Marketing audit reports provide valuable insights into a prospect’s online presence, helping you highlight opportunities and start meaningful conversations. You can easily share these reports via email, SMS, or a direct link to engage prospects and drive conversions.

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What is Sharing a Marketing Audit Report?


Sharing a marketing audit report allows you to deliver performance insights directly to a prospect. These reports analyze areas like website performance, listings, SEO, and reputation—helping prospects understand gaps and opportunities.


Sending these reports through direct communication channels helps you initiate conversations and position your services effectively.

Key Benefits of Sharing Reports

  • Instant Engagement: Reach prospects via email or SMS

  • Personalized Outreach: Customize messages based on insights

  • Improved Conversions: Use data to drive conversations

  • Flexible Sharing: Send via email, SMS, or link

How to Share a Marketing Audit Report


Sharing a report involves selecting a prospect, choosing a contact, and sending the report through your preferred method.


Select a Prospect and Open Sharing Options



This screen shows the list of prospects where you can initiate report sharing.


What you’re seeing: A list of prospects with options like “Export PDF” and “Share Report.”


What to do: Find the prospect and click Share Report to open the sharing modal.


Choose or Create a Contact



This screen allows you to create a new contact if one does not already exist.


What you’re seeing: A form to enter contact details such as name, email, and phone number.


What to do: Enter the required details and click Add Contact, or select an existing contact from the dropdown.


Send the Report via Email



This screen shows how to send the report via email.


What you’re seeing: Fields for sender email, recipient, subject, and email content.


What to do:

  • Confirm the recipient’s email

  • Customize the subject and message

  • Click Share Report to send the email


Send the Report via SMS


This screen shows how to send the report via SMS.


What you’re seeing: SMS fields including phone number and message content with a report link.


What to do:

  • Verify the phone number

  • Customize the SMS message

  • Click Share Report to send


View Sent Message and Continue Conversation



This screen shows the message after it has been successfully sent.


What you’re seeing: The delivered message with the report link inside the conversation thread.


What to do: Review the message and continue engaging with the prospect directly from the conversation view.

Choosing a Communication Method


You can choose the best method depending on your outreach strategy:

  • Email: Best for detailed communication

  • SMS: Best for quick engagement and higher open rates

  • Share Link: Ideal for manual or external sharing

Following Up with Prospects


Following up ensures better engagement and higher conversion rates.

  • Monitor delivery notifications

  • Continue conversations in messaging tools

  • Offer insights based on the report

  • Schedule next steps such as calls or demos

Frequently Asked Questions


Q: Can I send reports through multiple channels?

Yes. You can send via email, SMS, or share a direct link.


Q: Do I need a contact to send a report?

Yes. A valid contact with email or phone details is required.


Q: Can I customize messages before sending?

Yes. Both email and SMS content can be edited.


Q: Where can I track sent messages?

Messages appear in the conversation view for tracking and follow-up.


Q: Can I resend a report?

Yes. You can reopen the sharing modal and send again.

Need More Help


If you need help sharing reports or managing prospect communication, open the Help Center or contact support for assistance.