Automation Platform Audits | Instance Reviews - Leadous, Inc. - AppExchange
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Automation Platform Audits | Instance Reviews

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Marketing Automation Roadmap Built By Your Experts

Whether an instance has been built from scratch or inherited, it is never a bad idea to have a third party expert weigh in. An independent examination of your marketing platform will set you up for success.


  • Whether a review or an audit, each comes with a findings deliverable that gives a detailed overview. Highlighting key specifics that make your instance unique,##areas of concern, and points of performance failure.
  • For an instance review, recommendations are provided as a list of steps that need to be taken to resolve current issues. In a platform audit the recommendations are broken up into immediate, short-mid term and long-term action items.


Platform audits and instance reviews are two types of audits that let experts get ‘under the hood’ if you will, to help optimize the use of Marketo Engage. These services are key to building a strong foundation within Marketo Engage, connecting features to their benefits, and connecting engagement to results driven marketing strategies.####TWO TYPES: ####INSTANCE REVIEW##An instance review is a short term engagement that focuses on a specific area, usually Technical Set Up, to ensure proper steps were followed during the implementation of your instance. The Instance review focuses on a specific list of a best practice technical set up steps to ensure your MAP is running as it should. In addition to the list of standard technical check boxes, the instance review also looks at the standard components included in onboarding and implementation, including the CRM sync and template seeding. ####PLATFORM AUDIT##A platform audit is a comprehensive audit of a your MAP instance, it includes all of the components of an instance review and more. Everything from key campaign flows and scoring, third party app integration, and everything in between or after.

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About Leadous, Inc. Leadous is a world class consultancy that leverages marketing automation to deliver##exceptional experiences for the journey makers and the journey takers. The journey between “Hello Prospect'' to “Welcome Valued Client” can be difficult to navigate. From concept to conversion, Leadous utilizes technology, methodology, and certified marketing automation experts to deliver consulting services that increase demand, drive conversion, and deliver pipeline growth making the journey a well-traveled one. Our near-decade-long world-class partnerships with Adobe, Hubspot, Oracle, and Salesforce give us the capabilities to serve hundreds of clients, across industries, to obtain measurable value from their investments in customer journey solutions.

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