Client reports

Generate client reports to help you sell more subaccounts. Tell them what the problems are, how you'll help them generate more revenue, then later the solutions you've provided.

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Lost Revenue & Opportunity Cost Calculator

Turn on the "What this is costing you" section, which estimates lost customers and revenue per month for each issue, and set the example price and currency.

Branded Shareable Prospect Report Links

Every audited lead gets a public report link you can send by email, SMS or chat. Prospects open it in any browser with no login, and the page carries only your agency branding.

Interactive Audit Report Navigation

A sticky side menu lists every report section with its score badge. Clicking an entry scrolls straight to that section, and the current section is highlighted as the prospect reads.

Agency Profile & Introduction Showcase

Opens the report with your agency: logo, name, tagline, a short about text, an intro video button and your website and email, so prospects know who prepared the audit.

Online Presence & Visibility Overview

A short framing card, "How Your Business Shows Up Online", explains why online information matters and that your agency can help resolve the issues found in the report.

Interactive Lost Revenue Calculator

Under "See your real numbers", prospects enter their own monthly website visitors and average value per customer, and every lost-revenue figure recalculates as they type.

Business Overview & Website Snapshot

A summary card for the audited business with its name, address, phone, website and a View on map link, plus a screenshot of its website when one was captured.

Overall Digital Marketing Health Score

One overall marketing score for the business, with a score bar for every audited area. Clicking an area jumps to its detailed section.

Business Contact & Conversion Readiness Audit

Scores the contact and conversion basics of the business, such as a chat widget on the website, an SMS-capable phone and the website hosting platform, with a pass or fail per check.

Website Technology & Marketing Stack Audit

Checks the marketing tools on the prospect's website, such as Google Analytics, Google Tag Manager and the Meta Pixel, and explains what each missing tool costs them.

Google Business Profile Audit

Audits the Google Business Profile: whether it is verified and active, and whether address, website, photos, opening hours and phone number are present.

Business Directory Consistency Audit

Compares the business name, address and phone across online directories, scores their accuracy and shows which listings match, partly match or do not match.

Online Reputation & Review Analysis

Summarises the prospect's reviews: total reviews, star rating, ratings breakdown, review reply rate, and examples of positive reviews and reviews still waiting for a response.

Trustpilot Reputation & Trust Score Audit

Shows the business's Trustpilot TrustScore, number of reviews and whether the Trustpilot profile is claimed.

Website Speed, Core Web Vitals & Technical Health Audit

Measures website speed on mobile and desktop, Core Web Vitals and page health, and runs technical checks such as HTTPS and mobile viewport.

SEO Analysis and Local Rank Tracker

Shows where the business ranks on Google Maps for its main search term against local competitors, plus on-page SEO checks such as page title, meta description, H1 and LocalBusiness schema.

Business Decision-Maker Intelligence

Lists decision makers at the business with their LinkedIn headline, current role, tenure and location, each with a link to the profile.

All-in-one Replaces Table

A comparison table, "One platform replaces them all", lists each capability you provide next to the logos of the separate tools it replaces, with your overall price at the bottom.

Audit Report Service Plans & Checkout

Lets prospects buy straight from the report. The "Ready to get started?" table shows your plans with price, description and included items, and each Get started button opens your checkout or booking link.

Money-Back Guarantee Trust Badge

An optional badge under the pricing plans that states your money-back period, for example 30 days, in your own wording.

Report Conversion CTA & Booking Banner

The closing banner, "See The Missed Opportunity? Spotlight Your Business", has a button such as Book a FREE call that opens your booking link, plus your agency contact details.

Live Chat on Shared Audit Reports

Adds your website chat widget to the report page, so prospects can ask a question or text you while they read their audit.

Report Engagement Tracking

Tracks how each prospect reads their report: time spent, scroll depth, sections viewed and button clicks. Leads are sorted into Cold, Warm or Hot automatically, and your workflows can run for each stage.