Audit score
A 0 to 100 score with findings
See which areas need attention first before you take over a client account, with every scored finding tied to the reason behind it.
04 / Output
Jump to grade bands
The report you hand your client
I put the score, dependency maps and workflow flowcharts first so you can see the risks before a migration, before taking over a client account, or before buying or selling a snapshot. The interactive report, Excel workbook and JSON export keep the full record behind that view.
Dependency maps
See what relies on what
Trace the connections between assets before a migration or before you rename or remove something the account still needs.
Workflow flowcharts
Read the automation at a glance
Follow triggers and steps without opening every workflow, especially when you are reviewing a snapshot before buying or selling it.
Interactive HTML
A report you can click through
Open one interactive file for the whole account and move between the audit, assets, maps and workflow diagrams.
Excel
A workbook built for handover
Sort, filter, comment and share one styled workbook with a tab for each selected asset type.
JSON
Structured data for technical work
Keep the same account data in a format suited to development, version control and before-and-after comparisons.
How the score works
A transparent 100-point audit
I start every active profile at 100 points. Each category starts with its full budget, and confirmed findings subtract points from that category. No check adds points. Fixing a finding returns the points shown beside it in the report.
Critical, high, medium and low findings can affect the number. Advisory and info findings are shown for review but never change it. If a required export area or check is missing, the grade becomes Incomplete instead of claiming the account is healthy.
Category budgets
| Profile | Activation | Build Integrity | Email Best Practices |
|---|---|---|---|
| Live account | 40 | 45 | 15 |
| Snapshot or template | 0 | 80 | 20 |
| Setup in progress | 25 | 55 | 20 |
The extension can auto-select Live or Setup from account maturity. Snapshot or template is selected explicitly because a template should not lose points for being intentionally unpublished.
The 16 checks that can change the score
The engine has 27 named account checks across 7 rule groups. These 16 are the only ones that deduct points. The other 11 are advisory or informational.
| Check | Category | Maximum or formula |
|---|---|---|
| Draft workflows | Activation | Draft share × the Activation budget, rounded |
| Revenue follow-up path offline | Activation | Up to 12 points |
| Broken workflow references | Build Integrity | 1.5 points each, up to 14 |
| Empty or triggerless workflows | Build Integrity | 2 points each, up to 8 |
| Duplicate workflow names | Build Integrity | 2 points each, up to 8 |
| Unused tags near tags in use | Build Integrity | 2 points each, up to 6 |
| Unused tags | Build Integrity | Unused share × 8, rounded |
| Missing, placeholder or all-caps email subjects | Email Best Practices | Affected share × the Email budget, rounded |
| Unused media | Build Integrity | Unused share × 5, rounded |
| Workflows in another non-running state | Activation | Affected share × 8, rounded |
| Unpublished funnels or websites | Activation | 1.5 points each, up to 6 |
| Pipelines with no stages | Build Integrity | 2 points each, up to 6 |
| Calendars with no availability | Build Integrity | 2 points each, up to 6 |
| Disabled calendars | Build Integrity | 1 point each, up to 3 |
| Unused custom values | Build Integrity | 0.5 points each, rounded, up to 3 |
| Contacts held in non-running workflows | Activation | Held contact share × the Activation budget, rounded |
Grade bands
85 to 100
Healthy
70 to 84
Minor issues
50 to 69
Needs work
30 to 49
At risk
0 to 29
Critical
Where people use it
Client handover documents, onboarding a new VA, a record before a migration, and proof of what you built when a contract ends.