I reviewed the GHL account and public website for a credit repair and funding consultancy. The audit covered user access, SMS registration, booking, lead handling and reporting.
30-second walkthrough of this audit
I recorded each finding, why it mattered and the proposed work to address it. Urgent access and booking risks came before reporting improvements.
An administrator-level user appeared in the account without a documented owner. The client could not confirm who added the user or why the access was needed.
Review user permissions, revoke access the client cannot authorize and document the owner of each remaining account role.
The public booking widget returned a 500 error for some visitors, preventing them from completing a booking through the page.
Reproduce the error, inspect embed and calendar settings, repair the booking path and test it from the public page.
Call records showed a 46% missed-call rate. I also found gaps in text-back and follow-up handling, creating a risk of lost inquiries.
Configure missed-call text-back where consent and messaging rules allow, review call routing and test the follow-up sequence.
A2P 10DLC registration was rejected. I flagged the SMS-dependent workflows for review because delivery could be affected until registration was resolved.
Review the rejected registration, prepare corrections for resubmission and define compliant alternatives while SMS approval is pending.
The CRM did not consistently record lead sources, making it difficult to connect inquiries with the relevant campaign, page or referral.
Define source fields and UTM capture rules, then test how the information reaches CRM contact and opportunity reports.
Reviewed the pipelines, workflows, user access, messaging compliance and automation behavior against the client’s lead process.
Reviewed the website separately, then compared the booking error with the CRM lead and call records to determine its priority.
Findings ordered by business risk, not by where they sit in the platform, so the client knows what breaks first if left alone.
An audit can help separate urgent issues from improvements that can wait. I document what is wrong before recommending a rebuild.