How to generate Marketing Audit Reports for existing Sub Accounts

Modified on: Tue, 8 Apr, 2025 at 6:26 AM

Marketing Audit is Now Available for Sub-Accounts – For Free!
We’re excited to announce that the Marketing Audit Report for all Sub-Accounts at no additional cost!


Why This Matters
  • Track performance over time
  • Check improvements with clear before-and-after comparisons

Feature Availability
  • Currently available under Labs
  • Once fully rolled out, this feature will be available for all Sub-Accounts by default.
Access Control
  • The feature is enabled by default for all users within a Sub-Account.
  • You can manage access by updating Roles & Permissions under:
  • Sub-Account > Settings > My Staff > Roles

⚙️ How to Get Started
  • Navigate to: Sub-Account > Settings > Labs
  • Enable: ‘Marketing Audit’
  • Go to: Sub-Account > Reporting > Audit Report
  • Click: ‘Generate Report Now’ (Give it a moment – your report will be auto-generated!)
Screenshot 2025-04-07 at 3

What Can You Do with It?
  • Track Progress
     & uncover new opportunities
  • Schedule Reports:
     Monthly or Quarterly auto-generation with email notifications
  • Export to PDF:
     Download or share the report PDF
Screenshot 2025-04-07 at 3


Pro Tip
Run the Marketing Audit once a month to measure progress, find opportunities, and stay ahead of your competitors



Other Important Support Articles

1. Grading Sheet and Sidebar in Marketing Report

https://help.gohighlevel.com/support/solutions/articles/155000004744-prospecting-tool-grading-sheet-and-sidebar-in-marketing-report

2. Understanding the Grades in Your Marketing Audit Report https://help.gohighlevel.com/support/solutions/articles/155000003125-understanding-the-grades-in-your-marketing-audit-report



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