Ready to get started on an Account Audit?
Then you came to the right place! Watch the above video for a quick introduction to the process.
Step 1: Join one of our upcoming Audit Workshop sessions (register here) or if you prefer, watch the recording.
Step 2: Complete the Audit worksheet to understand your current usage (download here).
Step 3: Submit the following form with a few available dates and times, and we'll reach out to schedule your session.
How are you currently using Pardot?
What is your current lead generation process?
Which CRM tool are you using?
Salesforce Other None
How involved in implementation were you?
Very InvolvedMinimally InvolvedNot Involved
Does your Sales team use Pardot? If so, how?
What feedback has Sales given you?
What are the key challenges you face with Pardot?
Which processes would you like to automate?
For example: day-to-day marketing tasks
How do you define a Marketing Qualified Lead (MQL)?
Rank your top 3 goals for marketing automation in the short term.
What is your availability for a strategy session? Please note we typically schedule these sessions a week in advance.
Granting the Client Advocate Team access to your account will also allow for us to walk through your account together. (More details here)