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.

During our platform audit for Pardot, Salesforce, or HubSpot we identify, document and review gaps in your current setup. We also provide recommended configuration settings using best practices.

We provide two levels of audits

Basic—$1000

Basic is great for smaller companies or if you're looking for higher level best practices.
We allocate 5 hours for discovery, documentation and to go over our findings and recommendations.

Extensive—$1800

Extensive audits allow for a deeper dive into usage and setting options.
We allocate 12 hours to provide you with additional insight and custom documentation, which we review in our findings meeting.

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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

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

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