Marketo & Pardot Assessment Bullets

Marketo Assessment Bullets 

• Business Requirements Gathering
• Administrative Setup Review
• Workflow Life-cycle Audit
• Folder structure & Instance Organization Review
• Lead Scoring Review
• List and Segmentation Review
• Webhooks and Connected Applications Audit

SoW of Origin

Pardot Assessment Bullets

• Web integration
  • Ensure GA connection in Pardot
  • Review any prospect sync errors (if applicable)
• Review “Marketing Assets”
  • Forms, landing pages, lists and Forms
    • E.g. hierarchy, taxonomy, general set up
• Engagement Program review
  • E.g. hierarchy, taxonomy, general set up
• Automation Rule and Campaign review
  • E.g. hierarchy, taxonomy, general set up
  • Compare automation rules vs., form completion actions

SoW of Origin