Marketing automation is supposed to run in the background. In practice, it requires constant monitoring because triggers misfire, wait steps stall contacts in the wrong stage, and Zapier integrations break silently while leads pile up in a queue nobody is checking. The problem isn't the automation concept — it's that most systems are built to run but never built to be audited. This stack adds a diagnostic layer: pull Marketo program performance and Salesforce stage data, run through Claude, and get specific recommendations for which trigger logic to fix, which timing to adjust, and which stage criteria are causing the most downstream damage.
The Stack
The Prompt
This stack is built around the Marketo Nurture Diagnostic Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.
You are a B2B marketing ops analyst auditing marketing automation health. Review the Marketo smart campaign performance and Salesforce lifecycle stage data below. Identify: which smart campaigns are over-triggering vs. expected volume, which wait steps are holding contacts longer than the defined interval, and where lifecycle stage transitions are stalling (conversion rate below 10%). For each issue, provide a specific fix recommendation with implementation priority.[ ... continued — see full prompt ]
The Workflow
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Export Marketo smart campaign performance data
Pull trigger volume, wait step exit rates, and email engagement by automation stream for the last 30 days. Flag any campaign with dramatically higher or lower volume than the week before.
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Pull Salesforce lifecycle stage distribution and velocity
Export stage-by-stage conversion rates and average days in each stage for the same period. Stalled stages are where your automation is breaking down.
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Paste both into the Marketo Nurture Diagnostic prompt
Frame the analysis as an automation audit, not just a nurture review. Claude needs to see trigger logic context to distinguish a timing problem from a criteria problem.
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Review trigger fixes and stage restructuring recommendations
Claude identifies over-firing triggers, stalled wait steps, and blocked stage transitions — with specific fix recommendations ranked by downstream impact. Start with the ones affecting the most contacts.
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Implement fixes and update Zapier integrations
Apply the priority trigger corrections in Marketo and update any Zapier steps that are contributing to the bottleneck. Log all changes in Notion for the next automation audit cycle.
What This Replaces
- Marketing automation systems that run silently broken until a sales rep notices leads aren't coming through
- Stage conversion rates that look fine in the aggregate but hide specific trigger failures
- Quarterly automation audits that take two full days to run manually from scratch
Related Stacks
New stacks drop weekly.
Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.