Generate Marketing Audit Report via Workflows
Marketing Audit Reports help you immediately assess prospects and point out weaknesses you can easily fix. However, manually generating reports for new leads slows down your operations. Let's go through how to set up this new action and automate the process!
⭐️How to Generate a Marketing Audit Report via Workflows?
Create or edit a workflow and add the Contact Created trigger.
Click the plus sign icon to add an action and select Generate Marketing Audit Report from the Marketing actions.
Enter the business name and fill out other important fields; you can use custom values to do so.
Once created, audit reports can be viewed in your Prospecting dashboard.
⭐️Why Is This Feature Beneficial To Your Company?
Efficient Qualification: Automatically evaluate business health before outreach, so you can easily focus your efforts on your best matches.
Improved Lead Capturing: This update lets you connect with leads and position your business as the expert solution, thanks to auto-generated reports.
Increased Reach: No matter where your leads come from, you can now run the same deep business audit on all of them, no longer limiting your reach to prospecting leads.
The moment a contact enters your system, a comprehensive Marketing Audit Report delivers actionable insights into their overall digital presence, helping you point out the specific areas you’ll help with and effectively convert your prospects into customers. We hope you enjoy it!
