GUIDE VERSION

Table Of Contents

1. The Quick Audit.
2. Parts of a Quick Audit.
   1. Quick Audit Part 1(Snapshot Report).
      1. Listings.
      2. Reviews.
      3. Website.
      4. Search Engine Optimization (SEO).
      5. Advertising.
      6. Remarketing.
3. How To Complete A Quick Audit.
   1. How To Create A Snapshot Report.
   2. How To Save A Snapshot Report.
   3. How To Complete A Quick Audit.
   4. How to assign a Quick Audit.
4. Quick Audit Quality Assurance Checklist.
5. Appendix.

The Quick Audit

The Quick Audit is a grading process where an account manager or virtual assistant sets a grade to a businesses’ online and digital presence, based on certain components. The virtual assistant primarily conducts the Quick Audit while the account manager assures the quality, accuracy and checks if they have applied the standard practices of the Quick Audit.

The Quick Audit tells the viewer how a business is doing objectively because this score is based not on some arbitrary factor, but based on how the business compares with other businesses in the same vertical. Thus, if a business wants to receive a grade of an “A” the business has to be in the top 90th percentile. For example, the website score is largely based on Google’s own page speed insights. Google’s tool determines how the website looks from Google’s perspective. 

If you’re an account manager, you should learn how to talk about the Quick Audit and its components. The Quick Audit is a conversation tool as part of client onboarding or the initial client conversation. We use the Quick Audit to be able to talk to our clients about what it is that we do at Blitzmetrics. We talk about what we find is working or not working, why that is the case, and what we need to do based on our findings.

Ninety percent of what we uncover in a Quick Audit are the same common issues that plague all clients. Your job as a virtual assistant or an account manager is to identify what those issues are and make recommendations on how to fix them, and VAs can do most of the work, so that Account Managers can focus on the relationship, coaching clients on video, etc…

That particular framework is called metrics analysis action, or #MAA. We show people metrics, we give them analysis of why that is and put them into context from a business standpoint in the action.

The grades that the virtual assistant or account  manager can set may be:

• A+, A: obtaining a score of an “A” means that the business is at the top 90th percentile of all business in that vertical, A-, B+, B, B-, C+, C, C-, D+, D, D-

Parts of the Quick Audit

1. Quick Audit Part 1 – does not require any access.
2. Quick Audit Part 2 – requires access to platforms and assets such as Facebook, Google, etc.

Parts of the Quick Audit. Quick Audit Part 1 (Snapshot Report)

The Quick Audit Part 1 is a process and document where you do not require access to a client’s business platforms, social media platforms and websites in order to complete.

The team member assembling the Quick Audit Part 1 must log in to Vendasta and run a snapshot report across 6 components.

Six components of the Quick Audit part 1

The six components of the initial Quick Audit are also called a Snapshot Report.

Quick Audit Part 1. Listings.

• The listings refer to NAP:

1. Name. 
2. Address.
3. Phone number.

• You can find listings across all the different directories.
• The information that the listings show about a business is similar to an identifier such as a phone number or social security number.
• Listing Scan.
• A process that performs the following functions:

1. Tells if the name is spelled differently.
2. Tells if the address is different.
3. Tells if the business does not have a listing in Yahoo, Yelp, Yext, Google, Bing, InfoUSA, Axiom or other providers that combine data together.

• The listing scan shows how we are doing across different directories.
• If the listings data is not correct, then we cannot tie everything else together across that particular place of business.
• We want to make sure that underlying data is together because then we can tie in the most important piece of content which drives rankings which is reviews

Quick Audit Part 1. Reviews.

• We are looking at Yelp and Google primarily, however there are other sites that also collect reviews.
• We know that when chiropractors have 50 or more reviews at 4.8 stars or higher they tend to do well, which is relative to how they are doing in the market.
• If you do a search for chiropractor and their city name, look at who shows up in the top 3. Usually those folks who have the most reviews at the highest stars and also recently are going to rank higher.
• Without having good reviews that anchor back to that listing,we do not really know if the search engine, particular business, or URL deserves to rank.
• Google My Business (https://www.google.com/business/)
  • As part of reviews, we want to know if a business has claimed its Google My Business listing, which a lot of businesses have not.
  • When you run the snapshot report and find there is not a category or a lot of information is incomplete, it may be that the business has not claimed their business.
  • Once we have claimed the business in Google My Business, we can
    • Add more information.
    • Modify existing wrong information.
    • Find reviews the business has not responded to properly.
    • Determine if the business does not have enough reviews.
    • Simply verify if the business does not have a review strategy to create a process where the business constantly collects positive reviews from customers.

Quick Audit Part 1. Website.

• The point of the website is to show up in organic search results.
• Google My Business, reviews and social media sites are all driving traffic to the website.
• Even if a business’s listings and reviews are solid, there may be problems that can be on their website which send a message to Google, saying that the website is not worth crawling because it has a variety of different problems.
• Common issues with a website:

1. Slow load speed.
2. Insufficient content.
3. Insufficient relevant information relative to the business.
4. Spam attacks.
5. Installed plugins that cause the site to improperly work.
6. Phone numbers are not easily accessible such as being in an image format instead of text.
7. Insufficient or no links from other sources such as local newspapers or other businesses.
8. Not generating traffic from LinkedIn, Twitter, and especially YouTube since YouTube is a Google property.

• We want to know how the website is doing by looking at the mechanics that are broken that cause it to not show up in search results.

Quick Audit Part 1. Search Engine Optimization (SEO).

• Organic search results are also referred to as Search Engine Optimization (SEO).
• The result of SEO is getting more traffic.
• When we look inside a business’s Google Analytics and Google My Business, we want to see signs that our SEO is working properly such as:

1. Business’ website visits.
2. Number of reviews.
3. Amount of people that created content.
4. Number of engagement metrics such as likes and click

• An effective SEO is the result of our content marketing efforts which is why we create one-minute videos and blog posts.

Quick Audit Part 1. Advertising.

• Advertising is a pay-to-play enterprise.
• The main point of advertising is to run ads on Google and Facebook.
• Competitors can snipe the business keywords at anywhere between $4 and $10 per click even though the business may be doing well from an SEO, listings, and review standpoint.
• Even if keywords $4 and $10 can be expensive, it may still be worthwhile if we are able to convert that traffic well
• When we run advertising, we want to

1. Buy a business’s top keywords in its market.
2. See what the business’s competitors are doing.
3. Determine how much money the business and its competitors are spending.
4. See whether the business has a presence.

• For chiropractors, most of the time they do not even have any ads, so we can look at how much traffic they are missing, with potentially hundreds of people that are searching on a particular condition but the business is not showing up because its SEO is not strong enough.

Quick Audit Part 1. Remarketing

• Remarketing is not available for every kind of business because of restrictions on Google and Facebook.
• For chiropractors we can do remarketing.
• We want to track by putting a pixel in place and send follow-up messages to people who have been to the business’s website or have watched a video that we have created on Facebook.
• If someone has watched a video on what you do when you have a splitting headache, then we want to keep showing them more information about that, especially if they have shown interest and watch that video for 15 seconds or more. That’s another opportunity to build in more touches to build that relationship that will eventually result in a customer.

How To Complete A Quick Audit

How To Create A Snapshot Report

1. Log in to Vendasta Partner Center: https://partners.vendasta.com/login/
2. Click “Sales”.

3. Click Prospects.

4. Click Create Prospect.

5. Type in Business Name of Client.

6. Click Continue.

7. Choose Your Market.

8. Fill in Business Details.

9. Click Create Account.

10. Click Create Snapshot Report.

How To Save A Snapshot Report

1. To access the Snapshot Report, navigate to Sales. Then, click on Prospects.

2. On the search bar, type the name of the Prospect.

3. Click on Snapshot Report.

4. It will redirect you to another page showing the whole Snapshot Report

.

5. Next, click the Print button in the upper-right corner of the screen.

6. Finally, in Destination. Save All pages as PDF files.

How To Complete A Quick Audit Part 1

1. Make a copy of the Quick Audit Template.
   1. Open the Quick Audit Template
      1. IF the client is not a chiropractor, open the blitzmetrics_quick_audit_template.
      2. IF the client is a chiropractor client, open the chirorevenue_quick_audit_template.
   2. Click File.

3. Click Make a copy.
4. Click Entire presentation.
5. Under Name, rename the file.
   1. Delete “Copy of blitzmetrics” OR “Copy of chirorevenue”.
   2. Delete “_template”.
   3. Write the name of the client or the company at the beginning of the filename in lowercase with each word having an underline in-between, e.g. jane_doe_quick_audit.

6. Under Folder, select the file for the client or company within the Google Drive folder BM Clients & Partners.

1. IF the client’s folder does not exist, THEN create a folder in BM Clients & Partners with the name of the client or company, e.g. Addison Bulosan, Amanda Holmes, Etax.

2. IF the client’s folder exists AND the folder is not in BM Clients & Partners, THEN
   • Move the folder to BM Clients & Partners.
   • Select the client’s folder.
3. IF the client’s folder is in BM Clients & Partners, THEN Select the client’s folder.
4. Click OK.
5. Skin the slide deck.
   1. In the slide’s menu, click on “Slide” and choose “EDIT MASTER”. This will open up the Master slide deck and will enable you to skin the document based on the brand colors of the client. 

2. To change the colors and add the clients logo, you need to get the HEX codes of the client’s brand colors. One way to do this is by going to the client’s website and getting a copy of the client’s logo. 
3. Go to “Canva palette generator” and upload the client’s logo. Once you get the HEX codes of the colors, you can then proceed with skinning the slide deck. 
4. Click on the color bars on the side of the slide deck. Go to “Fill Color”. Go to custom by clicking on the plus (+) button and change the HEX code based on the client’s brand colors. Do this for the rest of the slides. 

5. Add the logo of the client to the first slide and the rest of the slides. Adjust the logo’s transparency by clicking on the logo image, format options and adjustments. From there, adjust the logos’ transparency to at least 50 to 70% so the color won’t overpower any text. 

3. Fill in the 1^st slide: Cover Page.
   1. Change the date 
   2. Add the client’s logo beside the BlitzMetrics logo 
   3. Add the picture of the client, the name, client’s business name/agency/company, and email address (refer to Strategy Assessment or infusionsoft to view client’s email address. 
   4. Under “Prepared by” make sure you have all the following:
      1. Dennis Yu.
      2. Account Manager.
      3. Your Name.
   5. Add link to Basecamp Project
4. Fill in the 2^nd slide: Quick Audit Overview.
   The overview should include all dependencies of the Quick audit and these are:

-Latest Social Amplification Engine Guide PDF.

-Plumbing and Site Speed.

-Snapshot Report.

-Goals, Content, and Targeting (GCT).

-Amplification.

-Optimization.

-Conclusion.

5. Fill in the 3^rd slide: Executive Summary.
   1. Metrics – based on client’s budget and two goals with us (see Strategy Assessment). And key points on the current plumbing set-up and what’s needed to track and grow closer to achieving the client’s goals.
   2. Analysis
      1. Plumbing – (Client’s Website) Sitewide Https Status,  Installed Facebook Pixel and Google Tags
      2. Content –   (Facebook Company Page) Determine the content posted by the client and which Sales Funnel it belongs.
      3. Audience – (access client’s Facebook ad account to view which type of audience is the client using – SAVED,  CUSTOM, LOOKALIKE)
      4. Campaigns – (access client’s Facebook ad account to view number of Campaigns)
   3. Action Plan – actionable steps set to help clients reach desired goals.
6. Fill in the 4^th slide: Business Strategy: Goals, Content, and Targeting (GCT) as is.
7. Fill in the 5^th to 7^th slides: Goals, Content, and Targeting (GCT).
   In the client’s basecamp project, you need to make sure that the “Assessment Strategy” has to be filled out by either the one responsible or accountable (follow RACI).

1. Go to the Message Board in the client’s basecamp project. 
2. Go to the strategy assessment. If this is filled out, you will see:
3. Copy each of those and paste them to the Quick Audit slide deck.

8. Fill in the 8^th slide: Overview of Goals, Content and Targeting
   1. GOALS – Clients two goals with us
   2. CONTENT

Main Content Creator

Story (summary client’s story) 

Niche

Top3 Videos and Articles

3. TARGETING
   Customer’s Interest and Competitors
4. ACTION PLAN
   Recommendations and Link to our packages

9. Fill in the 9^th slide: Snapshot Report Summary: Your Overall Online Performance & Status.
   1. Request a Snapshot Partner Access to your team lead via email or Basecamp.
   2. See training at How To Create A Snapshot Report.
   3. Add the PDF copy of the Snapshot Report to the Basecamp project of the client. 
10. Fill in the 10^th slide: OVERVIEW OF SNAPSHOT REPORT
    1. Create a summary of each letter grade.
       1. Listing
       2. Reviews
       3. Social
       4. Website
       5. Advertising
       6. SEO
    2. Add Recommendations as is.
    3. Link Snapshot Report PDF on “Click Here”.
11. Fill in the 11^th slide: Recommend Products as is for now.
12. Fill in the 12^th slide: Access Checklist of Your Accounts.
    View Access to do on Basecamp to copy the updated checklist.
13. Fill in the 13^th slide: Sitewide HTTPS Status.
    Website Connection Security Status/ Sitewide HTTPS 
    1. Go to the client’s website.
    2. On the Top left corner, within the search bar. You will see a secure lock button. 
    3. Click on the button and to see “additional information about the site”.
       
    4. Take a screen capture of the information and put a circle around it for emphasis. 
       
    5. Paste this screen capture on to the quick audit slide deck. 
    6. Include a simple analysis on why it is important to have a secure connection and how it helps in plumbing.
       1. IF the client does have sitewide HTTPS, THEN write, “Your website contains sitewide HTTPS which you can tell by the green secure lock button. By having sitewide HTTPS your rank in the search results are higher. This results in a higher security rate when driving conversions and taking in information such as credit cards and passwords.”
       2. IF the client does not have sitewide https, THEN write, “Your website does not contain sitewide HTTPS, you can tell because it does not have a green secure button. With your website not having sitewide HTTPS, you rank lower in the search results due to the lack of security. Therefore, when taking in important information such as credit cards and passwords, it could lead to it being potentially stolen. We recommend obtaining sitewide HTTPS to increase search ranking and keep important information secure to those buying your services or products.”
14. Fill in the 14^th slide: Facebook Pixel Status.
    1. Download the Facebook Pixel helper Chrome Extension.
    2. Make sure you are logged in to your Facebook Account.
    3. Go to the client’s website.
    4. Click on the Facebook Pixel Helper button located on the upper right hand corner beside the search bar of your browser.
        
    5. Get a screen capture of the information the Facebook Pixel Helper will provide. 
    6. Encircle for emphasis.
    7. Paste the screen capture to the Quick Audit Slide Deck.
    8. Create a simple analysis on why it is important to have a Facebook Pixel in place.
       1. IF the client does have a Facebook Pixel, THEN write, “We see that you have a Facebook Pixel in place on your website. Utilizing the Facebook Pixel can be an important part of remarketing and tracking all of your data coming in from Facebook. With the pixel in place, you can drive more traffic as well as conversions by grabbing remarketing audiences and providing multiple touches to move your customers down the funnel.”
       2. IF the client does not have a Facebook Pixel, THEN write, “We see that you do not have a Facebook Pixel in place on your website. This means that you cannot track all of your incoming and outgoing data coming from your Facebook. Without the ability to track the traffic on your landing pages, you cannot remarket the traffic you paid for to drive to your website. This makes the money you spend on digital marketing efforts not go near as far as it could. We recommend installing the proper retargeting software to get the most out of remarketing the traffic your website receives to increase your conversions.”
          
15. Fill in the 15^th slide: Google Tags Status.
    1. Download Google Tag Chrome Extension.
    2. Go to the client’s website.
    3. Click on the Google Tag Manager Button on the top right corner of your browser. 
    4. Click on Enable and Recording to capture the site’s data.
       
    5. Refresh the website.
       You will notice that the Google Tag chrome extension button will either turn Green or Yellow. Click on it and it will show you if the client has GOOGLE TAG MANAGER, GOOGLE ANALYTICS, and/or GOOGLE REMARKETING TAG.
    6. Take a screen capture.
    7. Encircle the information for emphasis.
       
    8. Copy and paste the screen captured image to the quick audit slide deck. 
    9. Add a simple analysis about why it is important for a website to have all three – GOOGLE TAG MANAGER, GOOGLE ANALYTICS, and/or GOOGLE REMARKETING TAG. See Canned Analysis here.
       1. Google Tag Manager:
          • IF the client does have a Google Tag Manager, THEN say: “We see that you have a Google Tag Manager implemented on your website. This acts like a container to hold all of the current tags and pixel you have in place on your website. Utilizing the Google Tag Manager will increase your overall website speed. Therefore, having a faster overall speed can have a lower bounce rate when driving traffic to your website.” 
          • IF the client does not have a Google Tag Manager, THEN say:
            “We see that you do not have a Google Tag Manager implemented on your website. By not having the Google Tag Manager implemented, your tags will individually be in place. Because of the loading time of the individual tags your website speed will be slower. With a slower website speed, you will have a higher bounce rate which means majority of the time customers do not even land on the landing page.” 
       2. Google Analytics: 
          • IF the client does have the Google Analytics tag, THEN say:
            “You have the Google Analytics tag implemented. This will allow you to measure out the results of individual campaigns and compare them to other data sets. Google Analytics can allow you to optimize for those campaigns that are performing best. This results in a higher conversion rate due to optimizing your campaigns that are giving you the best results.”
          • IF the client does not have the Google Analytics tag, THEN say: “You do not have the Google Analytics tag implemented. By not having the tag implemented, you are not able to gather important metrics that can establish how well your campaigns are performing. By not being able to identify what campaigns are performing, you might have an inflated spending on your ads due to not having the proper metrics to optimize. We recommend utilizing the Google Analytics tag to allow you to optimize the campaigns driving you the most conversions and further amplifying those campaigns.” 
       3. Google AdWords Remarketing Pixel:
          • IF the client does have the Google AdWords Remarketing Pixel tag, THEN say:
            “You have the Google AdWords Remarketing Pixel implemented on your website. By having the remarketing pixel in place, it allows you to strategically remarket to users who have already been to your website allowing you to consistently move customers down your funnel. If properly used, this traffic can be remarketed for conversion on multiple channels which can result in higher conversion rates at a lower cost as your prospects have had multiple touches before the sale.”
          • IF the client does not have the Google AdWords Remarketing Pixel tag, THEN say:
            “You do not have the Google AdWords Remarketing Pixel implemented on your website. By not having the remarketing pixel implemented, you are not able to remarket to the users who are showing interest in your brand by visiting your website. This results in you missing out on potential leads that you could provide multiple touches on to later convert. Providing multiple touches will allow you to have a higher conversion rate. 
16. Fill in the 16^th slide: Your Current Website Speed for Desktop and Mobile.
    1. Use Website Grader to see client’s website performance. Screenshot the following: Grade value
       1. Website home page
       2. Performance
       3. Mobile
       4. Security
       5. SEO
17. Fill in the 17^th Slide: Overview: Your Current Website Speed for Desktop and Mobile.
    1. Give short overview on each grade value. Use think with Google to get the value on the loading time on a 4G connection.
    2. Provide analysis.
       1. Comparison of your speed and optimization for mobile and desktop.
          • IF the client optimization is good (80 and above/100), THEN say:
            “Your optimization for your website is good which means that your website follows common performance best practices such as optimizing images, prioritizing visible content, removing render-blocking, and enabling compression. Due to these best practices, your website contains efficient website speed resulting in a low bounce rate. The great thing about this is that when customers are clicking on your ads, more of them actually land on your landing page and convert.”
          • IF the client website speed is medium/low (80 and below/100), THEN say: “The optimization for your website is medium/low which means that your website is missing some common performance best practices such as optimizing images, removing render-blocking, and enabling compression. Having slow website speed can result in a high visitor loss rate. This can cause customers to click off your website before even reaching the landing page.”
18. Fill in the 18^th slide: What Should You Do Next To Improve Website Speed?
    1. Post screenshot of “What Should I Do Next?” on website grader. 
    2. Keep description down below for client information: “Check out the recommendations up above to apply to your website to improve website speed and optimization. By improving your website speed and optimization it increases your efficiency which allows more visitors to effectively land on your landing page and not click off due to long loading times.”
19. Fill in the 21^st Slide: Facebook Analysis. 
    1. Verify that a Virtual Assistant or Specialist has completed the Access Audit.
    2. Go to the client’s Facebook Business Page.
    3. Click on “ Go to Business Manager to manage this Page” 
    4. Go to “Insights” 
    5. Go to “Posts” 
    6. Check “All Posts Published” 
    7. Identify the posts which performed best. High engagement and reach.
       
    8. Open the posts with high engagement and reach. 
    9. Take a screenshot of those posts.
    10. Copy them to the Quick Audit Slide Deck.
    11. Include Facebook Page metrics.
        1. The number of followers 
        2. The number of likes 
        3. The type of content the page has following the Facebook funnel – Top (Awareness), Middle (Consideration), and Bottom (Conversion).
    12. Provide analysis and recommendations.
        1. Content Distribution in the Facebook funnel (Awareness, Engagement, Conversion).
           • IF the majority of the client content is top funnel (awareness), THEN say:  “We see that the majority of your video content is within the top of the funnel. Though you have great content that demonstrates your company’s mission, we see that there is not enough content that provides your customer with the educational value of your product/service, or content that will drive you conversions. Spending on your top funnel content will cause a low conversion rate, due to not having the proper call to action. We recommend creating content that communicates the educational value of your company’s product/service and also has a clear call to action to drive more conversions to your product.”
           • IF the majority of the client content is middle funnel (consideration), THEN say: “We see that the majority of your video content only fulfills the needs for the middle of a sales funnel. While your content does a great job educating your customers, we don’t see enough content that communicates your mission or drives conversion. This causes the money you spend on traffic to these videos to not have a clear call to action, which will result in a lower conversion rate and an inflated advertising spend. We recommend creating content that communicates your company’s mission and also has a clear call to action to drive conversions to your product. “
           •  IF the majority of the client content is bottom funnel (conversion), THEN say:
             “We see that the majority of your content is within the bottom of the funnel. Your content shows a clear call to action button to drive conversions to your product, however, there is not enough content that establishes your company’s mission, or educational value of your product. This causes the money you spend on ads to have a higher cost to run since the content is salesy and also results in high negative feedback. We recommend creating content that demonstrates your company’s mission as well as provides the educational value of your product. By doing so, you can provide multiple touches to your customers and have a higher conversion rate.”
        2. Analysis of the content posted.
           • Take 45-50 seconds to provide analysis on the content the client created.
20. Fill in the 22^nd slide: Your Facebook Video Analysis
    1. Study and follow the 3×3 Video Guide Strategy to be able to provide analysis for this section.
    2. In the client’s Facebook Account, access Creator Studio.
    3. Choose the client’s Facebook Page.
    4. Click on Insights.
    5. Choose Performance.
       
    6. Scroll down to the top videos and check the length, the engagement, the reach, and if the video is within 1 minute.
       
    7. Take a screenshot of the top videos. 
    8. Identify if the client’s video content follow A-C-C (Awareness, Consideration, and Conversion) or the WHY, HOW, and WHAT.
    9. Include a short analysis of the video content of the client.
       1. Average video length.
          • IF the client videos are between 1:00-1:20 minutes, THEN say:
            “Your video content is between 1:00-1:20 minutes which is great. We see that videos between those times perform best on Facebook. Creating 1-minute videos can be important in telling your story, educating your customers, and adding a clear direct call to action to drive conversions. We recommend utilizing 1-minute videos and putting money on your video content in which you can grab a custom audience and remarket to drive more conversions.”  
          • IF the client videos are longer than 1:00-1:20 minutes Then say:
            “Your video content is longer than 1:00-1:20 minutes. We typically see 1-minute videos perform best on Facebook. Typically, a user is not looking to watch a 5-minute video. Longer videos can cause your important points not to be heard. When moving customers down your funnel, lengthy videos could also lead to a lower conversion rate.
       2. Analysis of engagement and video views.
          • IF the client engagement and video views are great (10% of their page likes), THEN say:
            “Your content is getting great engagement and video views. This means that your customers are resonating with the content you are creating. A good way to take note of content that is performing well is by having a content library and creating more excellent content. Content and videos with great engagement and views only amplify when you put ad spend on them, which can result in a lower cost to run the ads and a more efficient use of your budget.”
          • IF the client engagement and video views are poor (Less than 10% of their page likes), THEN say:
            “Your content engagement is low, this could mean that your customers are not resonating with the content that you have. At times, this could also mean that your content generates a lot of negative feedback. When this happens, as well as low engagement, the cost of running that content as an ad will cost you more for the result you are getting. To find what content resonates with your audiences, take a piece of content and run it to 2-3 different audiences and optimize on which one performs best, as well as changing the copy of the content.”
       3. Strategies for amplification of video content.
          • Take 45-50 seconds to explain strategies that they can utilize to amplify their video content.
            (i.e. For video amplification we can utilize Facebook for a Dollar a Day which we can target multiple audiences and see which one performs best. To further help us see which ones are already performing well, we can use our Standards of Excellence as a measure of how well a video is already performing before boosting the content.)
21. Fill in the 23^rd slide: Your Current Facebook Audience.
    1. Obtain the client’s Access Audit.
    2. Obtain admin privileges of the client’s Facebook Ad Account.
    3. Go to https://business.facebook.com/
    4. Choose Blitzmetrics Business Manager
    5. Click Business Manager Menu and Choose AUDIENCE
    6. On the Upper Right Side, there is a Dropdown button, make sure you are in the right account.
    7. Click ALL AUDIENCES.
    8. Take a screenshot.
    9. Add a 3 sentence explanation of what you see.
22. Fill in the 24^th slide: Your Audiences That Are In Active Campaigns.
    1. Obtain the client’s Access Audit.
    2. Go to https://business.facebook.com/.
    3. Choose Blitzmetrics Business Manager.
    4. Click Business Manager Menu and Choose AUDIENCE.
    5. On the Upper Right Side, there is a Dropdown button, make sure you are in the right account.
    6. Go to FILTER and choose STATUS: In Active Ads.
    7. Take a screenshot.
    8. Add a 3 sentence explanation of what you see.
23. Fill in the 25^th slide:  Performance of Active Campaigns.
    1. Obtain the client’s Access Audit.
    2. Go to https://business.facebook.com/
    3. Choose Blitzmetrics Business Manager
    4. Click Business Manager Menu and Choose ADS MANAGER
    5. On the Upper left side, right next to CAMPAIGNS. 
    6. Choose the right Ads Account 
    7. Go to CALENDAR on the right side of the screen 
    8. Choose last 30 days (If you can’t see any result, choose up to the last 180 days from today) 
    9. Take a screenshot 
    10. Add an explanation of their results
24. Fill in the 26^th slide: Instagram Analysis.
    1. Use https://www.ninjalitics.com/ for Instagram Analysis
    2. Check the following:
       1. Followers: 
       2. Likes:
       3. Monthly average post
       4. Pinned Post: 
       5. Authoritative Cover Photo: 
       6. Type: Business Page
    3. Take a screen capture of the client’s Instagram account.
       
    4. Copy the image and paste it into the quick audit slide deck 
    5. Include a simple analysis and recommendation of the client’s Instagram account.
       1. Follower to the following ratio.
          • IF the client has a positive following to follower ratio (MORE followers than following), THEN say:
            “On your Instagram, your following to follower ratio is positive. This indicates more interest in your brand and in your content that you are posting. By having a larger follower base, it also allows more people to see the content that you are creating. Continue to engage with your community and keep an eye out for the content that is performing the best, you can place this in your greatest hits and keep it evergreen.”
          • IF the client has a negative following to follower ratio (FEWER followers than following), THEN say:
            “On your Instagram, your following to follower ratio is negative. This indicates less of an interest in your brand and in your content that you are posting. By having a smaller following base, the engagement in your content is significantly less. Your content could also come across as spammy. We recommend creating great content and amplifying that content to different audiences which you can further optimize. We also recommend staying engaged with users who are connecting in your company.”
       2. Analysis of content engagement and type of content post.
          • Take 45-50 seconds to provide analysis on the client engagement (video views, likes, and comments) on their Instagram.
25. Fill in the 27^th slide: Twitter Analysis. 
    1. Go to the client’s Twitter Account.
    2. Check the following:
       1. Number of followers 
       2. Number of accounts followed 
       3. Tweets in the last 180 days
       4. Date of last Tweet 
    3. Take a screen capture of the client’s Twitter account. 
    4. Copy the image and paste it into the quick audit slide deck.
        
    5. Include a simple analysis and recommendation of the client’s Twitter account.
       1. Check the client’s follower to following ratio.
          • IF the client has a positive following to follower ratio (MORE followers than following,) THEN say:
            “On your Twitter, your following to follower ratio is positive. This indicates more interest in your brand and in your content that you are posting. By having a large follower base, it also allows more people to see the content that you are creating. Continue to engage with your community and keep an eye out for the content that is performing the best, you can place this in your greatest hits and keep it evergreen.”
          • IF the client has a negative following to follower ratio (FEWER followers than following), THEN say:
            “On your Twitter, your following to follower ratio is negative. This indicates less of an interest in your brand and in your content that you are posting. By having a smaller following base, the engagement in your content is significantly less. Your content could also come across as spammy. We recommend creating great content and amplifying that content to different audiences which you can further optimize. We also recommend staying engaged with users who are connecting in your company.”
       2. Analysis of content engagement and type of content post.
          • Take 45-50 seconds to provide analysis on the client engagement (retweets and likes) on their Twitter.
26. Fill in the 28^th slide: Conclusion.
    1. Include the following:
       1. Actionable steps to reach the client’s Goals.
       2. Recommendations. 
       3. Action Plan.
       4. Updated COURSE and GUIDE LINKS.
    2. Color code or group items paid for already, marked by in-progress, To Do, and Done.  Follow our #GSD model– what we’ve done, what we’re going to do (part of package or what we recommend).
27. Fill in the 29^th slide: Optimization Team.
    1. Make sure you have the photos and designation and email address of the following:
       1. Dennis Yu 
       2. Specialist
       3. Your Team Lead 
       4. Your Name 
    2. Add link to Basecamp Project

How to Assign a Quick Audit

Canned Note for Basecamp to-do/task for Quick Audit Part 1

1. Duplicate the template.

2. Move the duplicate to the client’s Folder.

3. Rename the duplicate.

4. Conduct the Quick Audit Part 1.

Bounty price: $10.

Asset Folder: [Paste folder URL here]

Name: [Paste business name or client name here]

Quick Audit Quality Assurance Checklist

• Specialist has evaluated the GCT strategy assessment form.
• Specialist has created a Snapshot Report.
• The client’s website contains Sitewide HTTPS.
• Assessment if your website contains site-wide HTTPS.
• Digital plumbing using Google Chrome extensions.
  • Using Google Chrome extensions to see what you have and do not have implemented.
    • Facebook Pixel
    • Google Tag Manager
    • Google Analytics
    • Google AdWords Remarketing Pixel
• Grabbing website speed using Page Speed Insights and TestMySite.
  • Comparison of your speed and optimization for mobile and desktop.
• Facebook Page analysis
  • Content distribution in the Facebook funnel (Awareness, Engagement, Conversion). 
  • Analysis of your content posted.
  • Strategies and solutions based on content. 
• Facebook Video analysis
  • Average video length.
  • Analysis of engagement and video views. 
• 3×3 video grid overview
  • WHY, HOW, WHAT content.
  • Grabbing 10-second video viewer audience of your winners.
  • Creating if/then sequences that strings your WHY, HOW, WHAT content.
• Instagram analysis (if applicable)
  • Follower to the following ratio.
  • Analysis content engagement and type of content post.
• Twitter analysis (if applicable)
  • Check the client follower to the following ratio.
  • Analysis of content engagement and type of content post.

Appendix

References

• How to Fill out a Quick Audit for a Client https://drive.google.com/file/d/1Q0aXZVjILcV9u42IGv2RJzHPig5MocBA/view
• quick_audit_chirorevenue_version_template https://docs.google.com/presentation/d/1D6wrZJRtWv9WIDdY9NYUSoaIMrK0s10hWwG1Z_EQQpc/edit#slide=id.g4c50bc5147_0_0
• Quick Audit_MASTER VERSION_TEMPLATE https://docs.google.com/presentation/d/1D6wrZJRtWv9WIDdY9NYUSoaIMrK0s10hWwG1Z_EQQpc/edit
• Sample_Audited_Dr Addison Bulosan_Quick Audit https://docs.google.com/presentation/d/1eU1p2cTTbGp1CUrcoDf_WsApzftW8Y3VpFWKX99ccTo/edit#slide=id.g4c50bc5147_0_0
• Template_Quick Audit https://docs.google.com/presentation/d/1fxWXXpymRbPJyomiWrL29Edm4Zskz1PogDczp6vr0yU/edit#slide=id.g4c50bc5147_0_0
• Copy of Quick Audit Checklist_7_20_2020 https://docs.google.com/document/d/1ybazCHEVljRln0ywVd0NuBBXe7Iz6gVV6Q7lfYZKFQs/edit
• Erik Simms_Quick Audit https://docs.google.com/presentation/d/1CWHE1HiBfwFgbLUJiGGmZQBhTNEMvv7x_qvXIOt5N9k/edit#slide=id.g4c50bc5147_0_0
• CHIROREVENUE_snapshot_report_v1.1_2020_1020- https://drive.google.com/file/d/1J6zQoTgjV4Emfwd70eRps3uXX7BxeFTD/view?usp=sharing
• Quick Audit Slide Order.pdf https://drive.google.com/file/d/1KgG7HK1mtILdG-ogOl5tv8Oi7d7XwzQl/view
• (1351) How to fill out the quick audit deck https://www.youtube.com/watch?v=qGJudSr9UO8
• Quick Audit Part 1 and 2 TEMPLATE MASTER – Google Slides https://www.loom.com/share/518e0f7eebe04f5faf91dd4cd48f3324
• Chirorevenue_Quick Audit Checklist_ver 1_102920 https://drive.google.com/file/d/1f8_1HTzh8izv4DIV64BK6gbnK8saK6Eo/view 
• General Quick Audit https://3.basecamp.com/4057320/projects/8372199
• R. Success Tracker updated https://3.basecamp.com/4057320/buckets/22670601/todos/3930032339#__recording_3998039887