D
Dale Woodard
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.
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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.
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Requested Solution:
Add bulk preliminary scoring functionality that allows users to:
  1. Select or upload a list of contacts/businesses from the CRM.
  2. Run the preliminary scoring check across all selected contacts (not the full report — just the pre-report percentage score).
  3. View results in a sortable list so users can filter by score threshold (e.g., 60% and above) before committing to full reports.
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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.
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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.