Guide
How can we help?
What every feature does, what the results mean, and how to get the most from them.
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Getting started
Audits
- Running an auditAn audit checks a business and turns what it finds into a report you can share.
- Which audit to chooseMatch the audit to what you want to sell.
- What the website audit checksThe website audit opens the prospect’s own site and looks for a noindex tag, GA4, Google Tag Manager, the Google Ads tag, the Meta Pixel, a phone link and a contact form.
- What the social media audit checksThe social media audit finds the profiles linked from the prospect’s website and checks for the Meta Pixel.
- What the Growth Score meansThe Growth Score runs from 0 to 100 and sums up the checks that ran, weighted by audit type.
- What Unknown or Not checked meansIt means the check could not be completed, for example because the site blocked it.
- See proof and PDF exportSee proof shows the data behind a finding, so you can answer "how do you know?".
Proposals
- Creating a proposalA proposal is the next step after the audit.
- Proposal statuses and sharingDraft means only you can see it.
- Write with AI and the AI editorWrite with AI drafts sections in the proposal wizard, and you can edit every word.
- TemplatesThere are four proposal designs: Midnight, Clean Corporate, Bold Agency and Minimal.
- Packages and pricingPackages are the offers shown on your proposals.
Your brand
- Colours and agency typeBrand & pricing holds your agency name, colours and agency type.
- Business cards, QR code and letterheadThe Brand kit makes a business card, a digital card with a QR code, and a letterhead from your profile and company details.
- Logo and company detailsYour logo and company details fill in on every new proposal and report.
- Saving your workSave a project once and reuse it on any proposal.
Account and team
Billing and credits
Troubleshooting
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