Identify opportunities & convert with local-level
online audits

For sales teams of 3 or more, selling digital marketing service solutions and looking to scale, Insites helps you to qualify, pitch, and sell solutions to small-medium businesses.

Sales qualification

Identify & qualify in 60 seconds

Stop wasting time using multiple scan tools and start using Insites. Our tool delivers fast, comprehensive, and accurate audits that help you build a consistent, scaleable process for your sales team.

Help your sales team sell confidently

Great sales people aren’t always experts in what they’re selling. Run audits that speak plain English, with trackable scores, and suggested actions.

Tailor your audit to the solutions you sell

Drag and drop to add or remove checks from your audit. Our audit designer ensures your report aligns with your solutions. Customisable score weightings help you show customers that could benefit from your help.

`Trackable, easy to understand scores and recommendations

Prospects have come to you because you’re the expert, but they also expect you to build trust. Insites audits come with trackable scores and suggestions making our audits accessible, for everyone.

Dive into the details without losing prospect engagement

Keep your clients focused on the problems you can solve with the ability to hide checks or findings that aren’t relevant to your pitch.

Engagement

Create urgency with competitor analysis

Motivate your prospect’s buying decision by comparing them to their local competitors and easily highlight opportunities and threats with scores and traffic light signalling on results.

Audit, propose, and showcase all in one platform

From tracking when your prospects open their audit to showcasing social proof to create trust, with Insites you can create complete sales processes.

Sell your full suite of services, not just SEO

Online audits cover SEO, ads, compliance, reviews, and more helping you to qualify, propose, and convert multiple services.

Propose solutions & send audits within the platform

Streamline processes when you create and send proposals from within the platform, and drive momentum of the sale by getting notified when they open it.

Showcase your case studies and successes

Show off the clients who you’ve already helped with their online presence with our showcase feature; automatically included in all of your proposals.

Case Study

How WordJack convert a quarter of all prospects with Insites

WordJack were looking for a tool to quickly qualify prospects and improve conversion rates by making it easier for their sales agents to engage with prospects and book follow-up appointments.

Tried and tested scaleable prospecting process

Managing sales teams? Keep consistency and create fool-proof processes that scale with your team, allowing you to keep track of audits, proposals, and open rates.

Comprehensive pipeline and prospect tracking

Gauge buyer intent when you create, share, track, and re-run audits throughout your prospecting process, helping you qualify, convert, prove value and upsell.

Create & share white-labelled reports

Insites audit reports can be shared as soon as they’re finished from within the platform, pre-set and ready-to-go with your branding and contact details.

Email, share a link, or download a PDF

However you want to share your reports, Insites has the capability to either send via the platform by email, share a link, or download a PDF.

Everything your prospect needs to book a call

Every user in Insites can upload their own contact information that will automatically be included on reports; even ‘book a call’ links.

Automated audits for cold prospects

Lost, cold, or just not ready to buy? Schedule an automated follow-up audit to run a month or two since last contact so you can talk through their site and where they might still need help.

Get notified when your prospect views the report

Sent the report from the platform? When your prospect opens the audit, you’ll get a read receipt so your team can follow-up as soon as their attention has peaked.

“We cannot thank you enough for your patience, willingness to go the extra mile and attention to detail for a very requirement-heavy partner. We also appreciate the last minute effort to get things running perfectly. What a team!”

Josephine Hutabarat

Head of Program Delivery, Reach Local

Struggling to scale sales? Let’s fix that!

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.

Frequently asked questions