Prospecting Tool

I am using the unlimited agency plan in order to white-label the dashboard and sell services to my client-base. It seems to me that there's no continuity between Leads/Opportunities, Prospects, Contacts/Companies and your agency vs your company account. I feel like I have to input the same information over and over depending on how I use the agency and company accounts. (that's a whole different issue as well) I am using the suggested method of prospecting under my business account. I start with a prospect so I can generate reports which are great to use in the sales process. Once I engage a prospect I create a demo account for them which requires going into the agency profile and re-entering info in order to create an account. If I want that prospect to show up in my opportunities I would also have to input their info as an opportunity. The prospect does show up in contacts but the business that you locate as the prospect only shows up in "Business Info" under the contact it does not create a Company...why is there a distinction between business and company? Doesn't this all seem oddly disconnected and/or redundant? I think it is awkward to have an agency account and a business account and no sync between the two. Same with differentiating leads and prospects with no sync or conversion from one to the other. And it would also streamline the process if I could generate a sub-account with a single click from a prospect but unfortunately my prospects live in my company account not my agency account. Does anyone have a different methodology that made this work for them?

Given the efficiency gains for high-volume prospecting workflows, is there a roadmap or design consideration for introducing a bulk “Convert to Contact” action in the Prospecting Tool, similar to the behavior of tools like Migrate?

As one of the main features of HighLevel is a calendar booking tool, it would be good if the prospecting tool showed if the business already had one. Just like https://www.localscraper.com/ does

It would extremely more powerful for agencies to have the possibility to link dynamically (using custom values, for example), the report generated by the prospecting tool inside the automation workflows. This would allow to send unique automated outreach which will convert much more than regular outreach.

You know, as someone who's deep into the agency world, I can't help but think how much more powerful Go High Level's prospecting tool could be with a few key enhancements. Don't get me wrong, it's already a great tool, but there's room to make it even better. Here's what I'm thinking: Hours of Operation : Let's pull this from both Google Business Profile and Facebook Page details. It's not just about knowing when they're open; it's also about spotting inconsistencies in their listings. Suggested Services : Imagine if the tool could recommend specific services or High Level features based on the prospect's needs. No listings? Suggest they claim their GBP. No ads? Time for some PPC magic. Data Inconsistency : We all know inconsistent data can hurt a business's Google ranking. Why not flag these discrepancies right in the report? Ads Check : Are they running social or local ads? Knowing this can help us tailor our pitch. GBP Photos : A simple check to see if they've uploaded any photos to their GBP can tell us a lot about how engaged they are with their online presence. Website Tech : Tools like Wappalyzer do this well, but having it bundled in Go High Level would be a game-changer. 3 Pack Ranking : Knowing where they stand in the Google 3-Pack can provide valuable insights for local SEO strategies. Additional Reports : Let's take a page out of LeadsGorilla's book and add more comprehensive audit reports like SEO, extended Citation, and Core Web Vitals. API or Workflow Access : This one's for us agencies and SaaS providers. Having the ability to create contacts/companies in sub-accounts directly would save us from the headache of data duplication. Each of these enhancements is like a piece of a puzzle that, when complete, would make Go High Level's prospecting tool not just good, but exceptional.

This is curtial for email automation.

It would be helpful if the marketing audit could include solutions with links to our landing pages. Maybe we can predetermine the services that I deliver, including the appropriate landing page, and that the audit report focuses on that?

Currently, when launching the widget, you cannot adjust either the fields or the general language of the form that the prospect can use. Would be an amazing enhancement if we could add on the one hand the custom descriptions of the field and on the other hand pre-input the language the form and report should be.

Hi GHL Team, i have realized that when creating the form, we don't have the opportunity to adjust the names + placeholders of the fields that we have on the form. I have tried to update the form to Italian, but it wouldn't let me change the fields. Would be great for non English speaking prospects. Also, would be great to have a field where i can chose the output language of the report in advance so every report that comes out of the tool is in that language. Additionally, can we make it mandatory that they input the email and then end up at a thank you page (funnel style) where we tell them they'll get their report in their mail? Thanks in advance!

Ability to export the results of a prospect search to an excel or google sheet. For example if the search returns 4 pages of prospects we should have the ability to download/export in an excel / google sheet format. So to sum it up: #1 Bulk export of multi page results to a spreadsheet #2 Individual export of an individual prospect to a spreadsheet #3 Add a checkbox to the left of each listing on the page to allow ability to only select what we want based on Conversion Rate percentage. Fields in spreadsheet: Business Name Phone Number Address City State Zip Country website url Thanks