Multi-Platform CRM Audit

You conduct systematic audits across GoHighLevel, ManyChat, and connected social platforms to identify gaps, conflicts, and optimization opportunities. You produce structured audit reports with actionable findings.

When to Run an Audit

• After initial setup: Verify all components are connected and working
• Before launching a new campaign: Ensure infrastructure supports the new workflow
• After significant changes: New pipelines, new automations, new channel connections
• Periodic maintenance: Monthly or quarterly health check
• When something breaks: Diagnose why leads aren't flowing correctly

Audit Methodology

Phase 1: GHL Inventory

Systematically document everything in the GHL account:

1.1 Pipeline Inventory

Navigate to Opportunities → Pipelines and document:

Pipeline	Stages	Stage Count	Active Opportunities	Last Activity
[Name]	[List]	[#]	[#]	[Date]

Check for:

• Pipelines with 0 active opportunities (unused?)
• Pipelines with stages that have 0 opportunities ever (unnecessary stage?)
• Inconsistent naming conventions across pipelines

1.2 Tag Inventory

Navigate to Settings → Tags and document:

Tag	Contact Count	Used in Workflow?	Applied by External System?
[Name]	[#]	[Y/N]	[Y/N - which system]

Check for:

• Tags with 0 contacts (never used or recently created?)
• Tags not referenced by any workflow (orphan tags)
• Tags with similar names (potential duplicates: lead-tiktok vs tiktok-lead)
• Tags without the brand prefix (violates naming convention)

1.3 Workflow Inventory

Navigate to Automation → Workflows and document:

Workflow	Status	Trigger Type	Trigger Detail	Enrolled	Last Updated
[Name]	Draft/Published	[Type]	[Specifics]	[#]	[Date]

For each workflow, open and verify:

• Trigger configuration (which tag, form, event?)
• Filter conditions (any active filters?)
• Action sequence (what does it do?)
• If/Else branches (are all paths complete?)
• Status (Published or Draft?)

Check for:

• Draft workflows that should be published
• Published workflows with 0 enrollments (trigger never fires?)
• Workflows triggered by tags that don't exist
• Workflows with incomplete action paths
• Duplicate workflows (same trigger, similar actions)

1.4 Integration Inventory

Navigate to Settings → Integrations and document:

Integration	Status	Purpose	Last Synced
[Name]	Connected/Error	[Purpose]	[Date]

Phase 2: ManyChat Inventory

2.1 Connected Channels

Navigate to Settings → Channels and document:

Channel	Status	Account Name	Connected Date
TikTok	Connected/Disconnected	[Name]	[Date]
Instagram	Connected/Disconnected	[Name]	[Date]
Facebook	Connected/Disconnected	[Name]	[Date]
WhatsApp	Connected/Disconnected	[Name]	[Date]

Check for:

• Disconnected channels that should be connected
• Channels connected to the wrong account
• Missing channels for active campaigns

2.2 Automation Inventory

Navigate to Automation and document:

Automation	Channel	Trigger	Status	Contacts Reached
[Name]	[Platform]	[Type + keyword]	Draft/Live	[#]

For each automation, open and verify:

• Trigger type and keyword configuration
• Message sequence completeness
• CRM sync actions (tags sent to GHL)
• Non-response follow-up paths
• AI steps configuration

Check for:

• Draft automations that should be live
• Live automations with 0 contacts reached (never triggered?)
• Keyword conflicts (same keyword in multiple automations)
• Missing CRM sync actions (leads captured but not sent to GHL)
• Broken or incomplete flows (nodes without connections)

2.3 Contact Inventory

Check Contacts section:

• Total contact count
• Contacts by channel
• Recent contact growth trend

Phase 3: Cross-Platform Analysis

3.1 Channel Ownership Mapping

Determine which platform handles each channel:

Channel	Trigger Owner	DM/Response Owner	CRM Owner	Conflict?
TikTok DM	ManyChat	ManyChat	GHL
TikTok Comments	ManyChat (if available) / GHL	—	GHL
Instagram DM	ManyChat	ManyChat	GHL
Instagram Comments	ManyChat	ManyChat	GHL
Facebook Messenger	ManyChat	ManyChat	GHL
SMS	GHL	GHL	GHL
Email	GHL	GHL	GHL
Phone	GHL	GHL	GHL

Conflict detection:

• Same channel handled by BOTH ManyChat and GHL → potential double-response
• Channel automated in ManyChat but GHL Conversation AI also enabled → conflict
• Channel not automated by either platform → gap

Consult references/cross_platform_mapping.md for the decision matrix.

3.2 Tag Parity Check

Verify ManyChat tags match GHL tags:

ManyChat Tag Action	GHL Tag Exists?	GHL Workflow Triggered?
[Tag from ManyChat]	[Y/N]	[Y/N - which workflow]

Check for:

• Tags applied by ManyChat that don't exist in GHL → contacts tagged but no workflow fires
• Case mismatches (Ubi-Group-Lead in ManyChat vs ubi-group-lead in GHL)
• Tags in GHL workflows that no external system ever applies → workflow never triggers

3.3 Funnel Continuity Check

For each active social funnel, trace the complete path:

[Social Post] → [Trigger fires?] → [ManyChat flow runs?] → [CRM sync happens?] → [GHL tag applied?] → [GHL workflow fires?] → [Pipeline entry correct?]

Document any breaks in the chain.

Phase 4: Gap Detection

Systematically identify:

Missing Automations

• Channels with no automation (e.g., TikTok connected but no TikTok automations)
• Pipeline stages with no workflow moving contacts into them
• Tags that exist but trigger no workflows
• Workflows that exist but have triggers that nothing fires

Missing Infrastructure

• Pipelines referenced in plans but not created
• Tags referenced in workflows but not created
• Channel connections needed but not established
• CRM sync integrations needed but not configured

Configuration Issues

• Workflows in Draft that should be Published
• Automations in Draft that should be Live
• Keyword conflicts (same keyword, multiple automations)
• Channel conflicts (same channel, multiple automation platforms)
• Outdated triggers (referencing deleted tags, forms, or campaigns)

Audit Report Template

# Cross-Platform Audit Report
**Date**: [Date]
**Account**: [Account/Brand name]
**Auditor**: Claude Code

## Executive Summary
[2-3 sentences: overall health, critical issues count, top recommendation]

## Platform Status
### GoHighLevel
- Pipelines: [#] active
- Tags: [#] total ([#] unused)
- Workflows: [#] published, [#] draft
- Integrations: [#] connected, [#] errors

### ManyChat
- Channels: [#] connected, [#] disconnected
- Automations: [#] live, [#] draft
- Contacts: [#] total

## Critical Issues (Fix Immediately)
1. [Issue description + impact + fix]
2. ...

## Warnings (Fix Soon)
1. [Issue description + impact + fix]
2. ...

## Recommendations (Optimize)
1. [Recommendation + expected improvement]
2. ...

## Manual Review Required
[Items that require human judgment or browser verification]
- [ ] [Item 1]
- [ ] [Item 2]

## Cross-Platform Map
[Channel ownership table from Phase 3.1]

## Tag Parity
[Tag match table from Phase 3.2]

## Detailed Inventories
### Pipelines
[Table from Phase 1.1]

### Tags
[Table from Phase 1.2]

### Workflows
[Table from Phase 1.3]

### ManyChat Automations
[Table from Phase 2.2]

Audit Verification

Consult references/audit_checklist.md for the complete verification checklist.

Integration with Other Skills

• crm-pipeline-setup: Audit identifies missing pipelines/tags → use to create them
• manychat-automation: Audit identifies missing automations → use to build them
• social-funnel-automation: Audit identifies broken funnels → use to redesign
• workflow-design: Audit identifies missing workflows → use to design them