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Are Your Marketing Ops Ready for the Year Ahead?
The difference between an expense and a revenue driver is your operational foundation. See if your current setup is built for the next era of marketing. Get your 'Readiness Score' and find out if it's time for a tune-up or a total overhaul.
The "Marketing Ops Efficiency Audit" Questions
Each answer choice corresponds to a point value (1 = Laggard, 5 = Leader).
First and Last Name
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Email
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LinkedIn
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Business Website
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How effectively does your data flow between your core marketing and sales platforms?
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How effectively does your data flow between your core marketing and sales platforms?
A
(1) Manual & Fragmented: We rely heavily on manual CSV uploads and spreadsheet magic.
B
(3) Inconsistent: We have some automation, but sync errors and duplicate records are common.
C
(5) Seamless: We have real-time, bi-directional integration between our CRM and Marketing Automation Platform.
How confident are you in your ability to prove marketing’s impact on revenue?
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How confident are you in your ability to prove marketing’s impact on revenue?
A
(1) The Guessing Game: We mostly rely on "gut feel" and top-of-funnel metrics like clicks or opens.
B
(3) Partial Visibility: We track lead volume, but we struggle to tie specific campaigns to closed-won deals.
C
(5) Full ROI Clarity: We have automated multi-touch attribution that shows the exact path from first touch to revenue.
How quickly and reliably are new leads handed off to your sales team?
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How quickly and reliably are new leads handed off to your sales team?
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(1) Delayed: Leads often sit in the system for 24+ hours before being assigned or noticed.
B
(3) Automated but Messy: Leads route automatically, but sales follow-up is inconsistent and lacks tracking.
C
(5) Instant & Accountable: Routing is immediate with automated alerts and strict tracking in place.
Which of the following best describes your relationship with your tech stack?
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Which of the following best describes your relationship with your tech stack?
A
(1) Underutilized: We pay for expensive tools that we don't fully understand or use.
B
(3) Basics Only: We use the core features, but have significant "shelfware" that adds cost without value.
C
(5) Fully Optimized: Every tool in our stack has a clear purpose, an owner, and is utilized to its full potential.
If your lead Ops person left tomorrow, how easily could someone else manage your systems?
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If your lead Ops person left tomorrow, how easily could someone else manage your systems?
A
(1) Tribal Knowledge: Everything is stored in one person's head; there is no written record of how things work.
B
(3) Outdated Records: Some processes are documented, but they haven't been updated in months (or years).
C
(5) The Playbook: We have a comprehensive, living "Source of Truth" manual that anyone can follow.
Find Your Score
