How to Generate Leads Using the HighLevel Prospecting Tool - The Ultimate Guide

Modified on: Fri, 25 Oct, 2024 at 2:05 PM

The Prospecting Tool helps you to find Local businesses nearby and generate Marketing Audit Reports for them. This Report gives you detailed insights about your prospects - that you can use to target and convert them to potential customers in just a few clicks. 


This tool analyzes the strength of your prospects' online presence in terms of their Listings and Reviews. The Report also clearly showcases the gaps in their online marketing strategies. An Agency could highlight these issues, propose optimal solutions and convert them to potential customers.


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What is the Prospecting Tool?

The Prospecting Tool is a software tool designed to help businesses and agencies find potential customers and generate marketing audit reports for them. It uses search parameters like location and keywords to identify potential customers and then generates a marketing audit report that provides insights into the prospects' online presence regarding their listings and reviews. The tool identifies gaps in the prospects' online marketing strategies and provides recommendations for improvement. The Prospecting Tool streamlines the lead generation process, saves time and resources, and helps businesses and agencies target potential customers more efficiently.



Who is this feature most useful for?


The Prospecting Tool can be used by various businesses and agencies that want to generate leads and find potential customers. It can be particularly beneficial for:


Marketing Agencies: Marketing agencies can use the Prospecting Tool to generate leads for their clients and provide them with detailed insights into their online presence.


Small Business Owners: Small business owners can use the Prospecting Tool to identify potential customers in their local area and target them more efficiently.


Digital Marketers: Digital marketers can use the Prospecting Tool to generate leads for their clients and provide them with detailed insights into their online presence.


Sales Professionals: Sales professionals can use the Prospecting Tool to find potential customers and generate leads for their sales pipeline.


SEO Specialists: SEO specialists can use the Prospecting Tool to identify businesses that need help with their online listings and reviews and provide them with recommendations for improvement.


What are the benefits of the Prospecting Tool?

The Prospecting Tool has several benefits, including:


Finding Local businesses nearby: The Prospecting Tool helps you find local businesses near you, making it easier to target and convert them into potential customers.


Generating Marketing Audit Reports: The Marketing Audit Report provides detailed insights into the prospects' online presence regarding their Listings and Reviews. This information can be used to target and convert potential customers more efficiently.


Identifying gaps in online marketing strategies: The Marketing Audit Report clearly showcases the gaps in the prospects' online marketing strategies, enabling agencies to highlight these issues and propose optimal solutions.


Saving time and resources: The Prospecting Tool automates and streamlines the lead generation process, enabling agencies to reach more potential clients with a more targeted and efficient approach.


Sharing Reports easily: The Marketing Audit Report is easy to share with prospects. You can share the link with your prospect in seconds by clicking Share Report.


Prospect for up to 20 locations per day: The tool allows you to prospect for up to 20 locations per day, enabling you to reach a larger number of potential clients in a shorter amount of time.


Generating Reports using GHL's Prospecting Tool


1. Click on the Prospecting Tab from the left menu



2. Click on Add Prospect Button. You will be redirected to the search page. Search for any prospect near you. You can use keywords such as 'Restaurants near me,' 'Law Firms near me,' etc., and you will see a list of locations. Choose a location from the list to Prospect.



  1. You will be redirected to the prospects detail page. If you know any Point of contact (POC) for that location, enable the POC toggle and enter their details. Click on Save Location to Proceed.



4. Alternatively, if you already know a business, click "Search Business Manually" and save the prospect Location.

5. The Marketing Audit Report gets generated in a few seconds. In this Report, you will be able to see the Online Health score of the prospect location, followed by their Listings and Reviews.



6. All the prospect locations get saved in the dashboard. You can click on any saved prospect to view their Report.

7. Alternatively, if you find the prospect irrelevant, you can proceed to delete it from your dashboard.


8. You can prospect for 20 locations in a day. You can always come back later and prospect more.



Analyzing the Marketing Audit Report

The Marketing Audit report comprises two major sections - the Listings and the Reviews.

Listings:

The Listing Report aggregates data from over 70+ online directories to show your prospects:

  • Number of listings

  • Accuracy of listings

  • Missing listings on sites


Local Businesses need accurate listings on many business directories to ensure people can find them online. The availability of accurate listings ensures customers can find your business locations while it's still open for business.


Reviews:

The Reviews section shows the online reputation of the prospect location. The Reviews Section gives a detailed breakdown of the GMB and FB reviews.




Google My Business profile contains a significant amount of valuable information to potential customers. This includes your contact info, reviews, website, hours of operation, etc. Local Businesses need plenty of positive online reviews to keep them on par with their competitors.for



This marketing Audit report is easy to share with your prospects. Click on Share Report and share the link with your prospect in seconds.


GHL's prospecting tool provides agencies with the ability to automate and streamline their lead generation processes, enabling them to reach a larger number of potential clients with a more targeted and efficient approach. Agencies now can save time and resources, while also improving the efficiency and effectiveness of their prospecting efforts.


Lead Contact Details

Agency users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including: 
  •  Lead Information: For each generated prospect, users can now access vital lead details such as their role, expertise, and more.
  • Social Media Profiles: Easily connect with prospects through their linked Facebook, Twitter, and LinkedIn profiles (if available).
  • Location Details: Gain insights into the geographical location of prospects, helping you tailor your outreach strategies effectively.
  • Contact Information: Access essential contact details including phone numbers and email addresses, streamlining your communication process.
 How to Access POC Details of a Prospect:
  • In the Agency View, go to "Prospecting" in the side navigation menu
  • Go to any Prospect Account in the Dashboard
  • Proceed to Point of contacts tab to view the Lead information




Frequently Asked Questions

  1. What types of businesses can benefit most from using the HighLevel Prospecting Tool?

    • The HighLevel Prospecting Tool is designed for agencies and marketers looking to generate leads for various industries, including local businesses, service providers, and e-commerce. It’s particularly useful for those seeking to improve their online presence and client engagement through comprehensive reporting and analysis.
  2. How can I track the effectiveness of my lead generation efforts using this tool?

    • You can track the effectiveness of your lead generation efforts by utilizing the reporting features within the Prospecting Tool. This includes monitoring the number of reports generated, engagement rates, and the conversion of prospects into clients. Regularly reviewing these metrics will help you refine your strategies and improve outcomes.
  3. Are there any best practices for using the Prospecting Tool effectively?

    • Yes, some best practices include setting clear lead generation goals, regularly updating your prospect list, personalizing outreach messages, and leveraging the insights gained from reports to tailor your marketing strategies. Consistent follow-up and engagement with prospects are also crucial for maximizing results.

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