Prospecting Tool

Enhance the WordPress website audit process to include websites built on any platform, not limited to WordPress, and present the Website name + Platform built in the marketing audit report.

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.

I know you can now hide WordPress if you create a report manually but it would be great if it could be hidden by default if you create a Prospecting widget to add to your website. We do not sell WordPress websites so we do not want it to display on these reports.

The PDF you can export of the audit report needs a lot of work to say the least. It would be great if we could edit the information or change the design/colors. Also, some of the images are stretched. Some of the pages need a redesign. Thank you.

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.

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.

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.

The SEO section shows listings and heatmap, which is great. Backlinks really helps with domain reputation and authority. Here's a sample from another seo audit tool (SEOptimer)

Ability to add Phone Number field in Widget

When a prospect fills out the form, it will ask the prospect to schedule a time to review the report. Create some urgency around getting the report. Rather than give the whole report away, maybe they get a small taste of it to entice them to schedule a call.