Agencies & Consulting template
Audit / assessment report
Scores, evidence, gaps and action plan, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Clearpath SEO audit for Oakline Furniture). Explore it and ask its agent anything.
What's inside
Turn an audit into something people act on: scores at a glance, the evidence, the gaps that matter and a prioritised plan. WZRD AI fills these tabs from your material.
Scorecard
Audit results and Scores by areaFindings
What we found and EvidenceAction plan
Fix first and RoadmapNext step
Questions and Walk through itIts AI agent: Audit guide
Explain scores, findings and fixes from the audit. Help people find what applies to their area. Offer a walkthrough for anything they want to go deeper on.
Who it's for
- Made by Account Director, Strategist, Agency Founder and Consultant
- For client executives, client procurement, prospective client and active client team
- In Creative Agency, Marketing Agency, Consulting and Digital Studio
When to use it
- For a new lead: a Account Director sends it to the client executives
- After discovery: a Strategist sends it to the client procurement
- During delivery: a Agency Founder sends it to the prospective client
- At milestone review: a Consultant sends it to the active client team
- At renewal / handover: a Account Director sends it to the client executives
What WZRD needs
- Project docs + assets
- Client brief + research
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create an audit / assessment report for Creative Agency for a new lead, using my project docs + assets.
Questions
What is an audit / assessment report in WZRD?
Scores, evidence, gaps and action plan, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Newsroom.
What do I need to make one?
Usually project docs + assets and client brief + research. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Account Director, Strategist, Agency Founder and Consultant, for client executives, client procurement, prospective client and active client team.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create an audit / assessment report for Creative Agency for a new lead, using my project docs + assets." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.