Account Engagement Audit Checklist

Checklist Highlights:

Forms and conversion points

Data and segmentation

Grading & Scoring Categories

Why run an audit?

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

 

  • To make sure that third-party marketing systems, your CRM, and MCAE 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.

 

... and plenty more! This free audit checklist covers them all, guiding you through the steps to follow for a high-quality audit. At the end, you'll have a plan for improving your account and activity to drive better ROI.

 

Download the checklist today.

 

 

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