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Local client audit in 15 minutes: agency guide

A practical workflow for agencies: score Map Pack readiness, prove lead flow, and package the retainer with evidence, not spreadsheets.

Run the free audit wizard

Why agencies use this workflow

Local clients do not need another publisher SEO checklist on day one. They need proof that Google can trust the business and that the website is not leaking calls and forms.

15-minute audit workflow

  1. Run the Map Pack readiness wizard with the client or use their answers as a pre-call screen.
  2. Install Local Lift SEO free and capture the Local Lift Score for the live WordPress site.
  3. Check NAP consistency across footer, contact, about, and Google Business Profile.
  4. Confirm mobile click-to-call and primary form paths on service pages.
  5. Add Lead Ledger free and verify one week of form + phone click attribution.
  6. Document top three blockers and top three converting pages.
  7. Present Rank → Capture as the retainer narrative with honest compare links when editorial SEO is the better fit.

Deliverable template

  • Audit score band + prioritized fixes (from the wizard or plugin)
  • Lead flow snapshot: forms and phone clicks by page
  • Recommended next 30 days: visibility fixes vs capture fixes

Blog: agency audit workflow · For agencies · Contact about agency use