Comparing Free and Premium Marketing Audit Reports

Understanding Free and Premium Marketing Audit Reports

The Prospecting tool in your CRM offers two tiers for generating marketing audit reports: Free and Premium. This guide outlines the features and limits of each plan to help you determine which is the best fit for your agency's needs.

Key Features in Free Reports

The Free plan provides foundational insights with the following capabilities:

• Report Generation Limit: You can generate up to 50 audit reports per day.
• Business Reviews Analysis: The report analyzes and presents insights from the prospect's Facebook and Google Business Profile reviews, giving an overview of customer sentiment.
• Business Listings Overview: This section provides a comprehensive view of where the prospect's business appears across major online directories and listings, assessing their basic online visibility.
• Business Information Evaluation: The report assesses several key data points:
  • Google Business Profile claim status.
  • Review reply rate.
  • Presence of a business website.
  • Presence of a chat widget on the website.
  • Whether the business phone number is text-enabled.
• Easy Search Functionality: A centralized tool for finding, managing, and initiating outreach to prospects.

Key Features in Premium Reports

Upgrading to the Premium plan unlocks advanced tools and deeper insights designed for scaling your prospecting efforts.

• Embeddable Prospecting Widget: Create a widget from within the Prospecting tool and embed it on your agency's website. Visitors can enter their business details to receive an instant audit. These leads are tagged as "Forms" in your Prospecting dashboard.
• SEO Analysis: A detailed section featuring a heat map comparison that shows how the prospect's business ranks in neighboring locations versus their competitors, highlighting local search visibility strengths and weaknesses.
• Website Performance Insights: Gain detailed technical analysis of the prospect's website, including:
  • Website loading speed.
  • Core Web Vitals metrics like Largest Contentful Paint (LCP) and Cumulative Layout Shift (CLS).
  • A comparative health report for mobile versus desktop performance.
• Point of Contact (POC) Details: Access available contact information for key decision-makers at the prospect's business, along with additional business context to help initiate conversations.
• Increased Report Volume: Generate significantly more reports per day compared to the Free tier, allowing for broader, in-depth analysis.

Which Plan Is Right for You?

Choosing between the Free and Premium plans depends on your agency's scope and goals.

The Free plan is ideal for initial exploration, testing the tool's core functionality, or for agencies with very limited prospecting volume. It provides the essential data needed to start a conversation.

The Premium plan is recommended for agencies serious about scaling their lead generation and delivering high-value audits. The embeddable widget turns your website into a lead capture tool, while the advanced SEO, website performance, and contact details provide the depth needed to qualify prospects effectively and demonstrate immediate value. If you plan to use the Prospecting tool extensively with multiple clients, the Premium plan's enhanced features and higher report limits offer substantial return on investment.