- Create automated marketing audits for every new lead using GHL workflows
- Quick Summary – Automated Marketing Audits Overview
- What’s New – Automated Marketing Audits as a Workflow Action
- What the Audit Report Includes
- Why Automated Marketing Audits Matter
- How to Use Automated Marketing Audits in GHL Workflows
- Common Automation Use Cases for Automated Marketing Audits
- How Automated Marketing Audits Improve Follow Up
- Frequently Asked Questions About Automated Marketing Audits
- Results Agencies Can Expect
- Using Automated Marketing Audits at Scale
Create automated marketing audits for every new lead using GHL workflows
Automated Marketing Audits in GHL
Automated marketing audits help agencies understand new leads from the start. Instead of guessing what a business needs, you see real data as soon as the lead enters GHL.
In the past, audits were often used only for cold outreach or sales calls. Many leads entered the system with little context. Follow-ups took longer and conversations lacked focus. Teams had to search for answers or make assumptions.
Now automated marketing audits run inside GHL workflows. Every lead can receive the same business snapshot, no matter the source. The audit runs automatically and attaches to the contact, giving you clear insight without extra work.

Automated marketing audits let you see a lead’s real business health the moment they enter GHL. You get better context, better conversations, and smarter follow-ups without manual work.
Quick Summary – Automated Marketing Audits Overview
Purpose: This update allows agencies to run automated marketing audits for every lead using GHL workflows, not just prospecting leads.
Why It Matters: Automated marketing audits give you real business insight the moment a lead enters your system, which improves qualification, follow up, and sales conversations.
What You Get: You get a full marketing audit attached to each contact, including website health, Google Business Profile issues, local rankings, reviews, and listings accuracy.
Time to Complete: Initial setup takes about 5 to 10 minutes inside a GHL workflow.
Difficulty Level: Easy. No technical skills required if you already use workflows.
Key Outcome: Automated marketing audits become a built-in system that helps agencies respond faster, prioritize better leads, and scale without added effort.
What’s New – Automated Marketing Audits as a Workflow Action
Automated marketing audits now work inside GHL workflows. This means audits can run for every lead, not just prospecting leads.
Before this update, automated marketing audits only worked for leads from the Prospecting Tool. Leads from ads, forms, or imports did not get an audit. Some leads had good insight. Others had none.
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Now all leads work the same way. You can add the Generate Marketing Audit Report action to any workflow. When the workflow runs, automated marketing audits run too.
Automated marketing audits can run for leads from ads, funnels, forms, imports, and manual contacts. If a lead enters GHL, the audit can run.
The audit attaches to the contact right away. Your team can see website health, Google Business Profile issues, rankings, reviews, and listings in one place. Nothing is hidden.
This update makes automated marketing audits part of the workflow. They are no longer a separate task. Every lead enters with the same insight, which makes daily agency work easier.
What the Audit Report Includes
Automated marketing audits give you a clear view of a business the moment a lead enters GHL. Instead of relying on surface details, you see how the business is really performing online.
The first area automated marketing audits review is website performance and health. This includes basic structure, speed signals, and general setup issues that often block conversions. It helps you spot problems that affect trust and user experience before you reach out.
Automated marketing audits also review the Google Business Profile. You can see setup issues. You can see missing details. You can spot problems that limit local visibility. For local businesses, this insight alone can explain why calls and map traffic are low.
Local search rankings are another core part of automated marketing audits. The report shows where the business ranks in its service area, along with heatmap data and top local competitors. This gives real context instead of guesses.
Online reviews and reputation signals are included as well. Automated marketing audits highlight review volume, quality, and trends so you understand how the business is perceived before the first conversation.
Finally, automated marketing audits check listings and presence accuracy. Inconsistent or missing listings are easy to miss, but they directly impact trust and rankings. Seeing this early helps guide smarter recommendations.
Together, these insights turn automated marketing audits into a reliable snapshot of business health. You start conversations informed, focused, and ready to help.
Why Automated Marketing Audits Matter
Automated marketing audits solve a common agency problem. Too many leads come in with no real context. You know who they are, but not what they need. That slows everything down.
With automated marketing audits, every lead starts with the same level of insight. You no longer guess which businesses are worth deeper attention. You see real data before the first message or call even happens.
Automated marketing audits also save time. Manual audits take effort and usually get delayed or skipped. When audits run automatically, nothing falls through the cracks. Every lead gets reviewed without adding work to your team.
Sales conversations improve as well. Audits give you clear talking points. You are not pitching ideas at random. You are responding to real problems that the data already shows. That makes calls more focused and easier to lead.
For account managers and fulfillment teams, audits create alignment. Everyone sees the same information in the contact record. There is less back and forth and fewer assumptions about what needs to be fixed first.
Most important, automated marketing audits help agencies scale. When audits become part of workflows, they stop being a task and start being a system. That consistency is what allows agencies using GHL to grow without adding complexity.
How to Use Automated Marketing Audits in GHL Workflows
Automated marketing audits are designed to work as part of your everyday workflow, not as a separate task. Once set up, they run quietly in the background and attach real business insights to every new lead. Here is how to set them up inside GHL.
Step 01: Access the Main Left Hand Menu in GoHighLevel
- The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL
1.1 Click on the Automation Menu Item.
- Access the ‘Automation’ section of GoHighLevel
- This opens the automation area where workflows live.
1.2 Click on the Workflows Menu Tab
1.3 Click on the All Workflows Tab
- You will see all existing workflows for the sub account.
1.4 Open an existing workflow or create a new one
- You’ll be able to edit or start fresh from here.

Step 02: Choose the Right Workflow Trigger
- Automated marketing audits run when a workflow is triggered, so choosing the right trigger matters.
2.1 Click the “+” button to add a new step
- This opens the list of available actions.

2.2 Select a trigger such as Contact Created or Form Submitted.
- These are common triggers for running automated marketing audits on new leads.

2.3 Click on the Save trigger button.
- Once saved, the workflow is ready to run actions.

Step 03: Add the Generate Marketing Audit Report Action
- This is where automated marketing audits are enabled.
3.1 Click the plus icon to add a new action.
- The action menu will open.

3.2 Search for Generate Marketing Audit Report.
- This is the workflow action used for automated marketing audits.
3.3 Select the action and add it to the workflow.
- No extra configuration is required.

3.4 Name the Action trigger and fill in the information fields needed
3.5 Click on the Save Action button

Step 04: Save and Publish the Workflow
- Automated marketing audits will not run until the workflow is active.
4.1 Review the workflow steps.
- Make sure the trigger and audit action are in place.
4.2 Click Save.
- This locks in your changes.
4.3 Publish the workflow.
- Once published, automated marketing audits will run for every lead that meets the trigger conditions.

That’s it. Once set up, automated marketing audits become part of how leads enter your system. There is nothing to manage daily and nothing to remember. The audit runs, attaches, and gives your team the context they need from the start.
Common Automation Use Cases for Automated Marketing Audits
Automated marketing audits work best when they run as part of daily automation. They are not meant to be used once and ignored. When audits live inside workflows, they support real actions across your agency.
A common use case is running automated marketing audits for every new lead. When a contact is created, the audit runs right away. Your team sees business health before the first message or call.
Automated marketing audits also work well as a lead magnet. A lead fills out a form and receives a short audit in return. This gives value early and creates a reason to keep the conversation going.
Another use case is internal alerts. Automated marketing audits can flag website issues or Google Business Profile problems. Your team can respond faster to leads that need help now.
Audits also support tagging and routing. Leads with weak rankings can be tagged for SEO follow up. Leads with review issues can move to reputation workflows. This keeps automation clear and organized.
Sales teams benefit as well. Automated marketing audits give account managers context before calls. Conversations stay focused on real issues instead of guesses.
How Automated Marketing Audits Improve Follow Up
Audits help you understand a lead before you reach out. You do not start with basic questions. You already know how the business is doing. This makes lead qualification faster and more accurate.
When audits run at the start of the funnel, strong opportunities stand out early. Leads with website issues or Google Business Profile problems are easy to spot. Your team knows who needs attention first.
Audits also improve follow up. Messages become clear and specific. You respond to real problems shown in the audit. You stop guessing what might matter to the business.
Sales teams benefit from better timing. Automated marketing audits help match follow ups to real needs. This cuts wasted calls and shortens the sales cycle.
Automated marketing audits also keep teams aligned. Sales, marketing, and fulfillment see the same data on the contact record. There is less confusion and fewer handoffs.
In simple terms, audits remove friction from lead management. Qualification is clear. Follow up is focused. Every conversation starts with context, not assumptions.
Frequently Asked Questions About Automated Marketing Audits
These answers help remove confusion and set clear expectations. Automated marketing audits are simple to run, easy to access, and flexible enough to fit different agency workflows.
Results Agencies Can Expect
Audits help agencies respond faster. Each lead enters GHL with clear context. There is no need for manual research before first contact.
Audits also improve conversations. Sales teams work with real data instead of guesses. Calls focus on website issues, local visibility, and reviews. This makes outreach clearer and more effective.
Lead prioritization becomes easier with automated marketing audits. Leads with real problems stand out right away. Teams focus on accounts that need help now.
Audits also reduce internal friction. Sales, marketing, and fulfillment see the same information. Teams stay aligned and miss fewer details.
In short, audits help agencies work smarter. Leads are qualified earlier. Follow ups stay focused. The sales process becomes cleaner and more predictable inside GHL.
Using Automated Marketing Audits at Scale
Audits change how agencies handle new leads in GHL. Instead of reacting late, you start with real insight from the beginning. You know what matters before the first message or call.
When you add automated marketing audits to workflows, audits stop feeling like extra work. They become part of your system. Every lead enters with context, no matter the source. This consistency matters as lead volume grows.
Audits also bring confidence to your team. Sales knows what to discuss. Marketing sees where the gaps are. Fulfillment understands priorities early. Everyone works from the same information.
This update is not about doing more. It is about removing friction. Audits run in the background and support better decisions across the funnel.
If you already use workflows, this is an easy step to take. Add the audit action once and let it run for every lead. Over time, automated marketing audits help you qualify faster, follow up with clarity, and grow without added complexity.
That is why this update matters. Not because of the feature itself, but because of how it fits into daily agency work inside GHL.
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