MAP Audit: Turning a Stalled Automation Platform into a 90 Day Action Plan A full audit of an und...MAP Audit: Turning a Stalled Automation Platform into a 90 Day Action Plan A full audit of an und...
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MAP Audit: Turning a Stalled Automation Platform into a 90 Day Action Plan
A full audit of an underused marketing automation platform for an enterprise consulting client, resulting in a prioritised fix list the internal team could execute without external help.
THE BRIEF
An enterprise consulting client had been running Marketo for over two years without a lead scoring model, a clean segmentation strategy, or a documented view of what was actually automated versus manually patched. The team knew something was wrong; they did not know what, or in what order to fix it.
MY APPROACH
I ran a structured audit across four areas: data hygiene and field mapping, lead scoring and lifecycle stages, campaign and programme architecture, and integration health between the MAP and CRM. Rather than a generic best practice checklist, I mapped every finding against the client's actual buyer journey for their highest value service line, so recommendations were prioritised by revenue impact, not just technical tidiness.
WHAT I DELIVERED
· A one page executive summary for stakeholder buy in
· A full findings document, organised by category, each finding rated High -Medium · Low priority
· A 90 day sequenced action plan the internal team could run without ongoing support
· A lead scoring model redesign proposal aligned to their sales stages
RESULT
The client's internal team implemented the first three priority fixes within the first month.
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