Stack Audit
A structured review of your current platforms, data flows, and campaign performance — with a clear findings report and quick wins.
Service
📊 Martech Strategy & Audits
Independent audits, platform selection, and roadmaps that cut wasted licence spend and connect your tools into one measurable system.
Who this is for
For leadership teams that suspect they're paying for tools they don't use, can't prove marketing ROI, or face a platform decision they want to get right the first time.
What we do
Capabilities.
Platform Selection
Vendor-neutral evaluation and RFP support when choosing between Salesforce, GoHighLevel, HubSpot, and other platforms.
Roadmap & Governance
A phased plan with priorities, owners, and measurable outcomes — so investment follows business value, not hype.
Measurement Framework
Attribution, dashboards, and KPIs that show what marketing is actually delivering.
What you get
Deliverables you can hold us to.
- A written audit report covering platforms, data, campaigns, and spend
- A prioritised quick-wins list you can action immediately
- A vendor-neutral platform recommendation with cost comparison
- A 6–12 month roadmap with phases, owners, and success metrics
- An executive summary you can take straight to leadership
FAQs
Common questions.
Are your recommendations biased toward Salesforce?
No. We implement multiple platforms, which means we profit either way — so our advice is based on fit. We've told clients to downgrade licences and to choose cheaper tools when that was the right call.
How long does an audit take?
A focused stack audit typically takes two to three weeks, depending on how many platforms and stakeholders are involved. You get the findings report and a walkthrough session at the end.
Can you implement the roadmap too?
Yes — many clients move from audit into delivery with us. But the audit stands alone: you own the report and can implement with any partner, including your in-house team.
Discuss your Martech Strategy & Audits project
We respond within one business day with a clear next step.