Services
Marketing
Marketing Automation Audit
Audit your entire automation stack to find what's working, what's broken, and what's wasting resources.
Intelligence
Automation built more than a year ago tends to become infrastructure nobody fully understands. Workflows were added on top of workflows. Someone changed a field name that three triggers depended on. A team member left and the logic they built lives only in the automation layer. The system runs, but whether it's doing what it was designed to do is a question most teams can't confidently answer. The audit surfaces what's broken, what's drifted from its original purpose, and what's quietly costing pipeline.
Marketing automation was supposed to run in the background and just work. In most companies, it does run in the background. Whether it works is a different question that nobody has answered recently.
Workflows built two years ago reference segment criteria that have since changed. Sequences enroll contacts who should have been excluded. Trigger conditions that made sense at the time create loops or gaps when the data model evolves. Contacts fall out of automation at specific points because of logic errors that were never visible at the workflow level.
The performance problem is real: automation failures tend to be invisible until they show up as a frustrated customer, a deliverability issue, or a gap in pipeline that nobody can explain. By the time someone traces it back to the automation, the damage is done.
What we do
We map every active workflow, sequence, and automated process and trace contacts through the full automated journey from lead to customer. We check enrollment rates, completion rates, and exit points against what the workflows were designed to do. We identify logic errors, outdated criteria, missing exclusions, and contacts who fell out of automation at points they shouldn't have.
The audit covers both configuration correctness and performance: is the automation doing what it was designed to do, and is what it was designed to do actually serving your current business model.
For context on what this type of analysis typically surfaces, read how automation failures hide inside unused CRM data.
Deliverable
A complete automation audit report covering every active workflow with enrollment analysis, failure point identification, logic error documentation, and prioritized fix recommendations. Plus a governance framework for reviewing automation on a regular cadence so it doesn't drift again.
Outcome
Automation that runs correctly and that you can verify. Fewer contacts falling through gaps. Better deliverability from cleaner enrollment logic. And a clear picture of which workflows are worth keeping, which need to be rebuilt, and which should be turned off.
How Veloxa Stopped a Leaky Funnel and Grew Conversions by 22% — recovered $1.2M in pipeline, cut CPL by 40%, and grew conversions by 22%.
Best Fit
This is for any company whose marketing automation was set up more than a year ago without a structured review since. If you've added workflows on top of workflows, inherited a setup from a previous team, or had a data model change that nobody fully reconciled with the automation layer, this audit will surface what broke and what's at risk.