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Workflow Action: Generate Marketing Audit Report

Automatically create a Marketing Audit Report for new or updated contacts so your team can qualify leads faster and start more personalized outreach. This workflow action uses contact details like business name and website to generate an audit you can review, share, and use in sales conversations. * * * ## What is the Generate Marketing Audit Workflow Action The Marketing Audit Report Generation workflow action allows you to automatically create a Marketing Audit Report for every new lead (contact) added to your sub-account. With workflow automation, you can instantly enrich new contacts, understand their online presence, and personalize follow-up outreach — all without manual effort. To use this action, ensure the Prospecting Tool is enabled and subscribed on your sub-account. Note: Previously, marketing audits could only be generated for leads created inside the Prospecting Tool. With this new workflow action, you can now generate audits for any contact from any source — Facebook Ads, funnels, forms, imports, integrations, webinars, or any other channel. * * * ## Action Name Generate Marketing Audit Report * * * ## Action Description This workflow action automatically generates a Marketing Audit Report for a contact by using the details available in their profile, such as: - Business Name

  • Website URL
  • Address
  • Email
  • Phone Number The more complete the contact’s information is, the more accurate and detailed the audit will be. ### What is Marketing Audit Report The Marketing Audit Report is a powerful, automated snapshot of a business’s local marketing presence. It analyzes key areas like business listings accuracy, website performance, Google Business Profile, SEO rankings, and online reputation. These insights help you identify gaps in your online presence, understand what’s impacting your growth, and take informed next steps — making the report useful for improving performance, onboarding new customers, or planning future marketing efforts. * * * ## Prerequisites 1. Your sub-account must have an active Prospecting Tool subscription.
  1. Ensure that the Prospecting Tool is enabled in your account.
  2. Add the action into a workflow that triggers when a contact is available (recommended trigger: Contact Created). * * * ## How It Works 1. A contact enters your workflow.
  3. The Generate Marketing Audit Report action runs automatically.
  4. Prospecting Tool uses the contact’s available business information such as business name, website, email etc to recoganize the right business entity and then run detailed audit for it.
  5. The generated report is attached to that prospect inside the Prospecting Tool.!(https://assets.patientcopilot.ai/4d98557bf8750149.png) * * * ## Duplicate Prevention For contacts originally created by the Prospecting Tool, we automatically prevents: - Duplicate marketing audit reports
  • Re-triggering the same audit workflows This ensures clean data and avoids unnecessary audit generation for leads already handled by the Prospecting Tool. * * * ## Where to Find the Generated Audit Once the workflow runs: 1. Navigate to Marketing → Prospecting Tool (if can’t see ‘Prospecting’ tab: it’s probably prospecting is not enabled for your account).
  1. Open the Prospecting tab.
  2. Search for the specific prospect/contact.
  3. You’ll see the newly generated Marketing Audit Report for that contact. * * * ## Example #### Use Case: Audit Every New Lead Automatically You want to audit all new contacts coming in — from Facebook Ads, funnels, events, referrals, imports, or anywhere else. 1. Create a workflow with Trigger: Contact Created.
  4. Add the Generate Marketing Audit Report action.
  5. Publish the workflow. Now, every new contact added to your CRM will automatically: - Have its business details analyzed