Prospecting can be challenging and time-consuming. That’s why you’ll love the Snapshot Report. This award-winning needs assessment empowers you and your sales team to start informed conversations with prospects. In fact, with the Snapshot Report and hot lead notifications, our partners have experienced as much as a 500% increase in their close rate!
With 97% of consumers looking for businesses on the web, it’s crucial to have accurate listings, positive reviews, regular social activity, a robust website, and successful ad campaigns. The Snapshot Report gives you the ability to assess and present these attributes of your prospects’ online presence.
Create a prospect and Snapshot Report
To create a prospect and Snapshot Report:
- Log in to Sales & Success Center.
- Click Create Prospect.
- Search for a business using their name, phone number, address, or ZIP code.
- If the business appears in the results, select it. Most of the form will be autofilled with the business’s public information.
- If the business doesn’t appear in the results, click Skip to Account Creation. You will need to manually complete the form.
- Expert advice: Do not enter the business name in all-caps. This blunder has proven to drop email open rates by an average of 16.8% and conversion rates by an average of 2.47%.
- Indicate whether you want to create a Snapshot Report for this prospect.
- Choose which campaign you want to add the account to. If you’re new to the Vendasta platform, we strongly suggest choosing No Campaign. That way you’ll have the chance to review the Snapshot Report before sending it to a prospect.
- Enter additional business information to optimize the Snapshot Report and prepare the prospect’s products ahead of time. Fill in as many fields as possible to ensure an accurate and comprehensive Snapshot Report.
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Field |
What it means |
What it does |
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Prospect (Contact Information) |
Stored in Sales & Success Center and used as a recipient for campaign emails. |
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Common Business Names |
Alternative business names, such as legal names or informal names. |
Used to find listings that belong to the business and assess the accuracy of those listings. Used in:
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Website |
Used to assess the business’s website performance in the Website section of the Snapshot Report. Also used when assessing the accuracy of listings that belong to the business. Used in:
Also syncs to business directories with Listing Sync Pro, and sent to data aggregators with Listing Distribution. Also used to discover the business’s Facebook, Twitter, Foursquare, and Google+ profiles. |
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Business Categories |
Used for industry comparisons throughout the Snapshot Report.
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Hours of operation |
Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution. |
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Payment Methods |
Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution. |
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Description |
Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution. |
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Short Description |
Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution. |
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Landmark |
The general area in which your prospect is physically located. Typical Landmark addresses include mall and office names (for example, Oakview Mall or Clocktower Plaza). Only enter a Landmark if your street address does not accurately pinpoint your prospect’s location. |
Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution. |
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Services Offered |
The primary services that your prospect offers (for example, personal tax filing or root canals). |
Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution. |
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Brands Carried |
The primary brands that your prospect carries (for example, Ford, Apple, Firestone, or Allstate). |
Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution. |
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Share of Voice Keywords |
Products, services or other keywords that the business wants to be known for. |
Used to compare the business's search engine share of voice to their competition in the Competition tab of Reputation Management. Not used in the Advertising section of the Snapshot Report. |
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Competitor Names |
Used to compare the business's search engine share of voice to their competition in the Competition tab of Reputation Management. Not used in the Advertising section of the Snapshot Report. |
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Social Account Links |
Facebook and Twitter profiles are assessed in the Social section of the Snapshot Report. All social links are displayed in My Listing (Listing Builder). |
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Customer Identifier |
For your own internal use. This identifier is displayed in billing spreadsheets. It is also searchable in the Accounts tab in Partner Center. Note: This field is locked once you create the account. While you can create multiple accounts with the same Customer Identifier, you will not be able to activate the same products on those accounts. |
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Tags |
Helps you categorize and search for accounts. |
- Click Create.
- Review the business’s details, and then either click Done or Edit.
- We strongly suggest that you wait 24 hours before reviewing and sending the Snapshot Report.
Get ready to sell
While you’re waiting for your first Snapshot Report to generate:
- Study the Snapshot Report Cheat Sheet—it'll show you how to direct the conversation based on the results of the Snapshot Report.
- Grab the Street-level Sales Deck and Script.
- Learn how to overcome objections.
Customize the Snapshot Report
It’s important to tailor the report to each prospect—this allows you to highlight problems in their local marketing that you can help solve. To customize the Snapshot Report:
- Log in to Sales & Success Center.
- Search for the account.
- Click the report icon to open the Snapshot Report.
- Use the checkboxes throughout the report to hide or show sections.