Identify Gaps With a Pardot Audit and Health Check
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.
Setup Review
Gap Detection
Final Suggestions
We deliver a clear, prioritized list of what to fix and improve.
CRM Evaluation
We check the Salesforce sync for data issues and setup.
Issue Mapping
We group issues by urgency and impact to guide your next steps.
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
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
Ready-to-Use
Pardot Packages
Our pre-built best-practice automations and templates for key marketing processes. Get up and running fast and start seeing results in no time.
Let’s Find the Right Fit and Get You Started
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We Make Pardot Work for You
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