GHL AUDIT

Expert HighLevel Audit

Identify gaps, risks, and optimisation opportunities across your CRM, workflows, data, and tech stack. Uncover inefficiencies, improve data integrity, and ensure your HighLevel setup is scalable, compliant, and conversion-ready.

Why Get Our Free Audit

Systems-Level Expertise

We specialise in HighLevel CRM architecture and Revenue Operations design. Our audits focus on structural integrity, automation reliability, and long-term scalability — not surface-level configuration fixes.

Independent, Objective Review

Our audit provides an unbiased, systems-level review of your account. We assess structural risks, automation conflicts, and data weaknesses without pushing unnecessary add-ons or platform features.

Digital Process Specialists

Extensive experience designing CRM-led operating models for service, agency, and growth-focused businesses. We understand how marketing, sales, and operations must align inside one structured system.

Actionable, Prioritised Roadmap

Every audit delivers a clear, structured action plan — not vague observations.

You receive prioritised recommendations based on business impact, technical risk, and scalability. This ensures you know exactly what to fix first, what to optimise next, and what can wait.

GOHIGHLEVEL AUDIT

HighLevel Audit

Our GoHighLevel audit goes beyond surface-level checks. We conduct a structured, end-to-end review of your CRM configuration, workflows, automations, pipelines, data architecture, user permissions, reporting, and integrations to ensure everything operates reliably and predictably.

As accounts evolve, complexity increases. Fields duplicate. Workflows overlap. Logic conflicts. Reporting becomes unclear.

This audit is designed to identify structural weaknesses, automation conflicts, data integrity issues, compliance gaps, and scalability risks that often accumulate over time.

You will receive clear, prioritised insights into what is working, what is underperforming, and what requires correction or re-architecture — enabling more reliable automation, cleaner data, improved reporting visibility, and a CRM environment ready for growth.

Structured Account Review

We assess your overall account configuration, naming conventions, pipeline logic, custom fields, segmentation structure, and governance standards to ensure your system reflects how your business actually operates.

CRM & Data Integrity

We evaluate contact properties, duplicate fields, tag structure, lifecycle stages, and formatting consistency to ensure clean data that supports accurate automation and reporting.

Workflow & Automation Analysis

We review automation triggers, conditions, sequencing, AI usage, and cross-workflow dependencies to identify conflicts, redundancies, broken logic, or inefficient layering that may impact performance.

Integration & Technical Setup

We assess your integrations including payments, domains, email configuration, SMS setup, webhooks, Zapier or Make connections, and external system links to identify risk or data gaps.

Reporting & Attribution

We review dashboards, pipeline reporting, source tracking, and revenue attribution setup to ensure decision-making is based on accurate, commercially aligned data.

Scalability & Governance

Our dashboards and analytics reports map out a journey for continuous improvement, tracking the performance of your advertising campaigns

CRM Data Model & Integrity

We evaluate contacts, custom fields, tags, lifecycle stages, duplication risks, and formatting consistency to ensure clean data that supports automation, segmentation, and reporting without corruption.

Reporting & Dashboards

We assess dashboards, pipeline reporting, KPI definitions, data consistency, and visibility across teams to ensure reporting is trustworthy, actionable, and aligned to your operating metrics.

GHL PRE-AUDIT SURVEY

Pre-Audit Survey

To get the ball rolling, the quickest way to begin is by completing our structured pre-audit survey.
This allows us to assess where you are in your HighLevel journey and understand how your account is currently configured, used, and relied upon across your business.


The survey is a strategic intake designed to identify how HighLevel supports your marketing, sales, and operational processes today, and where friction may exist.

HighLevel Pre-Audit Survey

Business Context & HighLevel Usage
This section helps us understand how you currently use HighLevel, which teams rely on it, and what you are aiming to achieve.
Your answers allow us to tailor the audit scope and prioritise recommendations based on your actual usage and business goals.

Select the option that best describes your experience
Select your current HighLevel software licence.
Select all business functions that will use HighLevel.

Technical Setup & Platform Readiness
This section reviews the core technical foundations of your HighLevel account.
Please indicate which items are already configured and which areas still require setup, so we can identify gaps and prioritise technical recommendations.

Select all general settings that are already set up. Leave blank if none are set up.
Core account settings and global configuration
Select all options that are already set up. Leave blank if none are set up.
Internal users, roles, and access permissions
Select all domain items that still need to be set up. Leave blank if none are set up.
Required domains not yet configured in HighLevel
Select all areas where Custom Values still need to be set up. Leave blank if already setup.
Areas missing reusable dynamic variables
Select all Trigger Link areas that still need to be set up. Leave blank if already setup.
Links required for tracking, attribution, or automation
Select the option that best describes your current setup.
 Verifies that phone numbers are not only active, but compliant and technically capable of supporting automated messaging and lead workflows.
Select the option that best describes your current setup.
Verifies if historical lead and customer data needs to be transferred from a previous system into the new CRM environment.
Select the option that best describes your current setup.
How well the underlying contact, company and opportunity schema is designed, structured, and logically organised.
Select the option that best describes your current setup.
How complete contact records are (e.g. name, email, phone, source), and also the company and opportunity objects 
Select the option that best describes your current setup.
Whether custom fields are actively used across workflows, pipelines, and reporting
Select the option that best describes your current setup.
Identify if you use non-standard relational data like Properties, Pets, or Vehicles
Select the option that best describes your current setup.
How well contact data is kept clean, consistent, and standardised. This forms the basis of reporting
Select the option that best describes your current setup.
Whether automation is used to automatically clean and format data

Third-Party Integrations & Data Connectivity
This section reviews how HighLevel connects with your wider technology stack.

Your responses help identify integration gaps, data flow risks, and opportunities to improve automation, attribution, reporting, and operational efficiency across systems.

Select the option that best describes your current integration maturity
Overall depth and reliability of integrations across your tech stack
Select calendar integrations that still need to be set up. Leave blank if already setup.
Calendar systems not yet connected for booking or scheduling. *Note each user needs to connect their own personal accounts. 
Select video conferencing tools that still need to be connected. Leave blank if already setup.
Meeting platforms missing from booking or appointment flows. *Note each user needs to connect their own personal accounts. 
Select social platforms that still need to be connected to HighLevel. Leave blank if already setup.
Social channels not yet integrated for posting, inbox, or messaging
Select advertising platforms that still need to be connected to HighLevel. Leave blank if already setup or not required.
Ad platforms missing for tracking, attribution, or optimisation
Select payment or accounting systems that still need to be connected. Leave blank if already setup or not required.
Select payment or accounting systems that still need to be connected.
Select third party website platforms that still need to be connected to HighLevel. Leave blank if already setup.
Connects websites with analytics, forms, and chat and other HighLevel features
Select project management tools that still need to be connected to HighLevel. Leave blank if not required, or already setup.
Delivery or task tools not yet linked to CRM activity
Select automation tools that still need to be connected to HighLevel. Leave blank if already setup, or not required
External automation platforms required to bridge integration gaps where HighLevel does not yet have a native integration. 
List any specialised software or custom API's that requires connection

Conversations & Messaging
This section reviews how customer conversations are handled across calls, SMS, and messaging channels in HighLevel. Your answers help identify gaps in channel connectivity, call handling, automation, and response workflows that impact lead response time, attribution, and customer experience.

Select the option that best describes how conversations are managed.
How consistently the unified inbox is used for customer communications
Select messaging channels that still need to be connected.
Messaging channels not yet connected to the conversations inbox
Select the option that best describes your call tracking setup.
Visibility and traceability of inbound and outbound calls
Select the option that best describes your missed call handling.
Automation used to capture and recover missed calls
Share any specific details or edge cases regarding messaging

Email & SMS Campaigns
This section reviews how Email and SMS campaigns are configured within HighLevel.
Your responses help identify gaps in campaign setup, compliance, deliverability, and technical readiness that affect outreach performance, automation reliability, and regulatory risk.

Select the option that best describes your email campaign setup.
Current level of email campaign configuration and usage
Select the option that best describes your SMS campaign setup.
Current level of SMS campaign configuration and automation
Select the option that best describes your email compliance setup.
Select the option that best describes your email compliance setup.
Select the option that best describes your domain authentication setup.
Email authentication and deliverability readiness

Calendar Meeting Appointments

This section reviews how appointments are booked, confirmed, and followed up in HighLevel.
Your answers help identify gaps in booking logic, reminders, no-show handling, and re-engagement automation.

Select how appointments are currently booked
Booking method and system of record
Select what automation runs after booking
Select what automation runs after booking
Select how no-shows are handled
No-show follow-up and recovery

Pipeline & Oppertunities

Assess how leads move through pipelines, how reliable the data is, and how tightly pipelines are connected to automation and revenue reporting and how tightly pipelines are connected to downstream systems (CRM, finance, ads).

Select how leads and enquiries are tracked today.
The primary method used to capture and attribute incoming prospects.
Select the level of data captured within pipeline deals.
The amount of qualitative information (notes, value, source) recorded within each deal.
Select how pipeline stages are moved or updated.
The process used to move deals forward, whether manual drag-and-drop or trigger-based.
Select how pipelines interact with automation.
The degree to which stage changes trigger external actions like emails, tasks, or webhooks.

Reviews & Reputation Management

Assess how customer reviews are requested, managed, and controlled, and whether review workflows are automated, compliant, and strategically aligned with platform rules (e.g. Google).

Select how customer reviews are currently requested.
Review request method
Select how reviews are monitored and responded to.
Review response management
Select the level of control over your review workflows.
Review governance level

Payments, Invoicing & Subscriptions

This section assesses how payments, invoices, and subscriptions are managed, how tightly they are connected to CRM records, and how effectively failed or missed payments are recovered. Strong payment automation and CRM linkage are critical for revenue visibility, cash-flow stability, and scalable operations.

Select the option that best describes how customers pay you today.
Select the option that best describes how customers pay you today.
Select how accurately payments are tied to contacts, deals, or opportunities.
Payment–CRM linkage
Select how failed or overdue payments are followed up and recovered.
Failed payment recovery

Websites, Funnels and Landing Pages
Establish where your websites and funnels are currently hosted—whether in HighLevel, on third-party platforms (such as WordPress, Webflow, or Shopify), or a combination of both—and how each is used. This section also assesses how effectively online activity is captured and passed into the CRM for automation.

Select the platform your main website is built on
The platform your website currently uses. 
Select how HighLevel is currently used for websites or funnels
HighLevel role
Select the current level of funnel implementation
Funnel implementation maturity
Select how funnels trigger automation and follow-up
Funnel automation integration
Select how website and funnel activity is captured into the CRM
Lead collection to CRM

Web Analytics, Attribution & Tracking

Assess how effectively you track lead sources, campaign attribution, and customer journeys across platforms. Accurate analytics and attribution are essential for optimising spend, improving ROI, and enabling data-driven decisions.

Select your analytics maturity level
Overall Analytics Maturity for data-driven decisions 
Select your level of lead source visibility
Lead Source Attribution Depth
Select how far visibility extends in the CRM
CRM Funnel & Journey Visibility
Select your UTM tracking approach
Parameters used to identify specific traffic sources, campaigns, and mediums in your analytics

Reporting

Assess how effectively your reporting supports decision-making, performance management, and operational oversight. Strong reporting should provide clear, accurate, and timely insights that highlight progress, surface issues, and enable confident, data-driven actions across teams.

Select how effectively reporting supports business decisions
Reporting usefulness for decision-making
Select how frequently reports or dashboards are reviewed
Reporting review frequency
Select how clear and understandable reports are for your team
Report clarity and usability
Select your confidence level in reporting accuracy
Select your confidence level in reporting accuracy
Select how effectively reporting identifies issues or bottlenecks
Issue and bottleneck visibility
Select how clearly reporting shows progress through stages
Pipeline / process progress visibility
Select how reporting is used to manage individual performance
Pipeline / process progress visibility

Advertising with HighLevel

Understand how advertising platforms are connected to HighLevel, how leads flow into the CRM, what automation occurs after capture, and how clearly advertising performance and ROI are measured.

Select how your ad accounts are connected. Leave blank if not required.
Advertising Account Connectivity
Select how advertising leads are captured. Leave blank if not required.
Lead Collection Method
Select what happens after a lead is created. Leave blank if not required.
Post-Lead Automation & Routing
Select your offline conversion tracking setup. Leave blank if not required.
Offline Conversion Feedback to Ad Platforms
Select your level of ROI visibility. Leave blank if not required.
Advertising ROI Visibility

Security, Access & Compliance

Assess how user access, authentication, and security controls are managed across your systems. This section evaluates permission structures, login security, and compliance practices to identify risk exposure, data protection gaps, and opportunities to strengthen governance, auditability, and operational security.

Select how user permission level
Define how administrative and standard user access levels are assigned and restricted
Select level of security
Overview of data protection standards, MFA usage, and regulatory compliance (like GDPR/HIPAA).
Select login access levels
Specify protocols for password management, login auditing, and third-party access control

Automations & Workflows

This section evaluates how automation is used across your CRM, how well workflows are structured, and how advanced your automation logic is.
Strong automation reduces manual effort, improves response times, and enables scalable operations across marketing, sales, and service.

Select the level that best reflects how embedded automation is in daily operations.
Specify the scale and frequency of automated processes currently active in your daily operations
Select the primary business processes your automations currently support.
Identify the core business areas—such as Sales, Support, or Marketing—that rely on automated workflows
Select how easy it is for someone to understand, manage, or extend your workflows.
Evaluate the clarity of your workflow structure, folder organization, and naming conventions
Select the level of logic used inside your workflows.
Indicate the use of sophisticated triggers like Webhooks, Math Operators, and multi-path conditional branching.

AI (Artificial Intelligence)

This section assesses how artificial intelligence is currently used across your CRM, including communications, lead qualification, and operational support.
Effective AI usage improves speed, consistency, and scalability while reducing manual workload across sales and service teams.

Select the option that best describes your current situation.
General overview of current AI adoption for content, scheduling, or operations.
Select the option that best describes your current situation.
Measurement of operational efficiency and time saved through AI task automation
Select the option that best describes your current situation.
Status of AI voice agents, IVR automation, or call transcription analysis.
Select the option that best describes your current situation.
Capability of AI to leverage custom contact data for tailored, relevant messaging
Select the option that best describes your current situation.
Strategic impact of AI on lead response times and overall client satisfaction levels.
Select the option that best describes your current situation.
The role of AI in vetting leads and moving them through initial sales stages
Select the option that best describes your current situation.
Reliability and accuracy assessment of AI-generated content and communication.

Submit Your Details

Thanks for completing this pre-audit survey. We shall follow up with a summary and recommendations.

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