Marketing Audit Reports for Accounts!

/in ,

Marketing Audit is Now Available for Accounts – For Free!

We’re excited to announce that the Marketing Audit Report—previously available only for Prospect records—is now accessible for all Accounts at no additional cost!

Agencies can now reinforce their value by regularly generating audit reports for clients. This empowers them to:

  • Track performance of their clients over time
  • Showcase improvements with clear before-and-after comparisons
  • Build trust and improve client retention

⚙️ How to Get Started

  1. Navigate to: Account > Settings > Labs
  2. Enable: ‘Marketing Audit’
  3. Go to: Account > Reporting > Audit Report
  4. Click: ‘Generate Report Now’ (Give it a moment – your report will be auto-generated!)

Access Control

  • The feature is enabled by default for all users within a Account.
  • You can manage access by updating Roles & Permissions under:
    Account > Settings > My Staff > Roles

📈 What Can You Do with It?

  • Track Progress & uncover new marketing opportunities
  • Schedule Reports: Monthly or Quarterly auto-generation with email notifications
  • Export to PDF: Share the report easily with clients or stakeholders

Run the Marketing Audit once a month to measure progress, find upsell opportunities, and keep your clients engaged and informed.