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Solution · Account & stack audits

Find out what your stack actually does — before it surprises you.

Platforms accumulate years of decisions: fields nobody remembers creating, workflows nobody dares delete, licenses nobody uses. An audit turns that fog into a documented map with a prioritized fix list — whether the next step is a cleanup, a migration, or just peace of mind.

Book a stack auditWhat's included
You're in the right place if
You inherited the instanceNew role, new team, or new agency — and the person who knew where the bodies are buried is gone.
Something big is comingA migration, a merger, a new CMO, a compliance review. You need to know the current state before you commit to a plan.
The renewal is dueYou're about to re-sign for tools and tiers, and nobody can say which features are actually in use.
Scope

What we take off your plate.

Instance deep-dive

Full review of your CRM or MAP: objects, fields, workflows, campaigns, integrations, and permissions.

Data quality assessment

Duplicate rates, field completeness, decay patterns, and where bad data enters the system.

Automation inventory

Every active workflow catalogued with purpose, owner, and risk level — including the mystery ones.

Integration & sync review

What connects to what, which syncs error silently, and where field mappings drift.

License & feature utilization

What you pay for versus what you use, with concrete downgrade or consolidation options.

Compliance check

Consent capture, suppression handling, retention practice — reviewed against GDPR and your own stated policy. (We're operators, not lawyers — we flag, your counsel decides.)

Engagement

Two ways to work with us.

Project

Fixed-scope build

A defined piece of work with a start, an end, and a handover. Best for migrations, rebuilds, and audits.

  • →Scoped and quoted after the stack audit
  • →Milestone-based delivery
  • →Documentation included in scope
Ongoing · most common

Embedded ops partner

A monthly retainer where we operate as part of your team — running the machine and improving it as we go.

  • →Fixed monthly capacity, flexible priorities
  • →Inside your Slack and sprint cadence
  • →Monthly stack health review
Deliverables

What “done” looks like.

Every engagement leaves artifacts behind — not just changes in your instance.

  • DOC
    Current-state mapSystems, data flows, and integrations on one diagram your whole team can read.
  • DOC
    Findings reportEvery issue ranked by revenue impact and effort to fix — quick wins separated from structural work.
  • DOC
    Automation & field registryThe catalogue that ends "does anyone know what this does?" forever.
  • DOC
    Prioritized roadmapA sequenced fix list with effort estimates, usable with us, your team, or another vendor.
  • CADENCE
    Walkthrough sessionA working session presenting findings to your team, with Q&A recorded for reference.
From the field notes
The Marketo Account Audit: What to Check, What It Tells You, and What to Fix First →What a Marketing Stack Audit Actually Covers →

Start with the audit.

45 minutes, free, and you keep the findings either way. It's also how we scope every engagement — so nothing here starts with a guess.

Book a stack audit