B2B Marketing Automation Audit
If your marketing automation platform feels outdated, messy, or unclear, we’ll help you diagnose what’s working, what’s broken, and where performance is being held back. You’ll get a clear assessment that gives marketing and leadership teams the confidence to prioritize fixes, align on next steps, and get more value from the platform you already have, without costly resets or starting over.
Price: $5,000 USD
Trusted by some of the best in B2B
What situations is our B2B marketing automation audit helpful?
Many B2B marketing teams find themselves working with marketing automation tools that need specialized attention. Common reasons include:
Stale or outdated setup
Your platform is cluttered or outdated, and performance feels stagnant.
Marketing team change
Key platform knowledge has left, creating uncertainty and unclear ownership.
Marketing leadership change
New leadership needs clarity on the platform’s current state and priorities.
Brand and content evolution
Your refreshed brand or content hasn’t translated into the platform’s setup.
Underlying structure issues
Data fields and integrations aren’t aligned, causing inconsistency and friction.
What we analyze in our marketing automation audit
A full review of your marketing automation environment, including:
Your website forms set the tone for every interaction that follows. We review:
- Field structure, consistency, and alignment with your data strategy
- Validation rules and error states
- Form styling and clarity of the "next action"
- Multi-step or progressive profiling logic
- Mobile and accessibility considerations
- Form performance and completion friction
- Connection points into campaigns, scoring, and workflows
Your emails represent your brand in the moments your buyers are most ready to engage. We examine:
- Email templates and visual consistency
- CTA clarity and actionable next steps
- Trigger logic for automations and drip campaigns
- List usage and segmentation logic
- Deliverability considerations
- Governance for template, campaign, and list creation
Your entire automation system depends on structured, sanitized data. We evaluate:
- Database field definitions and usage
- Required vs. optional fields
- Field formatting, standardization, and naming conventions
- List cleanliness and suppression logic
- Duplicate handling
- Lifecycle stage definitions and alignment with sales
- Enrichment data and missing attributes
If the website and automation tool aren’t aligned with the CRM, everything downstream suffers. We analyze:
- Sync rules, mapping, and permissions
- Field-level behavior and overwrite logic
- Object relationships (contacts, leads, accounts, opportunities)
- Workflow alignment between automation and CRM
- Behavioral tracking visibility for sales
- Sync errors and inconsistent data flow
Your automation tool can only personalize and segment if the underlying tracking is correct. We review:
- Tracking scripts installed on the website
- Event definitions and alignment with business goals
- Page-view and action-based triggers
- Lead scoring setup
- Attribution logic and reporting issues
- How tracking ties back into campaigns and sales alerts
Audit outcome: Accurate, reliable behavioral data that fuels better automation and more informed decision making.
Your landing pages are often where prospects convert—and small issues can dramatically impact performance. We assess:
- Page structure, clarity, and relevance to your campaigns
- Messaging consistency and alignment with buyer intent
- Form placement, layout, and friction points
- Visual hierarchy and call‑to‑action effectiveness
- Tracking accuracy, conversion goal setup, and attribution
- How landing pages integrate with nurture paths and workflows
What you will get as an outcome of our B2B marketing automation audit
This audit provides a clear, documented assessment of your current marketing automation environment, grounded in how your systems are configured and used today. It’s designed to give marketing leadership clarity on what’s working, what needs attention, and how to move forward with confidence.
A clear view of your current automation environment
A structured report reviews forms, emails, landing pages, web tracking, CRM sync, and your lead and contact database so everyone shares an objective view of how the system functions today.
Visibility into friction, gaps, and risk areas
We surface inconsistencies like unclear lifecycle logic, tracking issues, or CRM sync challenges, backed by screenshots and real examples from your system.
Practical recommendations grounded in your setup
Each recommendation ties directly to your current configuration to improve data integrity, reduce conversion friction, and make automation more reliable and scalable.
Clearer data flow between marketing and sales
We document how data moves from the website into your automation platform and into Salesforce, highlighting where data is lost, delayed, overwritten, or hard for sales to interpret.
A prioritized list of fixes and opportunities
Findings are organized into high-impact fixes, structural improvements that support long-term scalability, and lower-priority clean-up items.
A 60-90 day improvement roadmap
The report concludes with a practical 60-90 day roadmap that sequences improvements based on impact, effort, and dependencies.