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Unlocking Value with Free Marketing Audit Reports for Sub-Accounts
We are thrilled to introduce a significant enhancement to our Bosseo CRM—a complementary feature that empowers agencies, law firms, medical practices, and the home improvement sector alike: the Marketing Audit Report. Previously reserved for prospect records, it is now freely available for all Sub-Accounts. This powerful tool not only cements client relationships by showcasing value but also allows users across various industries to track client progress and leverage insights for improved strategic planning.
Why Free Marketing Audit Reports Matter
Expanding Agency Capabilities
This new feature allows agencies to continuously prove their worth by providing timely performance data and showcasing improvements. The ability to generate detailed audit reports helps build trust and improves client retention by delivering actionable insights, thus bolstering the agency’s reputation as a client-focused entity【4:0†source】.
Getting Started
To leverage this feature, simply navigate to Sub-Account > Settings > Labs, and enable ‘Marketing Audit’. Visit Sub-Account > Reporting > Audit Report, and click ‘Generate Report Now’. Your report will be generated automatically, giving you and your clients immediate insight into their marketing landscape【4:2†source】.
Feature Eligibility and Access Control
Currently, this feature is available under Labs, and it will become a default feature for all sub-accounts upon full rollout. By default, Marketing Audit is enabled for all users within a Sub-Account, but agencies can manage access by adjusting roles and permissions【4:6†source】.
Use Cases Across Different Sectors
Home Improvement
In the home improvement industry, tracking client progress through detailed reports can help businesses showcase their expertise and improvements over time. Whether you’re updating a kitchen or installing energy-efficient systems, regular audits can illustrate value to homeowners by spotlighting increases in efficiency or aesthetics.
Legal Practices
For lawyers, the Marketing Audit Report is invaluable for crafting a reputation as a tech-savvy, results-driven practice. By presenting data on client acquisition and retention efforts, law firms can use these reports to perfect strategies, optimize their outreach, and demonstrate their continued success in client cases.
Medical Practices
Medical practices can benefit from regular audits by maintaining visibility on patient engagement and service efficacy. Whether managing routine appointments or specialized treatments, having a structured report aids practices in refining their approach, ensuring patient retention, and enhancing overall care quality.
Maximizing the Benefits
By running monthly audits, agencies, law firms, home improvement businesses, and medical practices can not only track and exhibit progress but can also discover upsell opportunities and enhance client engagement. The ability to schedule reports monthly or quarterly, complete with email notifications, ensures stakeholders are always informed【4:7†source】.
Pro Tips for Sustained Growth
Maximize the benefits of this feature by running Marketing Audits on a regular basis. Doing so helps uncover potential marketing opportunities, ensure continuous improvement, and sustain client engagement. Export these reports to PDF for easy sharing and collective strategic planning【4:5†source】.
This update to the Bosseo CRM underscores our commitment to providing tools that enhance agency-client relationships and drive success across diverse sectors. Embrace this feature to start generating meaningful insights that propel your business forward.
