Pre-audits of prospects
Run the public checks on a company you want to work with, send a PDF or a link in your name, see when it is opened and turn a win into a client.
On the Agency plans, the Prospects page helps you win clients with a pre-audit: the public checks of the free check on a company you want to work with, a PDF in your name, and a link to share that tells you when it is opened.
Run a pre-audit
- Open Prospects and go to New pre-audit.
- Enter the company’s domain, and if you like the company name, the contact person and a note for yourself.
- Choose the language of the PDF and page: English, French or German.
- Press Run the pre-audit. Its line in the table says “pre-audit running…” until the result is in.
You can run 30 pre-audits per 30 days on Agency and 100 on Agency Plus; the page shows how many you used. Viewers cannot run them.
What it checks, and what it does not
Only passive public checks, as anyone on the internet can run: e-mail authentication, DNS, certificates, mail servers and websites. No attack, no login attempt, and none of what needs the owner’s consent: no look-alike search, no file probing, no archives, packages or cloud storage. Findings whose details could help an attacker are named by family only, without host or fix; the others come with their explanation and fix, and an estimate of the effort (quick fix, some work, a project).
Send it to a person you are in touch with. Do not use it for mass mailing.
Your pitch
Under Your pitch, owners and admins write a few words about the agency, a contact line and the agency’s website (https). They are shown at the end of every pre-audit, PDF and shared page, with the logo set in Settings.
Share it
Open a prospect to:
- Download the PDF: a cover with your logo, the findings with the effort to fix them, what a full audit adds, your pitch and contact, and a QR code of the shared link.
- Copy the link to the shared page and send it. The page tells you how many times it was opened and when (your own team’s visits do not count). The PDF cannot tell you that.
- Turn the link off (and on again), or make a New link: the current one stops working at once.
- Check again to run the pre-audit once more.
Follow the pipeline
Each prospect moves through the stages New, Sent, Opened, Won and Lost; filter the table by stage. When you win one, Won: make it a client creates a client with the company’s name and adds the domain to it, waiting for its ownership proof. Once your new client publishes the TXT record, the full audits start.
Remove deletes a pre-audit.