Auditforit

Youtube

In this guide, we will take you step by step through the process of creating your first two audITs: a baseline and proposed plan. You will learn how to print these as a comparative presentation.Once you understand how to do this, creating new audITs is very easy. Simply repeat the same steps. With the exception that you can now clone inside the same customer or across customers making the process very fast and easy.Once you understand how to setup the categories inside of an audIT, you will also understand how to create a template.

Instructions

NOTE: If you are on the free account, you are limited to 5 companies. Once you have added a 5th, to continue, you will need to upgrade. With this in mind, we highly recommend making this an actual prospect or current customer that you will not need to delete later.

Create your first company

Click 'New'

If you would like to use an integration to pull your company, you will need to set this up first by clicking 'Integrations' on the main menu.However, while on the free version, because of the limited amount of companies you have, we suggest adding manually.

Choose how to add your company

Custom Step Color

Enter the basic information and hit the 'Create' button.

Find the company you just created and open it.

To create your first audIT, click the 'New' button.

Because you can perform business reviews on your customers, you may end up with many audITs over time. We suggest using a naming convention that makes it easy to find what you're looking for. For example: You might call this: 'First audIT - May 2023' When you do a proposed plan, you might call it: 'Proposed Plan - May 2023'Then the next business review might be: 'Business Review - Sept 2023'

Name your audIT

The baseline is an audIT made from scratch. This is usually the first audIT created. Once you have one audIT, you can now clone it as a business review or proposed plan. This shortcuts the process of creating your next audITs.

Click on Baseline audIT

We provide several typical templates. You can use what we have provided and then make adjustments inside the specific audIT. Or you can start by cloning a template and making your adjustments. Just select the 'Templates' option from your main menu.

Choose the template you would like to use

Click on  the 'Create' button

Click into your newly created audIT

This audIT defaults to all red with typical summary statements. You can now click into each item and make changes. Or move to the next step to modify the audIT template for this specific audIT.

Change your audIT as needed

Click on the 'View And Edit audIT Items' button on any category to remove/add/move items as needed.

Click on View And Edit audIT Items

Note: You do not need to have 9 items in a category to generate your audIT. You cannot add more than 9 items.You can also turn off categories. An audIT only requires a minimum of 1 category and a maximum of 4.

Delete an audIT Item by clicking on the garbage pail

You can do this inside or outside of the 'View And Edit audIT Items' area.

To change an audIT Item's color and summary statement, click into the box

Select a pre-defined or custom summary statement on the pick list

Click the 'New' button then choose the color you would like to use.

Add your own custom summary statement

Enter your summary statement

The Business Impact will only be available if red or yellow is selected. This is optional and not always known. But when you do know it, this can be a powerful addition to show your prospects/clients that you understand more than just their technical problems... but the why.

Enter your Business Impact statement (optional)

You can use the Scope to only show this statement in this specific audIT, for the customer only, or for all customers. If you choose 'Global' it will show up on your pick list for this item in any customer and audIT.To edit or turn off an audIT Item, go into the audIT Items option on your main menu. You can add your own audIT Items, manage summary statements, upload infographics and more from this area.

Select the scope and click the 'New' button to save

This is not required. If you know what your prospect is spending with their current provider, you can enter the exact amount or a range. If you leave it as zero, nothing will print in the financial summary box.

Edit the audIT details for your baseline plan

Click on Edit

Enter the start of the range

Note: If you know the exact amount, enter the same amount for both start and end range. Both boxes must be filled in to show up on the report.You can also add a project fee if you have this information.

Enter the end of the range

Click on Save

To go back or forward, use the breadcrumb trail

Once your baseline is complete, now it's time to create a Proposed Plan.

In your audIT trail, click the 'Clone' button to open your choices.

Click on Clone 

For this exercise, we are suggesting to clone this as a proposed plan so you understand how audIT works to close new business. You can also clone as a QBR (Business Review) if you would rather do the first audIT on a client. We will discuss the ways to print these two different types later in this instruction.

Click on As Proposed Plan

Now that you have your clone, you can edit and change as you would like to propose (if doing a proposed plan) or anything that has changed between the baseline and the business review (of doing a QBR plan).

Change the items as needed

Choose the summary statements as needed for each item

Click on the 'View And Edit audIT Items' button if you need to change anything as we did in the baseline

Drag highlighted elements as needed

New items will appear blue as require selecting a color/summary statement

Edit the audIT details for your proposed (or QBR pan) as needed

Change the name of your new plan

Enter the starting amount you will be charging them monthly

As previously discussed, both start and end range need to be a number to show up on the report.

Enter any optional one-time project fee

Note: If the print option is unavailable on the next page, make sure your audITs are 100% complete. If you do not see an audIT score, the audIT is not complete.

Click the 'Options' dropdown to print

Note: You can also turn this audIT into a template as well as link a Fact Finder if you have one. The Fact Finder is not covered in this training. You can learn how this works in this training on our YouTube channel: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/playlist?list=PLfxbv00cgumJxoTYXSlnZgloYwDmJJQpm">https://www.youtube.com/playlist?list=PLfxbv00cgumJxoTYXSlnZgloYwDmJJQpm</a>

Click on Print Report

Because we are inside of our baseline audIT, we will choose to print this first. For a proposed plan, we always want the proposed plan to come second. If we were inside of the proposed plan, we would want to select the print this as the second comparison option.If you are doing this as a Business Review, best practice is to print the current review as the first and then compare it to a past review or baseline.With a Proposed Plan, we want to show current state then future state.With a Business Review, we want to show current state then past state. The exception in a review is if you want a proposal to come second.

Choose which audIT should come first if printing a comparison

Click on dropdown to choose the second comparison audIT

Click on Our first proposed audIT

Or uncheck anything you do not want to be included. You can include your prospect/client logo among other things. We suggest printing a few different versions to see what you like most.

Check the boxes for anything you want to be included 

Click on Print Report (PDF Portrait)

You have now successfully created a Baseline, Proposed Plan (or QBR), and have generated a report. The process is the same to complete audITs for any new prospects or customers.If you are looking for more advanced training, click here: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/playlist?list=PLfxbv00cgumJxoTYXSlnZgloYwDmJJQpm">https://www.youtube.com/playlist?list=PLfxbv00cgumJxoTYXSlnZgloYwDmJJQpm</a> to visit our YouTube channel where we regularly upload new training and content.If you have any questions or need technical support, please email help@auditforit.comThank you for using audIT! We can't wait to hear how it has helped you close more deals, increase MRR, save time and grow your business!