Pardot Consultant Vetting

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Pardot Consultant

Hiring a Pardot consultant can be a game changer for your business or organization. A qualified Pardot Consultant can provide insight and expertise that puts a powerful tool on the track to strategic success. But to get results that will radically improve your marketing automation, you need to choose the right Pardot Consultant.

You should apply the same vigorous vetting process to Pardot consultants as you do for full-time hires. If your consultant doesn’t have Marketing industry experience or a proven track record to deliver what you need, you could actually be draining vital resources and impeding your company’s growth.

Choosing the right Pardot consultant starts with matching her/his experience level with the needs of your company. You and your Pardot consultant should be on the same page about what the project entails and the skills needed so you can work toward a shared goal.

Hiring a Pardot Consultant

Your Pardot consultant needs sufficient experience. But steer away from an “overqualified expert” who isn’t aligned with the needs of your marketing strategy. Before scheduling a call with a potential Pardot Consultant, write out the “job to be done” so you can discuss this clearly and make sure the potenial consultant would be a good fit for the task.

Once you’re ready to start interviewing, vet the candidate’s skill in these six areas to be sure you’re bringing the right person on board:

1. Experience.

If a potential Pardot consultant has not worked on similar projects in the past, this should be a deal breaker in the hiring decision. Assess the consultant’s credentials, how long she’s been working in the field and her particular skills. If you hire someone without adequate experience, you’re gambling your company’s future.

2. Work samples.

Although a Pardot consultant might have previous experience in a similar role, you need to do due diligence and ask for proof.

Have a potential Pardot Consultant provide concrete examples of successful Pardot Marketing Projects and Pardot Campaigns so you can judge the caliber of her work. Hard evidence is the best way to gauge someone’s ability to produce great work for your company.

3. References.

A Pardot consultant’s reputation can say a lot about her ability to execute Pardot strategies and level of professionalism. Talk with her past clients about their experiences and judge how willing they’d be to serve as a professional reference.

View their Linkedin Profile – do they have a theme of happy clients?

The positive or negative feedback you receive will answer some of the questions you might have about a Pardot consultant before she starts working for you. Try hard to find off-list references. No one on a provided list is likely to say a bad word.

4. Work habits.

There’s a good chance your Pardot consultant will work remotely. So you need to understand her work habits and set expectations in order for the relationship to succeed. Find out how much management the consultant expects or needs and be prepared to step back or become more involved as required.

5. Price.

Resist the urge to go for the cheapest hire, especially if you’re trying to get your Marketing Automation off the ground. Funds may be tight, but you want this project executed correctly. Odds are that you don’t have the money to hire a second consultant to clean up the first one’s mess, so don’t skimp on a crucial hire. Your money and reputation are on the line, after all. I have personally cleaned up messes from other “Pardot Consultants” this is costly and can be avoided.

Your team has the biggest influence on your company’s success, and Pardot consultants are part of it, even if only for the length of the contract. You want the best talent working for you. Make sure your Pardot consultants fit the bill.