The Prospecting Tool is designed to help users identify and analyze potential clients by evaluating their online presence and digital needs. It is especially effective for discovering local businesses that could benefit from the range of services offered. The Marketing Audit report within the Prospecting Tool assigns a score to each prospect, assessing their performance across multiple listings, SEO effectiveness, and other critical metrics, thereby enabling more informed outreach and engagement strategies. With intuitive visual ratings, you can quickly identify strengths and areas for improvement in real time. 

Getting Started 

Head to the Prospecting Tool in Agency View to begin. From here, select an existing Prospect, or add a new Prospect based on your desired criteria.

Click the Show Report button to view the prospect's Marketing Audit Report.

Refreshing the Report

To update the Audit Report, click the Refresh button located in the upper-right corner of the screen. The time span of the last report update will be displayed below.

Reordering the Report 

Click the Sections button to display and reorder the sections in the Marketing Report. Once you have made your changes, click Apply to confirm.

Sharing and Downloading the Report

The report can be shared with prospects via a link, acting as a lead magnet. It's designed as a landing page with a call to action for your company. Additionally, you can download the report as a PDF for offline use.

Understanding the Overall Score Calculation

The overall score is designed to provide a comprehensive evaluation of the prospect's digital presence across five equally weighted sections: Business Details, TechnoStack, Listings, Online Reputation, Website Performance, and SEO Analysis. Each section contributes ~16.67% to the total score, giving you a balanced overview of their strengths and areas for improvement.

Color-Coded Score Representation

Their overall score is visually represented using a color-coded scheme for quick reference:

• Dark Red (Bad): 0-20%
• Red (Poor): 21-40%
• Orange (Average): 41-60%
• Green (Good): 61-80%
• Dark Green (Exceptional): 81-100%

Breakdown of Overall Score Components

While each component accounts for 1/6 of the overall score, the individual items within each component are weighted differently. Refer to the breakdown below for a detailed analysis.

Business Details(16.67%)

This section provides insight into key aspects of the prospect's business profile, including:

• GBP Claim Status (20%)
• Chat Widget (15%)
• Text-Enabled Business Number (15%)
• WordPress or LeadConnector Website (20%)
• Business Photos (5%)
• Operational Hours (5%)
• Review Reply Percentage:
  • Bad(0-10%): 0%
  • Poor(11-49%): 10%
  • Average (50-89%): 15%
  • Good (90-100%): 20%

This insight allows for examining the completeness of the profile, providing a clearer understanding of the business's digital presence and operational readiness.

Techno Stack (16.67%)

The Techno Stack section allows you to review the essential tools behind the prospect's online marketing efforts.

• Google Ads (100%)

Listings (20%)

The listings grade measures the prospect's digital footprint by assessing:

• Listing Accuracy: Consistency of their business information across online platforms.
• Source Importance: Weight given to major listing platforms like Google.
• Overall Visibility: Coverage across relevant directories.

A high listings grade reflects a strong, consistent online presence, enhancing discoverability and credibility.

Online Reputation(16.67%)

This section evaluates customer feedback using the following criteria:

• Google Reviews (75%)
  Calculation: (Number of positive Google reviews / Total Google reviews) * 75%
• Facebook Reviews: (25%)
  Calculation: (Number of positive Facebook reviews / Total Facebook reviews) * 25%

Website Performance (20%)

This section evaluates key metrics that influence the prospect's site performance:

• Page Speed Mobile (25%)
• Page Speed Desktop (25%)
• Overall SEO (30%)
• Interactivity (10%)
• Large Content Elements (10%)

SEO (20%)

The SEO section comprises a heat map analysis, broken down as follows:

• Central Heat Map Point (20%)
• Rank 1 (20%)
• Rank 2 (10%)
• Rank 3 (5%)
• Outer Heat Map Points (8 points):
  • Rank 1: 10% each
  • Rank 2: 5% each
  • Rank 3: 3% each

This section analyzes the prospect's average ranking on Google Maps across different locations based on the search query entered into the Prospecting Tool.

By understanding the breakdown of each section and its impact on the prospect's overall score, you can make data-driven improvements to enhance customer engagement, and ultimately drive better business results.