Streamline Your Marketing Technology Stack with Our Audit Form

Marketing technology stacks have grown increasingly complex, with the average company using 120+ different marketing tools. For agencies managing client accounts, understanding the full landscape of platforms, integrations, and utilization is critical to delivering strategic value.

This Marketing Technology Audit Form is designed specifically for marketing agencies, consultants, and digital strategists who need to conduct thorough martech assessments for their clients. Whether you're onboarding a new client, conducting an annual technology review, or looking to optimize marketing spend, this template helps you systematically inventory platforms, assess utilization, map integrations, and identify consolidation opportunities.

Why Use Paperform for Your MarTech Audits?

Built for agencies that rely on professional forms every day, Paperform transforms complex discovery processes into streamlined, on-brand experiences. This marketing technology audit template includes conditional logic that adapts questions based on responses, calculation fields for automatic scoring, and a clean, professional design that reflects well on your agency.

With Paperform, you can embed this form directly into your website, share it via custom domain, or send it as part of your client onboarding workflow. Once submitted, responses can automatically flow into your project management tools, CRM, or reporting dashboards using Stepper—Paperform's AI-native workflow builder—or native integrations with tools like Airtable, Notion, and Slack.

Perfect for Agencies and Marketing Consultants

This template is ideal for digital marketing agencies, marketing operations consultants, MarTech specialists, and growth teams who need to quickly assess a client's technology landscape. The form captures everything from CRM and marketing automation platforms to analytics tools, social media management software, and advertising platforms—giving you a complete picture of what's working, what's redundant, and where there are gaps.

The structured format ensures you gather consistent data across all client audits, making it easier to benchmark, identify patterns, and deliver data-driven recommendations. Whether you're preparing a strategic roadmap, building a technology consolidation plan, or simply getting aligned with a new client, this form provides the foundation for informed decision-making.

Automate Your Agency Workflows

After the audit is complete, use Stepper to automatically generate audit reports, update your client database, trigger follow-up tasks for your team, or even create draft recommendations based on the submitted data. This automation saves hours of manual work and ensures nothing falls through the cracks during busy onboarding periods.

Trusted by agencies worldwide and SOC 2 Type II compliant, Paperform gives you the professional tools you need to deliver exceptional client experiences from the very first touchpoint.