Marketing Operations Audit

Deep diagnostic of your marketing tech stack, processes, and data to identify gaps and build a roadmap for operational excellence.

When You Need a MarOps Audit

Symptoms of Broken Marketing Ops

  • Can't trust your marketing attribution data
  • Tools don't talk to each other
  • Manual data entry and spreadsheet hell
  • Campaigns take forever to launch
  • No clear view of pipeline contribution
  • Marketing and sales data don't align

What Good Marketing Ops Looks Like

  • Real-time visibility into campaign performance
  • Automated workflows reduce manual work by 70%+
  • Clean, reliable attribution from top of funnel to revenue
  • Integrated tech stack with proper data flow
  • Scalable processes that don't break as you grow
  • Marketing and sales work from the same data

What We Audit

Comprehensive 360� assessment of your marketing operations

1

Tech Stack Assessment

Evaluate every tool, integration, data flow, and redundancy. Identify gaps, overlaps, and optimization opportunities.

2

Data & Attribution Analysis

Audit data quality, attribution models, reporting accuracy, and pipeline visibility. Find where data breaks or goes dark.

3

Process & Workflow Review

Map current workflows for campaigns, content, events, and reporting. Identify bottlenecks, manual work, and automation opportunities.

4

Team & Skills Gap Analysis

Assess team capabilities, role clarity, and skill gaps. Determine if you need more people, different skills, or better processes.

5

Benchmarking & Best Practices

Compare your operations to industry benchmarks and best-in-class B2B SaaS marketing organizations.

What You Get

Audit Report

Comprehensive assessment with findings, gap analysis, and prioritized recommendations.

Tech Stack Map

Visual diagram of your current tech stack, data flows, and integration points with optimization recommendations.

Benchmark Report

How your operations compare to industry standards for B2B SaaS companies at your stage.

90-Day Improvement Roadmap

Prioritized action plan with quick wins, medium-term fixes, and long-term strategic improvements.

Team & Skills Assessment

Analysis of team structure, role clarity, skill gaps, and hiring/training recommendations.

Executive Presentation

Slide deck summarizing findings and recommendations for executive and board-level review.

Timeline

Week 1

Discovery & Data Collection

Stakeholder interviews, tool access, documentation review, and initial assessment.

Week 2

Analysis & Benchmarking

Deep analysis of data flows, attribution, processes, and comparison to best practices.

Week 3

Recommendations & Presentation

Finalize findings, build roadmap, and present recommendations to leadership team.

Investment

Comprehensive Marketing Operations Audit

Starting at $12,000

  • 3-week engagement with full diagnostic
  • All deliverables and documentation
  • Executive presentation of findings
  • 90-day improvement roadmap
  • 2 follow-up sessions during first 60 days of implementation
Request an Audit

Ready to Fix Your Marketing Operations?

Let's identify what's broken and build a roadmap to operational excellence.

Schedule a Discovery Call