Enterprise Messaging Audit Form
Use this form to review your enterprise messaging channels, tools, governance, integrations, volume, and audit priorities.
Messaging Environment Overview
Organization Name
*
Primary Contact Name
*
Primary Contact Email
*
example@example.com
Company Size / Employee Range
*
Please Select
1-50
51-200
201-1000
1001-5000
5000+
Messaging Channels and Stack
Messaging channels in use
*
Email
SMS
In-app messaging
Push notifications
Chat
Slack
Teams
WhatsApp
Other
Primary messaging platform/vendor
Please Select
Microsoft Teams
Slack
Twilio
SendGrid
Mailchimp
Salesforce Marketing Cloud
Zendesk
Intercom
Other
Number of active messaging systems/tools managed
*
Governance, Compliance, and Audit Notes
Current ownership model for messaging approvals
*
Centralized
Distributed
Hybrid
Not defined
Are message templates reviewed before sending?
*
Yes
No
Main compliance or policy concerns
Biggest audit issue or risk area
Integrations, Volume, and Review Timing
Key systems integrated with messaging workflows
*
CRM
Marketing automation
Support desk
Data warehouse
CDP
Identity/Login system
Analytics
Other
Approximate monthly message volume
*
Under 10,000
10,000-49,999
50,000-249,999
250,000-999,999
1,000,000 or more
Preferred audit review timeframe
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Operational Issues and Follow-up
Current pain points or inefficiencies
*
Desired audit outcomes
*
Additional notes or dependencies for the auditor
Submit
Should be Empty: