Audits give you a fresh pair of eyes on your Pardot account. Not sure what a Pardot audit should cover and cost? Don’t worry, I shared the same confusion when I first started out.
The truth is, a Pardot audit can stretch in breadth or depth – across multiple features, or focus on unpacking one challenge. The point is to cut through the noise and find out what’s effective, and what’s not.
Find some examples of audits I have done, which focus on strategic business objectives or areas of concern:
Clearing outdated marketing assets, old data.
Audit Email deliverability.
Pardot to Salesforce sync errors caused by Connector Configuration.
What is your rate of team adoption? Which users are using Salesforce and Pardot, and which aren’t?
If your team are not using Salesforce, important data is not entering Salesforce.
How can you improve productivity by tweaking the interface and processes?
Uncovering ‘dirty data secrets’, such as old data, incomplete data and incorrect data. Are you capturing the data you need to run the marketing you want?
Have you worked processes into your marketing for GDPR?
End of Year Reporting
Grasping company performance, team trends and opportunities for improvement.
More to come…
Audit topics are driven by client requests on strategic business focus or areas of concern..
What’s unique about my Audits?
As I said, a Pardot audit can stretch in breadth or depth – across multiple features, or focus on unpacking one challenge. When starting with objectives and challenges, we can work towards agreeing the audit scope. I take the time to uncover this with you.
Past Pardot audits were drawn up through collaborating, plus a dash of experimentation (What if we analysed this data? What if we opened up this forgotten closet?). It’s why the topics and scope in my portfolio follow no pattern. One thing is consistent – quality documentation with clear action points and urgency. And it won’t cost you the earth to have me take care of it.