Mike Brooks
Created May 02, 2023audIT Quick Start Guide - Create First audIT
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.

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'

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.

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.

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.

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: https://www.youtube.com/playlist?list=PLfxbv00cgumJxoTYXSlnZgloYwDmJJQpm

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.

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: https://www.youtube.com/playlist?list=PLfxbv00cgumJxoTYXSlnZgloYwDmJJQpm 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.com
Thank 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!