GHL Marketing Audit Report Is Now Optional

Wait Action Enhancement: TikTok DM Replies  

What’s New:
Instead of continuing after a fixed delay, your workflow can pause until someone replies to your TikTok DM.

Where in GHL:
Found in Automation → Workflows using the Wait action after sending a TikTok DM.

Impact:
Your automation responds when someone actually joins the conversation, rather than after a timer runs out.

Recommended For:
Anyone using TikTok DMs to start conversations with potential customers.

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India Recurring Mandate Support for Affiliate Indian Signup Pages  

What’s New:
Supports recurring payment mandates for Indian affiliates, helping subscriptions comply with local banking requirements.

Where in GHL:
Available on Affiliate Program signup pages for users in India.

Impact:
Creates a smoother signup experience while reducing payment failures for recurring subscriptions.

Recommended For:
Agencies, SaaS businesses, and affiliate programs onboarding customers in India.

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Housecall Pro – More Workflow Actions & Triggers  

What’s New:
Adds new workflow triggers and actions for the Housecall Pro integration, giving you more ways to automate field service processes.

Where in GHL:
Inside Automation → Workflows when using the Housecall Pro integration.

Impact:
Expands automation possibilities between HighLevel and Housecall Pro, reducing manual work and improving operational efficiency.

Recommended For:
Home service businesses, field service companies, and agencies managing Housecall Pro clients.

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Email Services Dashboard for Agencies  

What’s New:
Introduces a centralized dashboard where agencies can monitor email services across their accounts.

Where in GHL:
Found in the Agency View under the new Email Services Dashboard.

Impact:
Makes it easier to monitor email health, identify issues, and manage deliverability from one place.

Recommended For:
Agency owners, support teams, and admins managing multiple client email services.

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Email Sequences Now Available in Beta Labs  

What’s New:
Introduces Email Sequences as a Beta Labs feature, providing another way to create structured email follow-up campaigns.

Where in GHL:
Enable it from Settings → Labs, then access Email Sequences after activation.

Impact:
Cuts down the time spent checking different areas just to see how your email services are performing.

Recommended For:
Marketers, agencies, coaches, and businesses running nurture campaigns or onboarding emails.

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Group Your Contacts by Source in Dashboards & Reporting  

What’s New:
Lets you organize contact reports based on where your leads originated.

Where in GHL:
Available within Dashboards & Reporting when viewing contact analytics.

Impact:
Makes it easier to compare lead sources and identify which marketing channels are producing the best results.

Recommended For:
Marketing teams, agency owners, and businesses tracking campaign performance across multiple lead sources.

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MMLite Adoption Banner in Conversations  

What’s New:
Displays a helpful banner inside Conversations to encourage users to adopt the new MMLite messaging experience.

Where in GHL:
Appears within the Conversations module for eligible accounts.

Impact:
Helps users discover and transition to MMLite while highlighting its benefits directly inside the messaging interface.

Recommended For:
Current HighLevel users exploring the latest messaging experience and teams preparing to migrate to MMLite.

On the surface, this update introduces just one new option: a Run Marketing Audit Report toggle when creating a new prospect. In reality, it gives agencies much greater control over how they manage their prospecting workflow.

Before this update, adding a prospect and running an audit were basically tied together. Save the business, and GHL would start building its Marketing Audit Report automatically. That worked well when you wanted the data right away, but there was no way to simply save a prospect and move on.

Now, when you create a prospect, you can decide what happens next.

If the Run Marketing Audit Report toggle is enabled, the experience works exactly as it always has. The prospect is saved, and GHL immediately begins generating a Marketing Audit Report containing valuable insights such as:

• Website performance issues
• Google Business Profile opportunities
• Local SEO recommendations
• Online reputation and review gaps
• Business listing and visibility improvements

If the toggle is disabled, the process becomes much faster. The prospect is saved instantly without generating a report. Whenever you’re ready, you can open the Prospect Details page and manually generate the Marketing Audit Report later.

Nothing has been removed from the feature. Every audit capability remains available exactly as before. The difference is that you’re no longer forced to generate a report during prospect creation.

This added flexibility is especially valuable for agencies handling high-volume prospecting. Instead of waiting for every report to complete before moving to the next lead, you can quickly build your prospect database, qualify your opportunities, and generate Marketing Audit Reports only for the businesses that are ready for outreach.

It’s a small workflow change, but one that removes unnecessary friction from the prospecting process. Rather than changing what the Marketing Audit Report does, GHL has changed when you choose to use it, putting you in control of your prospecting workflow instead of forcing every prospect through the same process.

On its own, this doesn’t look like a massive GHL update. But spend an afternoon adding prospect after prospect, and you’ll quickly see why having this extra choice matters.

When you’re prospecting, you want to keep moving. Find a business, save it, then get on to the next one. Having to stop for a Marketing Audit Report each time could slow things down when all you really wanted was a solid list of businesses to contact later.

With the new toggle, you decide when a Marketing Audit Report adds value to your process. If you’re qualifying leads as you go, leave the option enabled and receive the audit immediately. If you’re collecting prospects for a campaign or importing businesses in bulk, switch it off and continue adding prospects without unnecessary delays.

This flexibility also helps teams work more efficiently. Sales representatives can focus on filling the pipeline, while account managers or strategists can generate Marketing Audit Reports later for the prospects that show genuine interest. Instead of producing reports for every business, you can reserve them for qualified opportunities where they’ll have the greatest impact.

There’s no real benefit in doing the homework before you know whether you’ll need it. Save the prospect first. See if they’re worth pursuing. If they move closer to a call or proposal, that’s the time to generate the Marketing Audit Report and look for talking points you can actually use.

The good news is you’re not giving anything up. Marketing Audit Reports still work the same way and are there whenever you need them. GHL has simply stopped making the decision for you. Run the report now, run it later, or wait until the prospect is actually worth investigating.

The Run Marketing Audit Report option is available when adding a new prospect in the GoHighLevel Prospecting Tool. You’ll choose whether to generate the Marketing Audit Report when you save the prospect or skip the audit and create the report later from the Prospect Details page.

This lets you decide whether you need the audit right away or simply want to save the business and continue building your prospect list. Here are the steps to use the Run Marketing Audit Report option when adding a new prospect in GoHighLevel.

• Open the Prospecting Tool.
• Enter the Prospect Information.
• Choose Whether to Run a Marketing Audit Report.
• Review the Prospect.
• Generate the Marketing Audit Report Later.

Before you begin, make sure you’re logged in to your GoHighLevel sub-account.

• The Prospecting Tool is where you’ll add and manage potential clients inside GoHighLevel.

1.1 Click Marketing

• This opens the Marketing area where you can access GoHighLevel’s prospecting features.

1.2 From the left-hand navigation menu, click Prospecting.

• This takes you to the Prospecting Tool, where you can search for businesses and manage prospects you’ve already added.

1.3 Select Add Prospect.

• This opens the Add Prospect option so you can enter a new business and choose whether you want to generate a Marketing Audit Report.

• Complete the business details exactly as you normally would.

2.1 Enter the business name and website URL

• Add the prospect’s business name and website address so GHL can identify the business you’re adding.

2.2 Add country as required information.

• Choose the country where the business is located. This is required before you can continue creating the prospect.

• This new option determines whether GHL generates a Marketing Audit Report immediately after the prospect is created.

3.1 Locate the Run Marketing Audit Report toggle.

• Leave the toggle ON to automatically generate the Marketing Audit Report after saving. Switch the toggle OFF if you want to save the prospect without generating a report.

3.2 Click Add prospect

• GHL will add the business to your prospect list and follow the Marketing Audit Report option you selected.

• Once you’ve chosen your preferred workflow, simply save the prospect.

4.1 Review the prospect

• Check the business information on the Prospect Details page and confirm that the correct prospect has been added.

• If you chose not to run the report during prospect creation, you can generate it whenever you’re ready.

5.1 Click Show report

• From here, you can generate the report when you need the additional marketing insights for that prospect.

That’s It! You’ve successfully learned how to use the new Run Marketing Audit Report toggle in GoHighLevel.

Whether you choose to generate reports immediately or save them for later, the Marketing Audit Report still delivers the same valuable business insights. The difference is that GHL now lets you decide when those insights are generated, giving your agency a faster, more flexible prospecting workflow that adapts to the way your team works.

Having the toggle is nice. Knowing when to switch it on or off is where it becomes useful. A few small changes to how your team handles prospects can make this update worth using every day..

Build Your Prospect List First  

If your goal is to identify as many potential clients as possible, leave the Run Marketing Audit Report toggle turned OFF while adding prospects.

This makes those big prospecting sessions a lot less stop-and-start. You can work your way through the businesses you’ve found without dealing with an audit each time. Once that’s done, take a second pass and spend your research time on the prospects that look worthwhile.

Generate Reports for Qualified Leads  

Not every prospect becomes a sales opportunity. Instead of creating a Marketing Audit Report for every business you find, wait until you’ve qualified the lead.

By generating reports only for businesses that respond to your outreach or book a meeting, you’ll spend more time analysing genuine opportunities and less time reviewing reports that may never be used.

Prepare Before Your Discovery Calls  

Planning a sales call? Generate the Marketing Audit Report shortly before your meeting.

Run the report before the call and you’ll have a much better idea of what’s happening with that business online. You can spot website problems, weak reviews, SEO gaps, or Google Business Profile opportunities and bring something specific to the conversation.

Create a Consistent Team Workflow  

If multiple people handle prospecting in your agency, establish a standard process for using the new toggle.

For example:

• Sales Development Representatives (SDRs) focus on building prospect lists with the toggle turned OFF.
• Account Managers or Sales Consultants generate the Marketing Audit Report once a meeting has been booked.
• Strategists review the report before preparing proposals or onboarding new clients.

A consistent workflow helps everyone understand when reports should be generated and avoids unnecessary duplication of work.

Balance Speed with Insight  

The biggest advantage of this update is flexibility. There isn’t a right or wrong setting—it depends on what you’re trying to achieve.

If you’re researching one business, generating the Marketing Audit Report immediately makes perfect sense.

If you’re building a list of fifty prospects for an outbound campaign, saving them first and generating reports later will usually be the more efficient approach.

That’s the Real Benefit  

The Marketing Audit Report remains one of GHL’s most valuable prospecting tools. This update doesn’t change the quality of the insights, it simply gives you the freedom to decide when those insights are most useful.Work faster when you need speed. Generate reports when you need data. Now you can do both.

Not every GHL update needs to add another shiny tool to be useful. Sometimes fixing an annoying part of something you already use is enough. That’s pretty much what happened with the Marketing Audit Report.

Agencies don’t all prospect the same way, and now GHL doesn’t expect them to. You can run the Marketing Audit Report when you add the business, or simply save the prospect and deal with the audit later.

If your priority is building a large pipeline of potential clients, you can add prospects quickly without interrupting your momentum. If you’re preparing for a discovery call or sales presentation, you can continue generating a Marketing Audit Report immediately and use its insights to personalise your conversation.

Things change once your agency starts getting busier. The person finding prospects might not be the person qualifying them, taking the sales call, or putting together the strategy. Giving each person the ability to run the audit when they actually need it makes a lot more sense.

The audit can now wait until somebody actually has a reason to use it. Your prospecting team can keep building the list, while the person handling the next stage can run the Marketing Audit Report when they need the extra information.

This is where a small change can quietly earn its keep. Your team gets through the prospect list faster and spends less time sitting around waiting for reports. That leaves more of the day for the stuff that can actually turn a prospect into a client.

You’re not losing any of the information that made the report useful in the first place. Website problems, Google Business Profile opportunities, Local SEO, reviews, reputation, and listings can all still be checked. You just don’t have to pull that information the moment a prospect is added.

It’s a simple change, but one that gives agencies a faster, smarter, and more efficient way to manage prospecting inside GoHighLevel.

The new Run Marketing Audit Report toggle may seem like a small addition, but it introduces a smarter and more flexible way to manage prospect creation in GoHighLevel.

GHL used to make that decision for you. Add a prospect and the audit would run. Now you make the call. Run the Marketing Audit Report when you’ve got a meeting coming up, or leave it alone while you’re busy filling your prospect list.

If your agency lives and dies by a steady flow of new prospects, fewer interruptions are always welcome. You can spend the prospecting session getting businesses into GHL, then worry about audits after you’ve decided who deserves a second look. Nothing from the report itself has gone anywhere.

The Marketing Audit Report still does what it did before. What’s different is when you have to deal with it. Your team can get the prospecting done first and leave the audit until there’s actually a reason to run one.

If your agency regularly uses the Prospecting Tool, it’s worth testing both workflows. Try generating Marketing Audit Reports immediately for high-priority leads, while saving reports until later for bulk prospecting campaigns. You may find this simple toggle becomes one of the easiest ways to streamline your daily sales process.

Small updates often create the biggest improvements. This is one of them.