Ecommerce Marketing Technology Audit Checklist
Assess your ecommerce business's marketing technology stack to identify gaps and opportunities for improvement.
Business Name
*
Your Name
*
First Name
Last Name
Your Email Address
*
example@example.com
Which of the following marketing platforms do you currently use?
*
Email Marketing Platform (e.g., Mailchimp, Klaviyo)
Customer Relationship Management (CRM)
Social Media Management Tool
Advertising Platform (e.g., Google Ads, Facebook Ads)
Analytics Platform (e.g., Google Analytics)
Other
How well are your marketing platforms integrated with your ecommerce platform?
*
Fully integrated (data flows automatically between systems)
Partially integrated (some manual steps required)
Not integrated (systems are siloed)
Rate the effectiveness of your current marketing technology stack in supporting your business goals.
*
1
2
3
4
5
Please indicate the status of the following marketing technology areas:
*
Rows
In Place
Needs Improvement
Not Applicable
Email Automation
1
2
3
Personalization
4
5
6
Customer Segmentation
7
8
9
Retargeting
10
11
12
Reporting & Analytics
13
14
15
Do you have proper tracking and analytics set up for your marketing campaigns?
*
Yes, tracking is comprehensive and accurate
Some tracking is set up, but not all campaigns are tracked
No, tracking is missing or unreliable
What are your biggest challenges with your current marketing technology?
Data integration issues
Lack of automation
Limited analytics/reporting
High cost
Not user-friendly
Other
How frequently do you review or update your marketing technology stack?
*
Please Select
Monthly
Quarterly
Annually
Rarely
Please share any additional comments or suggestions for improving your ecommerce marketing technology.
Submit Audit
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