FREE AUDIT · ACCOUNT ENGAGEMENT / PARDOT
Is Your Pardot Instance
Actually Working?
Most Account Engagement orgs have at least 3–5 critical issues quietly causing bad data, broken syncs, and wasted marketing spend — and most teams have no idea. We'll find them.
Sync error queue review and remediation plan
Lightning vs Classic gap analysis
Connected campaigns configuration check
Field mapping and sync direction audit
Scoring & grading model assessment
Multiple formats available
No obligation
Certified Pardot specialist
Request Your Pardot Audit
Tell us about your setup and we'll reach out within 24 hours to schedule your review.
WHAT WE FIND
5 Issues We Find in Almost Every Pardot Audit
These aren't edge cases — they're the rule. If your org has been live for more than a year, chances are at least three of these apply to you right now.
#1
Sync Error Queue Not Being Monitored
Unresolved sync errors between Pardot and Salesforce are one of the most common — and most damaging — issues found in audits. Errors pile up silently, meaning leads stop syncing, data becomes inconsistent between platforms, and sales teams are working from incomplete records. Most customers don't realize the queue exists, let alone that it needs regular attention.
#2
Still Running on the Classic Interface
Many Pardot users are still operating in the legacy Classic interface without realizing they're missing out on significant functionality available only in the Lightning App. Features like engagement history, connected campaigns, and the newer automation tools are either unavailable or heavily limited in Classic. Migrating to Lightning is a foundational step before almost any optimization work.
#3
Connected Campaigns Not Enabled
Without connected campaigns enabled, Pardot and Salesforce campaigns operate in silos — meaning reporting is fragmented, attribution is unreliable, and there's no single source of truth for campaign performance. Enabling it unlocks proper multi-touch attribution and aligns marketing and sales around the same campaign data.
#4
Syncing Fields Not Mapped or Behaving Unexpectedly
Field mapping between Pardot and Salesforce is frequently set up once and never revisited. Over time, fields get added in Salesforce with no corresponding Pardot field; sync direction is set incorrectly (causing Pardot to overwrite good CRM data), or key fields are missing entirely. A field audit often surfaces data integrity issues that have been quietly causing problems for months.
#5
Prospect Scoring & Grading Not Configured or Actively Used
Pardot's scoring and grading system is one of its most powerful features, but it's left at default settings in the vast majority of accounts. Default scoring treats a link click the same way regardless of context, and grading profiles are rarely tailored to the actual ideal customer profile. Without a properly configured model, lead quality signals are meaningless and sales teams quickly lose trust in the data.
AUDIT FORMATS
Choose the Right Depth for Your Needs
From a quick self-serve scorecard to a full multi-area deep dive — we have an audit format for every stage and situation.
Scorecard / Grader
Instant
Top of funnel
A quick, self-guided assessment that gives you an instant snapshot of your Pardot health. Answer 10–15 questions across key areas and receive an automated PDF report with a score and personalized recommendations.
Async Expert Review
3–5 business days
Busy teams
Share read-only Pardot access (or a screen recording) and our team reviews your account at their own pace. You receive a written findings report and a priority-scored action list — no scheduling required.
Most Popular
Live Audit Call
45–60 minutes
Most popular
A screen-share session where a consultant walks through your Pardot account with you in real time. Get instant feedback, a recorded session, and your top three recommendations before you've even hung up. This format converts to project work better than any other.
Full Health Assessment
60-min readout call
Deepest dive
A multi-area deep dive covering account structure, data quality, email health, automations, scoring and grading, Salesforce sync, and reporting. Delivered as a polished slide deck. Best positioned as a limited, time-boxed offer to create urgency.
Not sure which format is right for you? We'll recommend one based on your situation.
Request Your Audit →WHO'S DOING THE AUDIT
Reviewed by a Certified Pardot Specialist — Not a Junior Analyst
Your audit is led by Ayrielle Berrymen, a certified Salesforce Solution Architect and Salesforce Marketing Champion with 10+ years of hands-on Account Engagement (Pardot) consulting experience across B2B organizations.
We've reviewed dozens of Pardot orgs across nonprofits, life sciences, professional services, and technology companies. We know where the problems hide — and how to fix them.
Ayrielle Berrymen
Marketing Cloud Account Engagement Specialist
Solution Architect
Pardot Specialist
Marketing Champion
Common critical issues found in the average Pardot org
Of audited accounts had sync errors that had never been resolved
Average improvement in lead quality signals after scoring model rebuild
Typical time to resolve most findings once prioritized
FAQ
Common Questions About the Audit
What's the difference between Account Engagement and Pardot?
They’re the same product. Salesforce renamed Pardot to “Marketing Cloud Account Engagement” in 2022. All functionality is identical — both names are used interchangeably.
How long does a typical audit take?
It depends on the format. A Live Audit Call is 45–60 minutes. An Async Expert Review takes 3–5 business days. A Full Health Assessment typically takes 5–7 business days plus a readout call.
Do we need to give you access to our Salesforce org?
For the Async and Full Health Assessment options, we’ll request read-only access to your Account Engagement instance. For the Live Audit Call, you simply share your screen — no access required.
What happens after the audit?
You’ll receive a prioritized action list. Many clients choose to engage us to implement the recommendations, but there’s absolutely no obligation. The audit stands on its own as a valuable deliverable.
Our team set up Pardot years ago — is it worth auditing?
Absolutely. In our experience, accounts that were set up more than 18 months ago almost always have accumulated sync errors, unmaintained scoring models, and missed Lightning migration opportunities. An audit typically surfaces at least 3–5 high-priority issues.
Ready to See What's Actually Going On in Your Pardot Org?
Stop guessing. Get a clear, expert-led picture of what's working, what's broken, and what to fix first.