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Audit

A Pardot Audit That Ends With an Action Plan, Not a Report

We find what’s broken or underused in your Pardot setup and tell you what to fix first. Fixed price: $1,300, credited in full if you book a package within 90 days.

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Pardot consultant focused on his laptop while working Prioritized Action Plan

Teams we’ve worked with

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

Signs Your Pardot Needs a Second Look

If one of these sounds familiar, the audit shows you why, and what to fix first.

  • Features You Pay For but Don’t Use. Dynamic content, scoring and Engagement Studio sit idle while your team builds everything by hand.
  • A Double Opt-In That Fails Quietly. Confirmation emails don’t go out or don’t record consent, so your list grows without the proof GDPR asks for.
  • A Broken Salesforce Integration. Sync errors and field mappings that overwrite each other, so sales and marketing look at different numbers.

What the Pardot Audit Checks

We go through your Pardot setup piece by piece: tracking, automations, data, the Salesforce sync, forms and emails.

  • Structured

    Setup Review

    Tracking, automations, data and assets across your whole Pardot instance.

  • Targeted

    Gap Detection

    Misconfigurations, missing pieces, and features you pay for but don’t use.

  • Actionable

    Action Plan

    What to fix and improve, in the order that matters.

  • Connected

    Salesforce Sync Check

    Data errors and setup problems between Pardot and Salesforce.

  • Prioritized

    Issue Mapping

    Every issue ranked by urgency and impact, so you know what comes first.

  • Organized

    Naming and Folders

    A structure your team can find their way around in.

  • Man thinking about his use case and pointing upAudit

    Want to Know Where Your Pardot Stands?

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See What You Get

A written action plan: what’s broken, what’s unused and what to fix first, ranked by urgency and impact, so your team knows where to start on Monday. Then a 90-minute readout where we walk you through it.

ConvertPilot

Pardot Express Audit · Action Plan

ExamplePrepared for Brightline Software, a made-up company

Verdict

A solid base, three fixes first

Pardot runs and the Salesforce sync works. Scoring and two field mappings cost you leads and trust in your reports.

Edition
Pardot Plus, Sales Cloud Enterprise
Prospects
48,000, a fifth inactive
Engagement Studio
23 programs, 9 active
Scoring
One model from 2021, no decay

Fix first, in this order

  1. Fix the two field mappings that overwrite Salesforce. Industry and lead source sync the wrong way, so sales sees older values from Pardot.

  2. Rebuild scoring with decay. Points hardly ever go down, so leads from 2022 still count as hot. Add decay and agree on the threshold with sales.

  3. Archive the 14 programs that don’t run. They still hold prospects in steps nobody watches.

Also found

  • 1,200 prospects without an opt-in record, all from one old import.
  • Three forms that don’t add anyone to a Salesforce campaign.
  • Twelve users with admin rights they don’t need.

Excerpt. Your action plan covers every area we check.

Who the Audit Is For

  • Teams who inherited Pardot and need to know what’s there.
  • Teams before a bigger project, like a rebuild or a move, who want a clear starting point.
  • Teams whose partner left halfway and who need an honest picture.

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 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

Two Certified Pardot Consultants

A certified Pardot consultant does your audit and walks you through the action plan, with a second one as backup. Since 2018 we’ve run 50+ Pardot projects.

  • 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 Account Engagement Consultant
    • Certified Marketing Cloud Next Consultant
    • Certified AI Associate

How the Audit Runs

  1. 1

    Short Call

    We agree on what worries you most and where the audit should look first.

  2. 2

    Read-Only Access

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

  3. 3

    We Audit

    We go through every area and write down what we find.

  4. 4

    Action Plan and Readout

    You get the written action plan, and we walk you through it in 90 minutes.

One Price, Credited If You Go Ahead

The Express Audit has a fixed price. Book fixes or a package within 90 days and it’s credited in full.

  • $1,300Fixed price for the Express Audit
  • 90 daysTo credit it in full against a package

Explore Marketing Cloud Services by Industry

See how we work with teams in your industry.

Frequently Asked Questions

Your question isn’t here? Ask us directly.

Is this the same as a Pardot health check?

It goes deeper. Our free Pardot health check gives you a first score in a few minutes; the audit checks your whole setup and ends with a written action plan.

What does the audit cost?

$1,300, fixed. It’s credited in full against any package you book with us within 90 days.

Do you change anything in our Pardot?

No. We work with read-only access, so nothing in your org changes.

Can you fix what you find?

Yes. We quote the fixes as a package or as Pardot consulting, and the audit fee is credited in full within 90 days.

We’re planning Marketing Cloud Next. Do we need the audit?

Usually the Readiness Check fits better: it looks at your licence, Data 360 and what the move takes.

Do you also audit Marketing Cloud Next?

Yes. Few teams run it yet, so we agree on the scope with you first. Get in touch.

We Make Pardot Work for You

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

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