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People often get their hands on new software and jump in head-first to set up sequences. However, whilst the temptation to get tactical quickly is compelling, the importance of planning cannot be overstated.

Successful marketing automation implementation has a flexible formula. The steps outlined in this article will give you a base from which to work, and guidance for where to focus. Of course, each technology has its own nuances, but the principles of preparation don’t change.

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