A marketing automation audit is not a tour of every workflow you own. Canadian teams we meet already have too many. The useful audit starts by asking which journeys still produce a meeting, and which ones only exist because nobody wanted to delete them.
Most HubSpot and Salesforce portals have a welcome series, a re-engagement series, a webinar series, and a hand-built one-off from last quarter. They all fire on overlapping lists. The buyer gets three emails in a week that do not know about each other. Adding a fourth workflow does not fix that. It hides it.
The deletion test is simple. If you cannot name the trigger, the exit, and the person who owns the reply, the workflow should be off. If it has not produced a sales conversation in ninety days, it should be off. Keeping it live because it might still convert is how a Canadian list gets worn out before the next campaign even starts.
Do the inventory in a spreadsheet only long enough to decide. Then turn things off in the tool, not in a slide. A documented pause that nobody executes is not an audit. Sales and marketing should agree on the handful of journeys that stay, and everything else should stop sending this week.
We wrote the deletion-first audit we use with marketing operations teams here: https://nexamartech.com/blog/2026-marketing-automation-audit-guide-mqlya2ky The rest of how we run this for Canadian companies is at https://nexamartech.com. If you want the live workflows listed against what they actually produce, write to hello@nexamartech.com.
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