Incep Digital
GuidesIncep CRM handbook
Delivery4 min read

Website audits

The audit tool is a prospecting instrument. You audit a prospect website, record what is wrong with it, and each finding maps to a service you could sell to fix it.

Running an audit

/dashboard/audits

Start an audit against a company or a lead. Record findings as you work through the site, attaching each one to the services that would address it.

From findings to a deal

/dashboard/audits

Because findings carry services, a completed audit is most of a proposal. Convert it into a lead, then an opportunity priced against those services.