Marketing Automation Platform Audit & Assessment Checklist
Evaluate your marketing automation platform for best practices, compliance, and optimization opportunities.
Organization Name
*
Contact Person Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Which marketing automation platform(s) are you currently using?
*
HubSpot
Marketo
Salesforce Marketing Cloud
Pardot
ActiveCampaign
Mailchimp
Other
Platform Usage Assessment
*
Rows
Not in Place
Needs Improvement
Adequate
Best Practice
Lead Capture & Management
1
2
3
4
Segmentation & Targeting
5
6
7
8
Campaign Execution
9
10
11
12
Personalization
13
14
15
16
Reporting & Analytics
17
18
19
20
How would you rate the integration of your marketing automation platform with other systems (e.g., CRM, website, analytics)?
*
1
2
3
4
5
Data Quality Assessment
*
Rows
Poor
Fair
Good
Excellent
Duplicate Records
21
22
23
24
Incomplete Data
25
26
27
28
Data Accuracy
29
30
31
32
Data Sync with CRM
33
34
35
36
How would you describe user access and security management in your platform?
*
Very Weak
Needs Improvement
Adequate
Strong
Are compliance and data privacy requirements (e.g., opt-in, unsubscribe, data storage) being met?
*
Yes, fully compliant
Partially compliant
Not compliant
Not sure
What are the main challenges or pain points you face with your current marketing automation platform? (Select all that apply)
Integration difficulties
Data quality issues
Complexity of use
Limited features
Reporting limitations
Other
Please prioritize the following areas for improvement in your marketing automation platform.
Overall, how satisfied are you with your current marketing automation platform?
*
Very Dissatisfied
1
2
3
4
5
6
7
8
9
Very Satisfied
10
1 is Very Dissatisfied, 10 is Very Satisfied
Additional comments or suggestions
Submit Assessment
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