Understanding and Using Local Marketing Audits

About Local Marketing Audits

The Local Marketing Audit is a strategic reporting tool within your CRM. It provides a detailed analysis of your business's online presence and visibility. The report assesses key performance areas such as your Google Business Profile, website, local search rankings, online listings, and reviews. This consolidated view helps you identify strengths, weaknesses, and opportunities for growth.

Access and Permissions

This feature is available by default for users within a sub-account. To control who can view and manage these audits, you can adjust staff permissions.

• Navigate to Settings and select My Staff.
• Choose a user and click Edit.
• Go to the Roles & Permissions tab.
• Find and toggle the permission for View & Manage Local Marketing Audit, then save your changes.

Generating an Audit Report

Step 1: Start a New Report

Go to the Reporting section from the main navigation. Click on the Local Marketing Audit tab and select the Generate New Report button.

Step 2: Verify Business Information

The report generator will pre-fill fields with your business's name, address, phone number, and website from your location settings. Review this information and make any necessary corrections.

Step 3: Connect Your Google Business Profile

If you have a connected Google Business Profile, you can select it from a dropdown menu. If not, you can enable an option to search Google Maps directly using your business details or a Maps URL.

Step 4: Generate the Report

Once all information is verified, click Generate Report. The system will compile your audit.

Refreshing an Audit

You can update an existing audit at any time to reflect recent changes to your website, listings, or profiles. There is no waiting period. To refresh an audit, go to the Local Marketing Audit page and click the Refresh Report button at the top.

Report Structure and Insights

The audit report is divided into two main areas for analysis.

Your Business Profile

This section provides a deep dive into your own business metrics, including:

• Google Business Profile Audit: Checks the completeness and optimization of your listing.
• Website Performance Audit: Evaluates site speed, mobile responsiveness, and SEO elements.
• Local SEO Heat Map: Offers a visual representation of your visibility for local searches.
• Listings Analysis: Checks the accuracy and consistency of your business information across the web.
• Online Reviews Audit: Analyzes the volume, sentiment, and management of your customer reviews.
• Business Detail Accuracy Check: Verifies core business data (Name, Address, Phone).

Competitive Analysis (Compare Reports)

This feature allows you to benchmark your performance against other businesses. You can compare key areas like listings and online reputation.

To run a competitor analysis:

1. After generating your main audit, go to the Compare Reports tab.
2. Click + Compare.
3. Search for and select up to three competitor businesses.
4. Click Compare Reports to generate AI-powered, side-by-side insights.

Configuring Audit Settings

You can configure default settings for future audits. These settings do not alter historical reports. To access them, click the three-dot menu in the top-right corner of the Local Marketing Audit page and select Settings.

The settings are organized into tabs:

• Business Details: Set the default Name, Address, Phone, Website, and Google Business Profile used for report generation.
• Report Generation: Configure delivery and notification options.
• Report Sections: Choose which modules are included in your audits.