Marketing Cloud Account Engagement Audit

Account Engagement Audit Checklist

Gain a fresh perspective and a roadmap for success by running a detailed audit of your Pardot (now called Marketing Cloud Account Engagement) account.

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Checklist Highlights:

Forms and Conversion points

Data and Segmentation

Scoring Categories

Why run a Pardot audit?

There are plenty of reasons we need to perform quarterly audits of our Pardot (MCAE) accounts. For example:

To make sure any third-party marketing systems, your CRM, and Pardot are talking to each other correctly and avoid technical mistakes.
So you can set up the right folder structure for easy access to Campaign reporting and easy implementation of scoring categories.
To create a visual of your customers’ automated journey including entry and exit points, campaign crossover, and opportunities to improve.
For reviewing and improving how leads are managed i.e. when they become sales-qualified and the processes for handing over to the sales team.
To sense check that your scoring and grading models are still robust as your business grows and strategies evolve.
So you can maintain a clean database that is accurate and healthy i.e. without duplicate prospects or including cold or inaccurate data points.
To ensure you are GDPR compliant, again this comes back to database management but also how you capture and market to leads.
To maintain a tidy and organised Pardot account
To uncover new opportunities to use your Pardot automation tool for improved lead generation and nurture.

Download the free Pardot Audit Checklist today and rest assured your account is doing the best it can for you.

Client reviews

High Tech

It has been an absolute pleasure working with the MarCloud team. They are caring, organized, flexible, and super problem-solvers. Things change regularly on our end, and they always go with the flow and help us reprioritize. There is nothing we throw their way that they can't handle. They are a literal extension of our team. We can't say enough good things about working with MarCloud.

US-based client

Professional Services

MarCloud is a great Pardot Partner to work with: fantastic knowledge, high quality of work, great communication and consistency in the team throughout the project.
System migrations can be tough and our Pardot migration from HubSpot was complex with lots of unique processes to replicate and improve. Marcloud’ professionalism, attention to detail & quality of delivery were critical factors in the success of the project.
Marcloud have also a fantastic team and Jon and Ollie are not only great professionals but really nice people to partner with. I would highly recommend MarCloud Consulting if you are in the need of Pardot consultants.

UK-based client