e contact@demandlab.com
www.demandlab.com
DemandLab is an award-winning consultancy and Marketo
Partner that specializes in creating powerful lead lifecycle, user
experience, and customer relationship strategies.
Marketing Automation System Audit
DemandLab uses a phased approach that delivers results sooner and provides a progressively deeper
understanding of your system, its current limitations, and its true capabilities.
Each phase can be delivered as a standalone service or stacked together for an end-to-end solution that
provides a roadmap to system remediation and optimization.
To discuss your marketing automation needs, please contact us at
contact@demandlab.com.
PHASE 1 PHASE 2 PHASE 3
Inventory and Plan Diagnostic Audit Analysis and Recommendations
AUDIT PROCESS
• Hold a kickoff meeting
• Obtain and validate system
access credentials
• Hold discovery meeting(s) to
define and document the system
issues and ideal state
• Conduct initial inventory of
system
• Document a diagnostic
investigation plan
• Conduct a forensic system
exploration
• Document and illustrate a
detailed list of findings
• Document initial
recommendations
• Prioritize recommendations for
impact
• Review and finalize with client
input
• Conduct an in-depth exploration
of a specific technical or
business challenge
• Explore and brainstorm possible
solutions to key challenges
within given business constraints
• Review and catalog technical
solutions with internal advisory/
team
• Evaluate solutions for fit, effort,
and priority
• Select primary option given
customer context
KEY DELIVERABLES
At the end of the process, we
deliver:
• System inventory and findings
document
• Audit plan document
• Client review meeting
• Outline of next steps for the
Diagnostic audit phase
At the end of the process, we
deliver:
• Diagnostic audit and findings
document
• Summary of observed
problem(s)
• Documented recommendations
• Client review meeting of key
findings and recommendations
• Outline of next steps
At the end of the process, we
deliver:
Strategic review and
recommendations document
• Analysis: Deep dive into the root
cause of identified problem(s)
• Recommendations: Full
evaluation of solution(s)
prioritized by impact and effort
required to correct the issue(s)
• Client review meeting
• Outline of next steps for
remediation phase
