Prospecting tool

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Accessing the prospecting tool

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Running your first search

1

Add a prospect

Click the Add a Prospect button to begin.

2

Search for businesses

Enter a search term related to the type of businesses or the location you are targeting. The tool displays a map and various company details matching the criteria.

Alternatively, use a virtual business’s Google Maps URL to generate accurate prospecting reports by clicking Search for Virtual Businesses.

3

Review search results

The results show whether the business has claimed its Google Business Profile, whether its website is built on WordPress, and its conversion rate — data useful for identifying how you can assist these businesses.

4

Save a prospect

Click Save on a promising prospect to add them to your account.

The first time you save a prospect, the platform automatically generates a marketing audit report — a detailed analysis of the business’s digital health.

5

View the prospect account

Head back to the Prospect Account to see information about their account, notes, and business details.

The Account Details section includes an overview of the business, social profiles, and general information. You can also add notes on the prospect here.

The Point of Contacts tab displays leads associated with the business.

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Marketing audit report

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Viewing and refreshing the report

1

Open the report

Select a prospect from the Prospecting Tool, then click the Show Report button.

2

Refresh the data

Click the Refresh button in the upper-right corner to update the report. The time of the last update is displayed below.

Updates can be made 7 days after the initial report generation.

3

Reorder sections

Click the Sections button to select which tabs to display and adjust their order in the report. Click Apply to confirm.

4

Share or download

The report can be shared with prospects via a link — acting as a lead magnet with a call to action for your company. It can also be downloaded as a PDF for offline use.

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Understanding the overall score

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Score components

Business details

Provides insight into key aspects of the prospect’s business profile, including:

• Chat Widget
• Text-Enabled Business Number
• Website Hosting
• Review Reply Percentage (Bad: 0–10%, Poor: 11–49%, Average: 50–89%, Good: 90–100%)

Techno stack

Reviews the essential tools behind the prospect’s online marketing efforts:

• Google Tag Manager (20%)
• Google Analytics Pixel (20%)
• Facebook Pixel (20%)
• Google Ads Pixel (20%)
• Google Ads (20%)

Google Business Profile

Verifies whether the Google Business Profile has been claimed and that all relevant information is complete:

• Business Address (20%)
• Business Website (20%)
• Google Photos (20%)
• Operational Hours (20%)
• Phone Number (20%)

Listings

Measures the prospect’s digital footprint by assessing listing accuracy, source weighting (major platforms like Google), and overall visibility across relevant directories.

Online reputation

Grades review performance across Google (75% weight) and Facebook (25% weight), factoring in the positive review ratio and review volume:

• 50+ reviews: 100% reliability
• 20–49 reviews: 85% reliability
• 10–19 reviews: 70% reliability
• 5–9 reviews: 50% reliability
• Fewer than 5 reviews: 30% reliability

Website performance

Evaluates key metrics that influence site performance:

• Page Speed Mobile (25%)
• Page Speed Desktop (25%)
• Overall SEO (30%)
• Interactivity (10%)
• Large Content Elements (10%)

SEO analysis

Provides a heat map analysis broken down by ranking position across central and outer map points. You can type any keyword, configure radius sizes from 1 to 10 miles, and set grid sizes to rerun the grid instantly.

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Customizing the report layout

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Global report layout

1

Open Settings

Navigate to the Prospecting section within the Marketing tab and click the Settings menu.

2

Select sections

Uncheck any sections you wish to exclude from reports.

3

Reorder sections

Use drag-and-drop to organize sections in your preferred order.

4

Save changes

Click Save to apply your changes to all current and future reports.

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Single report layout

1

Open the report

Navigate to the specific Prospect Report you want to modify and click Show Report.

2

Click Sections

Click the Sections button in the top-right corner.

3

Reorder and check sections

Drag and drop to reorder, and check or uncheck sections for this report only.

4

Apply changes

Click Apply to retain your changes. These apply only to the selected report.

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Sharing reports

1

Find the prospect

Navigate to the Prospecting tab inside the Marketing section and find the prospect you want to contact.

2

Click Share

Click the Share button next to the prospect.

3

Choose a delivery method

In the pop-up, choose Email, SMS, or Share Link, and select the report language.

4

Search for recipient and send

Search for the recipient by name, phone, email, or business name. Use the predefined templates or modify the subject and message body, then share the report. A confirmation notification appears once sent.

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Virtual business listings

1

Confirm the business is listed on Google

The business must be verified on Google My Business as a service-area business before proceeding.

2

Search on Google Maps

Open Google Maps and enter the business name in the search bar. Click on the listing to open it.

3

Obtain the Maps URL

Use one of two methods:Method A — from the address bar: Copy the URL directly from the browser address bar when the listing is open.

Method B — using the Share feature: Click Share in the listing and then Copy link.

4

Add the virtual business as a prospect

Open the Prospecting Tool and click Add a Prospect, then select Search for Virtual Businesses.

5

Paste the Maps URL

In the Business Maps URL field, paste the URL you obtained and complete the rest of the form.

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Report builder (premium)

• Branded reports: Customize design elements to maintain a cohesive, on-brand presentation.
• Conversion-ready layouts: Structure reports to highlight CTAs and key information.
• Personalized messaging: Tailor messages for niche audiences.
• Live preview: View updates instantly before publishing.

1

Open the Report Builder

Navigate to the Marketing tab, then open the Report Builder tab within the Prospecting tool.

2

Set your brand theme

Edit the report’s primary and secondary colors, text color, header link color, and CTA background and text colors.

3

Customize the header

Toggle display options for logo, website link, tagline, contact info, and CTA button. Adjust font type, weight, and style, and choose from left top wave, full background, or double wave left header styles.

4

Add an introduction section

Toggle visibility, customize fonts, and enter a custom title and description explaining the report’s value.

5

Customize the footer

Control which elements are visible in the footer, customize layout and appearance, and choose from right curve wave, full background, or flat bottom border footer styles.

6

Preview and save

Click Preview to view your design in a new tab, then click Save to apply changes across all past and future reports.

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Customizing the PDF report

1

Configure the Report Builder

Open the Report Builder (see above). Customize border colors in the Brand Theme section, and add your agency’s name, phone, email, and website in the Header Customization area.

2

Preview and save

Click Preview to generate a live view, review all details, then click Save.

3

Export a PDF report

Switch to the All Accounts menu, choose a prospect, and click Show Report.

Click Export PDF, or select Download PDF Report directly from the list and choose your language.

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Prospecting lead widget

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Creating a widget

1

Open the Widgets tab

Navigate to the Prospecting section of your account, then open the Widgets tab.

2

Create a new widget

Click the Create Widget button.

3

Configure fields

In the Styles view, enable or disable available fields to collect the data you need. Designate each field as required or optional.

Businesses with an active Google listing can use the search functionality; businesses without one can select Manually Enter Business.

4

Style the widget

Adjust form and font colors, upload a header image and background image, and customize the heading text, font, and size.

Style the submit button to match your brand.

5

Choose light or dark theme

Switch to the Theme tab to select light or dark mode.

6

Save and embed

Save the widget, then head to the Settings tab to copy the embed code for use in your funnel or website.

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Widget overview

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Automating prospect workflows

1

Add the Prospect Generated trigger

In your workflow builder, add the Prospect Generated trigger. Choose to capture leads from AI-based prospecting, in-app engagement, or embedded Prospecting Widgets.

2

Send branded prospecting audit reports

Deliver Prospecting Audit Reports to clients via email. Use prospect-related custom values to personalize the outreach.

3

Create opportunities automatically

Add an action to automatically create an Opportunity in your pipeline when a prospect enters the system.

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Bulk prospecting

• Smarter search controls: Use keywords, specific business names, locations, and radius targeting to refine your search.
• Higher result volume: Access up to 60 leads per search — triple the legacy limit.
• Batch saving: Select and save up to 15 prospects at a time, with selection preserved across result pages.
• Duplicate detection: Instantly identify prospects already saved or in progress.

1

Start a search

Navigate to Marketing > Prospecting, then click Add Prospect. Enter a search keyword or business name, define the location, set the radius (up to approximately 30 miles / 49 km), and click Search.

2

Sort and filter results

Sort fields such as Prospect Score, Website, or Rating in ascending or descending order.

Use the Filter tool to refine results based on your ideal criteria.

3

Customize columns

Click Manage Columns to show, hide, or reorder fields such as Prospect Score, Online Presence, Website, and Status.

4

Choose rows per page

Select 5, 10, or 15 rows per page for faster processing during high-volume searches.

5

Select and save prospects

Select up to 15 leads per batch — selection carries across pages.

Use Select All / Unselect All on the current page for quick adjustments.

Click Add Multiple Prospects to save the selected batch.

6

Monitor statuses

Watch the Status column as entries progress through the following states:

• Not Added: The prospect has not yet been saved.
• Added: The prospect already exists in your system.
• Generating Prospect (xx%): The system is creating the record and running its Marketing Audit.

• If you hit the 60-lead limit, expand the radius, vary keywords, or shift the search location.
• If “near me” gives unexpected results, verify your VPN or location settings.

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Prospecting tool settings

1

Open settings

Navigate to the Prospecting tab inside the Marketing section and switch to the Settings option.

2

Configure report settings

In Report Settings, unselect and reorder the sections included in future reports, then click Save.

3

Configure AI report generation

Enable or disable AI-generated reports in AI Report Configuration. If enabled, fill out the information required to select which prospects to notify your business about, then click Save.

4

Manage subscription

Use the Manage Subscription option to cancel your subscription to the Prospecting Tool.

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Frequently asked questions