Customize Prospecting Report
in progress
R
Robert Carter
We need to be able to add additional content and have our branding guidelines present on the reports (both PDF and website version). Things like being able to add content sections that will be on all reports (static content like a brief overview of our own company, reviews/testimonials from our own clients to show them, our website or portfolio links/images) and then other information that will change per report (dynamic such as recommended services, custom message, representative contact info, etc...) and even be able to show/hide sections of the report that we are sending (for some clients online listing is not as important because they are strictly e-commerce based).
Additionally, as part of the branding, we would want our logo in the header, the ability to change the fonts and colors.
One potential solution could be to enable us to build a template with the funnels/site builder and give us dynamic blocks with options to put in giving us more control over the layout and theme of the report. This could start off basic with each section being a block (like Online Health Score, Location Map with text overlay, GBP Claim, Chat Widet on Site, Listings, Review Summary, Online Reputation, etc...) and could then be further expanded to let us take the individual aspects inside those blocks and put them in our own layout (so for example, you could create two columns and put the listings and review summarries on one side and then the GBP Claim Status, Chat Widet on Website, etc... in the other column).
The above would solve static content, but for dynamic, we would need a tab where Account, General Info and Social Profile is to just have "Custom Fields". We can create and name the custom fields then save the text/data for that and then that could be pulled into the report when viewed/downloaded.
This all sets the basis for further enhancements in the future and utilizes features already in place within GHL.
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A
Anmol Rattan
in progress
We are happy to inform that we are working on this major enhancement which shall go live by July Ending 2025
We are Launching Report Builder, and It will include
- New Header & Footer UI
- Fully Customisable Header and Footer: You can define colour, text etc
- Custom CTA on Header and Footer
- Change colour of Heading of each Section of the Report
- Predefined template for Header and Footer Design
- Introduction Text on top of report, you can customise it as well
- You can change or update contact details appeaing on the Reports
- And much more like Adding Logo etc
Phase 1: Website Report
Phase 2: PDF Report
Stay tune, drop your more feedback here in comments. Thanks for all the upvotes and comment
A
Anmol Rattan
Merged in a post:
Prospecting Tool - Allow Agency email and phone number customization in PDF
V
Victor Smith - OurAppX ORM Owner
When the PDF export happens, the agency information on file appears at the top. I do not want to change that info in my Agency Settings for billing and other filter reasons. Please add a setting somewhere that we can add the phone number and email that we want on the PDF export. Adding a logo for our agency branding in the PDF would also be great.
A
Anmol Rattan
Merged in a post:
Prospecting Report -> Resize Header On-Scroll
G
G J
The header stays static and eats up important screen estate and obstructs the view - so can we resize it on-scroll making it smaller or even add a section at the top with just the contact info and move everything else, including a CTA to the end as that's where prospects usually finish.
A
Anmol Rattan
Merged in a post:
Ability to Customize Report Appearance and Add Our Own Content
D
Dexx - ProfitSystems
I've attached a screenshot as reference, but as you can imagine the first impression of the report is nowhere near as polished or sleek as the rest of the report that follows...
It would be great if we could customize the content / appearance of the report sections so that we not only don't have the oddly stretched out text sections, but also we could add in our own text content to position the report before the prospect reads further.
Also the ability to add a video or images if the report is being viewed online etc.
Perhaps a dynamic report template that can be replace the text content with the prospect business' name etc.
A
Anmol Rattan
Merged in a post:
Include agency logo in exported Marketing Audit Report.
T
Tony Juays
Currently the agency name & email address is inserted into the report but it would be great if the agency logo was put into the header of the report as well.
A
Anmol Rattan
Merged in a post:
Enhanced Customization Options for Prospecting Reports
M
Marc Dozois
Agency owners require greater control over the content and presentation of prospecting reports to ensure accuracy and maintain client trust. Current limitations can lead to misrepresentations, such as indicating a business lacks a Facebook presence when it does. To address this, we propose the following enhancements:
Editable Data Fields:
Allow manual editing of specific data points (e.g., social media presence, website status) to correct inaccuracies before sharing reports with prospects.
Customizable Branding:
Enable agencies to add their logos, adjust color schemes, and apply consistent branding across all reports, enhancing professionalism and brand recognition.
Dynamic Content Sections:
Introduce sections where agencies can add personalized messages, tailored recommendations, or client testimonials, making reports more engaging and relevant.
Section Management:
Provide the ability to show, hide, or reorder report sections based on the specific needs of each prospect, ensuring the most pertinent information is highlighted.
Template Creation:
Allow agencies to create and save report templates that cater to different industries or client types, streamlining the report generation process.
Justification:
Implementing these features will empower agencies to produce more accurate, personalized, and professional reports. This not only enhances the credibility of the agency but also fosters trust with potential clients by presenting information that accurately reflects their online presence.
A
Alexander Falossi
Please!
P
Paul Kunad
2 more PDF issues:
- Formatting is wrong. A lot of text and review-containers look like squeezed images.
- Some information in the PDF is WRONG. GBP for example:
On the report within GHL we have a checkmark on every item except "Google Photos". On the exported PDF however, "Google Photos" has a checkmark and "Business Website" has an X.
B
Brian Venuto
Look at the way the phone number is generated. no dashes. Easy fix I would think. The share link is a nice tool to share the report but its blah It would be nice if our logo was at the top nice and big. Or somewhere , anywhere! and fix the phone number.
B
Brian Venuto
Its all jammed up at the top and looks unprofessional. It should be logo then under that contact info. Not all on one line. It doesn't fit well. So there is room ! Seems like this would be an easy fix.
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