Sales agents
Lead generation
Sales planning
Website builders

Retention
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.

"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."

Katie Curd
Head of Presence Products
Yell

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.

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.

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.
Scoring
Benchmarking
Comprehensive
Sharing
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.

Competitor SEO benchmarking
Show clients how their performance compares to local competitors with side-by-side analysis of up to three rival businesses. Create urgency by highlighting competitive disadvantages and motivation by demonstrating areas where your client is already ahead.

Comprehensive SEO audit coverage
Audits cover all critical areas of online presence, including SEO performance, site speed, content quality, accessibility, local presence, advertising effectiveness, GDPR compliance, and technical health - never miss an opportunity again.

Flexible sharing options
Share the audit results through branded PDF reports, direct audit links, or email directly from the platform. Track when clients open reports and so you can closely manage follow-ups, engagement, and buyer intent.

“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.”

Katie Curd
Head of Presence Products at Yell
Explore our other solutions
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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.