Supercharge Your Agency’s Client Management with Marketing Audit Reports
Are you ready to step up your agency’s client reporting game? We’re super excited to share a fantastic update: you can now grab Marketing Audit Reports for all your sub-accounts completely free! Yep, this powerful tool that used to be just for Prospect records is now right at your fingertips to help you drive client success and boost retention.
This update is a big win for agencies that want to deliver real results. Just think about it—you can give your clients clear, data-driven insights into how their marketing is performing, all through the GoHighLevel platform. No need to juggle multiple tools or stress about putting reports together by hand. With Marketing Audit Reports, tracking progress becomes easy, you can show the value of your services and build strong client relationships. Let’s see how this feature can change up your agency’s workflow and boost client satisfaction.
How to Get Started with Marketing Audit Reports
Ready to unlock the power of Marketing Audit Reports for your sub-accounts? Follow these simple steps to get started:
- Enable the Feature in Labs:
- Navigate to your Sub-Account.
- Go to “Settings.”
- Click on “Labs.”
- Find the “Marketing Audit” feature.
- Toggle the switch to “Enable” it.
- Access the Audit Report Section:
- Go to your Sub-Account’s main menu.
- Click on “Reporting.”
- Select “Audit Report.”
- Generate Your First Report:
- Click on the “Generate Report Now” button.
- Please wait a moment while the system automatically generates your report. The generation time may vary depending on the amount of data in the sub-account.
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Feature Availability and Access Control
- Currently, the Marketing Audit feature is available under the “Labs” section. This allows you to try out the feature before it’s fully rolled out.
- Once the feature is fully rolled out, it will be available for all Sub-Accounts by default.
- By default, all users within a Sub-Account have access to the Marketing Audit feature.
- If you need to manage access, you can adjust Roles & Permissions. To do this:
- Go to “Sub-Account.”
- Click on “Settings.”
- Select “My Staff.”
- Go to “Roles” to update permissions.
Benefits of this Feature
Marketing Audit Reports offer a multitude of benefits for agencies and their clients. By leveraging these Audit Reports, you can:
- Track Progress and Uncover New Marketing Opportunities: Gain a clear understanding of your client’s marketing performance over time. Identify trends, strengths, and weaknesses to optimize strategies and discover untapped potential.
- Schedule Reports for Automated Generation: Save time and effort by scheduling reports to be generated automatically on a monthly or quarterly basis. Receive email notifications when reports are ready, ensuring you stay on top of your client’s progress without manual intervention.
- Export reports to PDF for Easy Sharing: Easily share comprehensive reports with clients or stakeholders. The PDF format ensures professional presentation and allows for convenient distribution and review.
Pro Tip: Maximize Your Marketing Audit Reports
To get the most out of Marketing Audit Reports, consider these best practices:
- Run Audits Regularly: Conduct audits at least once a month to maintain a consistent pulse on your client’s marketing health. Regular audits enable you to identify and address issues promptly, as well as capitalize on emerging opportunities.
- Find Upsell Opportunities: Use the insights from the reports to identify areas where your agency can provide additional value. For example, if the report reveals weaknesses in SEO, you can offer SEO optimization services.
- Keep Clients Engaged and Informed: Proactively share reports with your clients and discuss the findings. This demonstrates your commitment to their success and fosters a strong, transparent relationship.
Conclusion
The availability of free Marketing Audit Reports for all sub-accounts is a significant enhancement for GoHighLevel users. By providing agencies with the Marketing tools to effectively track, analyze, and report on marketing performance, this update empowers them to deliver greater value to their clients.
Start using Marketing Audit Reports today to unlock powerful insights, strengthen client relationships, and drive marketing success.
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