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Sales agents

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Lead generation

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Sales planning

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Website builders

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Retention

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Resellers

Prove your value. Keep more clients. Unlock more upsell.

Demonstrate your impact with trackable scores and clear progress reports. Prove ROI at every stage of your customer relationship - from initial conversion to ongoing retention and natural upselling.

A montage image of features from Insites to aid in retention and upsell - an audit is in the centre comparing a previously low performing audit with a current high performing audit.

"We wanted our customers to have complete visibility of the quality assurance steps we were undertaking behind the scenes to ensure their website was built to a great standard and set up to perform."

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Katie Curd

Head of Presence Products

Yell

A side-by-side competitor Insites audit. On the left is a low performing client scoring 37, on the right is a high performing local rival scoring 78

Track changes with measurable progress

Every audit generates trackable scores that show exactly how performance has changed. Traffic light systems highlight what's working well, what needs attention, and what requires urgent action.

A graph of SEO score increasing over time

Build value throughout the customer lifecycle

SEO audits provide concrete evidence of your impact at every stage. Clients see continuous improvement, understand where their money goes, and recognise opportunities for additional growth.

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Create natural upselling conversations

Let SEO audit results reveal where clients need additional support. Opportunities are obvious when clients can see exactly what's holding back their performance - and what services you offer to fix them.

Show your impact with SEO audits

Transform client relationships from trust-based to evidence-based. Regular auditing creates a clear trail of measurable improvements that clients can see, understand, and share with others.

Build trust and prove ROI at every stage of your customer relationship

From first contact through long-term retention, SEO audits provide concrete proof of improvement that clients can see, understand, and share with others. This approach transforms your sales rep's client relationships from hoping they see your value to knowing they can measure it.

Step 1

Initial audit

SEO audits during the sale set client expectations and lay the groundwork for a successful relationship.

Step 2

Benchmark

Start every project with a baseline audit that becomes your reference point for measuring success.

Step 3

Production monitoring

Regular auditing during project delivery ensures you're meeting your promises and help show clients the progress.

Step 4

Project delivery

Get faster sign-off by presenting a new audit alongside your original benchmark.

Step 5

Upselling

After delivery, drive up-sell by showing gaps that still need attention and that could be solved by your other products.

Step 6

Ongoing retention

Monthly reporting for clients can demonstrate the ongoing value you're delivering for their SEO & online presence.

SEO audits make your impact visible and understandable

Proving digital marketing value shouldn't require technical expertise or complex explanations. Insites transforms abstract performance data into clear, compelling evidence that any business owner can understand.

Trackable SEO scoring system

Every SEO audit generates specific scores that can be compared over time, making improvements and setbacks clearly visible. Traffic light indicators help clients quickly understand what's performing well, what needs attention, and what requires immediate action.

An SEO audit with scores for SEO, Website Build, Google Ads, Reviews, Local SEO and Accessibility

“The Insites platform gives us the ability to define what “good” looks like and explain why each of these factors are important to website performance.”

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Katie Curd

Head of Presence Products at Yell

Explore our other solutions

Pick a use-case to learn how Insites supports sales, marketing delivery across your organisation.

Want to boost retention?
Speak to one of our experts

We’ll show you how top agencies use white-label audits to improve close rates, qualify leads, and save hours on reporting — all under their own brand.

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Frequently asked questions

  • How does re‑auditing a business support retention and upsell?

    Re-running audits during and after a project lets you compare current scores to the baseline, showcasing measurable improvements - and identifying new areas to upsell.

  • Can I benchmark against competitors?

    Yes. With competitor analysis, you can compare your client’s performance against up to 3 local rivals, creating urgency and motivation.

  • What channels and site elements does the audit cover?

    The audit spans SEO, site performance, content & UX, accessibility, local presence, ads, compliance (GDPR), and technical health - including metadata, CTAs, SSL, broken links, ads visibility, cookie banners, and more.  

  • How can I share audit results with clients?

    You can share branded PDF reports, direct audit links, or send results via email - all within the platform. You also get notifications when a client opens the report.

  • Do I need technical expertise to interpret the results?

    No - Insites audits are easy for any agent & the client to interpret and understand.