/dm:martech-audit

Purpose

Evaluate the current marketing technology stack for gaps, overlaps, integration issues, and optimization opportunities. Produces a comprehensive stack assessment with actionable consolidation and upgrade recommendations tied to ROI projections and implementation feasibility.

Input Required

The user must provide (or will be prompted for):

• Current tools/platforms: List of marketing tools in use, organized by category if possible (e.g., CRM: Salesforce, Email: Mailchimp)
• Budget for martech: Current annual martech spend and available budget for changes or additions
• Team size and technical skill level: How many people use the stack, their roles, and technical proficiency (beginner, intermediate, advanced)
• Primary marketing goals: What the stack needs to support (lead gen, e-commerce, content marketing, ABM, retention, etc.)
• Pain points with current stack: Known issues, bottlenecks, manual workarounds, data silos, or team frustrations
• Growth plans: Expected team or business growth that may affect stack requirements in the next 12-18 months
• Compliance requirements: Any data privacy, security, or regulatory constraints (GDPR, HIPAA, SOC 2, etc.)
• Integration priorities: Which tools absolutely must talk to each other (e.g., CRM-to-email, ads-to-analytics)
• Evaluation scope: Full stack audit or focused assessment of specific categories (e.g., just analytics, just automation)