Generate Marketing Audit Reports via Sparkforge Workflows

The Generate Marketing Audit Report workflow action creates a Marketing Audit Report for any contact in your sub-account, using the contact details on file. With it, you can enrich every new lead with a snapshot of their online presence and start more personalized outreach.

Requirement: the Prospecting Tool must be enabled and subscribed on your sub-account.

What changed

Previously, marketing audits could only be generated for leads created inside the Prospecting Tool. With this action, you can generate audits for any contact from any source: Facebook ads, funnels, forms, imports, integrations, webinars, or anywhere else.

Action inputs

The action uses these contact fields to build the audit:

• Business name
• Website URL
• Address
• Email
• Phone number

The more complete the profile, the more accurate the audit.

What's in a Marketing Audit Report

The Marketing Audit Report is an automated snapshot of a business's local marketing presence. It analyzes:

• Business listings accuracy across major directories
• Website performance signals
• Google Business Profile
• SEO rankings
• Online reputation and reviews

The result helps you spot gaps, understand what's holding back growth, and plan focused outreach or onboarding next steps.

Prerequisites

• An active Prospecting Tool subscription on the sub-account.
• Prospecting Tool enabled in your account.
• A workflow trigger that fires when a contact is available (Contact Created is the recommended trigger).

How to add the action

1. Go to Automation > Workflows and open or create a workflow.
2. Add a Contact Created trigger (or any contact-level trigger that fits your funnel).
3. Click + Add Action.
4. Search for and select Generate Marketing Audit Report.
5. Save the action; the contact's profile fields feed in automatically.
6. Add follow-up actions: notify a sales rep, attach the audit URL to the contact, or trigger an email outreach sequence.
7. Save and publish.

Outreach ideas

• Send the audit highlights in a personalized first-touch email.
• Route audits with low scores to a sales rep with talk tracks pre-built around the gaps.
• Use the audit during onboarding calls to anchor the conversation in real data.