Audit

Identify Gaps With a Pardot Audit and Health Check

We identify what’s broken or underused in your Pardot setup – so you know exactly how to get more out of it.

How a Pardot Audit Gives You Direction

Get a structured review of your setup to uncover gaps, misconfigurations, and unused potential.

First Clarify, Then Optimize

Our Pardot audit provides a comprehensive assessment of your current setup. We examine key components such as tracking, automation rules, data quality, field mappings, and connected assets like forms and emails.

This approach identifies misconfigurations, underutilized features, and areas for improvement.

The result is a clear, actionable list of what you can fix and improve.

Structured

Setup Review

We audit tracking, automations, data, and assets across your Pardot instance.

Targeted

Gap Detection

We identify misconfigurations, missing elements, and underused features.

Actionable

Final Suggestions

We deliver a clear, prioritized list of what to fix and improve.

Connected

CRM Evaluation

We check the Salesforce sync for data issues and setup.

Prioritized

Issue Mapping

We group issues by urgency and impact to guide your next steps.

Organized

Naming and Folder Audit

We review naming convention and folder structure for better daily use.

Moving from Hubspot to Salesforce

Effortlessly navigating our shift from Hubspot to Salesforce, their consultancy was a beacon of clarity. Through customized templates, targeted training, and dedicated support, they superbly aligned our Sales and Marketing teams. Their contribution has been pivotal and profoundly positive.

Effective Marketing Automation

From the initial implementation to ongoing support with Pardot, ConvertPilot and Axel Kuehnle have provided reliable and competent assistance, consistently offering exactly the right tips for using the system effectively.

Closing More Deals

ConvertPilot helped us connect sales and marketing, creating a system that actually supports our pipeline. With automated nurturings, webinar campaigns, and even customer onboarding, we built structured processes that keep leads engaged and close more deals.

Fully Functional Setup - Fast

We had Pardot but lacked a clear path and the experience to make the most of it. The package gave us clarity on what we actually needed and best practices for how to do it. Implementation was fast, and we quickly had a fully functional setup.

Actionable Marketing Strategies and Tactics

ConvertPilot became one of my go-to contacts to discuss actionable marketing strategies and tactics. As the CEO of a venture-backed tech company, growing fast is mandatory. I know they are the right business to reach out to if you need help and advice for fast-paced marketing growth.

Nurturing Leads Better

I worked with ConvertPilot on a complex campaign setup for our marketing automation system. ConvertPilot guided us through the process and enabled us to nurture our leads better. They were very professional, and their work was top-notch.

Custom Pardot Consulting or Pre-Built Packages

Whether you need fast results with packages or fully tailored consulting, we make Pardot work for you.

Consulting

Classic
Pardot Consulting

Our dedicated expert will bring your marketing ideas to life with Pardot. Tailored to your goals while always considering the bigger marketing picture.

Packages