How to Use the Prospecting Tool’s Website Performance Report and Company Details Section in HighLevel

Are you ready to revolutionize your prospecting efforts? In today’s blog post, we’ll delve into the powerful capabilities of a cutting-edge tool that’s transforming the way digital marketers identify and engage with potential clients.

Certainly! Let’s break down the process step by step:

Step 1: Access the Prospect Tool

Begin by logging into your agency dashboard on the platform. Once logged in, navigate to the prospecting section, typically located in the main menu or sidebar. Click on the prospecting tool to access its features.

Within the prospecting tool, you’ll have the option to perform searches based on specific criteria. For example, you can enter keywords related to your target market, such as “real estate agents near me.” Hit the search button to initiate the search process.

Step 3: Review Search Results

After performing the search, you’ll be presented with a list of local businesses that match your criteria. These businesses will be displayed along with relevant details, such as their name, location, and digital status indicators.

Step 4: Explore Company Details

Click on individual listings to delve deeper into each company’s details. You’ll have access to valuable information, including their Google Business profile status, website platform (e.g., WordPress), and conversion metrics.

Step 5: Save Prospects

Identify promising prospects and save them for future reference. This allows you to keep track of potential clients and streamline your outreach efforts.

Step 6: Generate a Marketing Audit Report

For saved prospects, take advantage of the platform’s marketing audit feature. This generates a comprehensive report detailing the prospect’s online health score, SEO performance, review management, website speed, and more.

Step 7: Analyze the Audit Report

Review the audit report to identify areas where the prospect may need assistance. Pay attention to any gaps or weaknesses in their online presence, as these represent potential opportunities for your services.

Step 8: Craft Personalized Outreach

Armed with insights from the audit report, craft personalized outreach messages tailored to each prospect’s specific needs. Highlight how your services can address their pain points and improve their online presence.

Step 9: Share Insights and Reports

Share the audit report with prospects to demonstrate your expertise and value proposition. Use the platform’s sharing features to send customized links or downloadable PDFs containing the audit findings.

Step 10: Convert Prospects into Clients

Upon successful engagement, convert prospects into paying clients using the platform’s conversion tools. Create sub-accounts for new clients and initiate the onboarding process seamlessly.

Step 11: Monitor and Track Progress

Continuously monitor the progress of your prospecting efforts using the platform’s tracking and analytics features. Keep track of interactions, conversions, and client feedback to refine your approach over time.

By following these step-by-step instructions, you can leverage the prospecting tool to identify, engage, and convert potential clients effectively. Unlock the power of data-driven prospecting and elevate your digital marketing efforts to new heights!