The marketing efficiency audit

Streamline your marketing operations with this efficiency audit checklist.

July 28th, 2025

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The marketing efficiency audit cover page

Today’s marketing teams are stretched thin. Packed road maps. Half the budget. Ever-shifting priorities. Sound familiar? Before you add more tools or rewrite your process from scratch, take a beat.

This step-by-step audit helps you uncover what’s actually slowing you down — and what you can do about it.

What you’ll find inside our marketing operations audit:

  • A tactical framework to evaluate team structure, workflows and tools

  • Real-world methods for diagnosing roadblocks (before prescribing solutions)

  • Actionable steps to align stakeholders, reduce silos and move faster

  • Change management strategies that stick

Who it’s for:

  • Marketing leaders looking to boost performance without burning out their teams

  • Marketing operations pros ready to spot inefficiencies and system gaps

  • CMOs and execs who want clarity before making their next big move