GHL Marketing Audit Automation Made Simple

New QR Code Styling Options: Shapes, Borders, and Rim Text

What it does:
Lets you stop using boring QR codes. You can now tweak the shape, style the border, and add text around the edge.

Where in GHL:
Accessible via Sites → QR Codes and within QR tools embedded in Funnel and Website builders.

Impact:
Improves visual presentation and brand alignment while increasing scan appeal.

Best suited for:
Agencies that care about branding, small businesses running local promotions, online stores, and teams pushing QR campaigns.

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Collapse & Resize Pipeline Stages in Kanban View

What it does:
Lets you hide pipeline stages you’re not actively using and adjust column widths so your board fits the way you work.

Where in GHL:
Inside Opportunities when you’re viewing your pipeline in Kanban mode.

Impact:
No more dragging your screen forever just to find the deals that matter.

Best suited for:
Owners running multi-stage pipelines, reps working deals every day, and anyone fed up with a messy board.

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Notes Just Got Smarter for the Contacts Page

What it does:
Upgrades the notes area so it’s easier to write, review, and keep things organized inside a contact record.

Where in GHL:
Found directly within each contact’s profile under Notes.

Impact:
Makes it simpler to see what’s been discussed and who added what — without digging through clutter.

Best suited for:
Teams collaborating on accounts and businesses that document every client touchpoint.

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New Asana Actions in Workflows – Find Project & Find Section

What it does:

Lets your workflow check what already exists in Asana before adding anything new.

Where in GHL:
Go to Workflows, add an action, and choose the Asana integration.

Impact:
No more duplicate projects. No more messy task boards. Just cleaner automation.

Best suited for:
Operations teams and agencies that rely on Asana to manage client delivery.

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Email AI + Knowledge Base Integration

• What it does:
  Allows Email AI to reference your Knowledge Base for smarter, more accurate responses.
• Where in GHL:
  Found in Conversations → Email composer with AI enabled and Knowledge Base settings under AI configuration.
• Impact:
  Smarter email suggestions that understand your business and help you reply quicker.
• Best suited for:
  Support teams, agencies managing inboxes, and businesses scaling communication with AI.

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Dialer: Auto-Minimize, Pin & Drag

• What it does:
  Lets you auto-minimize the dialer during calls, pin it in place, and drag it anywhere on screen.
• Where in GHL:
  Found in Conversations → Dialer.
• Impact:
  Cleaner workspace and easier multitasking during sales or support calls.
• Best suited for:
  Sales teams, outbound callers, appointment setters, and agencies making daily calls.

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Schema Markup Using AI

• What it does:
  Generates structured schema markup automatically using AI for SEO enhancement.
• Where in GHL:
  Found in Sites → Website or Funnel settings within AI or SEO sections.
• Impact:
  Improves search visibility without manual coding.
• This works well for:
  Teams building websites that need stronger search visibility, from agencies to small local businesses.

GHL Marketing Audit Automation connects your prospecting tools directly to your workflows.

Inside GoHighLevel, there’s a feature called Generate Marketing Audit Report. It analyzes a prospect’s online presence and creates a web-based report you can send to them. That part isn’t new.

What’s new is this:

You can now use two custom values inside workflows:

• Prospect web report link
• Prospect business name

And that’s where Marketing Audit Automation becomes powerful.

Before this update, generating the audit and sending the outreach were disconnected actions. You could create the report, but inserting it into automated emails or SMS required manual work or messy workarounds.

Now the audit report link becomes a dynamic custom value.

That means:

• The workflow generates the report.
• The report link is stored automatically.
• Your email or SMS pulls that link dynamically.
• The prospect’s business name auto-populates.
• The message sends — personalized — without you touching it.

That’s true end-to-end automation. To use this properly, Prospecting must be set up in your sub-account first. Agency sub-accounts already have access to the Prospecting free tier by default. You can enable it by navigating to Agency → Sub Accounts and marking a sub-account as an Agency Sub Account.

Once Prospecting is active, the Generate Marketing Audit Report action becomes available inside workflows — and that’s where Marketing Audit Automation comes to life.

This update finally connects: Prospect capture → Audit generation → Personalized outreach → Follow-up.

No extra tools. No manual link copying. No awkward personalization gaps. Just clean automation inside GHL.

Marketing Audit Automation fixes a small gap that used to create a big slowdown. Before this update, agencies could generate marketing audit reports inside GHL. But sending those reports in a clean, automated way? That was clunky.

You had to:

• Generate the audit.
• Copy the link.
• Open your email template.
• Paste it in.
• Personalize it.
• Send it.

Now multiply that by 50 prospects. That’s not automation. That’s admin work.

With Marketing Audit Automation, the audit link becomes a dynamic custom value. The prospect’s business name becomes dynamic too. That means personalization happens automatically inside your workflow. And personalization matters.

When a prospect sees: “Hey Sarah’s Roofing, I ran a quick audit on your website…”

That hits differently than: “Hey there, I ran an audit…”

This update helps you:

• Send faster outreach
• Increase personalization at scale
• Qualify leads before booking calls
• Start better conversations
• Move prospects into pipelines automatically

For agencies running cold email, SMS campaigns, or local prospecting, this is huge. It also improves internal efficiency.

Your VA doesn’t need to copy links. Your SDR doesn’t need to manually personalize. Your automation handles it.

And if you’re running SaaS mode or white-labeling GHL, this becomes even more powerful. You can build snapshots that include full Marketing Audit Automation workflows baked in.

That’s leverage. Instead of just offering audits, you offer automated audit delivery systems. Faster outreach.

Better qualification. More conversations. Less friction. That’s why this update matters.

Setting up Marketing Audit Automation requires you to connect Prospecting with a properly built workflow. You’ll complete this setup inside your sub-account by enabling Prospecting, creating a workflow trigger, adding the Generate Marketing Audit Report action, and inserting the new custom values into your email and SMS steps.

You will also test the workflow to make sure the audit generates correctly and the personalized link populates as expected. Follow the steps below to build and activate Marketing Audit Automation inside GoHighLevel.

• Create a New Workflow in Automation.
• Add Generate Marketing Audit Report Action.
• Insert Custom Values into Email in Workflow.
• Insert Custom Values into SMS (Optional but Recommended).
• Test the Workflow and publish.

To start, make sure you are logged in to your GoHighLevel sub-account.

• You will create a brand-new workflow where your Marketing Audit Automation will run from trigger to personalized outreach.

1.1 Click Automation

• This opens the automation area where all workflows and triggers are managed inside your sub-account.

1.2 Click Workflows

• This takes you to the main workflow dashboard where you can create, edit, and manage automations.

1.3 Click Create Workflow

• This starts the process of building a new automation from scratch or from a template.

1.4 Choose Start from Scratch

• This allows you to build a fully customized Marketing Audit Automation workflow without pre-built triggers or actions.

• In this step, you will set your workflow trigger and connect the Marketing Audit report so it generates automatically when the workflow runs.

2.1 Add Your Workflow Trigger

• Choose the trigger that matches your prospecting strategy, such as “Form Submitted,” “Tag Added,” or “Contact Created,” so the workflow knows when to start. For example: If you are using a lead capture form, select Form Submitted as your trigger.

2.2 Click the + Add Action button and select Generate Marketing Audit Report

• This action tells GHL to automatically create a marketing audit for the contact once the workflow is triggered.

2.3 Configure the Required Inputs

• You must pass the prospect’s website URL into this action so the system knows which website to audit. Make sure: The contact record contains a valid website URL or The correct custom field is properly mapped in the action settings.

2.4 Click Save

• This confirms the action setup and ensures the audit will run when the workflow is triggered.

• In this step, you will add the email action and insert the dynamic custom values that automatically personalize your outreach.

3.1 Click + Add Action and select Send Email

• This adds an email step to your workflow where the personalized audit message will be delivered.

3.2 Create or Select Your Outreach Email Template

• Insert the dynamic custom values so the message automatically personalizes for each prospect. Insert Prospect business name custom value and Insert Prospect web report link custom value

Example email structure:

Subject: Quick audit for {{Prospect business name}}

Body:

Hey {{Prospect business name}},

I ran a quick audit on your website and noticed a few areas that could be improved.

You can view the full report here:
{{Prospect web report link}}

If you’d like, I can walk you through what stood out.

This is where Marketing Audit Automation becomes powerful.
The audit link is no longer something you copy and paste. It’s dynamically generated and inserted automatically.

3.3 Click Save

• This locks in your email setup so the personalized message sends automatically after the audit is generated.

• In this step, you will add an SMS action to increase visibility and improve response rates after the audit email is sent. SMS messages are often opened faster than email, which makes them a strong follow-up channel.

4.1 Click + Add Action and select Send SMS

• This adds a text message step to your workflow so the prospect receives a short, personalized follow-up.

4.2 Insert the Required Custom Values

• Add the dynamic custom values so each SMS includes the correct business name and audit link.

Example SMS:

Hey {{Prospect business name}}, I ran a quick website audit for you. Here’s the link: {{Prospect web report link}}. If you’d like, I can walk you through what I found.

Keep your SMS short, direct, and conversational. The goal is to prompt curiosity and start a reply — not to explain everything inside the text.

4.3 Click Save

• This confirms your SMS step so it sends automatically after the audit report is generated.

• In this step, you will test the entire automation to confirm the audit generates correctly and the personalized messages populate before going live. Never skip this step.

5.1 Click “Test Workflow”

• This allows you to run the workflow using a sample contact to verify everything works as expected. Before testing, make sure: The contact record includes a valid website URL.

During testing, confirm:

• The audit generates successfully.
• The email populates with the correct business name.
• The SMS populates with the correct audit link.
• The audit report link opens properly.

If the link is blank or incorrect:

• Check the website URL field mapping in the audit action.
• Confirm the Generate Marketing Audit Report action runs before the email and SMS steps.
• Verify you selected the correct custom value inside the message editor.

5.2 Once confirmed, click Publish

• This activates the workflow so it runs automatically for real prospects based on your selected trigger.

You now have full Marketing Audit Automation running inside GHL.

Let’s make this practical. Imagine you run a local marketing agency targeting roofing companies.

You’re scraping business listings, running ads to a free audit funnel, or collecting leads from cold outreach.

Before Marketing Audit Automation, this process looked like this:

Collect lead. Run audit manually. Copy link. Send email. Hope they respond.

Now it looks very different. Here’s a clean, automated version using GHL Marketing Audit Automation.

Scenario: Local Roofing Prospect Campaign  

Goal: Start conversations with roofing companies by sending personalized website audits automatically.

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Step 01 – Lead Enters the System  

Trigger example:

• Prospect fills out a “Free Website Audit” form OR
• You add a tag like “Roofing Prospect” manually OR
• You import a list and trigger via workflow

Once the trigger fires, the automation begins.

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Step 02 – Marketing Audit Generates Automatically  

The workflow:

• Runs the Generate Marketing Audit Report action
• Pulls the website URL from the contact record
• Creates the audit report instantly

No manual steps.

The system stores the audit link as: Prospect web report link

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Step 03 – Personalized Email Sends  

Immediately after the audit generates:

• Email fires
• Subject line includes their business name
• Body includes their custom audit link

Example:

Subject: Quick audit for {{Prospect business name}}

Body:

Hey {{Prospect business name}},

I ran a quick audit on your site and found a few issues that may be costing you leads.

Here’s the report:
{{Prospect web report link}}

Want to take a quick look at it together?

Now it feels custom. Because it is.

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Step 04 – SMS Follow-Up Sends Automatically  

After a short delay (example: 10 minutes later):

SMS sends:

Hey {{Prospect business name}}, just sent over your website audit. Let me know if you’d like to review it.

More people actually open it. More people actually reply.

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Step 05 – Conditional Logic (Optional but Powerful)  

You can take this even further.

Add:

• If link clicked → Move to “Engaged Prospect” pipeline stage
• If no click in 48 hours → Send reminder email
• If reply received → Assign to SDR

Now Marketing Audit Automation isn’t just sending reports. It’s qualifying leads.

Why This Workflow Wins  

This setup:

• Reduces manual work
• Increases personalization
• Creates instant authority
• Moves prospects into your pipeline automatically

Instead of saying: “We can help your marketing.”

You’re saying: “Here’s exactly what’s broken. Let’s fix it.”That’s a stronger conversation. And because it’s automated, you can run this for 10 prospects or 1,000 prospects. Same effort. More leverage.

Marketing Audit Automation is powerful on its own. But small upgrades turn it into a conversion machine.

Here’s how to squeeze more results out of it.

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1. Use Curiosity-Driven Subject Lines  

Don’t just say “Website Audit.”

Try:

• Found 3 issues on your site
• Quick fix for {{Prospect business name}}
• This might be costing you leads

You want opens. Opens start conversations.

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2. Keep the Email Short  

Don’t over-explain the audit. The goal is not to educate. The goal is to book a conversation.

Keep it tight:

• One short intro
• Link
• Simple CTA

That’s it. Long emails kill response rates.

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3. Add a Timed Follow-Up  

Most prospects won’t click immediately.

Add a delay step:

• Wait 48 hours
• If link not clicked → Send reminder
• If no reply → Send second touch

Marketing Audit Automation works best in sequences, not one-offs.

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4. Tag Link Clicks Automatically  

Use trigger links or workflow conditions.

If {{Prospect web report link}} is clicked:

• Add tag: “Audit Viewed”
• Move to pipeline stage: Engaged
• Notify your SDR

Now you’re not chasing cold leads. You’re calling warm ones.

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5. Always Verify the Website URL Field  

This is the most common mistake.

If the contact record doesn’t contain a website URL: The audit won’t generate.

Before enrolling contacts, confirm:

• Website field is populated
• Field mapping is correct
• URL formatting includes https://

One small mistake here breaks the chain.

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6. Use It Inside Snapshots  

If you build for clients or resell SaaS:

Create a snapshot with:

• Audit workflow
• Email template
• SMS template
• Pipeline stages

Now every new sub-account instantly has Marketing Audit Automation pre-built. That’s scale.

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7. Position It as Authority, Not Sales  

Your message shouldn’t feel like: “Buy my services.”

It should feel like: “I found something that can help you.”

Marketing Audit Automation works best when it positions you as the expert who already did the homework.

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8. Don’t Over-Automate the First Response  

If they reply? Respond manually. Automation opens the door. Humans close the deal.

When used correctly, Marketing Audit Automation:

• Feels personalized
• Feels helpful
• Feels authoritative

And that’s why it converts.

Marketing Audit Automation isn’t just a workflow tweak. It’s leverage.

Before this update, scaling outreach meant scaling effort. More prospects required more manual work. More copy-pasting. More personalization tasks. More room for mistakes.

Now? The system handles it. When a lead enters your pipeline, the audit generates automatically. The personalized email sends automatically. The SMS follow-up fires automatically.

You’re no longer manually delivering value. You’re automating authority. That changes your positioning. Instead of pitching services, you’re showing proof.

Instead of asking for time, you’re offering insight. And because Marketing Audit Automation works inside workflows, you can:

• Move prospects into pipeline stages automatically
• Notify sales reps when audits are viewed
• Trigger follow-ups based on behavior
• Build complete outbound systems inside GHL

This improves lead quality too. When someone clicks their audit link, they’re curious. When they reply, they’re engaged. When they book a call, they already see gaps in their marketing. That makes sales easier.

For agencies running SaaS mode or white-label solutions, this is even more powerful. You’re not just offering tools. You’re offering automated prospecting systems. That’s a stronger value proposition.

Marketing Audit Automation helps you:

• Scale outreach without hiring
• Increase personalization without extra effort
• Qualify leads before calls
• Book better conversations
• Close faster

And the best part? Once it’s built, it runs quietly in the background.

While you focus on strategy. While your team focuses on closing. While your pipeline fills itself. That’s smart automation.

Marketing Audit Automation closes a gap that agencies have felt for a while.

You could generate audits. You could build workflows. But you couldn’t fully connect them. Now you can.

With the new Prospect web report link and Prospect business name custom values, GHL finally allows true end-to-end prospect automation.

Lead enters. Audit generates. Personalized outreach sends. Follow-ups trigger. Pipeline updates.

All inside one system. No copying links. No manual personalization. No messy handoffs between tools.

That means:

• Faster outreach
• Higher engagement
• Better qualified conversations
• More scalable prospecting

If you’re serious about building automated outbound systems inside GoHighLevel, Marketing Audit Automation should be part of your core workflow stack.

Set it up once. Test it properly. Then let it run.

Have you implemented Marketing Audit Automation yet? If so, what niche are you using it for? Let me know how it’s performing for you.

And check back to the GHL Growth Garage blog for more step-by-step GoHighLevel feature guides designed to help you automate smarter and scale faster.