A clear, week-by-week implementation plan for Marketing Cloud Next.

An opinionated plan for Salesforce Marketing Cloud Growth and Advanced. Designed to take a team from kickoff to the first milestone in six weeks. Compress or extend the timeline based on the resources you have.

Open the implementation plan
How to use

Track your implementation, week by week

One page per implementation. Status saves in your browser, no account, no sign-in. The current week anchors to today automatically.

1

Open the plan

A week-by-week breakdown of every task: what it is, what happens, what the admin team needs to bring, and what "done" looks like. Each task links to Salesforce help docs and supplementary reference articles.

2

Track your progress

Click any status pill to mark a task Not started, In progress, Input pending, or Done. Status saves to your browser. No account, no sign-in. Reset anytime to start fresh.

3

Pace it your way

Six weeks is the standard cadence to get from kickoff to the first milestone. Compress or extend depending on the resources your team has. Export the whole plan as Markdown when you want to share offline.

What's in it

Six phases. Twenty-seven tasks. One page.

Tasks are grouped into six implementation phases. Every task shows what it is, what happens, what the admin team needs to bring, and what "done" looks like, with links to Salesforce help articles and supplementary references.

Six phases

  • Setup
  • Data Cloud
  • Channels
  • Segmentation
  • Flows
  • Launch

Per-task structure

  • Plain-English explanation of the task and why it matters
  • What happens during the work
  • Specific inputs the admin team needs to bring (with due dates)
  • Concrete definition of "done" for each task
  • Links to Salesforce help articles and deeper references

Got feedback?

This plan is opinionated and a work in progress. If something is missing, off, or wrong, send me a DM on LinkedIn. I read everything and update the plan as I learn.

Marketing Cloud Planner · An implementation plan for Salesforce Marketing Cloud Growth and Advanced