why you need a marketo audit
- Performance Boost:
- You will see improvements in campaign performance, such as increased email engagement, better lead scoring accuracy, and more efficient workflows.
- Cost-Effective Solution:
- By identifying and fixing inefficiencies, you can maximize your existing Marketo investment without the need for additional tools or resources.
- Reduced Risk of Errors:
- The audit helps uncover potential issues before they lead to significant problems, reducing the risk of compliance breaches, deliverability issues, or data mismanagement.
- Expert Guidance:
- You will receive actionable insights and recommendations from a seasoned Marketo consultant, ensuring that changes are strategic and aligned with best practices.
- Tailored Solutions:
- The service is customized to your specific needs and goals, ensuring that recommendations are relevant and impactful.
what we offer
- Review of Account Structure: Assess folder organization, campaign naming conventions, and overall structure to ensure efficiency and ease of use.
- Lead Scoring Evaluation: Analyze the current lead scoring model to ensure it accurately reflects the prospect’s journey and provides actionable insights.
- Email Deliverability Check: Conduct a thorough review of email deliverability settings, including IP warming status, SPF, DKIM, and DMARC settings.
- Data Management Review: Evaluate the health of the database, including data hygiene, segmentation, and compliance with GDPR/CCPA.
- Automation & Workflow Analysis: Examine active campaigns, workflows, and triggers to identify bottlenecks, inefficiencies, or opportunities for improvement.
- Quick-Win Action Items: We provide a prioritized list of high-impact, easy-to-implement changes that can deliver immediate improvements in campaign performance.
- Best Practices Guidance: We will share Marketo best practices tailored to your use case.
- Customized Playbook: Deliverables include a personalized playbook with step-by-step instructions for implementing recommended changes.
- Hands-On Implementation: An optional service where we implement the recommended changes directly in the your Marketo instance.
- Training Session: A training session for your to ensure they can maintain and optimize Marketo effectively moving forward.
Why Choose Our Marketo Audit & Optimization Service?
Uncover Quick Wins
In just a few short weeks, our audit can uncover critical optimizations that drive better engagement, higher conversion rates, and more efficient marketing operations. We focus on quick wins that you can implement right away.
Expert Guidance, Tailored to Your Needs:
Our service is designed for B2B SaaS companies looking to get more out of their Marketo investment. With years of experience and a deep understanding of marketing automation, we provide actionable insights that are specific to your business goals.
Flexible Solutions, Proven Results:
Whether you’re looking for a high-level audit or a fully managed optimization service, we offer pricing tiers that fit your needs and budget. Our clients have seen remarkable improvements in lead scoring accuracy, email deliverability, and overall campaign performance.
FAQs
You have several options for implementing the recommendations from the audit:
- Some issues and opportunities are simple enough that you can tackle them on your own.
- Hire us to implement all or some of the recommendations for you.
- Get training for your team.
- Prioritize the recommendations by impact and effort. We will leave you with a roadmap to help.
Tonya Walker, our Chief Marketo Strategist, will conduct the audit for you from start to finish.
Depending on the level of audit you choose, we’ll review some of all of the following:
- Organization and structure
- Maturity assessment and roadmap
- Technical configuration and integration review
- Marketo campaign performance
- Subscription review
- Data hygiene report