Improve your maturity with our Marketo audit

Identify what you use and don't, opportunities to optimise and drive ROI

Get more from Marketo with our proprietary audit

Getting a Marketo audit is the best way to understand how to squeeze more value from Marketo if you’ve had the platform for some time, or if you’re just stating out a good healthcheck to ensure you’re on track! There is no denying it, Marketo is a powerful tool, but most users are only using a fraction of their marketing automation platform capabilities.

Don’t get stuck at level one Marketo maturity!

The Marketo maturity curve has been a useful tool for many marketers but it doesn’t mean that you’ve got best practice marketing automation in place.

For most users they’re still stuck at level one of the Marketo maturity curve. Put simply, thats batch and blast email, simple segmentation, limited if any trigger usage and maybe a form and landing page thrown in there too! But marketers are still rebuilding each campaign piece by piece

Marketo audit for Marketo maturity
Marketo maturity curve

Get your Marketo audit and roadmap

Going beyond level one isn’t so tricky, however if you want to build a scalable marketo deployment you’ll need to develop a marketing automation roadmap that will help prioritise where to begin. With our unique audit y0u’ll find out how to prioritise education, training, new campaigns types and more in order to maximise Marketo to it’s fullest potential.

Get your Marketo audit today

Why get an independent professional Marketo audit?

There is a lot of Marketo audit guides on the internet, and a lot of “experts”, they’re all good at focusing on different things. But nothing beats getting an unbiased opinion on what you’ve got, and importantly how you can improve and save time!

With our Marketo audit we’ll be able to help you:

  • Understand your Marketo maturity curve level and identify any blockers to maturity
  • Our Marketo audit will also identify ways in which you can improve the usage of your current licence
  • Potentially you’ll find opportunities to reduce costs of your platform
  • We’ll also identify any knowledge and Marketo training requirements that will help you up-skill your team
  • We’ll give you insight into the utilisation of the Marketo platform

Best of all our team of highly-experienced, Marketo-certified solutions architects listen to your needs, look at your current platform and applications, and evaluate how well your platform is working based on your business objectives. Enabling you to get more out of the platform applications you have and boost your marketing ROI.

Request your audit today

What does the Marketo audit cover?

Depending on the type of Marketo audit you choose there are a number of areas we look at. With that said they can be summarised into these high level Marketo audit categories:

  • High level maturity assessment – this is where we kick off your Marketo audit by reviewing the different types of campaigns you’ve been running, the different application of features and importantly what you’ve paid to access in Marketo
  • Marketo technical configuration and integration review – this part of the Marketo audit covers not only email and landing page templates, but importantly looks to see if your Marketo instance is configured to best practice standard ensuring top email deliverability
  • Marketo administration review – as Marketo is typically a marketing owned platform more often than not this is a neglected area of Marketo. Our Marketo audit will review your security controls, permissions and configurations for communication volume and campaign types
  • Marketo campaign performance – if you’re focusing on reporting and ROI this will help you identify what is working and what isn’t in Marketo. We’ll review your campaign performance in-line with industry benchmarks
  • Reporting – in addition our Marketo audit will review the application of reporting tools in Marketo such as Marketo Revenue Modeler which can help you demonstrate fiscal return from Marketo.
Claim your audit

The audit really gave us insight into how well we use Marketo & wider MarTech. It inspired us to host an “art of the possible” workshop with JTF Marketing to fuel our team with new ideas and a pathway towards improved campaigns, customer engagement and business outcomes.

Amanda Peck

VP, Marketing & Int'l Sales, McGraw-Hill

Amanda Peck headshot

Curious about your data hygiene?

In addition to looking at how you’re using Marketo, as part of our Marketo audit we’ll also review your data hygiene in Marketo and your connected CRM. Our data hygiene report will breakdown your database into actionable insights such as:

  • Ways to reduce your database volume to either cut costs on licence fee, or make room for new contact growth
  • Identify any contacts with empty email addresses that are costing you money
  • Review the database for duplicate contact volumes that are affecting your Marketing ROI
  • Amongst many other data points that can boost performance or reduce costs.

Your marketing automation maturity roadmap

Our Marketo audit will give you a roadmap for Marketo maturity with the recommendations you need to understand where you are now and how to use your automation platform to its fullest potential so that you can continue to grow along the maturity scale. Your audit will include detailed analysis on:

  • How much of your platform features you are using, and at what level of maturity
  • A breakdown of the maturity, features accessed, and features used
  • An overview of how you are using your platform at each stage (from top of the funnel to bottom of the funnel) and across your systems

Discover the best audit for you

We offer a range of Marketo audits to suit your needs, the size of your instance and importantly your outcomes. iIf you need help simply enquire and we’ll help you identify which is right for you.

Free

Get a complimentary glance at how well your team are using Marketo!

  • Review purchased vs extent of use (high-level)
  • Marketo package review
  • Review Marketo Maturity Curve alignment
  • Landing Page and Email Templates
  • Munchkin code deployment check
  • High level graphical representation of Marketo maturity assessment
  • Detail behind the high level Marketo maturity assessment
  • High level recommendations document on areas such as email and landing page templates, deliverability and CRM integration

Lite

A Marketo health check for configuration, usage security & data hygiene!

  • Review purchased vs extent of use (high-level)
  • Marketo package review
  • Review Marketo Maturity Curve alignment
  • Review the current core component use vs best practice (emails, landing pages, snippets, campaign type)
  • Landing Page and Email Templates
  • Munchkin code deployment check
  • CRM integration review and error checking
  • Review Marketo core security configuration
  • User Setup (Custom roles, Permissions, User set-up)
  • Review Marketo instance structure: folder structure, naming conventions
  • Review communication limit usage
  • Structure review of design studio including image and files
  • Channels and tags review and usage analysis
  • Email performance (Open, CTR, Deliverability etc.)
  • Attribution model type identification and review
  • Review usage of segmentation and dynamic lists
  • Review exclusion lists
  • Duplicate identification and source investigation
  • High level graphical representation of Marketo maturity assessment
  • Detail behind the high level Marketo maturity assessment
  • High level recommendations document on areas such as email and landing page templates, deliverability and CRM integration
  • Documented current Marketo and Martech status with an action plan to reach best practice implementation
  • Data hygiene report

Standard

A deep dive Marketo audit focusing on performance and actionable insights.

  • Review purchased vs extent of use (high-level)
  • Marketo package review
  • Review Marketo Maturity Curve alignment
  • Review the current core component use vs best practice (emails, landing pages, snippets, campaign type)
  • Landing Page and Email Templates
  • Munchkin code deployment check
  • Advanced Web Tracking Configuration
  • Instance Set Up and Architecture (IP whitelisting, workspace, partition strategy)
  • Landing Page and Email Tracking Links (Configuration + Validation)
  • SSO (If required)
  • SSL (Request, Configuration, Validation)
  • CRM integration review and error checking
  • Advanced CRM integration review inc. custom objects and field mapping
  • API call usage report
  • Sales insights review and deployment check
  • Review usage of Web Services and Launchpoint programs
  • Review Marketo core security configuration
  • User Setup (Custom roles, Permissions, User set-up)
  • Review Marketo instance structure: folder structure, naming conventions
  • Review communication limit usage
  • Structure review of design studio including image and files
  • Channels and tags review and usage analysis
  • Review and analyse usage of custom fields
  • Program type analysis and summary
  • Program analysis including best practice setup comparison
  • Email performance (Open, CTR, Deliverability etc.)
  • Email performance vs. industry benchmarks
  • Form usage and performance review
  • Program success reporting
  • Attribution model type identification and review
  • Review landing page templates for google analytics
  • Review integration of Google Adwords
  • Review usage of segmentation and dynamic lists
  • Review exclusion lists
  • Duplicate identification and source investigation
  • Unsubscribe trend for last 12 months
  • Hard & soft bounces trend for last 12 months
  • High level graphical representation of Marketo maturity assessment
  • Detail behind the high level Marketo maturity assessment
  • High level recommendations document on areas such as email and landing page templates, deliverability and CRM integration
  • Documented current Marketo and Martech status with an action plan to reach best practice implementation
  • Data hygiene report

Extensive

Tailored to you we map all of your MarTech stack, plus a deep dive Marketo audit.

  • Review purchased vs extent of use (high-level)
  • Marketo package review
  • Review Marketo Maturity Curve alignment
  • Review the current core component use vs best practice (emails, landing pages, snippets, campaign type)
  • Landing Page and Email Templates
  • Munchkin code deployment check
  • Advanced Web Tracking Configuration
  • Instance Set Up and Architecture (IP whitelisting, workspace, partition strategy)
  • Landing Page and Email Tracking Links (Configuration + Validation)
    Email Deliverability (DNS, IP Warming Plans, Validation)
  • SSO (If required)
  • SSL (Request, Configuration, Validation)
  • Advanced CRM integration review inc. custom objects and field mapping
  • API call usage report
  • Sales insights review and deployment check
  • Review usage of Web Services and Launchpoint programs
  • Review Marketo core security configuration
  • User Setup (Custom roles, Permissions, User set-up)
  • Review Marketo instance structure: folder structure, naming conventions
  • Review communication limit usage
  • Structure review of design studio including image and files
  • Channels and tags review and usage analysis
  • Review and analyse usage of custom fields
  • Program type analysis and summary
  • Program analysis including best practice setup comparison
  • Program attribution and success analysis
  • Program configuration analysis
  • Review Program archive and deactivation practices
  • Email performance (Open, CTR, Deliverability etc.)
  • Email performance vs. industry benchmarks
  • Form usage and performance review
  • Advanced lead scoring model review
  • Advanced engagement model review
  • Program success reporting
  • Lifecycle stage reporting review
  • Attribution model type identification and review
  • Review landing page templates for google analytics
  • Review integration of Google Adwords
  • Review usage of segmentation and dynamic lists
  • Review exclusion lists
  • Duplicate identification and source investigation
  • Unsubscribe trend for last 12 months
  • Hard & soft bounces trend for last 12 months
  • Empty email address analysis
  • Private vs. business email analysis
  • MarTech stack audit, review and documentation
  • MarTech comparison and benchmarking
  • High level graphical representation of Marketo maturity assessment
  • Detail behind the high level Marketo maturity assessment
  • High level recommendations document on areas such as email and landing page templates, deliverability and CRM integration
  • Documented current Marketo and Martech status with an action plan to reach best practice implementation
  • Data hygiene report
  • Strategic MarTech roadmap for usage of existing tech and requirements for stack
  • Competitive MarTech comparison and benchmarking report