What AuditMix is
AuditMix checks a business's whole marketing system — website, search, leads, CRM, follow-up, social, ads, tracking and team — and turns it into a clear plan and ready-made fixes.
The big features
Evidence-based scorecard across 14 areas · ranked findings · a 90-day plan · client reports, proposals and slideshows · a Solution Path that creates new branding, campaigns, website and blog drafts and training · a client portal · monthly check-ins.
1. Create your profile
Sign up, open Companies and click “New company”. Add the website, services, ideal customer, goals and tools you use.
2. Run the audit
Open the company, click “Start audit”, answer the team questions (skip what you don't know), then “Run AI audit”. In about a minute you get the score, findings and 90-day plan.
3. Generate the report
Under “Reports, proposals & slideshows”, click “Write report”. It includes a Solution Path table of how you can help. Edit, print or share it with the client.
4. Build the presentation
Click “Build Solution Path slideshow” for recommendations, how-to steps, ready-made designs, timelines and the 3- and 6-month packages. Click Present to go full screen.
5. Solution Path recommendations
Click “Build the Solution Path” to create brand kit, campaigns with images, website and blog drafts and team training. Approve or edit each item, and export training for PotentialPath.
6. Share & come back monthly
Add the client's email for portal access. Each month run a re-audit, tick off plan tasks and generate next month's content.
Work with Ashlee — packages
Marketing Systems Audit
Full audit, competitor check, report and 90-day plan.
3-Month Launch Package
Fix the foundations: messaging, website, CRM & follow-up, tracking, first campaigns.
6-Month Growth Partner Package
Fractional growth partner: everything in Launch plus monthly campaigns, re-audits and PotentialPath team training.
Questions? Tap Help in the corner to ask.