# Workflow Action: Generate Marketing Audit Report > Automate Marketing Audit Reports in GHL Customer Care workflows using contact business details. Generate, find, and share audits faster to speed up outreach. - Source: https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/workflow-action-generate-marketing-audit-report - Section: Agency View / Marketing Audit Reports - Reading time: 3 min - Images: 1, each explained below --- 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. --- **TABLE OF CONTENTS** - [What is the Generate Marketing Audit Workflow Action](#what-is-the-generate-marketing-audit-workflow-action) - [Action Name](#action-name) - [Action Description](#action-description) - [Prerequisites](#prerequisites) - [How It Works](#how-it-works) - [Duplicate Prevention](#duplicate-prevention) - [Where to Find the Generated Audit](#where-to-find-the-generated-audit) - [Example](#example) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **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. 2. Ensure that the Prospecting Tool is enabled in your account. 3. 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. 2. The Generate Marketing Audit Report action runs automatically. 3. 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. 4. The generated report is attached to that prospect inside the Prospecting Tool. ![How It Works (image 1 of 1)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155065386384/original/deq9WohD9DTUtUwUY3iKxT1vgaCGalrymA.png) **How It Works (image 1 of 1)** This screenshot appears in the "How It Works" section of "Workflow Action: Generate Marketing Audit Report". The text alongside this image reads: A contact enters your workflow. The Generate Marketing Audit Report action runs automatically. 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. The generated…. Immediately after, the guide continues: For contacts originally created by the Prospecting Tool, we automatically prevents. - What this covers: A contact enters your workflow. The Generate Marketing Audit Report action runs automatically. 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. The generated report is attached to that prospect inside the Prospecting Tool. - Next: For contacts originally created by the Prospecting Tool, we automatically prevents: Full procedure: 1. A contact enters your workflow. 2. The Generate Marketing Audit Report action runs automatically. 3. 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. 4. The generated report is attached to that prospect inside the Prospecting Tool. --- ## **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). 2. Open the Prospecting tab. 3. Search for the specific prospect/contact. 4. 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. 2. Add the Generate Marketing Audit Report action. 3. Publish the workflow. Now, every new contact added to your CRM will automatically: - Have its business details analyzed - Receive a custom Marketing Audit Report - Appear inside the Prospecting Tool for review This gives your team immediate insights and helps tailor outreach to each lead’s current marketing performance. --- ## **Frequently Asked Questions** **Q: Can I export the Marketing Audit Report as a PDF and customize it?** GHL Customer Care supports PDF export customization in the Prospecting Tool so your audit PDFs can match your branding. For more information on exporting and customizing these reports, [click here](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/customize-export-marketing-audit-pdf-reports-with-multi-language-support). **Q: Can I share the report with a prospect in another language?** Yes. Multilingual Prospect Report Sharing can localize the Marketing Audit Report. You can choose a language when generating a share link or sending via Email/SMS --- ## **Related Articles** - [How to Generate Leads Using the GHL Customer Care Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/how-to-generate-leads-using-the-ghl-customer-care-prospecting-tool) - [How to Use Local Marketing Audits & Compare Reports for Strategic Growth](https://docs.ghlcustomercare.com/docs/reporting/marketing-audit-reports/how-to-use-local-marketing-audits-compare-reports-for-strategic-growth) - [Multilingual Prospect Report Sharing (Prospecting Tool)](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/multilingual-prospect-report-sharing-prospecting-tool) - [Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/customize-export-marketing-audit-pdf-reports-with-multi-language-support) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com