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 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 seven equally weighted sections: Business Details, TechnoStack, Google Business Profile, Listings, Online Reputation, Website Performance, and SEO Analysis. Each section contributes 1/7 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 a portion of the overall score, the individual items within each component are weighted differently. Refer to the breakdown below for a detailed analysis.
Business Details #
This section provides insight into key aspects of the prospect’s business profile, including:
- Chat Widget
- Text-Enabled Business Number
- Website Hosting
- Review Reply Percentage:
- Bad (0-10%)
- Poor (11-49%)
- Average (50-89%)
- Good (90-100%)
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 #
The Techno Stack section allows you to review the essential tools behind the prospect’s online marketing efforts.
- Google Tag Manager – 20%
- Google Analytics Pixel – 20%
- Facebook Pixel – 20%
- Google Ads Pixel – 20%
- Google Ads – 20%
Google Business Profile #
In this section, you can verify whether the business’s Google Business Profile (GBP) has been claimed and ensure that all relevant information is complete and up to date.
- Business Address (20%): Ensures accurate location details.
- Business Website (20%): Confirms the presence of a linked business website.
- Google Photos (20%): Displays images associated with the business on Google.
- Operational Hours (20%): Shows whether business hours are up-to-date.
- Phone Number (20%): Ensures contact details are correctly listed.
Listings #
The listings grade measures the prospect’s digital footprint by assessing:
- Listing Accuracy: Consistency of their business information across online platforms.
- Source: Weight given to major listing platforms like Google.
- Overall Visibility: Coverage across relevant directories.
A high listing grade reflects a strong, consistent online presence, enhancing discoverability and credibility.
Online Reputation #
This grade represents your business’s online review performance across Google and Facebook. It is determined using the following factors:
- Positive Review Ratio: The percentage of positive reviews relative to the total number of reviews.
- Platform Weighting: Reviews are weighted by source: Google (75%) and Facebook (25%).
- Review Volume Reliability: The grade’s reliability increases with the number of reviews analyzed:
- 50+ reviews: 100% reliability
- 20–49 reviews: 85% reliability
- 10–19 reviews: 70% reliability
- 5–9 reviews: 50% reliability
- Fewer than 5 reviews: 30% reliability
Website Performance #
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 Analysis #
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
Additionally, type in any keyword, configure different radius sizes from 1 to 10 miles, and grid sizes to rerun the grid instantly. 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.
Frequently Asked Questions #
What is a Marketing Audit Report? #
It is a scored evaluation of a prospect’s digital presence, covering business details, tech stack, Google Business Profile, listings, online reputation, website performance, and SEO analysis.
How do I generate a Marketing Audit Report? #
Open the Prospecting Tool in Agency View, select or add a prospect, then click the Show Report button to view their Marketing Audit Report.
How is the overall score calculated? #
The score is the average of seven equally weighted sections, each contributing 1/7 of the total, giving a balanced view of strengths and weaknesses.
Can I share the audit report with the prospect? #
Yes. You can share it as a link that functions as a landing page lead magnet, or download it as a PDF for offline use.
How do I refresh or reorder the report? #
Click Refresh in the upper-right corner to update the data, and click Sections to reorder report sections, then Apply to confirm.
What do the report colors mean? #
Scores are color-coded from Dark Red (0-20%, Bad) through Red, Orange, and Green to Dark Green (81-100%, Exceptional) for quick visual reference.
