Effective communication is key to converting prospects into clients. The Prospecting Tool allows users to send audit reports directly to prospects via Email or SMS, ensuring a seamless and professional outreach process. With options to customize messages, select recipients, and track sent reports, this feature helps streamline follow-ups and improve engagement.
Sharing Your Prospect #
To get started, navigate to the Prospecting tab inside the Marketing section.
Find the prospect you want to reach out to and click the Share button.
In the pop-up, choose whether to send the report via Email, SMS, or Share Link.
Select the language you want to share the report in.
Share Link #
If you’ll be using a Share Link, simply click the two-square icon.
Email #
Enter the email you want to use for email sending.
SMS #
To send your report via SMS, select one of your system phone numbers.
Sending Your Report #
Search for the recipient by name, phone number, email, or business name.
Use the predefined Email and SMS templates or modify the subject line and message body before sending. Review all details to ensure accuracy, then share the report.
A confirmation notification will appear once the message has been successfully sent.
Sending reports through Email and SMS provides an efficient way to engage with prospects and maintain professional communication. With built-in customization, contact management, and follow-up tracking, the Prospecting Tool ensures a smooth and organized approach to outreach and client conversion.
Frequently Asked Questions #
How do I share a Marketing Audit Report with a prospect? #
Go to the Prospecting tab in the Marketing section, find the prospect, and click the Share button to choose your delivery method.
What delivery methods are available? #
You can send the report via Email, SMS, or a shareable Share Link.
Can I share the report in a different language? #
Yes. When sharing, you can select the language you want to share the report in.
How do I send the report by SMS? #
Choose SMS as the method and select one of your system phone numbers to send from.
Can I customize the message before sending? #
Yes. You can use the predefined Email and SMS templates or modify the subject line and message body before sending.
How do I know the report was sent? #
A confirmation notification appears once the message has been successfully sent.
