Healthcare RFP Readiness Checklist
For Salesforce Marketing Cloud + Data Cloud programs in regulated environments.
1) Strategy & Outcomes
- Documented business outcomes (growth, retention, access, service efficiency)
- Prioritized healthcare use cases with KPI baselines
- Defined success criteria for first 90/180/365 days
2) Data Cloud Foundation
- Source-system inventory and ingestion pattern by latency class
- Identity resolution rules, survivorship policy, and key strategy
- Consent normalization and activation suppression controls
3) Marketing Cloud Activation
- Journey design standards and trigger governance
- Audience quality checks before publication and send
- Frequency capping, fatigue controls, and channel preference logic
4) Security & Compliance
- RBAC, SSO/MFA alignment, and periodic access reviews
- Audit logging, change controls, and incident response model
- Data retention, deletion, and privacy request operating process
5) Delivery & Governance
- Phase plan with milestones, dependencies, and risks
- Operating cadence for architecture, data, campaign, and compliance teams
- Outcome dashboard from segment creation to business conversion