Marketo Instance Audit

How do CI Days work?

Firstly, – we'll build a Program of Works with you that is aligned to your MarTech goals. Everything is possible at this stage - some areas that we have focused on in the past include maturity matrix/platform health checks, training programs, expansion activities, campaign execution, alignment with Sales, SEM & Social marketing integration, MQL flow models, Lead Scoring models, Lead Queue assignment, ROI reporting, First/Last/Multi touch attribution, integration with other data silos... the list goes on.

We consider the work we need to execute, plan it out and then execute on a regular cadence – say every Friday. Then – over the following weeks, your expert comes to you – either: a) in person/your offices/in your systems or b) working remotely.

CERTIFIED EXPERTS

Engage regularly with our deeply experienced Marketo Certified Solutions Architects & Subject Matter Experts

Reach Your Goals

MQL flow models, lead scoring, ROI reporting, PPC integration, attribution, systems integration and more - you name it, we've done it.

Get Stuff Done

Drive continuous improvement by executing your enhancements on a regular cadence with expert assistance.

In-Person or Remote

Work is carried out in person, on your premises - or remotely, whatever works best for you.

Template Features

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Cross-platform Compatible

Fully-tested on all popular platforms and devices.

Optimised UX

We've unlocked the power of every feature that Marketo's LP and email editors have to offer with our user-friendly editing features.

Fully-customised Design

Beautifully designed layouts built to align with your corporate branding.

Re-usable Setup

The only set of templates you're ever going to need. A flexible template set-up, tailored to suit your current and future campaign requirements

Our Unique Development Process

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A dedicated Design and Dev team

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Thorough Testing Process

Training and Education

All-In-One

Our master templates are set up inside your Marketo instance, giving your Marketing team total control over digital asset creation and eliminating the need for a third-party platform.

We know that Marketo is involved. It takes time to get your instance just the way you like it. If you're like many organizations, you're so busy implementing and pulling the trigger on campaigns and being successful - that you forget there's some work to be done to keep the system running well.

BluprintX has launched over 300 instances of Marketo; often with a CRM, but not always. We are 15-year veterans of Marketo implementations. BluprintX ANZ are Gold-certified Marketo implementation partners in Australia, and part of the worldwide BluprintX group who are Marketo Platinum Partners with offices in the UK, Europe, Asia and the USA.

Meet some of the most experienced Marketo consultants in our team:

Helen Edwards

Senior Marketing Technology Consultant

MCE Certified. With 5+ years Marketo experience and a background predominantly in the financial services industry, Helen has used Marketo to drive complex engagement and rewards programs as well as lead generation life cycles. She is all too familiar with being the sole owner, administrator (and advocate) of a Marketo instance and has successfully implemented many Marketo add-ons such as workspaces and partitions and web personalisation. Helen is passionate about making data-driven, customer-centric decisions and loves nothing more than finding solutions to complex problems.

Nora Slattery

M.A.D Wizard

MCSA, MCE. The "original" Australian Marketo Certified Solution Architect in the Southern hemisphere. The longest serving, most experienced (200+ MKTO systems implemented) and most highly sought-after Marketo consultant in ANZ. Joined BPX in 2007. Co-author and executor of hundreds of Marketo training courses throughout 2014-2021.

Mina Saleeb

Marketing Automation Technologist

MCSA and MCE certified. A hugely experienced Marketing Automation Expert [Marketo] and CRM with demonstrated history in media & advertising (most recently at News Corp.); and on enterprise level Marketo & Salesforce instances such as UberEats and Ricoh. Skilled in Sales activation and CRM, Mina gets most passionate about data segmentation. A proven track record of managing complex systems instances alone.

Graham Porter

CEO & MarTech evangelist

A respected marketing mentor and technologist, Graham is founder and CEO of BluprintX APAC. A trusted authority on what it takes to harness modern marketing techniques and drive revenue, he develops high level strategies and takes these through to execution with platform selection, system integrations, data and reporting. Graham is skilled at driving sustainable growth for his clients and great at nurturing talent that aligns sales and marketing.

Veronica Holmes

Principal Consultant

MCSA & MCE certified - V is a subject matter expert in marketing automation and CRM, with specific expertise in platform selection, implementations, process and workflow. Delivering complex technical and business solutions for B2B businesses, Veronica supports clients in going beyond the technology to pinpoint exactly what business outcomes are needed to achieve real growth, and fast.

Audit Options

Sometimes you need to review your Marketo instance to make sure things are running optimally, it's working well with your CRM, and you have enough room for growth. We roll our sleeves up, review your marketing platform, and make some recommendations - for you to either build yourself, or get us to do for you.

Discovery

Time: 1-2 weeks

+ What's included?

DISCOVERY AUDIT

A maturity matrix that focuses on the core Martech pillars: People, Process, Technology, Data, Content.
We'll level-set the pillars against the five maturity levels: Stand, Stretch, Walk, Jog, Run
Developing a project plan and schedule through surveys and workshops
We'll compile data, score you in the matrix and analyse based on your responses
Finally - we'll optimise your roadmap with findings from the maturity assessment

DELIVERABLE

A short presentation and 2-page report, checkbox style, with a list of recommendations to get the best from Marketo in your environment.

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Explorer

Time: 3-4 weeks

+ What's included?

EXPLORER AUDIT

A maturity matrix that focuses on the core Martech pillars: People, Process, Technology, Data, Content.
We'll level-set the pillars against the five maturity levels: Stand, Stretch, Walk, Jog, Run
Developing a project plan and schedule through surveys and workshops
We'll compile data, score you in the matrix and analyse based on your responses
Explorer Audit includes more areas of your MarTech stack than Discovery - we'll be looking at Workspaces, Lead Partitions, CRM integration, RTP configuration, a data review (What is your true marketable database?), Program and Forms review, MarTech systems review, Social, SMS, Mobile and CRM, Sales Enablement, Marketo Roadmap Developments and more.
Finally - we'll optimise your roadmap with findings from the maturity assessment

DELIVERABLE

A detailed workshop session and in-depth 4-page Healthcheck review.

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Custom

Time: Depends

+ What's included?

CUSTOM AUDIT

If you're not too sure if one of these options applies to you, then let's talk! We can build one for you.

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Make your marketing automation hum

Marketo Instance Audit

BluprintX has a 42 point check-up for your instance. Our experts will undertake a reviewing your implementation and lay out the necessary modifications to make your Marketing Automation really hum.

A dedicated Design and Dev team

Thorough Testing Process

Training and Education

All-In-One