<aside> 📓 Many of these activities are explained in further detail/have additional templates provided within my upcoming course, Marketing Operations Master Playbook with Sara McNamara. Subscribe to my newsletter to be the first to access it when it’s released!

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Table of Contents:

30 days:

• Meet all of the team members and stakeholders
  • Devise communications plan
• Join cross-functional meetings
• Gain understanding of strategy
• Get a lay of the land on processes
  • Lead routing
  • Scoring
  • Lead velocity
• Get a lay of the land on native marketing terms
  • Abbreviations and project names
• Get a lay of the land on documentation
• Create new documentation as you go along

Outputs:

• Stakeholder management/engagement strategy