Whether you’ve Had Marketing Automation for one year or five, an instance audit is always a good idea.
Our Marketing Automation Audit services includes a discovery sessions with your team to understand your specific needs and instance nuances, as well as the review of your instance and detailed recommendations for enhancement and improvement to ensure you are using every aspect of your instance to the fullest. Recommendations will be documented and reviewed with your team upon delivery.
When is it needed? > New data sources to increase personalisation. > New channels, touch points and go-to-market strategy to engage customers on. > New sales, service, CRM or marketing platform to integrate in the customer journey. > New territories, brands or verticale that will increase complexity and scale.
LET’S TALKNOT SURE IF AN AUDIT IS RIGHT FOR YOU?
TAKE our Revenue Marketing Assessment.
Start by completing our Revenue Marketing Assessment. The short assessment will help you understand the current state of your marketing operations, alignment between sales and marketing and more.
GET STARTED TODAYWHAT IS COVERED IN THE AUDIT?
We will produce a comprehensive report so you can understand the health and scalablilty of you instance. It will include actionable insights and reccomendations, tailored to achieving your business and marking ambition.
Lead Lifecycle & Scoring
Lifecycle and scoring are critical components to ensuring alignment between your sales and marketing teams. We have worked with hundreds of companies to help define their lead lifecycle and scoring programs. Documentation is also delivered to your team so that everyone understands how the programs function, and can be used as a point of reference when making updates to your programs in the future.
Engagement Marketing
There are a number of factors to consider when creating and running your marketing programs. You want to ensure that the communications match the target audience, and that you are providing your leads with relevant content for their stage within your sales funnel. Our team of expert consultants can help you Be Ahead and build your brand by assisting your team with the creation of a variety of programs.
Tracking, Reporting & Attribution
Tracking and reporting on marketing activities is critical. You need to understand where your most profitable leads are coming from, the channels that generate the most opportunities for you, and a host of other metrics so that your marketing team knows where to invest time and dollars. Our team understands that reporting and attribution is a pain point for many organizations, and we can help!
Account Based Marketing (ABM)
There’s a lot more to ABM than simply creating tiers of target customers and marketing to them, and we’re ready to move your ABM process forward. We want you to have a best-in-class ABM program. This starts with an underlying data audit and meetings with your team to understand your goals and KPIs for ABM.
Web Personalization
Create personalized, engaging experiences for your website visitors with Marketo’s web personalization extension. Enlist our experienced consultants to assist with implementation, segment identification, campaign creation, creative services, coaching and training on all areas of the web personalization tool.
Ad Bridge
Want to bridge the gap between your Marketo database and social media? Display personalized, targeted ads on social media with Ad Bridge. Marketo’s Ad Bridge solution offers you the capability to connect your Marketo lead data to Facebook, LinkedIn, and Google.
Data Quality
Inconsistent field values? Missing information? Want to improve the quality of your reports? Work with the team to identify improvements that could be made to your program structure and processes to improve data quality. We analyze the information in your database and make sustainable recommendations that will help you better manage your valuable prospect data.

LEt’s DO THIS
Tell us a little more about you and we’ll get this show on the road.