Prospecting Tool

Hi! Love the exported pdf format for showing prospective clients. One issue I noticed was the Techno Stack Analysis and Website Performance sections don't show up in the exported pdf if the client doesn't have a website. I attached a screenshot of what shows up in those sections on the Marketing Audit Report overview page and it'd be awesome if they showed up in the exported pdf as well. Thank you!

Love the prospecting tool. I would love to be able to convert them as won or lost. Also, would love to see what messages or ads I sent to them.

It is a very slow process to add prospects. Can we pls add functionality to multi-select prospects and add them in a batch?

Agency owners require greater control over the content and presentation of prospecting reports to ensure accuracy and maintain client trust. Current limitations can lead to misrepresentations, such as indicating a business lacks a Facebook presence when it does. To address this, we propose the following enhancements:​ Editable Data Fields: Allow manual editing of specific data points (e.g., social media presence, website status) to correct inaccuracies before sharing reports with prospects. Customizable Branding: Enable agencies to add their logos, adjust color schemes, and apply consistent branding across all reports, enhancing professionalism and brand recognition. Dynamic Content Sections: Introduce sections where agencies can add personalized messages, tailored recommendations, or client testimonials, making reports more engaging and relevant. Section Management: Provide the ability to show, hide, or reorder report sections based on the specific needs of each prospect, ensuring the most pertinent information is highlighted. Template Creation: Allow agencies to create and save report templates that cater to different industries or client types, streamlining the report generation process. Justification: Implementing these features will empower agencies to produce more accurate, personalized, and professional reports. This not only enhances the credibility of the agency but also fosters trust with potential clients by presenting information that accurately reflects their online presence.

With an Agency Subscription, you not only unlock premium features, but also gain access to one Sub-Account of your choice at no additional cost—allowing you to use the Prospecting Tool directly within a Sub-Account. Additionally, a migration option will be available, enabling you to seamlessly transfer existing prospects from the Agency level to a Sub-Account. Please share your thoughts/feedbacks here or drop it here at prospecting@gohighlevel.com

With this capability, Agencies can gather additional information about potential leads, such as their job titles, company details, and contact information. This not only helps you better understand your prospects but also enables more targeted outreach.

Would love to see a way to build a local business directory inside Go high level. This would disrupt these tools big time, because some of the charge a couple hundred a month just to host their own directory. So, way to add listings in a unified way, way to do featured or upgraded listings, etc. Maybe something like Brilliant directories. I would love to do this but want to do several so something like what's out there now is cost effective enough to do my idea. In GHL would be awesome

We need to either have a prospect stop appearing in the list when searching if they have already been added as a prospect or somehow mark them as having been added. It is cumbersome to try and keep track of what has been added as a prospect. The process is extremely tedious.

The prospect data on Facebook, twitter, LinkedIn, etc., with their business link and average interactions per month to be presented in the report

We need something more than just citation listings in the prospecting tool. Please make it an actual prospecting tool. Its a good start and we thank you for it. But SEO analysis, Facebook Likes and Google Reviews counter, or even competitor breakdown with annual revenue numbers would be HUGE. I know that data can be pulled. Similarweb.com pulls it...