Redbooth Templates

Choose a Template to get your workspace instantly built and ready to go.

Dedicated marketing ops people, this Marketo template is for you! Think of the funnel metrics you have: if you were to build out a lead lifecycle, what are your to-do lists? You'd want to define your lead cycle stages: How does somebody get there? How does somebody transition in and out of them? You'd want to use Marketo's modeler tool to build your model, and you'd want to set up your dashboards and reporting so you can track it all. This template gives you a simple way to identify all of the steps. Once you've launched it in Redbooth, you can get your team involved, too — it's easy to assign tasks and add deadlines.

Marketo - Build Lead Lifecycle

Dedicated marketing ops people, this Marketo template is for you! Think of the funnel metrics you have: if you were to build out a lead lifecycle, what are your to-do lists? You'd want to define your lead cycle stages: How does somebody get there? How does somebody transition in and out of them? You'd want to use Marketo's modeler tool to build your model, and you'd want to set up your dashboards and reporting so you can track it all. This template gives you a simple way to identify all of the steps. Once you've launched it in Redbooth, you can get your team involved, too — it's easy to assign tasks and add deadlines.

Marketo - Build Lead Lifecycle

Data Quality

  • Reporting & Dashboard creation
  • Define Lead Lifecycle stage for list imports
  • Associate all data

Modeler

  • Define Lead Lifecycle stages
  • Build Modeler
  • Set Transition Sets in Modeler
  • Approval Modeler

SLA

  • Create SLA notification emails
  • Set SLA notifications
  • Define SLAs for Stages