Marketing Automation Health Check

Do you get the most results out of your marketing automation software?

Are you still on the right track? 

Initially, a well-deployed marketing technology solution seems like a perfect fit. It aligns seamlessly with your requirements, allowing you to swiftly leverage its benefits. However, as time progresses, this technology undergoes evolution, adapting to emerging needs and trends by introducing new functionalities and methodologies. 

Similarly, your enterprise undergoes transformation, scaling up and adapting new strategic objectives alongside shifting customer preferences. Therefore, it’s crucial to periodically reassess your alignment to fully leverage the capabilities of your marketing automation system. 

Marketing Guys’ Marketing Automation Health Check offers a comprehensive review of your marketing automation infrastructure and the operational processes it supports, ensuring a thorough assessment of your system and its management processes. 

What is included?

  • Unbiased vendor agnostic review of your platform 
  • Detection of system issues 
  • Review team and business processes 
  • Functional and version improvements 
  • Scope and prioritise recommendations  

We look at:

  • Strategy Alignment 
  • Data Management and Quality 
  • Integration with Other Systems 
  • Campaign Execution and Lead Management 
  • Reporting and Analytics 
  • Compliance and Security 

Platform agnostic

We already performed the Marketing Guys’ Marketing Automation Health Check on many platforms including HubSpot, Marketo, Pardot, Marketing Cloud, Act-On, Activecampaign and many more.

What is the process?

The process is as follows: 

  • Intake meeting: A brief introduction and preparation for the check. This is the moment to share your challenges with us. 
  • Health check phase: We analyze your Marketing Automation platform to uncover areas of success and areas for improvement. 
  • Reporting: We discuss the outcomes, and you will receive a report with findings, recommendations, and an action plan. 

Who is this health check for? 

This health check is ideal for you if: 

  • You encounter limitations or problems with your current marketing automation platform. 
  • You desire a fresh perspective on your marketing automation setup. 
  • You are new to the marketing automation platform or have recently taken over responsibility. 

Ready to start? Plan a free intake meeting

Select a date for the intake-meeting. In it, we’ll go over the preparation for the MA health check and you can share your challenges with your current marketing automation.

See you then! Claudia Pas.

Frequently Asked Questions about MA Health Check 

How long does a marketing automation health check take?
The health check process usually takes about 2 to 3 weeks from the initial conversation and after gaining access to your marketing automation portal. 

Do I need technical knowledge to understand the check?
No, technical knowledge is not necessary. We ensure that our findings and recommendations are clear and understandable for all levels of technical expertise. 

Are there any marketing automation platforms excluded from the check?
No, you can submit any marketing automation platform. As long as you can provide access, we will do a thorough health check.  

How do I receive the results of the check?
The results are discussed in a follow-up conversation and then sent by email.  

How can a MA health check help my business grow?
Our MA health check provides insights that directly contribute to the growth of your business. Through a thorough analysis, we identify what works well and where the bottlenecks are within your current marketing automation platform. We reveal specific areas that need attention and provide a roadmap for improvements. 

With this targeted approach, you can not only make more efficient use of HubSpot but also take strategic steps to improve your marketing and sales activities. 

Is my business information safe during the check?
Yes, your business information is completely safe. We can also enter into a processing agreement for extra assurance if necessary. 

Can I receive support in implementing the recommendations after the check?
Absolutely, we offer support in implementing the recommendations to help you get the most out of your marketing automation platform. 

Depending on the platform we can also do the implementation for you. 

What sets this check apart from other similar services on the market?
Our check stands out due to a thorough and in-depth analysis of all facets of your marketing efforts, with the goal of comprehensive improvement of your marketing automation experience.