Prospecting

The prospecting tool is an integral feature within the CRM system, allowing users to efficiently identify and evaluate potential clients based on their online visibility and digital needs. This tool is particularly effective in discovering local businesses that could benefit from the CRM's offerings. Accessing the Prospecting Tool To get started, log into your CRM’s agency dashboard, and locate the "Prospecting" feature. This functionality helps you assess what digital services local businesses may require to improve their online presence. Initiating Your First Search Begin by selecting the "Add a Prospect" option, then input a search term, such as “real estate agents near [Your Location].” This will return a list of businesses in the area, complete with a map and relevant business details.  Understanding Search Results The results include important details like whether a business has claimed its Google Business Profile, if their website is built using WordPress, and key data such as conversion rates. This information is crucial for understanding how your CRM’s services could benefit these businesses.  Analyzing and Saving Prospects Once you've found a prospect worth pursuing, save their information for future analysis.   Saved prospects appear in the "Account Details" section, where you'll find comprehensive information about the business, including contact details, social profiles, industry expertise, and more. This section helps you make informed decisions on how to approach the prospect.   Points of Contact The "Point of Contacts" tab offers detailed information about key leads associated with the business, such as names and contact details, which can be essential for outreach.  First-Time Prospect Saves and Marketing Audit Report When saving your first prospect, the CRM will automatically generate a marketing audit report, offering a detailed assessment of the company’s digital health.  Marketing Audit Report Breakdown The marketing audit gives an "online health score" based on the company’s digital presence, SEO performance, and visibility on various listings. It identifies areas needing improvement, such as unclaimed listings, lack of review responses, or underperforming websites.  Listings This section compiles data from over 70 online directories, revealing the total number of listings, their accuracy, and missing entries. Ensuring accurate listings across directories boosts a business's online visibility.  Reviews The reviews section analyzes the business’s reputation across platforms like Google My Business and Facebook, giving insights into customer feedback and the overall online image.  Utilizing and Sharing the Audit Report The audit report can be shared via a link, making it an excellent lead generation tool. It also serves as a landing page for your company, complete with a call-to-action. Additionally, you can download the report in PDF format for offline presentations.  Converting Prospects to Clients When a prospect expresses interest, you can convert them into a sub-account within the CRM, making it easier to onboard them as a paid client.  Troubleshooting and FAQs Common Issues Accessing the Tool: Ensure you are logged into the correct agency dashboard. Marketing Audit Report Issues: If a report fails to generate, try refreshing the page or saving the prospect again. Frequently Asked Questions Q: Can the marketing audit report be customized? A: While the report is based on set criteria, you can add personalized notes before sharing it. Q: How often should I look for new prospects? A: Regular prospecting ensures you stay updated on potential clients and opportunities.

The Prospecting Tool widget offers a way for visitors to enter their business details and receive tailored insights about their listings, reviews, SEO, and more. This information is then captured in the prospect dashboard, where agencies can view leads and nurture them into long-term clients. Here's a step-by-step guide on how to create and embed this widget into your site. Step 1: Upgrade to the Paid Version of the Prospecting Tool To start using the prospecting tool widgets, you’ll need to upgrade to the premium version. You can do this by heading to the Widgets section within the Prospecting Tool and clicking the "Subscribe Now" button. Follow the instructions to activate the paid widget feature. Step 2: Customize Your Widget Once you have access to the paid version, you can create your widget by clicking the "Create" button. You’ll be able to adjust the form heading, choose colors, backgrounds, and select between a Light or Dark theme to match your website’s design. Note: Each agency is limited to creating a single widget within the Prospecting Tool. Step 3: Embed the Widget on Your Website After finalizing your widget’s design, it’s time to embed it onto your website. Here’s how: 1. Generate Embed Code: Head over to the settings tab within the Prospecting Tool and generate the embed code. 2. Insert the Code: Go to the webpage where you'd like the widget to appear. Paste the embed code into the appropriate place in your site’s code editor and save the changes. 3. Check Functionality: After embedding the code, visit the page to confirm that the widget is working properly. Ensure: The widget loads without any errors. Its dimensions fit your website layout. All buttons and interactive elements are functioning as expected. Step 4: Track Leads via the Prospect Dashboard Once visitors begin using the widget, their information will appear in the prospect dashboard. You can identify these leads by the "Forms" tag next to their name. Use the data provided, such as contact information and business details, to reach out and nurture these leads into clients. Key Benefits for SaaS Providers Improved User Experience: Create a smooth and tailored experience for visitors, increasing the likelihood of them choosing your SaaS solution. Boosted Conversion Rates: Prioritize prospects based on their engagement, helping your team focus on the most promising leads. Data-Driven Insights: Access detailed analytics on your leads, allowing you to refine and improve your outreach strategy. Efficient Sales Workflow: Automate essential parts of the sales funnel so your team can concentrate on closing deals. Targeted Marketing: Engage with visitors who are actively searching for solutions similar to your SaaS offerings. Key Benefits for Agencies Data-Driven Decision Making: Use real-time analytics to improve your prospecting strategies and make informed choices. Enhanced Lead Generation: Capture valuable leads directly from your website, increasing your chances of turning them into clients. Simplified Acquisition Process: Reduce the time and effort required to identify and contact potential clients. Greater Client Engagement: Provide visitors with an interactive experience, encouraging them to engage with your services. Scalable Prospecting: Easily expand your prospecting capabilities as your agency grows, ensuring a consistent pipeline of new clients.