Prospecting Tool

Efrelie

Last Update 6 bulan yang lalu


The Prospecting Tool allows you to search for and analyze potential clients based on their online presence and digital needs. It's particularly useful for understanding what services you can offer to local business owners to enhance their digital footprint, and identifying local businesses that could benefit from the services your business offers.

How to Access the Prospecting Tool 


Navigate to the Marketing section in your account, then locate and click on the "Prospecting" option.



 Performing Your First Search 


To begin, click the Add a Prospect button.



Enter a search term related to the type of businesses or the location you are targeting. The tool will display a map and various company details that meet the chosen criteria.


Alternatively, utilize virtual business’s Google Maps URLs to generate accurate prospecting reports by clicking the “Search for Virtual Businesses” option.

 Understanding Search Results 

In the search results, you will find information such as whether the business has claimed its Google Business Profile, if its website is built on WordPress, and its conversion rate. This data is crucial for identifying how you can assist these businesses.

 Analyzing Company Details 

 Saving and Accessing Prospects 


Upon finding a promising prospect, you can save their details for further analysis. 



If it is your first time saving a prospect, the platform will generate a marketing audit report, which offers a deep dive into the company's digital health. For a detailed overview of this report, please refer to the “Marketing Audit Report” article.




The Account Details section allows you to make informed decisions about the prospect by including an overview of the business, social profiles, and general information. You can also add notes on the prospect in this section.


The Point of Contacts section displays information on the leads associated with the business. Navigate to the “Point of Contacts” tab to gain access to crucial contact information. 


By leveraging this tool, you can gain valuable insights into local businesses, optimize your service offerings, and enhance your company's efficiency.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us