Audit a business and share the report

An audit looks at one business and lists the gaps you can help with. You can share a copy with the prospect. The copy leaves out everything private.

Run an audit

1. 1

   Open the audit tool

   Targeting & Research → Analyze.
2. 2

   Name the business

   Type its website or company name and tap Run audit.

   ✓ The page says the audit is complete and saved. The business is added to your pipeline.

3. 3

   Work the audit

   Tap Open Audit & Action Center for the contacts, the gaps and the outreach scripts.

A contact shows only when it was confirmed. Otherwise the audit says Not found — verify manually.

Share the report

Share report sits on the prospect's page, next to REVENUE GAPS.

1. 1

   Open the prospect's page

   Pipeline → tap the card → Open prospect page.
2. 2

   Open sharing

   Tap Share report.

3. 3

   Make a link

   Tap Create a share link.

   ✓ The link appears, with its views and the date it expires.

4. 4

   Send it

   Tap the copy button next to the link, then paste it into your message.

What the prospect sees

• The company, its industry and website, and the gaps found.
• Your name and company, and a button to your door: See what fixing this looks like →.
• Never contact names, emails, phone numbers, your scripts or the loss estimate.

Good to know

• A link stops working 60 days after you make it.
• Tap Revoke to stop a link at once. Anyone who opens it then sees "This report link is no longer available."
• The link shows the audit as it was when you made the link. Later changes do not reach it.
• Closing your account stops every shared link at once.

If something's off

• No Share report — the prospect has no audit, or the audit found no gaps.
• "Could not create a share link. Please retry." — nothing was shared. Try again.
• "Could not revoke the link. …" — reload the page. It may already be revoked.