Services · Audits and assessments
Run audits and assessments from a template
For consultants of every kind: website, brand, finance, operations, compliance. An audit is short, fixed-price and repeatable, and it's often the way in to a bigger engagement. Run it from a template, collect what you need through the portal, and hand over a report the client has approved.
Needs Business or above · Sell it from a services menu from business pro
How it's soldSold as a fixed-price service, with a deposit on start and the balance on the report.
What you get
Pick “Audit, review or assessment” and this is set up for you
When you create a project, Ambital asks what it's for. The answer sets the billing model, the phases and the tabs. Change any of it, or save your own version as a template.
How project setup works →Audit, review or assessment
Gather the evidence, analyse it, and get a report signed off.
Phases
- Kick-off
- Evidence
- Analysis
- Report
- Playback
Tabs switched on
- Overview
- Financials
- Tasks
- Time
- Phases
- Milestones
- Decisions
- Approvals
- Client Portal
- Calendar
The setup also asks how the client signs off: in the portal, or by emailed link for clients who'd rather not log in.
How it runs
Audits and assessments, run through Ambital
Kick-off, evidence, analysis, report, playback
The audit setup gives you the phases. Save your own version as a template, with the request list and the report tasks in it, and every audit starts ready.
- Phases set up for youEvery plan
- Project templatesFrom Business
- Phases and tasksEvery plan
Requests and evidence through the portal
The client sees the tasks assigned to them and drops files where you ask. Meetings and their notes file themselves to the project.
- Client tasks in the portalFrom Business Pro
- Files and foldersEvery plan
- Meeting notesFrom Pro
The report, approved, and the next engagement in the pipeline
Send the report for sign-off with a version on record. Findings that become work go into the pipeline as the next deal.
- ApprovalsFrom Business
- Decision recordsEvery plan
- PipelineEvery plan
Start to finish
A four-week operations audit
- Day 1Started from a templatePhases, the request list and report tasks in place, dated from the start.
- Week 1EvidenceThe client works through their requests in the portal and drops files where you ask.
- Week 2InterviewsMeetings and their notes file themselves to the audit.
- Week 3Report approvedThe report goes for sign-off with a version on record.
- Week 4The next dealThe playback's recommendations go into the pipeline as the next engagement.
Client names are fictional, from Ambital's demo organisation.
Everything it uses
The features, and the plan each needs
Each links to a step-by-step guide in the help centre.
- Deposit and delivery invoicingEvery plan
- PipelineEvery plan
- Client approvals by email linkFrom Business
- Project templatesFrom Business
- Sell it from a services menuFrom Business Pro
Works with Google Workspace, Microsoft 365, Google Drive, Xero, Fireflies.ai, Companies House, Calendly. Every integration →
Audits and assessments questions
Straight answers
- Can I reuse my audit structure?
- Yes. Save an audit as a project template and start every new one from it.
- How does the client send me evidence?
- Through the portal. They see the tasks assigned to them and upload files where you ask.
- Can I sell audits from a menu?
- Yes. Put the audit in your services catalogue and share a menu; a prospect's choices come back as a deal and a draft proposal.
- Which plan do I need?
- It needs Business (£59 a month) or above. Most people choose Business Pro at £79 a month for sell it from a services menu. Prices exclude VAT.
Who runs audits and assessments
Be first in when we launch
Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK