A scoped, time-boxed review of your Marketo instance — programs, data, lifecycle rules, integrations, reporting, compliance, and governance — with a prioritized roadmap your team can act on.
Most Marketo instances I get called into weren't built badly on purpose. They were built fast, by whoever was in the seat at the time, under a deadline, without anyone stepping back to ask if the pieces still fit together. Years later, nobody fully trusts the reporting, nobody wants to touch the smart campaigns, and every new hire spends their first month afraid to click delete.
An audit isn't a judgment of the person who built it. It's a clear-eyed inventory of what's actually there, what's actually working, and what's quietly costing you data quality, deliverability, or trust every day it stays unfixed.
Bounce and duplicate rates, cold-contact volume, field-level hygiene, and how much of your database is actually marketable today.
Whether your lifecycle stages, scoring model, and MQL definition still reflect how your sales team actually qualifies pipeline.
What's live, what's dead weight, what's duplicated, and which smart campaigns are quietly fighting each other.
The Salesforce sync, any CDP or ABM tool connections, and where data quietly breaks or duplicates between systems.
Whether the dashboards your team looks at actually reconcile with what's in Salesforce, and where the two disagree.
GDPR, CASL, and CAN-SPAM posture, subscription and preference center setup, and whether there's a governance process at all.
Every issue found, organized by severity, in plain language your team and your leadership can both read.
What to fix first, what can wait, and a rough sense of effort for each — whether you fix it yourself or bring me back for the rebuild.
A call to go through the findings with your team, answer questions, and make sure nothing gets lost in a PDF nobody opens.
Tell me about your instance and I'll let you know honestly whether an audit is the right first step.
