(909) 474-2386
Suwanee, GA
Audit and Optimization
If your reporting feels unreliable, campaigns feel disorganized, or attribution feels unclear — this is where we start.
Identify Gaps. Fix Inefficiencies. Unlock Hidden Revenue.
Most companies are only using 50–60% of their marketing automation platform’s capabilities.
Our Audit & Optimization engagement is designed to uncover what’s broken, underutilized, or silently costing you revenue.
What We Evaluate
- Campaign structure and scalability
- Lifecycle & scoring logic
- Database health & segmentation accuracy
- Attribution modeling
- Reporting gaps
- Automation redundancies
- Integration stability
- AI and workflow opportunities
What You Receive
- A comprehensive system health report
- Risk assessment & performance gaps
- Clear remediation roadmap
- Efficiency score
- Recommended 30/60/90-day action plan
This Engagement Often Leads To
- Cleanup projects
- Migration support
- Ongoing managed services
GET A FREE CONSULTATION
(909) 474-2386
Stop managing tools. Start running a revenue system.
What we look for in a Marketo and Salesforce audit
A real audit finds the patterns that quietly degrade performance over years. See how we approach smart list logic audits for errors, conflicts, and hidden suppression bugs, and the organizational patterns behind why legacy Marketo instances become technical debt.
For instances where the audit surfaces token sprawl rather than smart list issues, our complete Marketo token architecture guide documents the structural fix that makes the optimization actually hold over time.
Explore Our Other Services
Audit & Optimization FAQ
What does a marketing automation audit cover?
Platform configuration, data quality, lead scoring, campaign performance, integration health, deliverability, and operational workflows.
How often should we audit our MarTech stack?
Annually for a full audit, quarterly for focused reviews. Also after migrations, CRM changes, or declining performance.
What is MarTech stack optimization?
Streamlining your marketing technology to eliminate redundant tools, improve data flow, reduce costs, and maximize ROI.
What results can I expect?
Improved data quality, higher deliverability, more accurate scoring, reduced costs, clearer attribution, and documented processes.