Your free Marketing Cloud Engagement audit

Unlock your full marketing automation potential with a free Marketing Cloud Engagement audit. We’ll provide insights and actionable recommendations to maximise your ROI, delivered in just two weeks.

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Why you need a Marketing Cloud Engagement audit

A Marketing Cloud Engagement audit is your opportunity to identify performance gaps and optimise your system for better results. From uncovering technical issues to fine-tuning your workflows and campaigns, this audit ensures that Marketing Cloud is fully aligned with your goals. Whether you want to improve engagement, enhance lead nurturing, or ensure compliance, this audit is the first step toward improving your marketing efforts.

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Quick fixes, immediate impact

Do you need help cleaning up your database, troubleshooting sync issues, or tracking your campaign performance? We’ll pinpoint quick wins and guide you through solving these problems so your Marketing Cloud Engagement account works smarter and faster.

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Align tech with strategy

To achieve the best ROI, your Marketing Cloud Engagement system needs to support your marketing strategy. During your audit, we’ll review everything from integrations to lead workflows to ensure that your technology is working for you, not against you.

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Best practice campaign assets

Whether it’s email templates, landing pages, or forms, we’ll review your campaign assets to ensure they meet industry best practices for design, accessibility, and compliance. Our expert insights will help you fine-tune these assets for maximum impact.

What’s included in an audit

Integration and sync errors

We’ll review your integrations with Salesforce and third-party systems to ensure smooth data syncing and avoid errors that can lead to inconsistent or incomplete data across platforms.

Automations and Journeys

We’ll analyse your Journey Builder workflows to ensure they’re optimised for the best user experience, with the right touchpoints, messaging, and automation rules in place to guide leads through the funnel effectively.

Opt-out and preferences

We’ll verify that your unsubscribe process and preference management are set up correctly, ensuring compliance with GDPR and CAN-SPAM regulations while providing users with an easy, transparent way to manage their communication preferences.

GDPR/CAN-SPAM compliance review

A thorough audit of your email processes to ensure that all opt-in, opt-out, and data collection practices are compliant with privacy laws, helping you avoid penalties and maintain customer trust.

Database health and segmentation

We’ll evaluate the health of your database, checking for outdated or duplicate records and ensuring your segmentation strategy is on target so you’re delivering the right messages to the right audience.

Tracking and analytics

We’ll audit your tracking setup to make sure you’re capturing the right data and ensure it’s being used effectively for reporting and analysis.

Lead handoff and sales alignment

We’ll look at how leads are being passed from Marketing Cloud Engagement to Sales, ensuring that information is flowing smoothly and that your sales team receives accurate, timely data to close deals more efficiently.

Campaign and ROI reporting

We’ll check whether your campaigns are being tracked and measured properly, providing insights into your return on investment and helping you make data-driven decisions for future marketing strategies.

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Maximise your marketing ROI

In just two weeks, you’ll receive a detailed audit report packed with insights on how to improve your system’s efficiency and overall performance. Whether you choose to implement the changes yourself or partner with our team of experts, you’ll be armed with a clear roadmap for boosting your Marketing Cloud Engagement ROI. Don’t miss this opportunity to unlock your system’s full potential - book your free audit now!

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Audit FAQs

What’s the purpose of a Marketing Cloud Engagement audit?

A Marketing Cloud Engagement audit helps you identify inefficiencies in your marketing processes, uncover technical issues, and optimise your account to drive better results.

Do I need to have technical expertise?

Nope! Our team will handle all the technical details. We’ll provide you with clear, actionable insights that don’t require any tech jargon, ensuring you fully understand how to enhance your system without feeling overwhelmed.

Will you fix issues found during the audit?

We’ll outline any issues we discover and give you practical recommendations for how to fix them. If you need help making those fixes, our team of experts is ready to support you through the process.

How does the audit help with improving customer journeys?

The audit evaluates your Journey Builder workflows and automations to ensure they are optimised for seamless, personalised customer experiences. We’ll help refine your strategies to increase engagement, move leads through the funnel more effectively, and drive better outcomes.

What happens after the audit?

You’ll receive a comprehensive report with our findings, insights, and recommendations for improvements. Whether you take the reins and make the changes yourself or work with our team to implement them, we’re here to help you succeed.

Is a Marketing Cloud Engagement audit really worth it?

Absolutely! A streamlined Marketing Cloud system means more effective campaigns, better lead management, and higher ROI. This audit ensures your platform is working as efficiently as possible to support your marketing goals.

How do I get started with the audit?

Simply get in touch. We’ll discuss your current setup and marketing objectives, then get started with the audit process. We’ll take care of the rest from there!

Talk to an expert

Tell us what problems you need to solve and our certified Salesforce consultants will respond to arrange a call.

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