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Marketo Assessment

Not seeing ROI from your Marketo implementation?

We have helped multiple customers with a proper Marketo assessment. From analyzing the ROI of their Marketo implementation to smaller assessments on topics such as data quality, GDPR comliance and/or templates. Most loved by our customers is our full instance check. After an assessment you might be interested in our Marketo coaching services.

Full Instance Check

After the customer signs the contract with us, including NDA of course, and the processor agreement is signed, we typically have a kickoff call with the customer, and then get access to their instance to do an initial scan and prepare ourselves.

The main assessment will be in a workshop format at the customer. During a workshop of 2-5 hours, we’ll go through the entire Marketo instance. From Marketing Activities till Admin and Lead Database. Along the way we’ll document every possible improvement in a backlog. Customers typically write down a lot too, as these power workshops are filled with best-practices shared by our experts.

A few days after the workshop, we’ll run through the backlog items with the customer. We’ll provide them with background on how the customer can implement those changes. On request we can also help prioritize backlog items, based on business impact and required effort.

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More Marketo assessments

Examples of other Marketo assessments and checks.

Data Assessment

E.g. quality, cleansing processes, etc.
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Comliance Check

E.g. AVG, GDPR, Consent, Cookies, etc.
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Business Case Check

E.g. Validate your Marketo pilot
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Template Assessment

E.g. Code, flexibility, branding, etc.
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Get the most out of your Marketo

with our best Marketo experts

CHAPLOOP™ Our proven method for growing your business with Marketo

Nowadays your prospects and customers expect your company to be relevant, by understanding them. Ever improving and more affordable marketing technology allows your company, and your competitors, to do just that. It’s up to you to win the race against your competition.

With the Chaploop™ there finally is a repeatable methodology that puts all the pieces and topics together in a meaningful way. Before the Chaploop™ topics like ‘lead scoring’, ‘data’, ‘organization’ and ‘training’ were just unconnected words in table or grid view.

Assessments are just one of the ways our methodology helps you grow your business with MarTech, such as Marketo.

chaploopi-i-strategy-a-discover-2-assessments
Eoin Johnson
Marketing Automation and Technology Strategic Lead at Staples
“Working with Chapman Bright helped us get our Marketing Automation project off the ground. Their vital and actionable insights were crucial to our business case and project plan.”

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Get the most out of your Marketo

with our best Marketo experts