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.
What's included
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.
Pipeline Growth
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.
Scale
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?
Speak to one of our experts
Struggling to scale sales?
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.
Frequently asked questions
How long does it take to run an audit?
Most audits take under a minute. You get a complete, actionable report with scorecards and recommendations instantly - great for qualification calls and demo outreach.
Can I customize what the audit checks for?
Absolutely. With the Audit Designer, you can drag and drop checks, adjust score weightings, and tailor the audit to match the services you pitch.
What formats can I share the audit in?
You can share via:
- Link
- Email from within the platform
- Branded PDF
All fully white-label and customized with your branding
Can I automatically track when a prospect views the audit?
Yes - Insites notifies you instantly when a prospect opens the audit. This lets your sales team follow up at the perfect moment
Does it include competitor benchmarking?
Yes - you can run a quick competitor analysis to highlight how the prospect stacks up locally and create urgency by showcasing specific gaps and threats.
How does this integrate into my existing sales process?
You can embed audits into qualification processes, trigger automated follow-ups, combine insights with proposals, and track engagement. Our expert team has a deep understanding of how to implement Insites into sales teams of all shapes and sizes. Check out our integration directory.
Can it scale for larger sales teams?
Yes - Insites is built for teams of 3+. The platform offers batch-auditing, performance reporting, and a scalable process that ensures consistent execution across reps.
What does it cover?
The audit focuses on what matters most for winning new clients - across both marketing performance and technical setup. Key areas include:
- SEO - Indexability, on-page content, site speed, mobile friendliness, and metadata
- Google and Facebook Ads - Checks whether ads are running, and flags obvious issues with structure or visibility
- Local Listings - Presence and accuracy on platforms like Google, Yelp, Facebook, and industry directories
- Compliance - GDPR, cookie banners, accessibility basics (WCAG), and privacy risks
- Content & Conversion - Checks for strong CTAs, booking systems, ecommerce setup, contact flows, and mobile UX
- Technical Profile - Detects CMS (e.g. WordPress, Wix, Shopify), hosting setup, third-party scripts, and identifies potential weaknesses or upsell angles
- Site Health - Flags broken links, missing metadata, security issues (HTTP vs HTTPS), and other common web hygiene issues
It’s designed to surface the most useful talking points for sales - not to overwhelm with tech jargon. Everything’s explained clearly so your reps can focus on the pitch, not decoding audit results.
What products does it support the sale of?
The audit is built to tee up high-value conversations across a wide range of digital services. It highlights gaps and opportunities that naturally lead into your pitch - without sounding salesy or scripted.
It works brilliantly for:
- Websites & Redesigns - Poor speed, mobile UX, or outdated CMS? Perfect setup for a rebuild.
- SEO & Local SEO - Unclaimed listings, missing metadata, or weak content? That’s your cue.
- Google Business Profile Management - Spot incomplete profiles or inconsistent NAP info across the web.
- Listing Management Tools - Like Yext, Uberall, Moz Local - especially for multi-location businesses.
- Accessibility Solutions - WCAG issues and missing alt text give a clear opening for compliance tools.
- Cookie Consent & GDPR Compliance - Easy win for products like cookie banners or policy generators.
- Google Ads - Reveal missed paid search opportunities or poor visibility in competitive sectors.
- Social Ads - Show weak organic reach or a lack of retargeting strategy to introduce paid social.
- Booking Systems & Widgets - Identify friction in the user journey, especially for service-based businesses.
- Video for Marketing - When a site lacks engaging content or has poor conversion flow, video stands out as a fix.
