The Ultimate Marketing Integration Checklist

If you're planning to integrate marketing functions after a merger or acquisition, this checklist will help you manage the integration process, assign tasks, and track progress.

Marketing data framework template

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What's inside

Track progress towards your integration goals

Check off each task and monitor your performance against target dates. 

130+ integration tasks to complete

See a detailed breakdown of tasks to help you integrate strategy, customers, branding, team, communications, programs, and operations.


Assign tasks to ensure accountability

Tag team members to track who has responsibility for each task and sub-task.     

Private Equity Firms we've worked with

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Michael Libert

SVP, TA Associates

“We always pull in the How To SaaS team into our portfolio companies where demand gen is core to our investment thesis.”

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Bryce Youngren

Managing Partner, Polaris

“The How To SaaS team is my first call when my investments need help with digital marketing."

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