Case Study: Digital Marketing Audit for Keystone Partners
Overview
Keystone Partners engaged Super Dimension to conduct a comprehensive audit of its digital marketing ecosystem. The company had invested in multiple platforms but lacked clarity on how effectively they worked together—or whether they were supporting business goals. Our task was to assess the full digital environment, document findings in detail, and distill key insights into actionable business priorities.
Role
Super Dimension was brought in to:
Audit Keystone Partners’ digital marketing and CRM systems
Evaluate tools including Salesforce Account Engagement, Google Ads, Analytics, Tag Manager, and reporting workflows
Identify inefficiencies, redundancies, and opportunities for improvement
Deliver a comprehensive findings document (30+ pages)
Translate technical analysis into four clear business priorities for leadership
Strategy
Ecosystem Assessment
We conducted a thorough review of Keystone’s digital infrastructure, mapping each system and its role in the customer journey. This included:
Lead capture and nurturing workflows
Advertising and campaign tracking setups
Analytics configuration and reporting accuracy
Integration points between platforms
Findings Documentation
The full audit report provided a 360-degree view of the marketing ecosystem, identifying technical gaps, underutilized tools, and opportunities for greater efficiency.
Executive Summary & Prioritization
To ensure the insights were actionable, we distilled the findings into the top four business priorities that would have the greatest impact on marketing performance:
Standardize tracking and reporting across platforms
Streamline lead management in Salesforce Account Engagement
Optimize Google Ads campaigns for efficiency and ROI
Establish clear governance for ongoing system updates and maintenance
Outcome
The audit delivered immediate value by:
Giving leadership a clear, prioritized roadmap for improvement
Enabling data-driven decision-making about where to invest resources
Providing both a comprehensive technical reference and an executive-friendly summary
Establishing the foundation for the next phase: a full ecosystem rebuild
Key Takeaways
An effective audit balances technical depth with strategic clarity.
Leadership teams need priorities, not just findings—distilling insights is key.
A clear roadmap from audit to implementation ensures faster impact and alignment.
What Happened Next
The audit became the blueprint for a larger digital marketing transformation project. Building on its findings, Super Dimension rebuilt Keystone Partners’ marketing ecosystem—streamlining platforms, tightening workflows, and delivering a 220% increase in leads. [Read the full case study →]