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Auditing Your Pardot Account

A Pardot audit gives you an opportunity to take a step back and really hone in on your business objectives. By checking in and reviewing the system as it is currently set up, it subsequently provides recommendations that address your core marketing automation goals.

It’s best practice to run an audit once every quarter to ensure you’re on the right track and every audit will produce slightly different results based on where you are at and how much progress has been made. Initially, a thorough audit should take place and then depending on how long you leave it, smaller ones can take place.

Take a look at an example of the results of a comprehensive audit by downloading our MarCloud audit compendium.

Example Pardot Audit Doc

Pardot Quick Audit

A Pardot Quick Audit takes up to 3 weeks, depending on complexity to complete and it consists of a series of initial discovery calls with marketing and sales. Following this, the project is managed in Asana and upon the completion of the audit, a final project closure call is scheduled.

Want to implement Pardot yourself?

Pardot Implementation Course DIY

  • Learn how to implement Pardot and connect to Salesforce
  • Watch easy to understand videos explaining every step
  • Implement Pardot at your own pace
  • Learn best practice strategies
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