Step 6: Create a prospect and Snapshot Report

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:

  1. Log in to Sales & Success Center.
  2. Click Create Prospect.
  3. 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%.
  4. Indicate whether you want to create a Snapshot Report for this prospect.
  5. 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.
  6. 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.

Field

What it means

What it does

Prospect (Contact Information)

 

Stored in Sales & Success Center and used as a recipient for campaign emails.



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:

  • Listings section of the Snapshot Report
  • Listings tab in Reputation Management
  • Listing Distribution tab in Listing Builder

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:

  • Listings section of the Snapshot Report
  • Listings tab in Reputation Management
  • Listing Distribution tab in Listing Builder

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.

Business Categories

 

Used for industry comparisons throughout the Snapshot Report.


Also used to identify relevant business directories for the Listings tab in Reputation Management.

Hours of operation

 

Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution.

Payment Methods

 

Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution.

Description

 

Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution.

Short Description

 

Syncs to business directories with Listing Sync Pro. Also sent to data aggregators with Listing Distribution.

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.

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.

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.

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.

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.

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).

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.

Tags

 

Helps you categorize and search for accounts.

  1. Click Create.
  2. Review the business’s details, and then either click Done or Edit.
  3. 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:

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:

  1. Log in to Sales & Success Center.
  2. Search for the account.
  3. Click the report icon to open the Snapshot Report.
  4. Use the checkboxes throughout the report to hide or show sections.

 

Next step: Send an email marketing campaign »

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