Account Audits

Are you making the most of your Pardot, Marketing Cloud, and Salesforce investment?

Is your system aligned with best practices? Are there new product features you might not be aware of, or things you could be doing better?

Regularly asking these questions will help you stay on top of the ever-changing technology landscape, but it can be hard to find the right answers and to know what to do with those answers once you have them.

To help our customers get the ROI promised by their investments, we offer complimentary account audit sessions. This includes a 30- to 60-minute review of your current efforts and a “real talk” report summarizing:

  • Peer benchmarking data & how you stack up

  • Process gaps & areas to improve efficiency

  • Salesforce settings and steps critical to achieve closed loop ROI reporting

  • An impact roadmap with prioritized recommendations for taking advantage of new features & capabilities


Whether you’re new to Pardot or a seasoned marketing automation guru, it can be hugely beneficial to get an outside pair of eyes on your org.

Request an audit