Inventory your lead fields, flag what’s safe to retire, document the keepers, and propose a plan to merge duplicates.

Check your master templates for gaps and missing tokens, and draft the docs so every clone comes out right.

Spot hardcoded values and token conflicts, then get a consolidated token plan you can roll out without breaking sends.

Find naming patterns hiding in your instance, propose one clear convention, and get a rename plan that flags conflicts.

Inventory every program by activity, then get a keep, archive, or merge plan to tidy up a messy instance.

Score how ready your instance is for AI agents across three pillars, then get a priority list of what to fix first.

Clone any event, webinar, or content template into the right folder with naming, tokens, and smart campaigns set.

Clone your email template, fill in subject, copy, and CTA from your brief, then fire off a sample for review.

Check a program, email, or campaign against your standards and get a graded report with the exact fix for each issue.