AuditGen · Sales OS

The sales OS for agencies selling to local-services businesses.

AuditGen finds the local businesses worth pitching, shows you exactly what's broken on their website, and walks you into every call with the audit, the script, and the offer in hand. One workspace — not a five-tool stack.

Start 14-day free trial See a sample audit or book a 15-min walkthrough →

14-day free trial
No credit card required
Built for 1–10 person agencies

Daily Brief · Tuesday

Live

Calls due

Warm audit views

Ghost leads

Weighted pipeline

$28.4k

Top close priority

Magnolia Family Dentistry

Walnut Creek, CA · viewed audit 18m ago

78 / 100

Next move

Call Magnolia — reference the booking gap and 94 Google reviews.

The whole loop

Find, audit, reach out, close — in one place.

Most agencies stitch this together across a scraper, a CRM, a cold-email tool, an AI writing app, and a spreadsheet. AuditGen is the loop, not another box in it.

Stage 01By opportunity
Discover
Score and filter local businesses by presence gaps, vertical, and geo.
Stage 02AI report
Audit
Branded, vertical-specific audit with findings and a fix list.
Stage 03Drafts + prep
Outreach
Email, SMS, and call scripts grounded in the actual audit.
Stage 04Brief & pipeline
Close
Daily brief, call queue, follow-ups, and revenue tracking.

How it works

From cold list to warm conversation — without the five-tab dance.

Three deliberate stages, each grounded in real signal from the prospect's site. No fluff, no generic templates, no autonomous outreach.

Discover

Filter local businesses by city, vertical, need score, and presence-gap signal. Opportunity-scored before you ever pick up the phone, so you spend your day on the 25 that are actually worth a call.

Audit

A Claude-powered audit tuned to 15+ verticals names the specific conversion gaps, the cost of inaction, and the fix list — delivered as a branded report you can share in 60 seconds.

Pitch

Draft cold email, SMS, and call scripts pulled from real audit findings, plus a meeting-prep page with objections and proposal angles. You approve every send — operator in control, never on autopilot.

What you get

A full sales OS, not another AI wrapper.

Six modules, one workspace. Built to replace the scraper + the CRM + the cold-email tool + the AI writer + the spreadsheet you're juggling today.

Find

Lead generation, scored by opportunity

Discover and filter local businesses the way an agency actually qualifies them — not by name, by gap.

Filter by city, category, need score, website status, and Google Business Profile status
Critical / High / Medium opportunity levels you can act on
CSV import, saved views, and bulk add to your workspace
Google Places & Yelp connectors available when API keys are configured

Audit

AI audits with branded shareable reports

Every lead gets a credible, evidence-backed conversion audit — built to earn the first reply.

Claude-powered, vertical-aware findings across 15+ industries
Two-layer scoring: opportunity score before, 1–100 conversion score after
Branded public audit page with view tracking + payment CTA
Vertical falls back to a deterministic templated audit when LLM is unavailable

Plan the day

Daily Brief + Call Today

Open the app, see what to do. No staring at a list of 800 leads wondering where to start.

Daily Brief: calls due, ghost leads, warm audit views, weighted pipeline $
Top close-priority leads ranked by recent intent signal
Call Today dialer queue for due, overdue, and hot leads
One-tap call logging with status, next follow-up, and notes

Reach out

Outreach toolkit, operator-approved

Drafts the homework, you approve the send. Outreach is operator-controlled — never autonomous.

Generated cold email drafts, SMS, and call scripts tied to audit findings
Meeting prep with audit gaps, objection handlers, follow-up recs, proposal intel
Multi-step sequences (email / SMS / call / task) with an approval gate
Reply logger to keep the pipeline current as conversations move

Track

Pipeline & revenue tracking

A real funnel you can read at a glance — not 30 dashboards you stop opening.

10-stage funnel from Imported → Won/Lost with conversion rates
Follow-up dates, last-contacted timestamps, payment-click signals
Won revenue MTD and weighted pipeline value per workspace
Activity timeline per lead: views, sends, replies, status changes

Run the agency

Team workspaces + white-label studio

Multi-tenant from day one. White-label the audit your client sees.

Template + branding studio: audit, outreach, and offer templates
Team workspaces with role-based access and email invites
Bulk CSV import with a background job queue (resumable, retried)
Onboarding checklist that walks a fresh workspace to first audit

Sample audit

The deliverable that earns the first reply.

Every prospect gets a branded, vertical-tuned report. Specific findings, fix list, and a packaged offer — the reason they pick up your second call.

Vertical-aware findings across 15+ industries
Signed, shareable link with view tracking
Branded with your workspace colors and sender identity
Payment CTA — collect the deposit straight from the report

Example below — replace with your own once you start your trial.

Online presence audit

Magnolia Family Dentistry

Dentist · Walnut Creek, CA

78 / 100High need

Opportunity

Strong opportunity — five fixable conversion gaps that are likely costing this practice new-patient bookings every week.

What we found

No online booking
New-patient form lives behind a phone call — losing after-hours intent.
Reviews not visible above the fold
94 5-star Google reviews are 3 scrolls deep; trust signal is wasted.
Pricing absent on insurance page
Visitors bounce when they can't gauge cost before calling the office.
Mobile CTA undersized
Click-to-call button under 36px on iPhone; missed taps on 60%+ of sessions.
Service pages thin
Implants and Invisalign rank below local competitors with deeper service pages.

Recommended package

Conversion Upgrade — 6-week sprint

$2,800 one-time + $399 / mo

Who it's for

Built for the 1–10 person agency selling to local-services businesses. The homework and the workflow, in one workspace — so the cold call sounds like you actually did your research, because you did.

Customer quotes coming soon — bring yours.

Pricing

Simple monthly pricing. Cancel anytime.

Start with a 14-day free trial — no card. Pick the tier that matches your monthly audit volume. Talk to us when you outgrow Scale.

Starter

$79/mo

25 audits / mo

Full LeadGen, audits, outreach, sequences
Branded audit pages + custom templates
Daily Brief, pipeline, approval queue
Team workspaces + email invites

Get started

Honest answers to the obvious questions.

What is a presence audit, exactly?: A short, branded report on a local business's online presence — mobile, trust signals, conversion, reviews, booking, services — generated from a real scan of their site. AuditGen scores the gaps that move money, names the fixes, and frames the offer. You can hand it to a prospect in 60 seconds.
How does the 14-day free trial work?: Create a workspace, get full access to discovery, audits, outreach drafts, sequences, and the pipeline for 14 days. No credit card required. When the trial ends, pick a plan — your data stays put.
Does AuditGen send messages on its own?: No. Outreach is operator-controlled: AuditGen drafts emails, SMS, and call scripts grounded in the audit, queues them in the approval queue, and only sends once you approve. There is no hands-off auto-sending mode.
Where does my data live and who can see it?: Each workspace is isolated — leads, audits, and pipeline never cross tenants. Sessions use HttpOnly cookies; session tokens are scrubbed from JSON responses. Public audit links are HMAC-signed and bound to the lead they reference.
What about the AI audit — what model, and what does it cost?: AuditGen uses Anthropic Claude under the hood, vertical-tuned across 15+ industries. When the LLM is unavailable, the engine falls back to a deterministic templated audit so the workflow never breaks. AI usage is metered per plan.
Can I cancel anytime?: Yes. Manage or cancel directly from the in-app billing portal — no email back-and-forth, no retention dance.

Get started

Run your next agency week from one workspace.

Spin up a workspace, import your list, and ship your first three audits before lunch. 14 days, no credit card, your data stays yours.

Start 14-day free trial Talk to sales

The sales OS for agencies selling to local-services businesses.

14-day free trial

No credit card required

Built for 1–10 person agencies

The deliverable that earns the first reply.

Every prospect gets a branded, vertical-tuned report. Specific findings, fix list, and a packaged offer — the reason they pick up your second call.

Vertical-aware findings across 15+ industries

Signed, shareable link with view tracking

Branded with your workspace colors and sender identity

Payment CTA — collect the deposit straight from the report

Example below — replace with your own once you start your trial.

The sales OS for agencies selling to local-services businesses.

Find, audit, reach out, close — in one place.

From cold list to warm conversation — without the five-tab dance.

Discover

Audit

Pitch

A full sales OS, not another AI wrapper.

Lead generation, scored by opportunity

AI audits with branded shareable reports

Daily Brief + Call Today

Outreach toolkit, operator-approved

Pipeline & revenue tracking

Team workspaces + white-label studio

The deliverable that earns the first reply.

Magnolia Family Dentistry

Simple monthly pricing. Cancel anytime.

Honest answers to the obvious questions.

Run your next agency week from one workspace.

The sales OS for agencies selling to local-services businesses.

Find, audit, reach out, close — in one place.

From cold list to warm conversation — without the five-tab dance.

Discover

Audit

Pitch

A full sales OS, not another AI wrapper.

Lead generation, scored by opportunity

AI audits with branded shareable reports

Daily Brief + Call Today

Outreach toolkit, operator-approved

Pipeline & revenue tracking

Team workspaces + white-label studio

The deliverable that earns the first reply.

Magnolia Family Dentistry

Simple monthly pricing. Cancel anytime.

Honest answers to the obvious questions.

Run your next agency week from one workspace.

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