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MarTech Stack Health Check – Quick Audit

Evaluate the health of your current marketing technology setup in under 5 minutes. Get a diagnostic score and personalized insights.

Name

*

Which industry do you belong to?

*

Which industry do you belong to?

A

E-commerce

B

SaaS / Tech Product

C

Fintech

D

Health & Wellness

E

Education / Edtech

F

Media / Publishing

G

Travel & Hospitality

H

Agency / Consulting

I

Other

Email address

*

We’ll send your personalized score and report to this email.

What is your main goal with your MarTech stack?

Lead Generation

Customer Engagement

Workflow Efficiency

ROI Tracking

Scalable Growth

Other

Which of the following tools are part of your current stack?

*

Select all that apply

Which of the following tools are part of your current stack?

CRM (e.g., Salesforce, HubSpot)

Marketing Automation (e.g., SFMC, Marketo, Braze)

CDP (e.g., Segment, mParticle)

CMS (e.g., WordPress, Webflow)

Analytics (e.g., GA4, Mixpanel)

Advertising Platforms (e.g., Meta, Google Ads)

Lead Capture (e.g., Typeform, Intercom)

Data Warehouse (e.g., BigQuery, Snowflake)

None of the above

Other

How are your tools connected with each other?

*

Across your stack, overall

How are your tools connected with each other?

A

No integration – data is siloed

B

Manual imports/exports

C

Using Zapier/Integromat or similar tools

D

Native API integrations

E

Centralized via CDP or ETL

What % of your CRM/lead data has complete fields (email, phone, name)?

*

What % of your CRM/lead data has complete fields (email, phone, name)?

A

Less than 50%

B

50–75%

C

75–90%

D

Over 90%

E

N/A – I don’t use a CRM yet

Do you actively de-duplicate and validate incoming data?

*

Do you actively de-duplicate and validate incoming data?

A

Yes

B

No

Do you track data freshness?

*

Do you track data freshness?

A

Fully

B

Partially

C

Not at all

Do you manage consent actively?

*

Do you manage consent actively?

A

Fully

B

Partially

C

Not at all

Do you have lifecycle journeys set up?

*

Do you have lifecycle journeys set up?

A

None

B

Basic (Welcome/Nurture only)

C

Intermediate (Re-engagement, Upsell)

D

Advanced (Behavioral, multi-branch)

What triggers your campaigns?

*

What triggers your campaigns?

A

Manual

B

Time-based

C

Behavioral + time-based

D

Fully behavior-driven

Do you test your marketing experiences or workflows?

*

Do you test your marketing experiences or workflows?

A

Never

B

Occasionally

C

Frequently

Do you track campaign ROI in a structured way?

*

Do you track campaign ROI in a structured way?

A

Not at all

B

Sometimes

C

Yes, consistently

What attribution model do you use?

*

What attribution model do you use?

A

None

B

Last-click

C

First-touch

D

Multi-touch

E

Data-driven

F

Incremental / Control Group Comparison

Do you use UTMs or link tracking for all campaigns?

*

Do you use UTMs or link tracking for all campaigns?

A

No

B

Partially

C

Yes

How many people in your team actively use Martech tools weekly?

*

How many people in your team actively use Martech tools weekly?

A

Just me

B

2–5

C

6–10

D

10+

Has your team received formal training on your core tools?

*

Has your team received formal training on your core tools?

A

No

B

Yes

Do you have an internal Martech owner or admin?

*

Do you have an internal Martech owner or admin?

A

No

B

Yes

Can your current stack handle more traffic, campaigns, or geographies?

*

Can your current stack handle more traffic, campaigns, or geographies?

A

Yes

B

Somewhat

C

No

Have you faced performance issues during spikes?

*

Have you faced performance issues during spikes?

A

Yes

B

No

Do your current licenses limit growth or usage?

*

Do your current licenses limit growth or usage?

A

Yes

B

No