Understanding Your Usage: An Introduction to the Account Audit Process

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. 

For example: day-to-day marketing tasks

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