AI Stack for Marketo Nurture Audit

Marketo nurture programs + Salesforce lifecycle data → Claude → Audit report + fix recommendations in Notion
Matt Danese
Senior Demand Generation Manager. These stacks are built and used in production — not generated for a listicle.

Marketo nurture programs are one of those things that get built once and then quietly break. Triggers fire on the wrong conditions. Contacts get stuck in wait steps that were set for campaigns that ended six months ago. Email sequences fire to people who are already customers. And nobody audits it because the data lives in two systems — Marketo and Salesforce — and pulling it together manually takes more time than anyone has. This stack runs the audit in under an hour. Pull your active nurture programs and your Salesforce lifecycle data, run it through Claude, and get back a ranked list of what's broken, what's underperforming, and what to fix first.

The Stack

Input
Marketo nurture programs Salesforce lifecycle data
AI
Claude
Output
Audit report in Notion Fix recommendations

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.

Claude Prompt — Abbreviated
You are a marketing operations analyst auditing a Marketo nurture program.

Review the nurture program structure and Salesforce lifecycle data below.
Identify and rank the following issues by downstream pipeline impact:

1. Misfiring triggers (conditions that are incorrect or no longer match the intent)
2. Stalled wait steps (durations too long given current sales cycle data)
3. Broken sequences (emails firing to wrong lifecycle stages or excluded segments)
4. Under-performing tracks (email open/click rates significantly below program average)

For each issue: describe the specific problem, the likely root cause, and the fix.
[ ... continued — see full prompt ]

The Workflow

  1. Export Marketo nurture program data

    Pull your active nurture programs: smart campaign trigger logic, wait step durations, email sequence order, current enrolled contact count, and email performance by step — open rate, click rate, unsubscribe rate per email in each track.

  2. Export Salesforce lifecycle stage data

    Pull contact lifecycle stage distribution: how many contacts are at each funnel stage, average time-in-stage for the last 90 days, and stage progression rates. Flag contacts that haven't moved stages in 60-plus days — these are the stalled population your nurture programs should be addressing.

  3. Compare nurture enrollment against lifecycle data

    Before running the prompt, identify the obvious disconnect: which contacts are enrolled in nurture but not progressing in Salesforce? Are the right contacts in the right tracks for their funnel stage, or are MQLs getting early-stage nurture content and late-stage prospects getting top-of-funnel emails?

  4. Paste Marketo and Salesforce data into the prompt

    Give Claude the nurture program structure, email performance data, and lifecycle stage analysis together. Claude identifies misfiring triggers, stalled wait steps, broken sequences, and under-performing tracks — ranked by downstream pipeline impact so you fix the highest-value issues first.

  5. Implement fixes and document in Notion

    Start with trigger fixes — they usually resolve the largest volume of stalled contacts immediately. Then adjust wait step durations and resequence emails where needed. Document every change in Notion with the before/after logic so the audit is reproducible when you run it again next quarter.

What This Replaces

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.

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