Agency Blueprints, AI

Agency AI Client Audit Generator

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David Tainsh
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Agency AI Client Audit Generator
Course details
Lectures : 4
Level : Beginner
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Free course · For SMMA, marketing and AI agency owners

By the end you have an audit sitting in a real prospect’s inbox — sent, not drafted.

Six prompts that turn twenty minutes on a prospect’s public footprint into a six-page diagnostic report they forward internally before they answer it. Built for agency owners whose pipeline depends on strangers.

  • A document, not a lead listSix pages with your name on it, written for the owner rather than for a marketer.
  • Your prospect, not mineThe demo is worked through in full, but the audit you finish is on a business you chose.
  • Repeatable foreverThe same six parts and the same six prompts work on the next fifty prospects unchanged.

4 lessons · 35 minutes · 6 prompts · live workshop — Free · lifetime access

Who this is for

Agency owners who have to start conversations from nothing.

Whether you are starting out or growing, the problem is the same: getting in front of somebody who will pay for the work. If your pipeline depends on people who have never heard of you, it was written for you.

  • 01
    SMMA owners

    Running social and paid for local and e-commerce clients. The audit gets you past the gatekeeper without needing a referral first.

  • 02
    Marketing and digital agencies

    Selling retained work. The audit is the diagnosis that makes a retainer conversation obvious rather than pushy.

  • 03
    AI and automation agencies

    Selling something the prospect has not budgeted for yet. The audit finds the problem your build actually solves, in their own numbers.

  • 04
    Starting out, or going out on your own

    No case studies yet and no list. The audit is proof of thinking, which is the one asset you already have.

  • 05
    Anyone whose cold outreach has stopped working

    You have sent the emails. The fault is structural rather than editorial, and this fixes the structure.

You do not need existing clients, a list, a case study or an ad budget. You need one business you would like to work with.

Why the outreach fails

You asked before you gave. Everything else is detail.

Your cold email asks a stranger for attention, a reply and a slot in their week — before you have given them anything at all. That is a bad trade and they know it. Four things go wrong, and not one of them is the wording.

  • ×
    It opens with you

    Your name, your agency, your credentials — before they have any reason to care about any of the three.

  • ×
    It claims without showing

    A result asserted, with none of the working a sceptical owner would want before believing it.

  • ×
    It is not about them

    It could have gone to four hundred other businesses without changing a word, and it reads that way.

  • ×
    It asks before it gives

    Fifteen minutes of their week, requested by somebody who has so far given them nothing at all.

An audit inverts all four at once. You do the work first, and the conversation becomes the natural next step rather than the opening request.

The trap

A site scan is not an audit.

Anybody can run an automated scan and email over a PDF of warnings. Owners have seen dozens of them and recognise one instantly — which is why the free-audit play has a bad name, and why most of them go straight to the bin unread.

A site scan

  • Warnings with no business consequence attached to any of them
  • Every section a problem, which makes the motive obvious
  • No numbers, or numbers with no working shown
  • Written to a marketer, not to the person who signs
  • Ends with a link to book a demo

A diagnosis

  • Every finding tied to evidence you can read back on the call
  • One genuine strength argued at the same length as the problems
  • Three costed problems, with every assumption on the page
  • Plain language, addressed to the owner by name
  • Ends with one conversation, scoped, with no alternatives

The through-line

AI writes the report. The evidence has to be yours.

The prompts can score, cost and draft. What they cannot do is look at a business for you — and the course is explicit about where that line falls, because everything that goes wrong with a generated audit goes wrong on the wrong side of it.

  • 1
    You do the twenty minutes

    Six public sources, copied verbatim rather than summarised. A summary is already an interpretation, and it is the step nobody can do on your behalf.

  • 2
    The prompts score, cost and draft

    Every finding has to name the evidence behind it, so the output points back at something you can read aloud on a call rather than at a general observation.

  • 3
    Gaps stay gaps

    Anything you could not see is marked not observable rather than guessed, and the prompts refuse to fill it. An unmarked gap is the finding they challenge.

If the report comes back generic, the fix is almost never a better prompt — it is a thinner sweep than it felt like at the time.

The framework

Every audit you run is the same six parts.

Learn the six and you are never staring at a prospect wondering where to start. Each one has a one-to-five scale, a definition of what a five looks like, and the business consequence of a low score — so the report argues in the prospect’s terms rather than yours.

  • 1
    Offer and positioning clarity

    Whether a stranger understands what is sold, to whom, and why them. Weak here and every other channel pays for it.

  • 2
    Website conversion path

    Whether attention can become an enquiry without friction. Traffic that cannot convert is a cost, not an asset.

  • 3
    Organic and social presence

    Whether anything they post builds up over time. The only channel that compounds, and the one most often wasted.

  • 4
    Paid media

    Whether spend is structured, targeted and measured. Unstructured spend cannot be improved, only increased.

  • 5
    Email and retention

    Whether customers are worth anything after the first sale. Usually the biggest number in the whole audit.

  • 6
    Measurement and tracking

    Whether any of the above can be proved. Decides whether the next twelve months is a case study or an argument.

Part five is where the money usually is. It is also invisible from the owner’s own side of the business, which is why they have not fixed it.

What you walk away with

One audit sent this week — not one course completed.

The measure of this course is whether a real business receives a real document with your name on it. Everything below exists by the end, on a prospect you chose, and is ready to send rather than ready to start.

  • A six-page branded audit on a real prospect, ready to send today
  • All six parts scored, each one naming the evidence behind it
  • Three problems costed in dollars, with the assumptions printed underneath
  • A covering email under 120 words carrying exactly one ask
  • One genuine strength credited, which is what makes the rest credible
  • A twenty-minute sweep you can repeat on anybody, from memory
  • The seven-section report structure, reusable on every prospect
  • Answers ready for the challenge that usually comes back in the reply

The most common first reply is not yes — it is a challenge to one finding. That means the document was read, and the course tells you exactly what to say to it.

What’s included

Every lesson comes with the prompts that build it.

The classes are short. The work happens in the prompt pack that comes with them — a numbered SOP, the six prompts in order, and a note on what a good output actually looks like so you can tell when to run one again.

  • SOP
    A step table in the pack

    Seven numbered steps, what you do at each one, and the asset it produces. Work down it and the audit is finished.

  • AI
    Copy-paste prompts, in plain English

    No codes and no variables to install. Square brackets mark the few things only you can supply, and nothing else needs configuring first.

  • QA
    What good looks like

    A concrete standard for every prompt — the difference between an output you can send and one that needs running again.

  • DEMO
    A worked prospect, sweep included

    Bloom & Vine, a real-shaped business with the twenty-minute evidence sweep already done, so you can run the chain before you run it live.

How the course runs

Four short lessons, then we do it together live.

Thirty-five minutes of recorded lessons, each leaving something behind. Lesson two’s output is what lesson three works on, and the workshop runs the whole chain on a prospect of yours rather than mine.

Lesson one
Why the audit opens doors

The six parts, why evidence beats opinion, and the balance rule that stops a technically accurate audit reading like a sales document. Ten minutes.

Lesson two
Gather the evidence

Six sources in order, the two most people skip that produce the biggest findings, and the two prompts that turn a raw sweep into a citable record. Just under ten minutes.

Lesson three
Run it and send it

Four prompts that score, cost, write and pressure-test — demonstrated end to end on a real prospect — plus the covering email. Just under ten minutes.

Lesson four
Live workshop

Watch me run the whole chain live on a real prospect, then run it alongside on yours and check your scoring before a prospect does.

That week
Send it

Today rather than when it is perfect. A good audit sent beats a great one still being edited, and the first replies usually arrive inside a week.

The live workshop

Watching a demo and running it on a business you want are different things.

The first is straightforward. The second is where you find out your evidence has a gap in it, that one of your scores will not survive being questioned, or that your covering email sounds like everybody else’s. The workshop exists for the second one.

What you bring

One real prospect

  • A business you would genuinely like to work with
  • Your twenty-minute sweep from lesson two
  • Not an easy target chosen to make the audit simple

What happens

Run it alongside me

  • I run mine on screen while you run yours
  • I show where people usually get stuck
  • Usually the scoring step, usually a thin sweep

What you leave with

A finished audit

  • Your own prospect, scored against the evidence
  • Three costed problems, with the assumptions shown
  • A covering email under 120 words

Is it for you

Agency owners who will send one, not just watch one being sent.

A good fit

  • You run an agency, or are building one, and need to start conversations cold
  • You want one process you can repeat on every prospect from here
  • You want findings you can defend when somebody challenges one on a call
  • You will spend twenty minutes per prospect doing the looking yourself
  • You will actually send an audit rather than polishing one for a fortnight

Not a fit

  • You want an automated tool that emails audits on your behalf
  • You would send a report criticising everything and crediting nothing
  • You would put a number on a page without showing where it came from
  • You want the AI to supply the observations as well as the words
  • You are looking for leads without doing any work per prospect

What it costs

Nothing, and nothing attached to it.

Free

No card. Lifetime access, including the live workshop.

4 lessons · 6 prompts · prompt pack · demo pack · live workshop

No upsell inside the lessons. There is a paid course this leads to, and it is mentioned once, at the end, after you already have a finished audit.

Quick answers

The questions people ask before starting.

Do I need clients already?

No. This is the part that comes before clients. Several people use it precisely because they have no case studies yet — an audit is proof of thinking, and that does not require a portfolio to demonstrate.

Does this work for an SMMA specifically?

Yes, and parts three and four are where you will find most of your openings. The framework is deliberately broader than social so the audit stands up as a diagnosis rather than as a pitch for whatever you happen to sell.

Which AI does this use?

Claude. The prompts are plain English with square brackets marking the few things only you can supply — nothing to install, no account to connect, and no template to configure first.

How long before I can send one?

Thirty-five minutes of lessons, then twenty minutes per prospect. Your first audit will take longer than twenty because you are still learning where to look; by the third it will not.

Is the live workshop really included?

Yes, at no cost and with no upgrade. It is lesson four: I run the whole chain live on screen on a real prospect, and you run yours alongside with the evidence sweep from lesson two.

What if they push back on a finding?

They usually will, on the one they feel most defensive about — and it means the document was read. Lesson three covers exactly what to say, which is considerably less than most people think.

Isn’t a free audit a bit of a cliché?

The play has a bad name because most of them are automated scans with a demo link at the bottom. What changes the outcome is naming the evidence, crediting one thing honestly, and costing only three problems — and those three rules sit inside the prompts rather than relying on you to remember them.

What exactly do I get?

Four lessons totalling thirty-five minutes across 45 slides, six plain-English prompts, the prompt pack and SOP in PDF and Word, the full six-part framework with its scoring scales, a worked demo prospect with the sweep already done, a live workshop, and lifetime access including anything added later.

Stop asking for the call. Send something worth replying to.

Twenty minutes on a prospect’s public footprint, six prompts, and a document with your name on it that gets forwarded before it gets answered.

A Digital Plan · adigitalplan.com

Agency AI Client Audit Generator
Is it really free?
Yes. There is no card required, and you get lifetime access to every lesson, including the live workshop. A paid course is mentioned once, at the end, after you already have a finished audit.
What will I have at the end?
A six-page audit on a real prospect you chose, ready to send, plus a covering email under 120 words. All six parts are scored against the evidence, and the top three problems are costed with the assumptions printed underneath.
Do I need existing clients or case studies?
No. You do not need clients, a list, a case study or an ad budget, just one business you would like to work with. The audit itself is your proof of thinking.
Which AI does it use, and do I need to write prompts?
It uses Claude. You get six copy-paste prompts in plain English, with square brackets marking the few things only you can supply, so there is nothing to install or configure.
How long does each audit take?
The lessons take about half an hour, then roughly twenty minutes per prospect gathering evidence from their public footprint. Your first audit will take longer while you learn where to look.
Does the AI find the problems for me?
No. You gather the evidence from six public sources yourself; the prompts then score, cost and draft from it. Anything you could not see is marked as not observable rather than guessed.
What is the live workshop?
It is lesson four. I run the prompts live on screen on a real prospect, end to end, so you can see each step before you run the chain yourself on your own prospect with the evidence sweep from lesson two.
What exactly do I get?
Four lessons totalling about 35 minutes, six prompts, a prompt pack and SOP in PDF and Word, the six-part scoring framework, a worked demo prospect with the evidence sweep already done, the live workshop, and lifetime access including anything added later.