Automated Prospect Outreach with Audit Reports in Workflows

TL;DR

HighLevel workflows now support automated prospect outreach. This includes generating marketing audit reports and emailing them to prospects. Agency owners should review their prospecting strategies; this update offers new automation capabilities.

Who this affects

HighLevel has not confirmed who this update specifically affects. The prospecting feature is available at both agency and sub-account levels.

What changed

HighLevel workflows now offer new capabilities for prospect outreach. This includes:

• The ability to create workflows from scratch for prospecting.
• Workflows can be triggered upon contact creation.
• A new action to generate a marketing audit report.
• The capability to insert prospect details into communications using custom values.
• An action to craft and send an email that includes a link to the generated audit report.
• The prospecting feature is available for use at both the agency and sub-account levels.

HighLevel has not confirmed any limits, plan gating, or the rollout status of this feature.

Where to find it

This new functionality resides within Workflows. HighLevel has not published the exact navigation path yet. It will likely appear as new triggers or actions within the Workflow builder interface.

How agencies will use this

Agencies can leverage this update to automate their sales outreach. For example, an agency might set up a workflow that triggers when a new prospect is added to the CRM (e.g., via a list import or manual entry). The workflow would then automatically generate a marketing audit report for that prospect. Using custom values, the workflow could populate the report and a pre-written email with the prospect's company name and other relevant details. Finally, the system would send an email from the sub-account containing a link to the audit report, all without manual intervention. This allows agencies to scale their initial value proposition delivery.

Our take

This is a major update for agencies focused on sales and lead generation. The ability to automate audit report generation and delivery directly from workflows streamlines a critical prospecting step. While HighLevel has not confirmed rollout details, its significance for sales automation is clear. This update could considerably reduce manual effort in initial prospect engagement, making it a valuable addition to an agency's sales toolkit.