Platform Audit

Identifying, documenting and discussing how to maximize your marketing automation or CRM platform

Whether you’re looking to improve your current usage or have just implemented a new platform, we can help with a platform audit for HubSpot, Pardot and Salesforce. During our audits we identify, document and review gaps in your current setup. We also provide recommended configuration settings using best practices.

FREE Platform Audit

Limited time offer: Save $1000!

Move forward with at least one month of Managed Services or any Implementation package and your audit is FREE!

(either FREE for our Basic Audit or discounted $1,000 if you choose our Extensive Audit)

We offer two types of platform audits:

Basic audit:
$1000

Extensive audit:
$2000

Do you know what is actually going on with all of your systems and processes?

What’s included in our platform audits?

In both our Basic and Extensive audits, we review and thoroughly document many areas of the menu system and feature set and your current configurations. Once we’ve performed the audit, we’ll meet with you to go over our findings in detail, giving you a clear understanding of any gaps in your current setup. We’ll also make you aware of any implications of your certain setup and offer our expert recommendations for configuration settings.

We also provide best practices advice along the way!

What we look at during a Basic Platform Audit

We take a brief look at an abbreviated list of items as outlined below and document our high-level findings.  We allow for up to about 5 total hours for discovery, documentation, and meeting to review our findings and recommendations.

  • Account usage and limits
  • Automation and workflow audits
  • Campaign evaluations
  • CRM integration for seamless lead flow
  • Emails, lists and templates
  • Folder structures
  • Forms
  • Landing pages
  • Technical setup
  • User Management

Basic audit:
$1000

What we look at during an Extensive Platform Audit

We take an extensive look at an abbreviated list of items as outlined above and document our high-level findings. For many features, we have additional custom documentation available that provides deeper understanding into feature insight, recommendations, setting options, and implications. We allow for up to about 12 total hours for discovery, documentation, and meeting to review our findings and recommendations.

  • Account usage and limits
  • Archiving obsolete/unused assets
  • Automations and workflow audits
  • Buyer persona implementation—HubSpot
  • Campaign evaluations
  • Contact lifecycle audit—HubSpot
  • CRM integration for seamless lead flow
  • Data compliance
  • Duplicate lead and contacts
  • Emails, lists and templates
  • Folder structure
  • Forms
  • Landing pages
  • Lightning app usage—Pardot and Salesforce
  • Reporting
  • Technical setup
  • User Management

Extensive audit:
$2000

If you’re ready to do more with your marketing automation and CRM platform, let’s talk!