Marketo Audit Framework - Excel File or Google Sheet
Get access to our customized spreadsheet that takes you step by step through everything you need to audit to get a true picture of your Marketo instance. We’ve been using this template when auditing clients’ Marketo instances for years, making sure we check all of the different areas that are crucial to the marketing automation process.
The audit covers 14 key areas including:
- Organization and Structure
- Program Setup
- Lead Lifecycle and Process Management
- SFDC <> Marketo Sync
- Target Accounts/Account Based Marketing
- And more!
We hope this will help you guide your audit and uncover any areas of concern in your marketing automation process.