Generate Marketing Audit Reports via Workflows

Modified on Thu, 5 Feb at 7:34 AM

Marketing Audit Reports are no longer limited to Prospecting-generated leads.

You can now automatically generate Marketing Audit Reports for any lead — from any source — using workflows. 

Think sending a quick business snapshot to every new lead!

What’s New

Marketing Audit Report as a Workflow Action

You can now add “Generate Marketing Audit Report” as an action inside workflows.

This means audit reports can be created automatically for leads coming from:

Facebook & Google Ads
Funnels and landing pages
Website forms
Manual contact creation
Imports and third-party integrations
Prospecting Tool (as before)

No matter where your leads come from, you can now run the same deep business audit on all of them.

What the Audit Covers

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

Website performance and health
Google Business Profile setup and issues
Local search rankings: Heatmaps & top 10 GBP competitors
Online reputation and reviews
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 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

Availability

Available for only
 those Accounts where Prospecting Tool
 is enabled

Here's how you can enable prospecting in your account

Enable via Reselling Tab in account dashboard
or if you already use Prospecting

This update democratizes Marketing Audit Reports — making powerful prospecting insights available for every lead, not just those generated by the Prospecting Tool.

Start using audit reports as part of your lead magnet automation today