Marketo Audit

🧭 “I don’t have clear visibility into what my Marketo is doing on a daily basis.”

You're juggling campaigns, reporting, database management, and internal requests.

You need an outside perspective to:
- Identify risks (GDPR, security, deliverability, etc.)
- Increase efficiency (naming, templates, workflows)
- Uncover bottlenecks in your campaigns

🏗️ Newcomers to an existing instance

"I've just arrived and I need to take over an instance whose history I don't understand."

You've inherited a complex Marketo system with no clear documentation. The audit will allow you to:
- Understand the current logic
- Map existing assets
- Prioritize short-term actions

📉 Marketers in performance loss

"Our campaigns aren't performing like they used to... and we don't know why."

The audit will help you:
- Check scoring and progress through the funnel
- Rethink your segmentation and targeting strategy
- Analyze your past campaigns to learn concrete lessons

1️⃣ Marketo Administration – Lay a solid foundation

We verify that your admin configuration complies with best practices:

• Secure user access


• Configuring standard fields


• Configuring campaign types and progress statuses


• Tracking web visits, workspaces, and partitions

2️⃣ Productivity and Security – Save time every day

Better readability for a more efficient team:

• A consistent naming convention?


• A clear folder structure?


• Obsolete resources to archive?


• Are template programs available?

3️⃣ Data Quality #1 – Assess the reliability of your data

An actionable and relevant data base:

• Data governance: who is responsible, what processes?


• Duplicate detection and management


• Enriched and updated data (email, company, position, etc.)?

4️⃣ GDPR & Preference Center – Stay Compliant

Legal compliance and enhanced customer trust:

• Opt-in/consent management


• Right to be forgotten, right to information


• Preference center in place?

5️⃣ Data Quality #2 – Acquisition Tracking

Align your budget with high-performing sources:

• Can you tell where your leads are coming from?


• Which campaign, channel, or partner generated them?

6️⃣ Data Quality #3 – Is Scoring Relevant?

Don't miss out on leads ready to convert:

• Combined behavioral and demographic scoring?


• Inactivity management?


• Clear identification of hot leads?

7️⃣ Data Quality #4 – Does Funnel Automation Work?

A smooth, leak-free funnel:

• Automatic transition from marketing statuses?


• Well-defined transfer to sales?


• Managed recycling and disqualification?

8️⃣ Segmentation & Smart Lists – Better target your audiences

More relevant messages, higher results:

• Are standard segments available?


• Is dynamic content used?


• Are exclusion lists operational?

9️⃣ Resource Management – ​​Communicate Effectively

Branding to Drive Performance:

• Are templates consistent with the graphic charter?


• Are emails and landing pages optimized?


• Are forms user-friendly? Are snippets used?

🔟 Reporting – Make the right decisions

Manage your marketing like a conductor:

• Are relevant reports configured?


• Is there clear data to guide your actions?


• Are automatic alerts set up?

1️⃣1️⃣ Performance Analysis – Leverage 100% of Marketo

Maximize the impact of each future campaign:

• Comprehensive analysis of your last 5 campaigns


• Program type, workflows, resources, reports


• Concrete recommendations for improvement

1️⃣2️⃣ Global Analysis – A Strategic Vision

Areas for improvement for greater engagement and ROI:

• A Merlin/Leonard marketing expert reviews your entire strategy

1️⃣3️⃣ Custom Integration – Stay in control of your flows

Clean integration for seamless communication between systems:

• Synchronization, mapping, architecture, documentation


• Prerequisites: access to the integration documentation

1️⃣4️⃣ Web Personalization – Activate the magic of web personalization

Offer your web visitors an ultra-personalized experience:

• Configuration, integration, segmentation best practices, and reporting


• Prerequisites: access to the Web Personalization module