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How to Use Local Marketing Audits & Compare Reports for Strategic Growth

Local Marketing Audits deliver a fast, accurate snapshot of local visibility. Generate audits with verified business details and compare results to competitors.

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  1. Key Benefits of the Local Marketing Audit
  2. Permissions & Access for Local Marketing Audits
  3. How to Generate Local Marketing Audit Reports
  4. Refresh a Local Marketing Audit
  5. Understanding Your Report (Your Business Profile & Compare Reports)
  6. Your Business Profile
  7. Competitive Analysis (Compare Reports)
  8. Audit Report Settings
  9. Report Timeline
  10. Sharing a Local Marketing Audit
  11. Export the Audit as a PDF
  12. Share Report via Email, SMS or a Link
  13. Frequently Asked Questions
  14. Related Articles

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GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results against competitors.

TABLE OF CONTENTS

What is the Local Marketing Audit?

The Local Marketing Audit is a powerful diagnostic tool designed to help you understand the overall health and performance of your business. It provides a comprehensive analysis across several key areas like listings, reviews, website performance and SEO, helping you identify growth opportunities.

Key Benefits of the Local Marketing Audit

  • Measure Business Health at a Glance: Get an in-depth snapshot of how your business is performing across critical marketing and operational dimensions.

  • Reinforce Agency Value: Show your clients exactly where their business stands and how your agency is driving improvements.

  • Boost Visibility into Key Metrics: Access detailed insights that can guide strategy, optimize performance, and enhance client satisfaction.

Permissions & Access for Local Marketing Audits

Proper access ensures the right teammates can run, refresh, configure, and share audits while maintaining control over your data. This feature is enabled by default for all users within a Sub-Account.

Email Delivery Note: If you’ll email reports from Settings → Report Generation, those recipients should have at least View permissions.

You can manage access under following these steps:

  1. Go to Settings → My Staff. Select the user and click Edit.
    Step 1 of 2: Go to Settings → My Staff. Select the user and click Edit What this shows Step 1 of 2: Go to Settings → My Staff. What this shows Shows where to go for step 1 of 2 in the "Permissions & Access for Local Marketing Audits" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 1 of 2 in the "Permissions & Access for Local Marketing Audits" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you go to Settings → My Staff. Select the user and click Edit. This part of the guide covers 12 fields, listed below. The next step is to go to the Roles & Permissions tab. Enable or disable the permission for View & Manage Local Marketing Audit and save your changes. Step 1 of 2Image 1 of 19 Where to goGo to Settings → My Staff. Select the user and click Edit.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced SettingsMyStaffEditTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersRolesPermissions.View & Manage Local Marketing AuditReporting
    Next stepGo to the Roles & Permissions tab. Enable or disable the permission for View & Manage Local Marketing Audit and save your changes.
    All 2 steps in this procedure
    1. Go to Settings → My Staff. Select the user and click Edit. this image
    2. Go to the Roles & Permissions tab. Enable or disable the permission for View & Manage Local Marketing Audit and save your changes.
  2. Go to the Roles & Permissions tab. Enable or disable the permission for View & Manage Local Marketing Audit and save your changes.
    Step 2 of 2: Go to the Roles & Permissions tab. Enable or disable the permission… What this shows Step 2 of 2: Go to the Roles & Permissions tab. What this shows Shows where to go for step 2 of 2 in the "Permissions & Access for Local Marketing Audits" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 2 of 2 in the "Permissions & Access for Local Marketing Audits" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you go to the Roles & Permissions tab. Enable or disable the permission for View & Manage Local Marketing Audit and save your changes. This part of the guide covers 12 fields, listed below. Step 2 of 2Image 2 of 19 Where to goGo to the Roles & Permissions tab. Enable or disable the permission for View & Manage Local Marketing Audit and save your changes.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced RolesPermissions.View & Manage Local Marketing AuditTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditReporting
    All 2 steps in this procedure
    1. Go to Settings → My Staff. Select the user and click Edit.
    2. Go to the Roles & Permissions tab. Enable or disable the permission for View & Manage Local Marketing Audit and save your changes. this image

How to Generate Local Marketing Audit Reports

Step 1: Open Local Marketing Audit

  1. In the left navigation bar, click Reporting.
  2. At the top, select the Local Marketing Audit tab.
  3. Click the blue Generate New Report button.
Step 1: Open Local Marketing Audit (image 3 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Step 1: Open Local Marketing Audit" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Step 1: Open Local Marketing Audit" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 3 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Step 2: Review & Select Business Details

Your Business Name, Address, Phone, Website is automatically pulled from your location information into the Generate Report module. Review and make any needed edits to the information. 

Step 2: Review & Select Business Details (image 4 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Step 2: Review & Select Business Details" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Step 2: Review & Select Business Details" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 4 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Step 3: Review Google Business Profile

If a Google Business Profile (GBP) is already connected, you can select it from the dropdown. If not, simply enable the toggle to search Google Maps directly using your business name, address or Google Maps URL.

Step 3: Review Google Business Profile (image 5 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Step 3: Review Google Business Profile" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Step 3: Review Google Business Profile" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 5 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Step 4: Generate Report

Once all information has been added and verified, click Generate Report. 

Step 4: Generate Report (image 6 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Step 4: Generate Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Step 4: Generate Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 6 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Refresh a Local Marketing Audit 

When you update your website, GBP, listings, or tracking, you can refresh the audit instantly. There is now waiting period and no need to recreate the report.

To refresh your audit, just click Refresh Report at the top of the Local Marketing Audit page.

Refresh a Local Marketing Audit (image 7 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Refresh a Local Marketing Audit" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Refresh a Local Marketing Audit" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 7 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Understanding Your Report (Your Business Profile & Compare Reports)

The report is organized into two primary areas. Use Your Business Profile to assess your current state and Compare Reports to benchmark against competitors. 

Your Business Profile

  1. Google Business Profile Audit: Evaluate the completeness and optimization level of your GBP listing.

  2. Website Performance Audit: Check for speed, responsiveness, SEO-friendliness, and overall user experience.

  3. Local SEO Heat Map: Visualize local search visibility across different keywords and geographic areas. Create up to three heatmaps for the business, with a separate keyword, grid size, and search radius for each heatmap. You can also remove the automatically selected keyword and use the keywords most relevant to your analysis.

  4. Listings Analysis: Ensure your business information is consistently and accurately listed across platforms.

  5. Online Reviews Audit: Analyze review quantity, quality, and response patterns to gauge your reputation health.

  6. Business Detail Accuracy Check: Review foundational business data (name, address, phone, etc.) for correctness and consistency.

For additional information, see: Understanding the Grades in Your Marketing Audit Report

Your Business Profile (image 8 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Your Business Profile" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Your Business Profile" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 8 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Competitive Analysis (Compare Reports)

Understand how your business stacks up against the competition with our AI-Powered Competitor Analysis. This feature helps you uncover actionable insights by comparing your business's online presence with others in your market. Benchmark your current audit against competitors, section by section (GBP, Listings, SEO, etc.). 

The Competitor Analysis covers two critical areas:

  • Listings Comparison: Review the accuracy, completeness, and optimization of your business listings compared to your competitors.
  • Online Reputation (Reviews) Comparison: Gain insight into review volume, sentiment, and engagement strategies. Understand how your reputation measures up and where you can improve.

For additional information on this report, see Prospecting: Competitor Analysis Report.

Note: The analysis is based on published listings available online for both your business and the selected competitors.

How to Add Competitors and Generate the Report

  1. Once your Marketing Audit is generated, go to the Compare Reports tab.
    Step 1 of 3: Once your Marketing Audit is generated, go to the Compare Reports tab What this shows Step 1 of 3: Once your Marketing Audit is generated, go to the Compare Reports tab. What this shows Shows what this covers for step 1 of 3 in the "How to Add Competitors and Generate the Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 1 of 3 in the "How to Add Competitors and Generate the Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you once your Marketing Audit is generated, go to the Compare Reports tab. This part of the guide covers 12 fields, listed below. The next step is to add Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare. Step 1 of 3Image 9 of 19 What this coversOnce your Marketing Audit is generated, go to the Compare Reports tab.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced Compare ReportsTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing Audit
    Next stepAdd Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare.
    All 3 steps in this procedure
    1. Once your Marketing Audit is generated, go to the Compare Reports tab. this image
    2. Add Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare.
    3. Click Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights.
  2. Add Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare.
    Step 2 of 3: Add Up to 3 Competitor Businesses. Click + Compare then search for the… What this shows Step 2 of 3: Add Up to 3 Competitor Businesses. What this shows Shows what to click for step 2 of 3 in the "How to Add Competitors and Generate the Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 2 of 3 in the "How to Add Competitors and Generate the Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you add Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare. This part of the guide covers 12 fields, listed below. The next step is to click Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights. Step 2 of 3Image 10 of 19 What to clickAdd Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced + CompareTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing Audit
    Next stepClick Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights.
    All 3 steps in this procedure
    1. Once your Marketing Audit is generated, go to the Compare Reports tab.
    2. Add Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare. this image
    3. Click Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights.
  3. Click Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights.
    Step 3 of 3: Click Compare Reports. This will initiate the AI-driven Competitor… What this shows Step 3 of 3: Click Compare Reports. What this shows Shows what to click for step 3 of 3 in the "How to Add Competitors and Generate the Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 3 of 3 in the "How to Add Competitors and Generate the Report" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you click Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights. This part of the guide covers 12 fields, listed below. Step 3 of 3Image 11 of 19 What to clickClick Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced Compare ReportsTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing Audit
    All 3 steps in this procedure
    1. Once your Marketing Audit is generated, go to the Compare Reports tab.
    2. Add Up to 3 Competitor Businesses. Click + Compare then search for the business you would like to compare.
    3. Click Compare Reports. This will initiate the AI-driven Competitor Analysis and generate side-by-side insights. this image

Audit Report Settings

Centralized Audit Settings let you change once and apply forward. Configure how future audits behave, settings do not modify historical reports. 

To open the Audit Report Settings,click the three dot menu in the top‑right corner and choose Settings from the dropdown.

Audit Report Settings (image 12 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Audit Report Settings" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Audit Report Settings" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 12 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Audit Report Settings includes three tabs: Business Details, Report Generation, and Report Sections.

  • Business Details: Update Name, Address, Phone (NAP), Website, and choose the Google Business Profile (GBP) used for audit generation.
  • Report Generation: Choose how often reports run (Monthly, Quarterly, or Manual only) and enable or disable email delivery for reports
  • Report Sections: Decide which audit sections are included and reorder sections to match your priorities.
Audit Report Settings (image 13 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Audit Report Settings" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Audit Report Settings" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 13 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Report Timeline

The interactive Report Timeline stores prior audit reports for up to 12 months, so you can quickly review past performance, view improvements, and analyze trends.

Click Report Timeline at the top of the audit to open the Report Timeline. From here you can:

  • Click a date to instantly open an older report.
  • Hover to preview a summary card with key metrics.

  • Quickly compare scores and sections over time

Report Timeline (image 14 of 19) What this shows GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. What this shows Illustrates the "Report Timeline" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot appears in the "Report Timeline" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. Image 14 of 19
Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
All 11 steps in this procedure
  1. What is the Local Marketing Audit?
  2. Key Benefits of the Local Marketing Audit
  3. Permissions & Access for Local Marketing Audits
  4. How to Generate Local Marketing Audit Reports
  5. Refresh a Local Marketing Audit
  6. Understanding Your Report (Your Business Profile & Compare Reports)
  7. Audit Report Settings
  8. Report Timeline
  9. Sharing a Local Marketing Audit
  10. Frequently Asked Questions
  11. Related Articles

Sharing a Local Marketing Audit

Sharing options make it easy to deliver findings to clients and teammates in the format they prefer. Choose between a polished PDF for formal reports or quick delivery via email, SMS, or a shareable link

Export the Audit as a PDF

Use a PDF when you need a client-ready report with consistent formatting. You can even choose the language of the exported report!

  1. Click Export PDF.
    Step 1 of 2: Click Export PDF What this shows Step 1 of 2: Click Export PDF. What this shows Shows what to click for step 1 of 2 in the "Export the Audit as a PDF" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 1 of 2 in the "Export the Audit as a PDF" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you click Export PDF. For context, this section explains: GHL Customer Care’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with a 12‑month Report Timeline. This article explains how to generate an audit and compare results…. This part of the guide covers 12 fields, listed below. The next step is to select a language from the dropdown then click Export PDF to download. When the shared web report contains multiple Local SEO heatmaps, recipients can switch between the heatmaps to compare local visibility across different keywords. Step 1 of 2Image 15 of 19 What to clickClick Export PDF.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced Export PDFTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing Audit
    Next stepSelect a language from the dropdown then click Export PDF to download. When the shared web report contains multiple Local SEO heatmaps, recipients can switch between the heatmaps to compare local visibility across different keywords.
    All 2 steps in this procedure
    1. Click Export PDF. this image
    2. Select a language from the dropdown then click Export PDF to download. When the shared web report contains multiple Local SEO heatmaps, recipients can switch between the heatmaps to compare local visibility across different keywords.
  2. Select a language from the dropdown then click Export PDF to download.
    When the shared web report contains multiple Local SEO heatmaps, recipients can switch between the heatmaps to compare local visibility across different keywords.
    Step 2 of 2: Select a language from the dropdown then click Export PDF to download… What this shows Step 2 of 2: Select a language from the dropdown then click Export PDF to download. What this shows Shows what to choose for step 2 of 2 in the "Export the Audit as a PDF" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 2 of 2 in the "Export the Audit as a PDF" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you select a language from the dropdown then click Export PDF to download. When the shared web report contains multiple Local SEO heatmaps, recipients can switch between the heatmaps to compare local visibility across different keywords. This part of the guide covers 12 fields, listed below. Step 2 of 2Image 16 of 19 What to chooseSelect a language from the dropdown then click Export PDF to download. When the shared web report contains multiple Local SEO heatmaps, recipients can switch between the heatmaps to compare local visibility across different keywords.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced languageExport PDFTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.
    All 2 steps in this procedure
    1. Click Export PDF.
    2. Select a language from the dropdown then click Export PDF to download. When the shared web report contains multiple Local SEO heatmaps, recipients can switch between the heatmaps to compare local visibility across different keywords. this image

Use the built-in share tools to send the report directly to contacts or generate a secure link you can drop into chat threads!

  1. Click 3 dot menu and from the dropdown select Share Report.
    Step 1 of 3: Click 3 dot menu and from the dropdown select Share Report What this shows Step 1 of 3: Click 3 dot menu and from the dropdown select Share Report. What this shows Shows what to choose for step 1 of 3 in the "Share Report via Email, SMS or a Link" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 1 of 3 in the "Share Report via Email, SMS or a Link" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you click 3 dot menu and from the dropdown select Share Report. This part of the guide covers 12 fields, listed below. The next step is to choose a delivery method (Email, SMS or Share Link), select a language and enter contact information. Step 1 of 3Image 17 of 19 What to chooseClick 3 dot menu and from the dropdown select Share Report.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced 3 dotShare ReportTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.
    Next stepChoose a delivery method (Email, SMS or Share Link), select a language and enter contact information.
    All 3 steps in this procedure
    1. Click 3 dot menu and from the dropdown select Share Report. this image
    2. Choose a delivery method (Email, SMS or Share Link), select a language and enter contact information.
    3. Enter the email Subject Line and Email Content then click Share Report to send.
  2. Choose a delivery method (Email, SMS or Share Link), select a language and enter contact information.
    Step 2 of 3: Choose a delivery method (Email, SMS or Share Link), select a language… What this shows Step 2 of 3: Choose a delivery method (Email, SMS or Share Link), select a language and enter contact information. What this shows Shows what to fill in for step 2 of 3 in the "Share Report via Email, SMS or a Link" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 2 of 3 in the "Share Report via Email, SMS or a Link" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you choose a delivery method (Email, SMS or Share Link), select a language and enter contact information. This part of the guide covers 12 fields, listed below. The next step is to enter the email Subject Line and Email Content then click Share Report to send. Step 2 of 3Image 18 of 19 What to fill inChoose a delivery method (Email, SMS or Share Link), select a language and enter contact information.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced TABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing AuditReporting
    Next stepEnter the email Subject Line and Email Content then click Share Report to send.
    All 3 steps in this procedure
    1. Click 3 dot menu and from the dropdown select Share Report.
    2. Choose a delivery method (Email, SMS or Share Link), select a language and enter contact information. this image
    3. Enter the email Subject Line and Email Content then click Share Report to send.
  3. Enter the email Subject Line and Email Content then click Share Report to send.
    Step 3 of 3: Enter the email Subject Line and Email Content then click Share Report… What this shows Step 3 of 3: Enter the email Subject Line and Email Content then click Share Report to send. What this shows Shows what to fill in for step 3 of 3 in the "Share Report via Email, SMS or a Link" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". This screenshot accompanies step 3 of 3 in the "Share Report via Email, SMS or a Link" section of "How to Use Local Marketing Audits & Compare Reports for Strategic Growth". At this point in the walkthrough you enter the email Subject Line and Email Content then click Share Report to send. This part of the guide covers 12 fields, listed below. Step 3 of 3Image 19 of 19 What to fill inEnter the email Subject Line and Email Content then click Share Report to send.
    Fields in this part of the guide Key Benefits of the Local Marketing AuditPermissions & Access for Local Marketing AuditsHow to Generate Local Marketing Audit ReportsRefresh a Local Marketing AuditAudit Report SettingsReport TimelineSharing a Local Marketing AuditFrequently Asked QuestionsRelated ArticlesQuickly compare scores and sections over timeUnderstanding the Grades in Your Marketing Audit ReportStep-by-Step Guide on Customizing Audit Report Sections
    Buttons and menus referenced Share ReportTABLE OF CONTENTSLocal Marketing Auditenabled by default for all usersSettingsMyStaffEditRolesPermissions.View & Manage Local Marketing Audit
    All 3 steps in this procedure
    1. Click 3 dot menu and from the dropdown select Share Report.
    2. Choose a delivery method (Email, SMS or Share Link), select a language and enter contact information.
    3. Enter the email Subject Line and Email Content then click Share Report to send. this image

Frequently Asked Questions

Q: Can I refresh an audit anytime?

Yes. You can re-run the audit instantly with no waiting period and without recreating the report.

Q: Do changes in Settings affect old reports?

No. Settings changes apply to future audits only; previously generated reports remain unchanged.

Q: Can I use the Competitive Analysis Report without first generating the Local Marketing Audit?

No, the Competitor Analysis depends on the Audit Report data. You must generate the audit first.

Q: Can I export the audit in other languages?

Yes. Choose a language from Export PDF or Share Report. This does not change your account language.

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