MarTech Audit

Perform a health check to see how your MarTech stack is delivering on ROI

An independent MarTech audit from UpStride reveals where your tools, data, and teams are leaking value, then maps the fastest path to revenue.

The Problem

Most marketing teams pay for capabilities they never activate

Tools overlap. Data fragments. Campaigns rely on workarounds that break at scale. Vendor reports tell you everything is fine — until renewal.

A MarTech audit gives you a vendor-neutral view of what your stack actually delivers, what it costs you, and what to do next. No platform allegiance. No upsell.

What You Get

A clear answer to four questions.

Capability vs. Utilisation

What you bought vs. what's live
  • Full inventory across every license
  • % of capability actually deployed
  • Shadow tools and forgotten contracts

Data & Identity Health

The plumbing under every campaign
  • Identity stitching
  • Data modelling
  • CDP and/or datalake/warehouse readiness

Prioritised Roadmap

Twelve months, sequenced by ROI
  • Quick wins inside 30 days
  • Structural fixes for quarter two
  • Strategic bets for the year ahead
Our Framework

Five lenses. One unified view.

We assess your MarTech across five dimensions — because a stack assessment without data, measurement, and team context misses the point.

Stack & Architecture

Objective

Reality check, MarTech architecture.

Output

Current & future state MarTech architecture.

Data & Identity

Objective

Schema, identity, consent, sync logic.

Output

Data gaps & roadmap.

Activation

Objective

Journey coverage, personalisation depth.

Output

Lifecycle gaps analysis.

Measurement

Objective

Attribution integrity, data availability.

Output

Measurement framework.

Team & Process

Objective

Skills, RACI, processes.

Output

Operating model recommendations.

Engagement

Fixed scope. Fixed fee. Four to six weeks.

PhaseDurationOutput
Discovery & data gatheringWeek 1Stakeholder interviews
AnalysisWeeks 2–3Capability heatmap, data audit, journey-by-journey assessment
SynthesisWeek 4Findings ranked, roadmap drafted, ROI modelled
Readout & activationWeeks 5–6Executive presentation, full report, prioritised 12-month roadmap
Frequently Asked

Common questions.

How is this different from a vendor's health check?

Vendor health checks are sales tools. We have no platform allegiance and no implementation revenue tied to the findings.

Do you audit specific platforms or the whole stack?

Both. We can scope to a single platform — Braze, Salesforce Marketing Cloud — or preferably the entire MarTech ecosystem.

Will you implement the recommendations?

Optional. You can take the roadmap to your in-house team, your incumbent agency, or engage UpStride for delivery. The audit stands on its own.

How quickly will we see value?

Most clients action quick wins within 30 days of the readout — typically license consolidation, broken integration fixes, or unactivated journey templates.

Let's talk

Stop guessing. Get the truth about your MarTech stack

Book a 30-minute scoping call with a senior UpStride consultant.