CLEAN IT UP

The Martech Audit Template gives you and your team a clear, comprehensive view of your entire marketing technology stack. More than just a budgeting tool, it helps you inventory all the tools you’re using, understand how effectively they’re being utilized, and identify areas of overlap or gaps within your marketing lifecycle. With just three simple tabs budget, inventory, and audit the template makes it easy for anyone, from a senior marketer to a new hire or intern, to quickly get up to speed, analyze your stack’s performance, and offer strategic recommendations. Whether you’re streamlining tools, planning for growth, or optimizing spend, this audit brings clarity to your martech decisions.

In the Marketing Audit Template, the Inventory and Audit tabs help you organize your marketing tools by type and usage. These tabs are designed to make it easy to sort tools like Asana (a team management app), Google Sheets (a spreadsheet and collaboration tool), Slack (a team communication platform), and others. Each section allows you to list the tool name alongside its specific purpose or function, whether it’s for team coordination, content creation, analytics, or design. The template is built around two key marketing phases, Strategic Marketing Planning and Implementation, so you can see how each tool contributes to your workflow at every stage.

Annum’s Marketing Technology Audit Template is built for ease and clarity. While many other templates are packed with a dozen complicated tabs, ours keeps things simple with just three streamlined tabs so anyone, from an intern to a senior manager, can use it confidently without getting overwhelmed. It’s designed to be quick to fill out and easy to understand, making it the perfect starting point whether you’re building a martech stack from scratch or trying to clean up an existing one.

On the first tab, you can easily calculate how much of your budget should go toward marketing technology, and where it’s best spent. From there, you’ll track each tool’s utilization and performance, helping you see which tools to keep, cut, or reassess. Unlike most audits, Annum’s is driven by a simple method of assessment, real numbers and data, not guesswork, so that you can make smart, informed decisions with minimal effort.

The time it takes to complete the audit varies depending on your role and access to information. For a manager or CEO who already knows which tools are in use and has budget details on hand, it may take as little as 1–2 hours to complete. For an intern or new team member, it might take a bit longer, especially if they need to interview colleagues across departments to gather the necessary data. Either way, the template is designed to be straightforward and easy to use, regardless of your position.

Yes! Once you download the marketing technology audit template, you can easily share it with other team members to help speed up the process or gather information from different departments. We recommend working from one shared version to keep the data consistent and ensure every channel is accurately represented. You’re welcome to share the file with as many people as needed, make sure everyone is updating the same version to avoid confusion.

Absolutely! This marketing technology audit template is the perfect project for a summer intern or new hire. The audit is simple and straightforward, making it easy for someone new to jump in. It gives them a valuable opportunity to interview team members, learn how different tools are used across departments, and gain a deeper understanding of your business operations. At the same time, they’ll be building a useful, data-driven spreadsheet that helps you make smarter, more strategic decisions about your martech investments.

This martech audit template is specifically focused on the software portion of your marketing budget. However, on the first tab, you’ll find a planned budget section at the bottom that breaks down your overall marketing budget into key categories: labor, agencies/services, marketing technology, and paid media.

Yes, our marketing audit template can be used for any type of business and any size. It is made to be versatile, whether that is for a larger company with many employees or a start-up with one.