Prospecting Tool

Summary: Allow users to run the Prospecting Tool's preliminary percentage score across a list of contacts in bulk — without requiring a full report to be generated for each one. --- The Problem: The Prospecting Tool currently shows a preliminary score (percentage) for a business before a full audit report is run. This score is only accessible one business at a time. For agencies managing hundreds of potential customers, there is no way to bulk-screen leads using this score. This creates a significant workflow gap: You can't identify high-fit prospects without running the tool. You can't efficiently run the tool without first knowing who the high-fit prospects are. Running full reports on unqualified leads wastes time and resources. --- Requested Solution: Add bulk preliminary scoring functionality that allows users to: Select or upload a list of contacts/businesses from the CRM. Run the preliminary scoring check across all selected contacts (not the full report — just the pre-report percentage score). View results in a sortable list so users can filter by score threshold (e.g., 60% and above) before committing to full reports. --- Use Case: Reputation management agencies with large prospecting lists need a cost-effective, scalable way to identify which businesses have the most room for improvement online — before investing time in generating full audit reports. --- Business Impact: High. This feature would directly improve prospecting efficiency for agencies doing outbound outreach at scale and would increase the value and usability of the Prospecting Tool significantly.

We are exploring ways to enable users to go from finding new prospects and generating personalised cold outreach drafts (or autosend) based on prospect's website, listings, GBP, reviews, local rankings etc findings. Prospect AI will also take in account what all agencies wants to offer and pitch It would then be able to handoff to your Conversational AI or follow-ups or further engagement

Please share your feedback, ideas and requests on Prospect AI

GoHighLevel’s Prospecting Tool is already powerful for identifying marketing and web optimization opportunities. A massive next step would be integrating a lightweight Cyber Security Assessment layer directly into the scan reports. Why this matters: Many agencies today are no longer just “marketing agencies.” We are becoming technology partners for SMBs by offering: • Marketing • AI Automation • Website Development • CRM & Operations • Cyber Security • IT / MSP partnerships Right now, agencies using GHL can identify: • SEO issues • Site speed problems • Reputation gaps • Missing integrations But imagine if the Prospecting Tool also identified: • Missing SSL / HTTPS issues • Expired or weak security certificates • Missing security headers • Exposed login portals • Outdated CMS versions • Basic DNS / email security checks (SPF, DKIM, DMARC) • Open ports or exposed services • Website vulnerability indicators • Domain reputation warnings • Dark web email exposure alerts (basic level) This would instantly transform the Prospecting Tool into a “Business Risk & Growth Assessment Platform” instead of just a marketing audit tool. Benefits for GoHighLevel: • Expands GHL into the cybersecurity/MSP market • Creates new upsell opportunities for agencies • Increases platform stickiness • Makes prospecting reports more valuable and harder to ignore • Helps agencies close larger retainers • Opens partnerships with MSPs and cybersecurity vendors • Positions GHL as an all-in-one business operations ecosystem Benefits for Agencies: • Sell higher-ticket monthly retainers • Offer “Digital Protection + Growth” packages • Differentiate from standard marketing agencies • Generate stronger urgency during sales calls • Help clients understand business risk, not just marketing gaps Benefits for SMB Clients: • Better awareness of business vulnerabilities • Easier access to trusted security help • Reduced phishing and email spoofing risks • Improved trust and professionalism online Potential Monetization Ideas: • Add-on feature • White-label cyber reports • MSP marketplace integrations • Agency reseller partnerships • Security monitoring subscription Even a BASIC scan would massively increase the value of the Prospecting Tool. The future agency is not just marketing. It’s AI + Automation + Security + Operations + Revenue Growth. GoHighLevel is in a perfect position to lead this shift. Special thanks to Rahul Pathak — Account Manager | Account Management. I originally brought this concept up during our conversations today while discussing the current capabilities of the Prospecting Tool. Rahul did an excellent job explaining the platform and its existing functionality, and that discussion sparked the research and ideas behind this post. He recommended posting the concept here on the Ideas Board because of the potential value it could bring to both agencies and SMBs using GHL.

Currently while creating a new prospect if a category for that prospect is not available then we need to exit from the searched results to go create a new category and then come back and research the same prospect again one litter now select the category before adding it to pipeline a feature to either create a category at that point or automatically determine the category from the Google business profile of the search result will be hugely beneficial to speed up the process on boarding prospect.

GHL should build an AI filtering feature to grab the hottest leads off of Google, Any LLM's, Local Listings, and other search sites by filtering by search and intent queries in real-time! Also verifying and certifying all contact info, websites, social media, etc. Plus, give us or our users the option to do daily searches with higher limits. Or even search out bulk batches of varified and certified leads up to several thousand that we can turn around and sell to clients on or off the platform!

Allow users to save and name their Prospecting searches — automatically logging the query, filters, date, and returned businesses — so they can easily revisit, rerun, and organize past searches for different campaigns.

Automatically send a personalized postcard to every new prospect generated in Prospecting — using the existing Printify/Printful integration — with daily batch billing handled natively inside GHL. Prospecting is about multi-channel first contact — cold email, AI messaging, now potentially direct mail. This adds “Send physical postcard” as a new prospecting action, making Prospecting a true omni-channel entry point.

When we generate the prospecting report we see if the prospect is using Google ads in general but it does not differentiate if it is Google Ads or Google Local Services ads. It would be interesting to have a separate icon that tells us if they are using one or the other or both.

Traditional SEO (10 blue links) is being replaced by AI Answers, summarized citations, and agent-based retrieval. So visibility in Generative Engines is becoming the new marketing moat. This “AI Search Ranking Audit” would show: -Whether the client is mentioned or cited by these AI models. -What source domains or entities are influencing those mentions. -How competitors are being ranked in similar AI-generated summaries. Suggestions for GEO/AEO optimization (structured data, reputation footprint, content clustering, etc.).