CMO · Framework · Intermediate · Saves 50+ hours
MarTech Stack Audit Framework
A comprehensive framework for auditing your marketing technology stack to identify gaps, redundancies, and optimization opportunities.
What's included
- Inventory Assessment
- Tool categorization
- Integration mapping
- Cost analysis
- Utilization scoring
- Capability Analysis
- Required vs. available capabilities
- Gap identification
- Redundancy analysis
- Optimization Roadmap
- Consolidation opportunities
- Integration improvements
- Training needs
Best used when
- Annual tech stack review
- New MarOps leader onboarding
- Pre-budget planning
- Post-acquisition integration
- Cost reduction initiatives
The template
Overview
INVENTORY ASSESSMENT
Tool Inventory
| Category | Tool | Vendor | Annual Cost | Primary Owner | Utilization % |
|---|---|---|---|---|---|
| Marketing Automation | $ | ||||
| CRM | $ | ||||
| Analytics | $ | ||||
| ABM | $ | ||||
| Intent Data | $ | ||||
| Enrichment | $ | ||||
| Chat | $ | ||||
| Webinar | $ | ||||
| Email Verification | $ | ||||
| Social | $ | ||||
| TOTAL | $ |
Integration Map
| Source | Destination | Data Exchanged | Method | Status |
|---|---|---|---|---|
| API / iPaaS / Manual | Working / Broken | |||
CAPABILITY ANALYSIS
Required Capabilities Matrix
| Capability | Required? | Current Tool | Gap? |
|---|---|---|---|
| Email marketing | Yes | Y/N | |
| Lead scoring | Yes | ||
| Landing pages | Yes | ||
| Campaign tracking | Yes | ||
| Lead routing | Yes | ||
| Analytics/reporting | Yes | ||
| ABM capabilities | Depends | ||
| Intent data | Depends |
Redundancy Check
| Capability | Tool 1 | Tool 2 | Recommendation |
|---|---|---|---|
| Consolidate / Keep both | |||
OPTIMIZATION ROADMAP
Priority Actions
| Priority | Action | Impact | Effort | Timeline |
|---|---|---|---|---|
| 1 | High/Med/Low | H/M/L | ||
| 2 | ||||
| 3 |
Frequently asked questions
What is the MarTech Stack Audit Framework?
A comprehensive framework for auditing your marketing technology stack to identify gaps, redundancies, and optimization opportunities.
Who is the MarTech Stack Audit Framework for?
It is built for CMOs and their teams working on Marketing Operations. The AI coach adapts it to your company, stage, and goals.
What's included in the MarTech Stack Audit Framework?
2 working sections: Overview; Tool Inventory.
How long does the MarTech Stack Audit Framework take to use?
It saves roughly 50+ hours versus building from scratch. Our AI coach can tailor the framework to your situation in minutes, then hand you a step-by-step plan.
Is the MarTech Stack Audit Framework free?
Yes. You can read the full framework and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the MarTech Stack Audit Framework?
The coach teaches you the framework, asks a few questions about your business, tailors the framework to you, and gives you measurable next steps to execute.