Checklist · Updated October 10, 2026
MarTech audit checklist and stack inventory template
Run a MarTech audit step by step — spend, usage, overlap, data flows, contracts, risk — and record it in a 16-field inventory template you can download as CSV.
Checklists, templates, and notes you can actually use.
These are working documents from real projects, not lead magnets — nothing here asks for an email address. They cover what to define before an analytics implementation starts, how to structure a site so search engines can read it, what to verify before a launch, and how to plan an automation program before configuring the tool.
Start with the interactive assessment if you want a structured read on where your stack actually stands, and with the audit checklist and inventory template when you already know you need the full picture of what you own. The checklists and templates are the companion pieces to the longer articles in Insights; each one links back to the reasoning behind it.
Featured planning tool
MarTech stack readiness assessment
Answer nine questions and receive a transparent, prioritized path for improving or evaluating your MarTech stack.
- 9 questions
- About 5 minutes
- No answers recorded
Where to start
Pick the line closest to what you are doing this week.
- You are about to buy or replace a tool
- MarTech stack readiness assessment →
- You need to know what you already pay for
- MarTech audit checklist and stack inventory template →
- A vendor used a term you cannot pin down
- MarTech glossary →
- You are starting a tracking implementation
- Analytics implementation checklist →
- GA4 or Tag Manager is collecting the wrong thing
- GA4 and GTM notes →
- A site or a redesign goes live soon
- Website launch checklist →
- You are restructuring a site for search and AI answers
- SEO architecture checklist →
- Someone asked for a new automated journey
- Marketing automation planning template →
More resources
Glossary · Updated October 10, 2026
MarTech glossary
58 practitioner definitions across the whole stack — architecture, measurement, customer data, activation, privacy, AI search — each with the vendor tells to watch for.
Checklist · Updated October 10, 2026
Analytics implementation checklist
What to define before a single tag ships: measurement plan, naming, consent, QA, and ownership.
Checklist · Updated October 10, 2026
Website launch checklist
The technical and measurement steps worth verifying before any site or page goes live.
Checklist · Updated October 10, 2026
SEO architecture checklist
Structuring service pages, location pages, and supporting content so search engines understand the site.
Template · Updated October 10, 2026
Marketing automation planning template
A six-section plan to complete before building any journey — every field shown completed for a B2C abandoned checkout and a B2B webinar follow-up, a pre-launch review, and Markdown and CSV downloads.
Notes · Updated October 10, 2026
GA4 and GTM notes
Working notes on events, parameters, debugging, and the patterns that keep containers maintainable.