Is Your Pardot InstanceActually 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
Request Your Pardot Audit
Tell us about your setup and we'll reach out within 24 hours to schedule your review.
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.
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.
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.
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.
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.
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.
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
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
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.
Live Audit Call
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
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 AuditReviewed 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.
Common Questions About the Audit
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.
