# When an internal marketing tool is worth building — action sheet

Page: https://holisticgrowthmarketing.com/blogs/building-custom-internal-marketing-tools.html
Purpose: Understand internal marketing tools and plan the next practical step

## What to establish

Objective: ____________________
Current obstacle: ____________________
Evidence available: ____________________

## Review checklist

- [ ] Document actors, inputs, decisions, outputs, and exceptions.
- [ ] Compare the current process with one realistic alternative.
- [ ] Separate read-only views from actions that change external systems.
- [ ] Define retention, export, backup, and staff access responsibilities.
- [ ] Choose an owner for ongoing maintenance and incident handling.
- [ ] Set acceptance criteria using real tasks and representative records.

## Next step

Explore HGM contact: https://holisticgrowthmarketing.com/contact.html?interest=Internal+marketing+tools&from=blogs%2Fbuilding-custom-internal-marketing-tools.html#inquiry

## Boundaries

Do not include passwords, API keys, payment details or customer records.