completion form is submitted, you can use Stepper to automatically route approvals to the right stakeholders, create tasks in your project management tool, update your CRM with milestone completion data, and trigger notifications to relevant team members. This keeps your marketing automation projects moving forward without manual coordination overhead.

Perfect for Marketing Agencies and In-House Teams

Whether you're a marketing agency managing client automation setups, a marketing operations manager overseeing internal platforms, or a marketing director responsible for campaign infrastructure, this form template gives you a professional, repeatable process for phase sign-offs. It's particularly valuable for teams using platforms like HubSpot, Marketo, ActiveCampaign, or Salesforce Marketing Cloud where proper setup validation is critical to campaign success.

Built with Paperform's flexible doc-style editor, you can customize this template to match your brand, add your company logo, and adjust fields to fit your specific automation platform and approval workflow. The form works beautifully on any device, so stakeholders can review and approve milestones from anywhere.