You can now automatically add a prospect’s audit report link and business name into your follow-up messages, making it easier to send relevant emails and texts without extra manual work.

📌 Why This Matters

If someone shows interest in your business, timely and personal follow-up can make a big difference. This CRM feature helps you send messages that feel more relevant by pulling in the prospect’s business details and audit report link automatically. That means less copying and pasting for your team, quicker response times, and more chances to turn interest into real conversations.

✨ What’s New

• Audit report link as a custom value: You can insert the prospect’s web report link into follow-up emails and text messages.
• Business name as a custom value: You can automatically personalize messages with the prospect’s business name.
• Works inside automated follow-ups: These custom values become available after the audit report is generated, so you can use them in the next steps of your workflow.
• Better lead conversations: Instead of sending a generic message, you can send something directly tied to the prospect’s business and audit results.

🛠️ How to Use It

1. Step 1: Set up a workflow that includes the action to generate an audit report for a prospect.
2. Step 2: In the next email or SMS step, insert the custom values for the prospect’s audit report link and business name.
3. Step 3: Write a short message that invites the prospect to review the report and continue the conversation.
4. Step 4: Turn on the workflow so your follow-ups go out automatically after the report is created.

💡 Pro Tip

Use the audit report link in your first follow-up and pair it with a simple call to action like booking a call or requesting a quote to help turn interest into revenue faster.