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AI agent for marketing consultants

Client Marketing Audit Agent

Deliver a complete, evidence-based marketing audit

Client Marketing Audit Agent: what goes in, what the agent does and what you get

What it does

Consultants start most engagements with a marketing audit, and collecting data from a client's tools can take weeks. Once the client signs, this agent gathers data from analytics, ad accounts, the email platform, the website and social channels, using read-only access only. It first checks that access is available for every tool. If not, it asks the client and waits before auditing that area. It then checks each area against the audit checklist: tracking setup, funnel conversion, channel mix, content gaps and brand consistency. It records each finding with evidence and ranks findings by impact and ease of fixing. It drafts the audit with priorities. The consultant reviews it and presents it to the client. Edge case: tracking errors found early are flagged first, because they affect the accuracy of every other finding.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Client signs 2 USES A TOOL Gather data from client tools 3 CHECKS THE RESULT Is access available for every tool? If not: request access and wait. Back to step 2. 4 DOES Check each area against the checklist 5 DOES Rank findings 6 USES A TOOL Draft the audit 7 YOU APPROVE Consultant reviews before presenting 8 RESULT Audit delivered
Read the steps as a list
  1. Client signs
  2. Gather data from client tools
  3. Is access available for every tool?If not: request access and wait. Back to step 2.
  4. Check each area against the checklist
  5. Rank findings
  6. Draft the audit
  7. Consultant reviews before presentingThe agent waits here for your OK.
  8. Audit delivered

How it decides

Findings are ranked by impact and ease of fix.

  • Tracking errors flagged first
  • Read-only access only
  • Rank by impact and ease

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Checklist
  • Tools covered
  • Audit format

What keeps you in control

It always asks you first

  • Audit presentation

Hard limits

  • Never changes client settings
  • Never shares client data

It stops when

  • Done: audit delivered
  • Stop: client withdraws

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA furniture retailer signs on January 6. The agent requests access to analytics, ads and email tools. The access check fails for the email platform. The agent drafts a request with the exact role needed, and access arrives January 9. It checks 6 areas and finds 22 issues, including no conversion tracking on checkout. It ranks them by impact, and the consultant reviews the draft before presenting it.

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