Understand What Your Marketing Technology Is Actually Doing
You've invested in tools to make marketing easier. We help you figure out if they're delivering on that promise and where opportunities exist to work smarter.
Back to HomeWhat This Audit Delivers
When a technology audit is done well, you gain clarity about which tools are genuinely helping and which are sitting unused. You understand how information flows between systems and where those connections break down. You can make informed decisions about what to keep, what to optimize, and what might be worth letting go.
The practical outcome is a technology stack that actually supports your work rather than adding complexity. You stop paying for capabilities nobody uses. Your team spends less time on manual workarounds because tools connect properly. Data flows where it needs to go without constant intervention.
The emotional benefit is confidence in your technology decisions. No more wondering if you're missing something important or wasting money on redundant tools. You have a clear picture of what you have and a thoughtful plan for where to go next.
The Technology Puzzle Nobody Can See Completely
Over the years, your marketing technology stack has grown organically. Someone needed email automation, so you added a platform. Analytics required different tracking, so another tool came aboard. Social media management, content planning, customer data—each addition made sense at the time.
Now you're paying subscriptions for tools that might overlap in functionality. Some platforms promised integrations that never quite worked as advertised. Your team has developed elaborate workarounds involving spreadsheets and manual data transfers. Nobody has a complete picture of how everything connects or whether you're getting value from each investment.
The challenge isn't that you made bad decisions—it's that technology stacks evolve faster than most organizations can manage them. Without stepping back to assess the whole picture, inefficiencies compound and opportunities get missed.
Our Audit Methodology
Comprehensive Stack Inventory
We start by documenting every marketing tool you currently use, including who uses it, what it costs, and what it's supposed to accomplish. This inventory often reveals forgotten subscriptions or shadow tools that different team members adopted independently. The goal is complete visibility into your technology landscape.
Usage and Integration Assessment
We examine how each tool gets used in practice, not just what it can theoretically do. We map data flows between systems to understand where information moves smoothly and where manual intervention happens. We identify gaps where tools should connect but don't, and redundancies where multiple platforms do similar things.
Strategic Recommendations
The final deliverable includes specific, prioritized recommendations for optimizing your stack. This might involve consolidating tools, implementing overlooked features, improving integrations, or identifying where strategic additions would create value. We focus on practical changes you can actually implement given your resources and capabilities.
What the Audit Process Involves
The audit typically takes four to five weeks from start to finish. We begin with a kickoff call to understand your marketing objectives and any specific technology concerns. Then we conduct interviews with people who use your marketing tools daily—they often have insights about friction points that leadership might not see.
We review your technology documentation, login credentials for platforms, usage analytics, and integration maps if they exist. We examine actual workflows to understand how information moves through your systems. Around week three, we share preliminary findings and discuss what we're seeing.
By week four, you receive a comprehensive audit report with our findings and recommendations. We schedule a presentation to walk through the report together, answer questions, and discuss implementation priorities. You're not left to interpret the findings alone—we make sure you understand the implications and options.
The Investment
This includes everything needed to understand and optimize your marketing technology stack.
Payment is typically structured as 50% upfront and 50% upon delivery of the audit report, though we can discuss alternative arrangements.
How Technology Audits Create Value
The value of a technology audit shows up in several ways. Organizations often discover they can eliminate redundant tools, leading to immediate cost savings. Better integrations reduce manual work and improve data accuracy. Teams spend less time fighting with technology and more time on strategic work.
We measure success through both immediate findings and longer-term improvements. The audit itself reveals cost savings opportunities, efficiency gains, and capability gaps. Over the following months, you can track whether implementing recommendations actually delivers the expected benefits.
Most organizations see the clearest impact in the three to six months following the audit as they implement key recommendations. The audit provides the foundation for thoughtful technology planning rather than reactive tool adoption. This strategic approach compounds value over time.
Our Commitment
If the audit doesn't reveal meaningful insights or actionable recommendations, we'll refund your investment. The goal is to provide genuine value, not just to complete a project. If we can't identify opportunities for improvement or optimization, then the audit hasn't served its purpose.
We commit to delivering findings you can actually use. Recommendations are prioritized by potential impact and implementation difficulty. We don't just hand you a report—we walk through it with you, answer questions, and help you think through what makes sense to tackle first.
Before any commitment, we offer a brief preliminary conversation to understand your technology situation. If an audit doesn't seem like the right fit for your current needs, we'll tell you honestly and perhaps suggest alternative approaches.
How to Begin
Initial Discussion
Contact us to schedule a conversation about your marketing technology. We'll discuss your current tools, what's working, what isn't, and whether an audit makes sense right now.
Scope and Timeline
If we proceed, we'll outline the specific scope of the audit, the timeline, and what we'll need from you. You'll know exactly what to expect before making any commitment.
Kickoff and Discovery
The audit begins with a kickoff call followed by discovery interviews and technology review. We gather information systematically to build a complete picture of your stack.
Findings and Recommendations
You receive the audit report and we walk through findings together. We discuss implications, answer questions, and help you develop an implementation plan.
Ready to Understand Your Marketing Technology?
Let's talk about what's happening with your tools and where opportunities might exist.
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