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Post your comments @ the blog if you find this checklist useful. :)
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The 7-Day MarTech Reset Checklist (Start Your Engine)
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Use this to create momentum in one week. Focus on fundamentals first, then decide which tools to keep, replace, or exit. Status dropdown is in column G.
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DayFocusGoalActions (do this)Output (you should have)OwnerStatusStart dateDue dateEvidence / linkNotes
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1Lock your system of record mapStop debates about which tool is the truth.Name the single system of record for CRM, marketing engagement, web analytics, and reporting.
Write it in one page titled 'What counts as truth in our marketing'.
Assign one owner per system.		One-page source-of-truth map.Not started12 Jan 2026
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2Define five metrics leadership will trustStop dashboard theatre and reporting arguments.Pick five metrics: marketing-sourced pipeline, marketing-influenced revenue, lead-to-meeting conversion, cost per qualified meeting, sales cycle length.
For each: write the formula, data source, and owner.		One-page metrics contract.Not started13 Jan 2026
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3Triage every tool into Keep, Replace, ExitStop paying for tools you cannot defend with outcomes.For each tool answer yes/no: used weekly, changes a business decision, stores critical data, replaceable by existing tool.
Rules: if fails weekly use and decision impact, add to Exit.
If stores critical data, mark Replace with migration plan.		Keep / Replace / Exit lists.Not started14 Jan 2026
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4Fix workflow ownership and escalationStop workflows where everyone touches it, and nobody owns it.Pick three workflows: lead capture to CRM, qualification and routing, reporting to leadership.
Assign: one accountable owner, one backup, one escalation path.		One-page workflow ownership sheet.Not started15 Jan 2026
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5Enforce a 'no new tools' rule (30 days)Stop stack sprawl while you stabilise.Rule 1: no new purchases, trials, or AI add-ons for 30 days unless replacing an Exit tool.
Rule 2: every tool must have a named owner or it moves to Exit.
Communicate rule in one message to the team.		A simple governance rule that is enforced.Not started16 Jan 2026
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6Deploy one AI workflow with guardrailsUse AI where it improves quality, not volume.Pick one low-risk use case with clear inputs, clear outputs, and a human approval step.
Examples: campaign QA checks, content brief generation with approved sources, asset tagging and metadata clean-up.		One AI workflow live + guardrails documented.Not started19 Jan 2026
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7Send a one-page executive updateLock alignment and stop re-litigating basics.Send one page to leadership: source-of-truth map, five metrics contract, Keep/Replace/Exit summary, no new tools rule, AI pilot and guardrails.
State what will change next week based on findings.		Executive-ready one-pager sent.Not started20 Jan 2026
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