Generate Marketing Audit Reports via Workflows

What the Audit Covers

When triggered via workflow, the Marketing Audit Report provides insights into:

1. Website performance and health

2. Google Business Profile setup and issues

3. Local search rankings: Heatmaps & top 10 GBP competitors

4. Online reputation and reviews

5. Listings and presence accuracy

This gives you a clear picture of a lead’s business health the moment they enter your system.

💡 Why This Matters

One Audit, Every Lead

• Previously, Marketing Audit Reports were tied only to Prospecting-generated leads. Now, every lead can benefit from the same insights, regardless of how they were captured.

• Better Lead Qualification

• Automatically evaluate business health before outreach — tailor your messaging, prioritize high-intent leads, and identify upsell opportunities faster.

Stronger Automation

• Use audit reports as part of your automation:

• Trigger follow-ups based on audit results

• Notify your team when a lead has poor website or GBP health

• Add tags or routes based on audit insights

⚙️ How to Use It

• Open Workflows in your Sub-Account

• Add the Generate Marketing Audit Report action

• Trigger it when a new lead is created (from any source)

• The audit will run automatically and attach to the lead