Find prospects and win them as clients

Prospecting is where you keep the businesses you would like as clients. Add one with its website and it is audited straight away: the site is read, scored out of 100, and turned into a report you can send them. The report carries your brand and ends with the site you would build for their trade.

Before you start

• The business's name and, if they have one, their website address.
• Your brand set up, because the report carries your logo and contact details from Brands.

Steps

1. Open Prospecting and press Add prospect.
2. Type the Business name, for example "Harbour Physio", and their Website (leave it empty if they have none).
3. Pick their Trade, and add a City, Contact name, Email and Phone if you have them.
4. Press Add prospect. With a website, a message says "Added. Reading their website now…". When the audit is done you see the score, for example "Harbour Physio scores 48 out of 100."
5. Press Report on their row to read the report as they will see it: what is missing, what is working, and the site you would build.
6. Send it. Open the row's menu (three dots) and choose Copy report link to paste it into your own message, or Email the report to send it from your account. Their reply lands in your inbox.
7. Keep the Status column up to date: New, Contacted, Proposal sent, Won or Lost. Copying the report link moves a new prospect to Contacted for you.
8. To follow up automatically, choose Start a sequence… in the menu, pick a workflow and press Start. They are added to your contacts and the workflow runs from its first step.
9. When they say yes, choose Create client with this snapshot. Add client opens with their trade already chosen.

What happens next

The Getting started panel on the right ticks off your first prospect, audit, shared report, lead sent to contacts and client won.

A prospect with no website is not audited; the message says "has no website. That is the pitch." Use Run audit again in the menu after they change their site.

Add to Contacts copies the prospect into your agency's own contacts, so they can receive your emails and workflows.

For white-label agencies

The report page shows your agency's name, logo and colour, and a button to email you. Nothing on it names anyone else. The report link opens on your own app domain once it is live.

Troubleshooting

"Could not read the site: …" The site blocks automated visitors, is down, or the address is incomplete. Check the address and use Run audit again. The score shows as unreachable until it can be read.

Email the report is greyed out. The prospect has no email address, or has not been audited yet. Add their email, or run the audit first.

Start a sequence… is greyed out. The prospect has no email address.

"No sequences yet. Create one under Automations first." You have no workflows in your agency account yet. Create one under Automations › Workflows (press Show next to Your own business in the sidebar to see Automations), then come back.

Anyone could open a report link. A report link is public to whoever has it. Send it only to the prospect.

Related

• Build a client from a snapshot
• Add a client account
• Create a brand
• Set up your agency with the Launchpad