Once you have generated a prospect, you can increase the likelihood of conversion by generating and issuing their Marketing Audit Report. You can also pair this action with other triggers, such as the “Form/Survey Submitted” trigger or “Contact Created” trigger, based on how you would like to activate the workflow. Let's go through how you can set this action up.
How It Works
Start by clicking the plus button to add a new action, then select the “Generate Marketing Audit Report” action from the list.
As usual, you can use the Action Name field to update the action title that is displayed in the builder.
Next, use custom fields to add the business name and address, including the city, state, and postal code if required.
Optionally, you can capture their phone number, email, or website to provide a more detailed report.
Finally, click save to include the action in your workflow.
With your action in place, audit reports are generated instantly—regardless of whether leads originate from paid ads, funnels, website forms, manual entries, imports, or third-party integrations. The moment a contact enters your system, a comprehensive Marketing Audit Report delivers actionable insights into website performance, local search visibility, reputation, listings accuracy, and overall digital presence. This ensures every lead is met with a clear, data-driven understanding of their business health from day one.
📌Note: Once created, audit reports can be viewed in your Prospecting dashboard.