Marketing Audit Reports for Sub Accounts!

Marketing Audit is Now Available for Sub-Accounts – For Free!

We’re excited to announce that the Marketing Audit Report—previously available only for Prospect records—is now accessible for all Sub-Accounts at no additional cost!

🔍 Why This Matters

Agencies can now reinforce their value by regularly generating audit reports for clients. This empowers them to:

Track performance of their clients over time
Showcase improvements with clear before-and-after comparisons
Build trust and
improve client retention

⚙️ 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!)

🧩 Feature Eligibility

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

📈 What Can You Do with It?

Track Progress
& uncover new marketing opportunities
Schedule Reports:
Monthly or Quarterly auto-generation with email notifications
Export to PDF:
Share the report easily with clients or stakeholders

💡 Pro Tip

Run the Marketing Audit once a month to measure progress, find upsell opportunities, and keep your clients engaged and informed.

If you have any suggestions or feedbacks, please reach out at:

prospecting@gohighlevel.com
or drop your ideas here: https://ideas.gohighlevel.com/prospecting-tool