My first question is, when does your ebook come out? My second is around the scalability of step 7. As I understand it, you are using smartlists to track the behaviour of leads who meet X criteria. If they meet the criteria then you pause their membership from EP 1 & add them to EP 2 for example. I get the method, but could you become a bit tangled if you have several reasons to change a leads membership x multiple Eps they could qualify for. The above is why I've never tried to build a controller program for my Eps, as I could see it getting unruly. I appreciate the complexity of the above is dictated by your business model and Lead lifecycle, but could you give me a couple of examples of where/why you deploy a transition rule. Is it a rapid acceleration in score, or based on their engagement with a new topic area? Thanks again for a great post and handy checklist.
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