From Overwhelmed to Empowered: Onboarding Teams for Marketo Success
In this episode, we explore how one client’s marketing automation efforts were stalling—not because of their tech stack, but because their team wasn’t equipped to use it effectively. Without the right onboarding and training, even powerful platforms like Marketo can fall flat.
Focusing on People: The Key to Successful Marketo Onboarding
We focused on empowering their team through structured onboarding and ongoing support. Here’s how we transformed their experience:
- Tailored Onboarding Guides:
We built step-by-step Confluence documentation—from Marketo fundamentals to advanced workflows—tailored to the team’s real use cases. - Interactive Training Sessions:
Hands-on sessions ensured the team could confidently navigate and use Marketo Engage, turning theory into practice. - Ongoing Support & Optimization:
We provided regular office hours and support channels to answer questions, troubleshoot, and continuously improve platform adoption.
The Results: Confident Teams, Higher Adoption Rates
- Smooth onboarding and faster ramp-up times
- Improved workflow efficiency and campaign execution
- Significantly higher Marketo engagement across the team
Conclusion
Success with Marketo isn’t just about configuring smart campaigns or setting up lead scoring—it’s about building a team that knows how to use those features effectively. By investing in onboarding and continuous learning, this client transformed their marketing operations and turned their team into confident Marketo users.
If you’re looking to boost Marketo adoption and performance, start by investing in your people.
