1. The document outlines 10 milestones for moving from email marketing to marketing automation, including planning across the organization, CRM integration, marketing and sales alignment, content personalization, lead handoff to sales, and tracking costs. 2. It emphasizes the importance of aligning marketing and sales, setting realistic goals, prioritizing behaviors over demographics, and proving marketing's connection to revenue through metrics. 3. The final milestone is to track costs in order to achieve an ROI and baseline costs to clone and reuse programs. The document stresses iterative testing and organizational buy-in.