MarTech Stack Audit Checklist
MarTech Stack Audit Checklist
A 60-point diagnostic to uncover gaps across your events, segments, campaigns, and integrations. Uncovers 3–7 critical issues per audit on average.
What's inside:
- Section 1 — Event Tracking (12 checks)Are key lifecycle events firing correctly? Are event properties consistent? Are anonymous + identified users reconciled?
- Section 2 — Segmentation Health (10 checks)Are segments stale? Are they based on behavior, not just demographics? Are suppression lists in place?
- Section 3 — Campaign Coverage (14 checks)Are all lifecycle stages covered? Are flows overlapping? Is frequency capping configured?
- Section 4 — Integrations & Data Flow (12 checks)CDP connections, warehouse sync, third-party tool handshakes.
- Section 5 — Reporting & Attribution (12 checks)Are revenue attribution models configured? Are email, SMS, and push metrics tracked in a unified view?
Each item is marked: ✅ Pass / ⚠️ Needs Work / ❌ Critical Fix. Includes a prioritization matrix at the end.
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Here’s what we’ll dig into:
Where your lifecycle flows are underperforming and the revenue you’re missing
How AI-driven personalisation can move the needle on retention and LTV
Quick wins your team can action this quarter
Whether Propel AI is the right fit for your brand, stage, and stack
