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.

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Pardot consultant focused on his laptop while working

Prioritized Fix List

Empowering high-growth teams with Pardot and beyond

How a Pardot Audit Gives You Direction

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

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.

Laptop showing a visual automation journey with branching logic

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.
Audit
Let’s Find the Right Fit and Get You Started
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What Our Clients Say

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.
Andreas PoellVP Marketing, softgarden
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.
Gesine LiskienMarketing Manager PR, xSuite
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.
Yannick EvansVP of Sales, Paul’s Job
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.
Farina GeorgiSustainability Coordinator, WAGO
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.
Mo AkbariCEO, HoloBuilder
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.
Matthias GrooMarketing Lead, Forto