Sharing & Exporting

Generate and send AI SEO reports to SMBs in seconds

Generate a clear, easy-to-understand snapshot report of any business's online presence, then share it as a link, export as a PDF, or send it with an AI-generated email. All in seconds.

Stop wasting time on manual proposals or generic emails. Send clear, on-brand reports with Insites.

Generate AI outreach emails that reference real audit findings

Insites generates personalised outreach emails that reference the prospect's actual audit results - specific issues, real scores, and genuine gaps. Review, tweak, and send in seconds.

Personalised to each audit

AI references the prospect's actual scores, issues, and opportunities - not generic filler copy that could apply to anyone.

Editable before sending

Review and tweak the generated email to match your voice, add context, or adjust the tone before hitting send.

Send from your own domain

Emails go out from your custom domain and branded email address, reinforcing your agency's identity at every touchpoint.

Open and click tracking

Know exactly when a prospect opens your email and clicks through to the audit - so your follow-up is perfectly timed.

Schedule recurring audits and build agentic workflows that keep clients engaged

Sharing isn't just for prospecting - schedule audits to run automatically and deliver updated reports without lifting a finger, the foundation for agentic workflows that monitor, audit, and act on your behalf.

Scheduled recurring audits

Set audits to run automatically on any cadence - weekly, monthly, or quarterly - so clients always have fresh data without you doing anything.

Automated report delivery

Updated reports are sent to clients automatically, keeping them informed and demonstrating ongoing value from your services.

Agentic change detection

Insites monitors client websites for changes and flags new issues automatically - the starting point for agentic workflows that act on your behalf.

Build agentic workflows

Combine scheduled audits, change detection, and AI-generated outreach into end-to-end agentic workflows that prospect, nurture, and retain - without manual effort.
Sharing Toolkit

Everything you need to share, send, and close

Report Preview
Overall Score 72/100
Issues Found 14
Opportunities 8
Easy to read, easy to act on

Snapshot reports anyone can understand - Insites distils complex audit data into clear, visual reports that non-technical prospects instantly grasp.

AI Email Preview
References actual audit score
Cites specific issues found
Includes report link or PDF
Sent from your branded domain

AI-generated emails with real data - Use the AI Email Generator to spin up a quick email that highlights the weakest spots and pitch your solutions as the answer.

Agentic Workflow
Schedule Monthly
Auto-deliver Active
Change alerts Active

Agentic scheduled automation - Building agentic workflows? Trigger audits to run on autopilot, monitor client progress and detect changes without lifting a finger.

Works with the full Insites platform

Sharing & Exporting fits into your existing Insites workflow

Testimonials

Trusted by teams turning audits into closed deals

HEROLD logo

“Our new AI-Check quickly proved its value. We've rolled it out as a core lead engine and saw measurable results within three weeks - generating qualified leads at up to 30% lower cost per lead.”

Christian Wawer
Christian Wawer
Head of Marketing, HEROLD
ZIP.ch logo

“We manage a large portfolio of clients across web development, SEO and advertising, and Insites has become essential to our daily workflow. The automated audits give us a clear overview of each client - work that used to take hours to compile by hand.”

Sandro Pantarotto
Sandro Pantarotto
Digital Operations Manager, ZIP.ch
ConsumrBuzz logo

“The combination of Insites' technical SEO tools and AI Visibility scan has been a game changer for our agency - helping us uncover opportunities and build smarter client strategies in the growing AI space.”

Olivia from ConsumrBuzz
Olivia F.
ConsumrBuzz
Cogent Analytics logo

“I introduced Insites to my team and everyone saw how valuable it is - not just for selling, but for streamlining our QA. We've even implemented it as a lead-gen tool on our own website.”

Crystal Rucker
Crystal Rucker
Marketing Account Manager, Cogent Analytics
HEROLD logo

“Our new AI-Check quickly proved its value. We've rolled it out as a core lead engine and saw measurable results within three weeks - generating qualified leads at up to 30% lower cost per lead.”

Christian Wawer
Christian Wawer
Head of Marketing, HEROLD
ZIP.ch logo

“We manage a large portfolio of clients across web development, SEO and advertising, and Insites has become essential to our daily workflow. The automated audits give us a clear overview of each client - work that used to take hours to compile by hand.”

Sandro Pantarotto
Sandro Pantarotto
Digital Operations Manager, ZIP.ch
ConsumrBuzz logo

“The combination of Insites' technical SEO tools and AI Visibility scan has been a game changer for our agency - helping us uncover opportunities and build smarter client strategies in the growing AI space.”

Olivia from ConsumrBuzz
Olivia F.
ConsumrBuzz
Cogent Analytics logo

“I introduced Insites to my team and everyone saw how valuable it is - not just for selling, but for streamlining our QA. We've even implemented it as a lead-gen tool on our own website.”

Crystal Rucker
Crystal Rucker
Marketing Account Manager, Cogent Analytics
HEROLD logo

“Our new AI-Check quickly proved its value. We've rolled it out as a core lead engine and saw measurable results within three weeks - generating qualified leads at up to 30% lower cost per lead.”

Christian Wawer
Christian Wawer
Head of Marketing, HEROLD
ZIP.ch logo

“We manage a large portfolio of clients across web development, SEO and advertising, and Insites has become essential to our daily workflow. The automated audits give us a clear overview of each client - work that used to take hours to compile by hand.”

Sandro Pantarotto
Sandro Pantarotto
Digital Operations Manager, ZIP.ch
ConsumrBuzz logo

“The combination of Insites' technical SEO tools and AI Visibility scan has been a game changer for our agency - helping us uncover opportunities and build smarter client strategies in the growing AI space.”

Olivia from ConsumrBuzz
Olivia F.
ConsumrBuzz
Cogent Analytics logo

“I introduced Insites to my team and everyone saw how valuable it is - not just for selling, but for streamlining our QA. We've even implemented it as a lead-gen tool on our own website.”

Crystal Rucker
Crystal Rucker
Marketing Account Manager, Cogent Analytics
Gargle logo

“We've literally doubled the size of our business in the last couple of years since using Insites.”

Jake Goates
Jake Goates
CMO & Board Member, Gargle
Overt Digital Media logo

“Insites has become one of the most effective sales tools in our arsenal - helping us not just find leads, but close them. We show prospects real issues they didn't even know existed, which builds trust fast.”

Jon R.
Jon R.
Overt Digital Media
Townsquare Interactive logo

“My favourite is the ChatGPT scan that shows a small business's AI optimisation status. It takes a 10–20 minute research phase and distils it into a single robust report - making our sales reps appear as experts faster.”

Brett B.
Brett B.
Townsquare
AdCellerant logo

“Almost-instantaneous audits without our team preparing them by hand - and the Salesforce integration lets our sales reps run reports on demand, without waiting on anyone else.”

Lee-ann D.
Lee-ann D.
AdCellerant
Gargle logo

“We've literally doubled the size of our business in the last couple of years since using Insites.”

Jake Goates
Jake Goates
CMO & Board Member, Gargle
Overt Digital Media logo

“Insites has become one of the most effective sales tools in our arsenal - helping us not just find leads, but close them. We show prospects real issues they didn't even know existed, which builds trust fast.”

Jon R.
Jon R.
Overt Digital Media
Townsquare Interactive logo

“My favourite is the ChatGPT scan that shows a small business's AI optimisation status. It takes a 10–20 minute research phase and distils it into a single robust report - making our sales reps appear as experts faster.”

Brett B.
Brett B.
Townsquare
AdCellerant logo

“Almost-instantaneous audits without our team preparing them by hand - and the Salesforce integration lets our sales reps run reports on demand, without waiting on anyone else.”

Lee-ann D.
Lee-ann D.
AdCellerant
Gargle logo

“We've literally doubled the size of our business in the last couple of years since using Insites.”

Jake Goates
Jake Goates
CMO & Board Member, Gargle
Overt Digital Media logo

“Insites has become one of the most effective sales tools in our arsenal - helping us not just find leads, but close them. We show prospects real issues they didn't even know existed, which builds trust fast.”

Jon R.
Jon R.
Overt Digital Media
Townsquare Interactive logo

“My favourite is the ChatGPT scan that shows a small business's AI optimisation status. It takes a 10–20 minute research phase and distils it into a single robust report - making our sales reps appear as experts faster.”

Brett B.
Brett B.
Townsquare
AdCellerant logo

“Almost-instantaneous audits without our team preparing them by hand - and the Salesforce integration lets our sales reps run reports on demand, without waiting on anyone else.”

Lee-ann D.
Lee-ann D.
AdCellerant

Sharing &
Exporting FAQ

How can I share an Insites audit with a prospect?

You can share any audit in three ways: send a branded, interactive link that lets the prospect explore their results online; export a professionally formatted PDF for email attachments or printed handouts; or generate an AI-written outreach email that references the prospect's actual audit findings and includes the report.

What does the shared link look like?

The shared link opens a fully branded, interactive audit report in the browser. Prospects can explore their overall score, drill into individual checks, view competitor comparisons, and see exactly where their online presence needs work. Everything is white-labelled with your logo, colours, and branding - your prospect sees your agency, not Insites.

Can I export audits as a PDF?

Yes. Every audit can be exported as a polished, professionally formatted PDF. The PDF includes all audit results, scores, recommendations, competitor data, and any custom content blocks you've added. It's ready to attach to an email, print for a meeting, or include in a boardroom presentation.

What are custom content blocks?

Custom content blocks let you add your own materials directly into audit reports. You can include calls to action, case studies, client testimonials, book-a-meeting links, pricing tables, service descriptions, and any other bespoke content. They turn a standard audit into a complete, branded proposal.

How does the AI email generation work?

Insites uses AI to generate a personalised outreach email based on the prospect's actual audit results. The email references specific scores, issues, and opportunities - not generic filler copy. You can review and edit the email before sending, and it goes out from your custom branded domain and email address.

Can I track when a prospect opens my shared report?

Yes. When you share an audit as a link or send it via email, you'll be notified when the prospect opens it. This lets your sales team follow up at exactly the right moment - while the prospect is actively looking at their results.

What are scheduled audits?

Scheduled audits let you set any audit to run automatically on a recurring cadence - weekly, monthly, or quarterly. Updated reports are delivered to clients automatically, keeping them informed about their online presence without any manual effort from your team.

How do agentic workflows work with sharing?

Agentic workflows combine scheduled audits, change detection, and automated outreach into end-to-end processes that run on your behalf. For example, Insites can automatically re-audit a client monthly, detect changes or new issues, and trigger an email to the client with an updated report - all without anyone on your team touching it. It's agentic automation that keeps clients engaged and surfaces upsell opportunities automatically.

Can I use sharing for existing client retention, not just prospecting?

Absolutely. Scheduled audits and automated report delivery are powerful retention tools. Send clients regular progress reports that prove the value of your services, flag new issues before they become problems, and surface upsell opportunities - all automatically. Clients who see measurable, ongoing value are far less likely to churn.

Is everything white-labelled?

Yes. Every shared link, exported PDF, outreach email, and automated report carries your branding - your logo, colours, domain, and email address. Your prospects and clients only ever see your agency's identity.

What kinds of businesses is Insites built for?

Insites is designed for any business selling digital marketing products to small businesses at scale. That includes agencies with high-volume sales teams, telcos and ISPs, directory publishers, hosting and domain companies, newspapers, niche agencies serving specific verticals, vertical SaaS platforms, and even banks offering digital services to business customers. If your team needs to prospect, sell, and retain at scale, Insites is for you.

Ready to turn every audit into a prospecting tool that closes deals?