How I audit a HighLevel account
The same order I'd walk through on any account I hadn't built. About four steps, then you read the file.
Install and activate
Download and unzip the extension. Open chrome://extensions, turn on Developer mode, choose Load unpacked, select the folder and paste your license key.
Open the sub-account
Log in to HighLevel as you normally would and open the sub-account. Snapshot Atlas uses that session, so it sees what your user can see.
Choose what to audit
Select all 33 asset types for a full audit, or choose only the assets you need for the job in front of you.
Generate and read the report
Create the interactive HTML report with its audit score, dependency maps and workflow flowcharts, plus Excel and JSON exports.
What I look at first
- Workflows that are in draft, not running, empty or missing a trigger.
- Workflow steps pointing at assets that no longer exist.
- Unused tags, near-duplicate tag names and unused custom values.
- Pipelines with no stages and calendars with no availability.
- Email subjects that are missing, placeholders or all caps.
The file gives you the list. Deciding what to fix is still your call.
How long does an audit take?+
The export runs while you wait. Reading it depends on the account.
Do I need API keys?+
No HighLevel API key. An OpenAI key only for the optional AI report.