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Readiness Check

Marketing Cloud Next Readiness Check: Know What It Takes

Before you switch anything on: a written plan that says whether Marketing Cloud Next makes sense now, how big the project is and what to fix first.

Book the CheckFree Consultation
Woman with glasses checking her setup on a laptop Your Plan

Teams we’ve worked with

  • Toshiba
  • Ricoh
  • VARTA
  • Holcim
  • FERCHAU
  • Adecco
  • softgarden
  • Diebold Nixdorf
  • opta data
  • evasys
  • HoloBuilder

Pick the Check That Fits Your Setup

Both are credited in full against any package booked within 90 days, and the report is yours to keep.

  • Readiness Check Lite: $500

    For small setups: one team, a handful of automations, one first use case.

    What you get

    • Whether you have access to Marketing Cloud Next
    • Salesforce prerequisites checked
    • What you run today and what you’d rebuild
    • Data 360 status
    • Data quality spot check
    • Written plan: verdict, project size, fixes in order
    • 60-minute readout
    Book Lite

  • Readiness Check: $1,300

    For larger setups: many programs, several teams, data in several systems.

    What you get

    • Everything in Lite
    • Effort for each tool you want to connect
    • Data quality across all sources
    • Data 360 plan for your first use case
    • Consent checked for each channel
    • Agentforce: readiness and first use case
    • 90-minute readout
    Book the Check

Not sure yet? Take the free self-check: ten questions, no sign-up.

What We Check

Eight areas show whether Marketing Cloud Next pays off for you now and how big the project would be.

  • Licence and Edition

    Whether your Pardot edition includes Marketing Cloud Next and your Salesforce edition meets the condition.

  • Salesforce Setup

    What your Salesforce org needs first: users, permissions, and how your marketing tool is connected today.

  • Marketing Automation Today

    What you run today, Pardot or another tool: what you use, what sits unused, and what would have to be rebuilt or moved.

  • Tools to Connect

    Which tools should feed Marketing Cloud Next, from website and webinar tools to ERP, and how much work each connection takes.

  • Data Quality

    Duplicates, gaps and mixed values in leads, contacts and accounts, and what has to be cleaned before the data goes in.

  • Data 360

    Whether Data 360 (formerly Data Cloud) is in place or needs setting up, and what it has to hold for your first use case.

  • Channels and Consent

    Which channels you plan, from email to SMS and WhatsApp, and whether consent is recorded for each one.

  • Agentforce

    Whether your content, data and consent are ready for Agentforce, which use case to start with, and who checks the results.

See What You Get

A written report. The verdict comes first, then what you run today, how big the project is, and what to fix in which order, so your team knows where to start. Lite covers licence, Salesforce, what you run today, Data 360 status and a data quality spot check.

ConvertPilot

Readiness Check · Report

ExamplePrepared for Northwind Industrial, a made-up company

Verdict

Not yet: three things to fix first

Marketing Cloud Next is in your licence and fits what you plan. Your data and consent aren’t ready for it yet; after the three fixes below, they will be.

Today
Pardot Plus, Sales Cloud Enterprise, a webinar tool, an ERP
Project size
Medium: two tools to connect, data cleanup first
Licence
Marketing Cloud Next Advanced Edition included
Data 360
Not set up yet
Agentforce
One use case ready, content needs work

Fix first, in this order

  1. Clean up your contact data. Two lead sources create duplicates and write the country two ways. Merge the duplicates and agree on one country list before anything goes into Data 360.

  2. Set up Data 360 for one segment. Your first campaign needs leads, contacts and accounts, nothing more. Connect Salesforce first; the webinar tool follows once the first campaign runs.

  3. Record SMS consent. Your forms don’t ask for it yet. Add it before SMS goes live, or the first send reaches no one.

Also found

  • 14 of 31 Engagement Studio programs show no activity in a year. Rebuild only the 17 that run.
  • Twelve users hold marketing permissions they don’t use. Tidy them up before new ones are added.
  • The product pages an Agentforce use case would draw on are out of date.

Excerpt. Your report covers every area of your check.

How the Check Runs

  1. 1

    Short Call

    We agree on what you plan with Marketing Cloud Next and which check fits.

  2. 2

    Read-Only Access

    You give us read-only access. Nothing in your org changes.

  3. 3

    We Check

    We go through the areas that belong to your check and write down what we find.

  4. 4

    Verdict and Readout

    You get the written report, and we walk you through it.

Meet Your Consultants

Axel and Michael both work on Pardot, Marketing Cloud Next and Data 360. Axel has done Pardot consulting since 2018, Michael since 2022, and Michael is a certified Marketing Cloud Next Consultant. One of them runs your check.

  • Axel Kuehnle, Marketing Cloud Consultant at ConvertPilot

    Axel Kuehnle

    Marketing Cloud Consultant · Founder

    Pardot consulting since 2018, 50+ projects. Now also Marketing Cloud Next and Data 360.

    • Certified Account Engagement Consultant
    • Certified Account Engagement Specialist
    • Certified Platform Administrator
  • Michael Wiens, Marketing Cloud Consultant at ConvertPilot

    Michael Wiens

    Marketing Cloud Consultant

    Pardot consulting since 2022, 30+ projects. Now also Marketing Cloud Next and Data 360.

    • Certified in Account Engagement (Pardot)
    • Certified Marketing Cloud Next Consultant
    • Certified AI Associate

Frequently Asked Questions

Your question isn’t here? Ask us directly.

Which check do we need, Lite or the full one?

Lite fits small setups: one team, a handful of automations and one first use case.

The full check fits when you run many programs or several teams, keep customer data in several systems, or plan to use Agentforce.

Not sure? Take the free self-check or book a free consultation.

Is Marketing Cloud Next already in our Pardot licence?

Most likely. Pardot customers on Growth, Plus, Advanced or Premium have it included (Salesforce calls it Account Engagement+), as long as they run Sales Cloud or Service Cloud Enterprise Edition or higher. On Professional Edition, it isn’t.

The check confirms it for your contract.

Does the check tell us what Marketing Cloud Next will cost?

No. Licence and usage prices come from Salesforce and your contract.

We tell you what you’ll need, so you can ask your Salesforce account executive the right questions.

Do we need to be on Pardot?

No. If you run another marketing automation tool, we check what you have there and what moving it would take.

What happens to the fee if we go ahead?

It’s credited in full against any package you book with us within 90 days.

Find Out If You’re Ready

Talk to a certified consultant, not a salesperson, and leave the first call knowing your next step.

Get in Touch