Prospecting Tool Enhancements
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G J
Need
- Navigating backward after adding a prospect doesn't take us back to the search results page. It's a duplicated effort and annoying to begin a new search every time.
- Option that asks whether I want to generate a report - as I don't want to exhaust the daily limit on every business that's added. Currently when a business is added the report automatically gets generated without asking whether we'd like to get a report.
- Folder structure and labels/tags for organising prospects.
- To be able to move prospects to definite stages in various Pipelines within the Agency sub-account.
- Pre-tagged by GHL confirming whether a business is already present in the prospect list.
- Text box for adding a description or notes on the Contact Info page when adding a prospect. The notes option is only displayed after adding the contact and
- Agency & client logo on the analysis report for personalisation.
- Report quotes 'WordPress Site' at the top - I'm not selling WordPress sites so can the language be changed to just WEBSITE?
- The report doesn't verify whether there's a contact form on the website (on any page). Can we add it?
- Include data from Facebook and other social platforms
- Can we verify their Facebook page and highlight the opportunity to run ads to get leads?
- A low number of reviews are displayed as positive - which isn't and we must highlight the opportunity for them to increase reviews by using our software. (See attached, can this be changed?)
- Include reviews from Facebook
- Better sentiment analysis instead of carrying over the reviews from Google.
- Doesn't check if social platforms are linked to both GMB and website. The report needs to suggest that as a must.
--- Added more ---
- The tool doesn't identify websites on Wix or other platforms except WordPress and shows a false conversion likelihood on the search page. Can it be changed?
- Can we be confident that the issues highlighted in the Page speed reports will be fixed if they sign up for our service?
- Review summary shows in green and says 'Fantastic' even though a business has only one 4-star review. It doesn't compare with the competition and display scope for improvement - hurts conversion.
- Can we add some background info to the 'Listings', 'Online Reputation', and 'Online Listings' sections - there's no text explaining what the section is about, what they're losing, and what they can gain when they take action. This is only text addition so shouldn't take long IMO.
- There is a lot of technical jargon and novice people will find it hard so can we make the language easier to read for non-techy people
- The Local SEO heatmap font is not consistent with the rest.
- Add the prospect's business name and logo in the top section for personalisation -> "Marketing Audit Report for XYZ Ltd".
- Need branded report link - own domain.
- Need to be able to add a website/funnel offer link to the report.
- Would like to add book a free discovery call link to the report.
- Ordering isn't consistent in the exported PDF when compared with the web report and the new page speed reports aren't available in the PDF.
- Provision to add our own header/footer text, logo, and images.
- Adds http scheme instead of https into the website field after adding a prospect.
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K
Keith Besherse
Yes, Social Media engagement ranking would be very helpful.
Page/Account found on: Facebook, Instagram, LinkedIn, Twitter/X, Pintrest, YouTube, Twitter, etc. with number of followers and % posts with engagement.
Ranked against an industry average would be fabulous!
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G J
RevEx Group, Sales & Marketing & Core Platform: Have a look at these and consider adding them to the Prospecting tool. A few items on the list are super urgent.
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Todd Rose
Yes, "Navigating backward after adding a prospect doesn't take us back to the search results page. It's a duplicated effort and annoying to begin a new search every time." this is driving me nuts!!