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Snapshot Report – complete guide

What is Snapshot Report?​

The Snapshot Report is an award-winning marketing needs assessment that arms sales reps with automated insights into a business's online marketing performance. These insights make for powerful and persuasive sales pitches. Use the Snapshot Report to start conversations with your prospects, highlight gaps in their marketing, and propose optimal solutions.

The Snapshot Report is used before you've formed a business relationship to pitch your services and products to prospects, while the Executive Report is used after you have a business relationship to provide ongoing insights.

Sample Snapshot Report​

Sample Snapshot Report

You can also download a sample Snapshot Report PDF.

Why is Snapshot Report important?​

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.

Our partners have experienced as much as a 500% increase in their close rate using the Snapshot Report and hot lead notifications! This powerful tool helps you:

  • Start informed conversations with prospects
  • Highlight gaps in their digital marketing
  • Position yourself as a trusted expert
  • Propose optimal solutions backed by data
  • Overcome prospecting challenges with automated insights

What's included with Snapshot Report?​

The Snapshot Report analyzes a business's digital presence across eight key categories:

1. Business listings​

Evaluates how accurately and consistently a business is listed across online directories, measuring both listing presence and accuracy.

2. Reviews​

Analyzes online reputation including review volume, average ratings, monthly review frequency, and number of review sources.

3. Social media​

Assesses social media presence across platforms like Facebook, Instagram, and X (Twitter), including follower counts and posting frequency.

4. Website performance​

Uses Google's Core Web Vitals to evaluate website speed, mobile-friendliness, and user experience on both desktop and mobile devices.

5. SEO (Search engine optimization)​

Examines organic keyword performance, search result visibility, and website optimization factors.

6. Advertising​

Analyzes online advertising presence and performance using top industry keywords.

7. Ecommerce​

Evaluates online sales capabilities including storefront presence, payment processing, lead engagement tools, and online scheduling.

8. AI optimization​

Assesses whether a business appears in AI-powered search results from Google AI Mode and ChatGPT, including AI readiness (robots.txt, llms.txt) and AI visibility testing across different customer personas and search queries.

Each section receives a letter grade (A-F) and contributes to an overall Digital Score (0-100%).

How to create and send Snapshot Reports​

Creating Snapshot Reports​

You can create Snapshot Reports in several ways:

Via the CRM​

  1. Navigate to Partner Center > CRM > Companies
  2. Click on the Reports section on the right side-bar
  3. Select 'Create Snapshot Report'

When generating reports through the CRM, ensure these key data points for best results:

  • Business Name: Clear and accurate business identification
  • Business Address: Complete address for localized analysis
  • Business Phone Number: Valid contact information
  • Business Website: For comprehensive online presence analysis
  • Accurate Business Category: Critical for industry-specific benchmarks

Via 'Snapshot Create Icon'​

  1. Go to Partner Center > Accounts > Manage Accounts
  2. Beside the desired account, click the Snapshot Create Icon to create Snapshot Report

Via forms integration​

You can embed CRM Forms on your website allowing prospects to request business assessments that automatically generate Snapshot Reports. When someone completes a form, the platform automatically:

  • Creates contact and company records in CRM
  • Triggers Snapshot Report generation through automation workflows
  • Assigns a salesperson to the prospect
  • Sends notifications to the salesperson
  • Initiates follow-up email campaigns and automations
  • Captures comprehensive lead data for better qualification

Learn more about setting up Forms for Snapshot Report generation in the Forms documentation.

Via email campaigns​

Use Snapshot Report Creation events with email marketing campaigns to generate reports automatically:

  1. Go to Partner Center > Marketing > Campaigns
  2. Select the campaign you want to add Snapshot Creation to
  3. Click Add Snapshot Report
note

Snapshot Reports will be created for accounts added to campaigns. If an existing report is less than 30 days old, the campaign uses that report. If older than 30 days, it automatically refreshes. Standard fees apply for creation or refresh.

Sending Snapshot Reports​

Why the Email Report button might not appear​

The Email Report button (paper-plane icon) is only visible when you are in Edit Report mode, not in View Full Report mode. If you can't find the send option:

  1. Open the Snapshot Report
  2. Make sure you are in Edit Report mode, not View Full Report
  3. The email/send icon will appear in Edit mode

A salesperson must be assigned to the account for the Email Report button to function. Without an assigned salesperson, the send option may not appear.

Changing the sender email address​

By default, Snapshot Reports are sent from noreply@snapshotreport.biz. To change the sender address:

  1. Open the Snapshot Report in Edit Report mode
  2. Find the email settings within the send workflow
  3. Update the sender email to your preferred address

AI-generated suggested content​

When sending a Snapshot Report via Edit Report mode, the platform can generate suggested email copy using AI. This feature is only available in Edit Report mode and generates suggested subject lines and body text based on the report data. You can edit the suggestions before sending.

Finding a previous Snapshot Report URL​

If you need to locate the URL of a previously sent Snapshot Report:

  1. Check the email notification history for the prospect — the original send email contains the report link
  2. Go to CRM → Companies → select the company → Reports section to find existing reports

Snapshot Report URL​

  1. Go to Partner Center > Accounts > Manage > Select the desired account
  2. Click Snapshot Report > View Snapshot
  3. Copy the URL at the top of the page
  4. Send the URL to your prospect

Email campaigns​

Create email marketing campaigns with Snapshot Creation Events. You can use pre-built campaigns like:

  • Local Marketing Snapshot
  • Local Marketing Snapshot w/ Citation Builder

Or create custom campaigns that include Snapshot Reports.

Report timing​

  • For the most accurate results, wait up to 24 hours before checking the report to ensure all data has been gathered.
  • Reports continue gathering data for up to 7 days for maximum accuracy
  • The most accurate time to present is at the 7-day mark

Business category and competitors​

How the business category is set​

The Snapshot Report pulls the business category from the Account Group's primary category in Partner Center. This drives the industry benchmarks used throughout the report — a wrong category leads to inaccurate grades.

To check or update the category:

  1. Go to Partner Center → Accounts → Manage Accounts
  2. Open the account and edit the business details
  3. Update the Primary Category to the most accurate business type
warning

Avoid setting the category to "Other". When "Other" is selected, the Local Search Results section cannot retrieve meaningful data and will produce inaccurate results.

Why your report might auto-fill "Marketing Agency"​

If the Snapshot Report keeps defaulting to "Marketing Agency" as the business category, the likely cause is a default Local SEO keyword set on the template. To fix it:

  1. Go to Administration → Customize → Sales → Edit Default Snapshot Template
  2. Find the Local SEO section
  3. Clear or update the default keyword

Once cleared, new reports will use the correct business category from the account.

Adding competitors​

You can add competitors to the Snapshot Report so prospects can see how they compare:

  • Account-based competitors: The competitor must share the same primary business category as the prospect to appear in the comparison. Competitors created as Accounts in Partner Center follow this rule.
  • Google-pulled competitors: When the system automatically pulls competitors from Google, the same-category restriction does not apply.

To add competitors manually, open the Snapshot Report in Edit Report mode and add competitor names or URLs in the Competitors section.

Industry Average and Industry Leader benchmarks​

The Industry Average and Industry Leader benchmarks shown throughout the report use a 6-month lookback period. This means the benchmarks reflect aggregate data from the past 6 months, not real-time comparisons.

How to customize Snapshot Reports​

Basic customization options​

Reordering report sections​

  1. Navigate to your Snapshot Report
  2. Select the report to customize
  3. Click Configure
  4. Use Rearrange to drag and drop sections

Editing messaging​

  1. In report configuration, find the section to edit
  2. Click Edit for the message field
  3. Modify text as needed
  4. Save changes

Language settings​

Change report language for international clients:

  1. Locate language settings in report configuration
  2. Select preferred language from dropdown
  3. Report content updates automatically

Removing sections​

  • For all accounts: Partner Center > Customize > Partner Defaults > Sales > Edit Default Snapshot Template > Toggle off unwanted sections
  • For specific markets: Partner Center > Customize > Markets > Select Market > Sales > Edit Default Snapshot Template > Check boxes to remove

Frequently asked questions (FAQs)​

How do I deactivate a Snapshot Report?

Snapshot Reports are tied to the Reputation Management product on an account. To deactivate a Snapshot Report, deactivate Reputation Management for that account. This stops the report from being active and accessible. If you need to remove a report without deactivating the product, contact support.

How do I get notified when a Snapshot Report is ready?

Set up Snapshot Ready notifications in Administration → Client Notifications. Enable the Snapshot Report notification type to receive an alert when a report finishes generating — typically within 24 hours of creation.

Does the automation trigger "a Snapshot report was created" fire when I refresh a report?

No. The Snapshot Report Created automation trigger fires only when a new Snapshot Report is created — not when an existing report is refreshed. If you need to trigger an automation after a refresh, you will need a separate workflow or manual follow-up.

Can I combine multiple clients' Snapshot Reports into one?

No. Snapshot Reports are generated per business and cannot be merged or combined across multiple clients. Each report is specific to a single business's online presence data.

Can I customize the grade descriptions in the Snapshot Report?

No. The letter grade descriptions (A–F) and their explanations are system-controlled and cannot be customized or edited.

How long does a Snapshot Report take to be ready?

We recommend waiting a minimum of 24 hours before viewing the Snapshot Report. The platform scans the internet for business information and matches it across various directories. This process can take up to 24 hours to avoid being identified as malicious software. The report continues looking for data for up to 7 days, with the most accurate presentation time being at the 7-day mark.

Why am I charged for refreshing Snapshot Reports?

Snapshot Reports are prospecting tools typically generated once during the prospecting phase. Creating and refreshing are separate products, both charging $2. Some subscription tiers include 'free' reports that can only be used for creating new reports, not refreshing existing ones.

What's the difference between Snapshot Report and Executive Report?

The Snapshot Report is used before forming a business relationship to pitch services to prospects. The Executive Report is used after establishing a relationship to provide ongoing insights into their online presence. Snapshot Reports are for prospecting; Executive Reports are for client retention and value demonstration.

Can I create a Multi-Location Snapshot Report?

The Snapshot Report is not available for multi-location businesses. However, the Multi-Location Executive Report provides similar insights tailored for businesses with multiple locations, offering consolidated performance overviews and actionable insights.

How do I remove sections from the Snapshot Report?

For all accounts: Partner Center > Customize > Partner Defaults > Sales > Edit Default Snapshot Template > Toggle off sections. For specific markets: Partner Center > Customize > Markets > Select Market > Sales > Edit template and check boxes to remove sections.

Why does the SEO score seem inaccurate?

SEO scores are based on industry percentiles and multiple factors including keyword usage, meta data, content, architecture, links, social presence, and trust signals. The score reflects how the business compares to others in their industry, not absolute performance.

How can I create a sample Snapshot Report?

You can create sample reports for demonstration purposes using test business information. Ensure you use realistic business details for accurate demonstration data. Sample reports help familiarize your team with the platform and provide examples for prospect presentations.

Where does the Snapshot Report find organic SEO keywords?

The platform automatically scans the prospect's website content and business information to identify the top keywords in our database. The system analyzes website content, business category, and location to determine the most relevant keywords for that business.

Can I change the voice-over type in the Snapshot Report?

Yes, you can customize voice-over options in the report configuration settings. Navigate to the customization options within your Snapshot Report settings to select different voice-over styles that match your brand and presentation preferences.

What is reported in the social section?

The social section analyzes presence across Facebook, Instagram, and X (Twitter). It evaluates follower counts, posting frequency, engagement levels, and profile completeness. The system checks for business pages and provides grades based on social media activity and audience size.

Who are the industry leaders in the Snapshot Report?

Industry leaders vary by business category and location. The report compares businesses against others in their specific industry and geographic area to provide relevant benchmarks. This ensures comparisons are meaningful and actionable for that particular business type.

Can I rename the Snapshot Report?

Yes, you can customize report names through the report configuration settings. This helps organize multiple reports and makes them easier to identify when managing several prospects or different report versions.

Why did a Reputation AI trial activate on my client's account when I ran a Snapshot Report?

The Snapshot Report generates the listing section from insights scraped by the Listing section within Reputation AI. The trial will run for 7 days, the same number of days the Snapshot Report will be live.

Screenshots or videos​

Quick view scorecard​

The Quick View Scorecard provides a summarized view of digital presence with letter grades for key components and an overall Digital Score.

Snapshot Report Scorecard overview

Cheat sheet resources​