Lifecycle & Marketing Operations Audit
When things feel more complicated than they should, it’s usually time to pause and look closer...
Most teams don’t come to us saying, “Here’s the exact problem.” They come in saying something more like:
– Things technically work… but we don’t fully trust them.
– We want to understand what’s actually going on before we change anything.
– We’ve had a lot of turnover.
– Different people have touched this over the years.
That’s exactly what our audit is for.
What is actually important
So… what is this audit, really?
Think of it as a reset moment. Even a need for clarity.
This isn’t a checklist. It’s not a surface-level email review. And it’s definitely not about adding band-aids that will just fall off again.
It’s a focused, diagnostic engagement designed to help teams understand:
– What’s actually happening inside their email and automation systems
– Why certain issues keep showing up
– And what’s worth fixing now versus later
The goal is a comprehensive plan to move forward with confidence, so you can make well-informed decisions that impact the overall business goals and metrics.
Explore what's included
What we actually look at
Every audit is a little different, but we almost always start in the same places.
We’ll look at things like:
– Overall email program health and sending habits
– Data quality, field usage, and data integrity
– How automations are built — and what depends on what
– Where the customer journey has gaps, overlaps, or dead ends
– Whether reporting is telling the full story (or just part of it)
– How marketing hands things off to sales — and what happens after
If there’s a specific pain point you’re worried about, we’ll go deeper there.
This isn’t about covering everything — it’s about finding the root cause.
So… what is this audit, really?
Think of it as a reset moment. Even a need for clarity.
This isn’t a checklist. It’s not a surface-level email review. And it’s definitely not about adding band-aids that will just fall off again.
It’s a focused, diagnostic engagement designed to help teams understand:
– What’s actually happening inside their email and automation systems
– Why certain issues keep showing up
– And what’s worth fixing now versus later
The goal is clarity and a plan to move forward, so you can make well-informed decisions with confidence.
See if AN audit is YOUR NEXT STEP
What you’ll walk away with
By the end of the audit, you’ll have a clear picture of how your systems are actually functioning, straight answers about what’s causing the issues you’re seeing, and a set of prioritized recommendations that help you decide what to tackle first. You’ll also know what your internal team can reasonably handle — and where having experienced support makes a real difference. Most teams tell us it’s the first time everything finally makes sense.
