4 Week Guided

PARDOT ENVIRONMENT AUDIT

Creating meaningful connections are the heart and soul of everything we do. We strategize, design, and execute your Pardot environment with this basic belief. We leverage more than our deep knowledge of automation technology, we take time to thoroughly understand what makes your business and customers move.

STRATEGY THAT CONVERTS.

SalesLabX Automation Audit

Actively managing over 1,000,000 Pardot contacts at anytime, we are the worlds leader in Pardot optimization. Our 4 week Pardot deep audit lets you leverage out global datasets and best practices to ensure you are getting the most out of your envirnoment.

1. Mapping

Map out current Pardot processes and identify how your Salesforce and Pardot environment(s) are aligned.

Compare your current Pardot environment and integration modules against our global best practices guidelines and conversion data sets.

Interview(s) with Pardot stakeholders to hear feedback on use-cases. Map out a triaged approach to optimization moving forward using ROI opportunity as the KPI.

2. Intergration Analysis

Deconstructing how Pardot, your website, and Salesforce are currently intersecting.

Creating multi-touch workflows with Pardot+Marketing POCs at your organization to determine integration opportunities.

Providing technical documentation on the implementation of integration modules.

3. Segmentation

Understand and document various key customer personas based on content affinity in order to create a multi-segment approach to outreach.

Uncover triggers inside of website content and Pardot digital activities.

Assist in creating baseline KPI documentation by segment.

Provide an outline of Pardot Engagement Studio drip protocol by key segments. eg. cadence, re-targeting, etc.

OUR AUDIT + PACKAGE INCLUDES COVERAGE OF ALL

6 Key Aspects of Automation

Automation Rules

Field updates, segmentation rules, attribution modeling

Engagment Studio

Complete life cycle including all associated assets

Dynamic Content

Segmentation based triggers and content

Forms

Completion actions, scoring segmentation

Landing Pages

Tracking attribution, effectiveness

Integration

Salesforce + Website + Pardot

4 Week Timeline

Interviews

2 DAYS

Production

7 DAYS

Design

7 DAYS

Optimize + Iterate

14 DAYS

Discover what you might be missing

Four weeks endless possibilities, simplify and supercharge Pardot.

Ready to get started?

Fill out the form below, and a Pardot expert will walk you through our process, pricing and any other questions you may have.