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.