Generate agency leads with instant audits and scorecards.
Give potential clients a personalised assessment of their marketing in exchange for their contact details. We build audit tools around your agency’s brand and services—so every enquiry arrives with findings your sales team can use to start the conversation.
- Built for lead generation
- Personalised scorecards
- Agency-branded audits
Give website visitors a reason to engage with a free, personalised audit
Collect contact details and business context as prospects request their results
Highlight relevant marketing gaps and connect the findings to your services
Give your sales team the prospect’s results and priorities alongside their details
Start the client relationship before the first sales call.
A useful audit gives potential clients a first-hand experience of your agency’s expertise. We turn your assessment criteria into a branded lead generation tool that captures their details, highlights relevant opportunities and invites them to discuss the results with your team.
Not every potential client is ready to book a call.
They may know their marketing could perform better, but still be working out what is wrong, what matters most and whether they need an agency.
If the only next step is “Contact us”, you are asking them to start a sales conversation before they have a clear reason to.
An instant audit gives them a useful first step—and gives your agency a way to capture the opportunity.
Visitors exploring their options need a reason to engage before committing their time.
A downloadable guide leaves the prospect to work out which recommendations apply to them.
Preparing individual audits uses specialist capacity before you know whether the prospect is a fit.
Without a useful offer to capture their details, your agency has no way to follow up.
Turn “just browsing” into “let’s discuss my results.”
Give potential clients a reason to leave their details. They receive a personalised scorecard with clear priorities. Your agency receives a new lead with specific findings to follow up on.
Try Our Assessment →Attract prospects for the services you want to sell.
Turn your agency’s expertise into a branded website, SEO, paid media or marketing readiness assessment. Each audit gives prospects useful findings and connects their next step to a relevant service.
Turn marketing weaknesses into new business conversations.
Attract potential clients with a focused audit of their website, PPC or social media. Prospects share their details and answer relevant questions, then receive a personalised scorecard with findings and priorities tied to the services your agency offers.
Contact details, relevant website or social profile links, marketing goals and challenges specific to the selected audit.
Website conversion, PPC effectiveness or social media activity against your agreed criteria, using prospect answers and any available or authorised data.
A branded scorecard with findings, priorities and a relevant next step, plus the prospect’s details and results for your sales team.
Give every audit a clear route to your sales team.
The prospect receives a branded scorecard with clear findings, practical priorities and an invitation to discuss the results with your agency.
Your team receives their contact details, assessment answers and audit findings together, so they can follow up with relevant advice and a service that addresses the issues identified.
Start the conversation with what their business needs and how your agency can help.
- Agency-branded results
- Clear next-step CTA
- Findings sent to your team
Your agency’s expertise. Built into a lead generation tool.
We work with you to define what the audit checks, how results are scored and which services the findings should lead towards. Then we build the branded experience and connect it to your sales process.
Agree the service you want to promote, the businesses you want to attract and the questions your audit should help them answer.
Define the questions, data requirements, scoring rules and recommendations, so each result has a clear basis.
Build the mobile-friendly audit, contact capture, personalised scorecard and invitation to discuss the results.
Connect lead notifications or agreed CRM workflows, test the findings and handover, then launch on your website.
Choose the audit tool that fits your agency’s growth plans.
Start with one focused scorecard or offer audits across several services. Every package is designed, branded and implemented for your agency.
Instant Scorecard
Launch one focused website, PPC or social media assessment that turns prospect answers into a personalised scorecard.
- One questionnaire-based audit
- Up to eight questions
- Full agency branding
- Personalised scorecard and next steps
- Contact capture and prospect result email
- Agency lead notification with results
- Mobile-friendly website implementation
- 14 days of post-launch support
Advanced Audit System
Build a deeper audit with tailored question pathways, category scores and prioritised recommendations for each prospect.
- One audit with up to twelve questions
- Conditional question pathways
- Category scores and overall audit score
- Prioritised recommendations based on answers
- Agency-branded, mobile-friendly implementation
- Contact capture and prospect result email
- Structured lead summary with audit findings
- One agreed sales or CRM connection
- Audit completion and CTA event tracking
- 30 days of post-launch support
Multi-Audit Suite
Generate leads across several services with up to three distinct audits, each with its own criteria, scorecard and recommendations.
- Up to three audit journeys
- Up to twenty questions per audit
- Conditional pathways for each audit
- Separate scoring and recommendation rules
- Agency-branded, mobile-friendly implementation
- Contact capture, scorecards and result emails
- Lead routing by audit type or service
- Agreed CRM and notification connections
- Audit completion and CTA event tracking
- 60 days of post-launch support
Support after launch. Each package includes the support period shown above. Optional ongoing optimisation, scoring updates and technical support are available from £250 per month.
Everything you need to know before launching your audit tool.
Clear answers about audit types, scoring, integrations and what your agency can expect from its lead generation tool.
Yes. We can build assessments for website conversion, PPC, social media, SEO or broader marketing readiness. Each uses your agency’s branding, tone of voice and agreed assessment criteria, with recommendations connected to the services you sell. Start with one focused audit or choose a suite covering several services.
The listed packages use prospect answers and explicitly agreed inputs. They do not automatically access private advertising accounts or analytics. Website crawling, public-data checks and authorised account connections can be scoped separately. Results explain what they are based on, so a self-reported answer is not presented as a verified account finding.
We define the criteria, scoring rules and recommendations with you before building. Your team reviews sample results, and we test different answer combinations to check that the findings are consistent and useful. Scores reflect those agreed criteria; they are not presented as industry benchmarks unless supporting data exists. The scorecard provides an initial assessment and a starting point for discussion, rather than replacing a full specialist audit.
We confirm compatibility with your website before work begins and build the experience for desktop and mobile. Every package includes contact capture, a prospect result email and an agency notification containing their results. CRM connections and service-specific routing depend on the chosen package and agreed scope. We also agree where submissions are stored, who receives them and how your privacy information appears in the journey.
We need your brand assets, target services, ideal client profile and input on what a useful audit should assess. Existing audit checklists help, but we can develop the criteria with you. We agree the delivery schedule before work begins, based on the number of audits, integrations and review stages. Packages are one-off builds with the stated post-launch support period. Any hosting, software or usage costs are confirmed upfront; optional ongoing support starts from £250 per month.
The tool gives potential clients a useful reason to share their details, but it still needs relevant traffic. You can promote it through service pages, paid campaigns, social content, email or outreach. Lead volume and sales depend on the audience, offer and follow-up, so neither is guaranteed. An audit submission shows interest; your team still needs to establish commercial fit. The Advanced Audit System and Multi-Audit Suite include completion and CTA event tracking to help you evaluate results.
Let’s turn your agency’s expertise into your next lead generation tool.
Tell us which services you want to generate enquiries for and what you’d like your prospects to assess. We’ll recommend the right audit package and explain how it will fit into your website and sales process.
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No obligation or generic sales presentation
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A clear recommendation based on your services and target clients
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Fixed project scope and pricing agreed before work begins
