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The report isn’t very presentable to send to prospective clients. It would be beneficial to have a really professional looking report that we can fully whitelabel.

Partners can find out what technology their prospect is using to manage their business online! Reveals the tech stack behind any website to identify potential gaps in their current setup. What’s included? The technology section displays the technology stack and marketing stack your clients are using on the website. Are there opportunities for you to offer better solutions? Are they using a website solution that slows down their SEO efforts? Such as Squarespace or Wix? Gain valuable insights into their technology needs before approaching the prospect, empowering you to offer targeted solutions that align with their business goals.   Is this Section Automatically Included?  This section will be enabled automatically if you're currently running with the default configuration. If you want to disable the section, you can go to “Administration” → “Customize” → “Sales” → “Edit Default Snapshot Template.” From here, uncheck the checkbox at the top of the “Technology” section. NOTE: This will only affect new Snapshot Reports. If you have already created one for your prospect, you will need to refresh it for this section to appear. If you've customized the layout, you will need to make sure you enable it first before refreshing the report. 

The Snapshot Report and the Executive Report are two of the most powerful tools at your disposal. Used together, they can not only help you sign more clients but retain them. What's the difference? The short answer is that they are used at different points in your relationship: The Snapshot Report is used before you've formed a business relationship to pitch your services and products to prospects. The Executive Report is used after you have a business relationship to give them insights into the state of their online presence. Snapshot Report The Snapshot Report is a marketing needs assessment that uncovers a prospect’s performance in six categories: business listings, reviews, social media, website, advertising, SEO, and eCommerce. Use the Snapshot Report to start conversations with your prospects, highlight gaps in their marketing, and propose optimal solutions. Resources Cheat Sheet for Snapshot Report Academy course: Become a Snapshot Ninja Executive Report The Executive Report is your client’s single source of truth for the state of their online presence. It gives your clients a rollup of everything that’s happening across all of their digital marketing channels in the last week or month. This report is white-labeled, so it automatically appears under your brand. This automated report gives your clients a first-hand look at the return on their investment—it’s a great way to build trust, position yourself as an expert, and show how you’re delivering week over week. Resources Executive Report Overview

Surprisingly, there are still many small business owners that are NOT tech-savvy and prefer a physical paper Snapshot versus an email. When you go print a Snapshot, it can easily be 14 pages long. Verified with Tech and there is no condensed version that is printer-friendly. Can this feature be added? 

Hello. Could we get Houzz to show up as one of the listings checked in the snapshot report? It is a pretty commonly used site for people in the home services space. Thank you!

Websites are critical to succeed in today's online marketplace, providing consumers a virtual doorway into your client's business. Similar to how you'd want physical customers to have a great experience in-store, their online visit should be just as enjoyable.  This is where the Snapshot Report's website section can help as it breaks down the key components required for a great online experience. Page experience is important for multiple reasons: Creating an enjoyable website experience helps to build stronger brand recognition with consumers.  If the business owner runs an ecommerce enabled website, a smooth page experience can lead to an increase in online sales.  These page experience metrics are important factors when it comes to Search Engine Optimization (SEO) strategies.  That last point is vital for business owners. Without a good website experience, they may not rank high within search engines, impacting their chances of being found by prospective customers.  The Snapshot Report breaks down website performance using Google's Core Web Vitals, the set of key indicators they use as ranking criteria.  What are Page Experience and the Core Web Vitals? Page experience measures aspects of how customers experience and interact with a website. By optimizing for these factors, business owners can create delightful experiences across all web browsers and devices. This can lead to more engaged consumers, increases in sales, and a strong brand affinity.  Core Web Vitals are a set of real-world, user-centered metrics that can help to quantify key factors of a user's experience. They focus on 3 areas: speed, responsiveness, and visual stability. Google combines these factors in determining search ranking as they help provide a holistic picture of page experience.  Snapshot Report Homepage Content Within the Snapshot Report, we first give a look at the homepage content for your clients website. This will show if key business information is found on your client's website. Having easy access to this information creates a smooth page experience for visitors and is essential when it comes to search engine ranking.    Snapshot Report Website Performance Overall Grades - The Snapshot Report breaks down performance for both Mobile and Desktop. Both grades can be seen at the top of the section, along with an image of how they appear on both devices. NOTE: If needed, salespeople have the ability to turn off either the desktop or mobile version within the Snapshot Report. Visit our support article to learn more about customizing the Snapshot Report.  Page Speed - To the right of the device image you'll find page speed. This measures how quickly the content of your client's website is visually displayed during page load.  Large Content - This metric measures how long it takes for the largest element within view to load for site visitors.  Interactivity - This measures how long it takes the client's website to respond after a user engages with an on-site element.  Visual Stability - This will measure any unexpected shirts in your website layout. This can be caused by site elements loading out of sync.  NOTE: If the Snapshot Report has been customized to only show desktop or mobile, then that will be reflected in these metrics by only showing how that particular device measures up.  Below the Core Web Vital scores, you'll find a more detailed report on what should be fixed on your client's website for both desktop and mobile devices.  If your client has the ability to make changes on their own, you can provide this detailed look at what needs to be fixed as an additional value for the Snapshot Report. Or if you offer website services, this can be an effective talking point about how much you can help them improve their website experience. 

There is a glitch with the Quiz section of the Snapshot Ninja course. In the 1st question, the report section does not want to move when matching it with the correct response. My login email has been modified and seemingly it seems that I need to retake many of the courses. Thanks.

For local businesses that sell to other businesses in the area - it's imperative they have a presence on Linkedin. I'd like to see a way for a presence on Linkedin to be an option on the Snapshot report in the social section. This seems to be a miss when talking to prospects to not acknowledge this whether the company page or other leaders who have or should have active profiles.

I had a client today ask me how the Industry Leaders were determined for the Snapshot Report. I looked on various documentation for the Snapshot Cheatsheets, etc. and I couldn't find a clear answer. After reaching out via chat to the support team this was the response.... The industry leaders are those businesses in your geographical location, within your industry, who have raked the highest in the individual categories, and overall, evaluated by the snapshot report. I recommend you add an info bubble on that Industry Leaders title.

Snapshot Reports are intended to be used as a prospecting tool and as such are typically expected to only be generated once during the prospecting phase. Creating a Snapshot report and Refreshing a Snapshot report are two separate products and both charge a standard fee of $2, however, every subscription tier has a number of 'free' Snapshot reports allocated which can only be used towards creating a new Snapshot report for prospecting purposes. Although a partner can refresh a Snapshot report, this will incur the $2 charge as this is treated as a separate product from creating a 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 the conversation with business owners, highlight gaps in their marketing, and propose optimal solutions.   Sample Snapshot Report:  

Business listings are essential to succeed in today's online marketplace with 73% of people losing trust in a brand when their listings are incorrect. This causes customers to blame the business when their information is wrong, damaging their reputation. That's why it's important for businesses to understand how they currently rate when it comes to their business listings, and Snapshot Report is great at surfacing these insights.  How is the listings grade calculated? The Listings grade is a reflection of your business’s online listings. Each listing source is assigned a score based on how popular the site is. For example, having an accurate listing on a popular site like Google will have a greater influence on your Listing Score. The Listings grade is determined by the percentile range your business falls into when compared to other businesses in the same industry. Example: The business above is classified as a restaurant, thus the report is comparing it to similarly classified businesses. As the formula prior to August 1st  for scoring the Listings section considers anything within the top 20% of businesses to be an A, this section is graded as an A.  NOTE: If the grade isn't populating, it could be due to your geographic region settings. If you're located in a country where we may not have enough industry data to compare on a country, state, or city level, the grade won't show. To fix this you'll need to enable performance metrics on a world level. To check this, go to Administration > Customize > General Product Settings > Geographic Region for Performance Metrics, enable World, and click Save. Listing Section Breakdown Listing Presence This is where we calculate how many available listing sites there are for that particular business category, and how many of those sites display your client's business information. We also highlight the four primary listing sites for any business: Google, Facebook, and Twitter.  When creating or refreshing a snapshot report, Reputation Management Trial will only pull a customer's LinkedIn page if it is connected to the account in the platform. Therefore during snapshot generation, mostly LinkedIn will appear to be "not found" in the listing section since accounts are not connected in most cases while prospecting.   Listing Accuracy Here is where we calculate the accuracy of those found listings from the previous section. This is based on the business details entered when creating the account. We also compare their accuracy against their industry average to show them how well they're doing against the competition. Finally, we provide a summary of how many times their information was found to be incorrect, broken out by: Incorrect phone number, missing phone number, and missing website link.  Listing Details This section allows you to give your clients a detailed breakdown of each listing site they could be found on along with what information is accurate, missing, or incorrect. They also have the option of clicking View Listing to see the actual listing itself. This can be a great way to help your clients visualize just how much work is involved in keeping their business information updated.  Data Provider Accuracy There are three major data providers that distribute your clients' information to hundreds of online sources: Data Axle, Neustar/Localeze, and Foursquare. The sources that gather information from these data providers include review sites, directories, social sites, search engines, GPS services, and more. It's crucial that your clients' are found on these data providers and that their business details are accurate, or else they may send incorrect information to thousands of potential customers. 

Why is it important? The importance of a business's online presence and the associated digital solutions can be difficult to understand. Proposal Builder's Snapshot Report integration helps you get the conversation started with customized content highlighting pain points specific to the prospect and how you can alleviate them. By presenting a business' areas for improvement alongside your recommended solutions, you can help your prospects understand the value of your proposal.  How does it work? If you haven't already, generate a Snapshot Report* for your prospect. Go to Sales & Success Center > Proposals > Manage Proposals Choose a template or create a new proposal from scratch.  Select the recipient account. Open the Insert widget panel and press Snapshot report. Select the desired sections of the report.   Once inserted in the proposal, the sections become widgets that can be rearranged as needed. *Top tip: Generate the Snapshot Report ahead of time. We recommend this for two reasons: Snapshot Reports are a great prospecting tool. Make a strong first impression by arriving at first meetings prepared with insights on where your prospective client's opportunities for growth lie and a recommended plan of action. Once you have their attention, it's time to build a proposal. Snapshot Reports can take up to 24 hours to generate. Ensure the report is ready in advance to avoid delays in issuing proposals to your prospects. Try it out! Ready to create a proposal? Head over to Sales & Success Center. Have questions? Check out our FAQ section for more information.   

Google Search results vary from person to person even when using the same exact keywords as there are multiple factors in the algorithm. While the Snapshot makes its best effort to provide objective results, they should be taken as indicative information. Some of the factors Google might use to influence a specific search are:• Previous Searches On a Single Device• Previously Clicked Links• Geographic Location• Google Account History• Device Being Used• Type of Search and Filters Used• Paid Ads Present• Changes to a website or its content• Ongoing experiments with the algorithm 

A strong Search Engine Optimization (SEO) strategy is vital for any business looking to compete online. The main objective of SEO is to increase a website's traffic and ultimately its conversion rate. This is accomplished by ranking high in the search results for keywords related to the business. The SEO strategy's mission is to optimize the website's content so that search engines find the business more relevant and authoritative than their competitors.  This is why it's vital that your clients understand how they appear in local search results and how a majority of their online information affects their search ranking. Snapshot Report can be a great tool in helping them visualize this as it shows exactly how the business ranks within Google Search.  SEO Section Breakdown The SEO section requires a minimum 60% match to the Google listing for Name, Address, Phone Number, and/or Website to populate this section correctly. If this threshold is not met through matched data, the system sees no match found. Weighting: - Name: 20% - Address: 20% - Phone Number: 40% - Website: 20%   Local Search Results This section displays exactly how your prospect's business appears within Google's search results. This helps them to visualize how they appear for any new customers with no prior search history. This section is broken up into two separate parts.  Google Map: This displays their rank within an 800-meter radius around the business's location. Each hotspot is clickable and shows how they rank within that hotspot compared to local competitors for the selected keyword.  Search Results: This showcases the top three search results for the selected hotspot, and where the prospect appears. If they don't appear within the top three results, they'll appear just below their search ranking. They'll also be able to see whether their Google Business profile is claimed or not, which can affect how they rank within these results.  NOTE: The keyword that is chosen is pulled from their Google Business Profile account if it's claimed, and if it's not claimed then it uses the prospects business category. This keyword can also be changed in the Snapshot Reports customization settings found when editing the report in the Sales & Success Center. Learn more about your customization options.  Organic Keyword Performance Organic Keyword Performance measures your prospects against their competition when it comes to the number of keywords they rank for organically. The higher the value per click, the more optimized your prospects' keywords are.  The data is pulled from SEMrush. Keywords: This number shows how many organic keywords your prospect shows up for within the top 50 results of Google. So while they may show up for more than this number of keywords, if they appear within the 50+ results, those keywords won't be counted.  Clicks: This measures how many times those keywords have led to a user clicking on and visiting your prospect's website from Google Search.  Value: This shows how much your prospect would have to spend monthly on paid ads for those same keywords to receive the same amount of clicks they're getting organically. Please note: this value will display in USD ($).  NOTE: This is calculated by assigning each organic keyword a value determined by where the prospect's business domain ranks on it. So the higher a business ranks for a keyword, the more valuable that keyword is to them. We then calculate the average across all their organic keywords. Value per click: Value per click = Value / Clicks. This is the value of each organic click your prospect receives.  Organic Keyword Ranking Organic Keyword Ranking displays up to 5 of the top keywords your prospect currently ranks for. This gives the prospect a good idea of how Google views its website based on its content.  The data is pulled from SEMrush. Keywords: These are the keywords and phrases that customers would be searching for to find your prospects' business on Google. These are determined by reviewing the content on their website.  NOTE: It's important to note that this data is based on the content of your prospect's website. If these keywords don't match up with their business or industry, then that means that work is required to optimize their website content so that they rank for keywords more related to their area of expertise.  Competitiveness: This measures how difficult it is to appear in the top Google search results for that specific keyword. The more competing businesses that are targeting that specific keyword in their SEO strategies, the longer the dark blue bar will be.  Rank: This displays the position your prospect ranks within Google's search results. The closer to 1 they are, the better they're doing in optimizing for that specific keyword.  Local Searches (US Only): For the given search term, this is the amount of estimated organic traffic the keyword receives on average per month within the prospect's local area.  Clicks (Outside of the US): For the given search term, this is the estimated number of clicks the keyword receives on average per month.  Global Searches: This is the estimated number of searches per month across Google for that keyword.   

You can send Snapshot Reports a few different ways: Snapshot Report URL Email campaigns Email from Snapshot Report Snapshot Report URL You can send a Snapshot Report by providing a link to the URL. To send the Snapshot Report: Go to Partner Center > Sales > Prospects, or Partner Center > Businesses > Accounts. Search for the account you want to send the Snapshot Report to. Click the View Snapshot Report icon  beside the account name. Copy the URL at the top of the page. Send the URL to your prospect. Your prospect can view the Snapshot Report when they click on the URL link.   Send Snapshot Reports   Email campaigns To send a Snapshot Report through an email campaign: Create an email marketing campaign with a Snapshot Creation Event. This event creates a Snapshot Report for each prospect on the campaign. You can use one of our pre-built campaigns that contain a Snapshot Report (such as the Local Marketing Snapshot or the Local Marketing Snapshot w/ Listing Distribution), or you can create your own campaign. Learn more Publish the campaign. Send the campaign to your prospects. Learn more The Snapshot Report will be delivered to your prospects through the email campaign. Email from Snapshot Report  To email the Snapshot Report: Go to Sales & Success Center > Accounts. Search for the account you want to send the Snapshot Report to. Click the View Snapshot Report icon  below the account name. Click Email Report icon in the top right of the Snapshot Report. Add a contact email, you can either enter it manually or select it from the list of account contacts.  Customize the subject line or choose the default.  Customize the email copy or choose the default.  Once you are satisfied with the options you’ve chosen, click Send.

The Snapshot Report is a marketing needs assessment that uncovers a prospect’s performance in seven key categories: business listings, reviews, social media, website, advertising, SEO, and eCommerce. Use the Snapshot Report to start conversations with your prospects, highlight gaps in their marketing, and propose optimal solutions. Check out the cheat sheet below for useful tips!  https://drive.google.com/file/d/1qPPOK_MTjw2BwT70FTLToLKzuw4wXx1u/view?usp=drive_link       

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. You can create Snapshot Reports in a few different ways: Create for a new account Click the Create Snapshot Report icon Fill in the Acquisition Widget Run email campaigns with a Snapshot Creation Event Check out a full video walkthrough of the different ways to create Snapshot Reports. Create for a new account To create a Snapshot Report while creating a new account: Create an account in the Sales & Success Center Click Generate a Snapshot Report on the Verify Account screen Create Snapshot Report via 'Snapshot Create icon' To create a Snapshot Report with the Create Snapshot Report icon: Go to: Partner Center > Sales > Prospects > click on next to the account name to create Snapshot Report; or Partner Center > Businesses > Accounts > click on to create Snapshot Report; or Sales & Success Center > Accounts > click on  beneath the account name to create Snapshot Report.     Click Create. Fill in the Acquisition Widget If you want to generate Snapshot Reports organically, you can embed an Acquisition Widget on your website. You can install this widget on any website you control, allowing users to request Snapshot Reports at their leisure. To create a Snapshot Report: Embed the Acquisition Widget on your website. Whenever someone fills out the completed widget, the platform can generate a Snapshot Report for them. The platform will assign a salesperson to the prospect, notify the salesperson, and can even add the prospect to a customer acquisition email campaign. Run campaigns with a Snapshot Creation Event You can use Snapshot Report Creation events with your email marketing campaigns to generate  Snapshot Reports automatically. To use a Snapshot Report Creation Event: Go to Partner Center > Marketing > Customer Acquisition / Product Adoption / Product Upsell. Click on the campaign you want to add Snapshot Creation to. You can only modify a draft campaign that has not been delivered to a customer. If the campaign has already been published, you will need to create a new campaign to use the Snapshot Creation Event. Click Add Snapshot Report. Note: Snapshot Reports will be created for the accounts added to this campaign. If there is an existing report less than 30 days old, the email campaign will use that report. If the report is older than 30 days, the Snapshot Creation event will automatically refresh the report. Standard Snapshot Report fees apply for any reports that are created or refreshed. Wait 24 hours and get ready to sell We recommend waiting 24 hours before showing the Snapshot Report to a prospect. This ensures that all of the available data has been gathered. 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. Video Walkthrough Next step: Send Snapshot Reports >>

You can rename the Snapshot Report from Partner Center by navigating to: Administration tab >click on Customize > select Sales > click on 'Edit Snapshot Report Name' This can be done in both Partner Branding and Markets. ​​ Video Walkthrough

Customizing an Individual Snapshot Report Customizing the Snapshot Report can ensure that it fits perfectly with the sales story you're telling your prospects. With so many different elements to customize, it can lead to many questions. Below are answers to common questions about Snapshot Report customization.    The Snapshot Report can be customized through Partner Center or Sales & Success Center.  To view and edit the Snapshot Report for an individual account from Sales & Success Center, click on the Snapshot Report icon from the Accounts page.  The side panel will open on the right. Click 'View Full Report.' OR From Partner Center, navigate to Businesses > Accounts > Click the Snapshot Report icon, and then select 'Edit Report.'  Beside each section in the Snapshot Report, there is a toggle. This toggle indicates which sections will show in the Snapshot Report to the client. If you do not want to show a section, simply un-toggle the section before you view the report. You can also edit the message that appears in each section by selecting the Edit Message button.    Rearrange the order in that sections appear by dragging and dropping the items in the left-hand column. Watch the video here Customizing the Default Snapshot Report Template You can manage the default Snapshot template for all new Accounts via Partner Center > Administration > Customize > Partner Branding > Sales > Edit Default Snapshot Template or for each Market via Partner Center > Administration > Customize > Markets > [Market Name] > Sales > Edit Default Snapshot Template. Here you’ll see a blank Snapshot Report where you can select the sections you'd like to edit. Keep in mind that your salespeople will still have the power to enable sections that are disabled by default and edit the marketing messages for each section.   Can you remove letter grades from the Snapshot Report? Letter grades can be removed from Snapshot Reports both across all accounts or on an individual basis. To remove them from all future reports, go to Partner Center > Administration > Customize > Sales > Edit Default Snapshot Template.    Once you're in the template edit screen, deselect 'Show letter grades and Overall Score'. You also have the option of only removing the secondary letter grades, which are the grades found within each section. This will allow you to continue showing the overall grade for each section, but remove grading for each data point. NOTE: This will remove letter grades for all Snapshots created after the change in the template.  You can also remove or add grades on an individual Snapshot basis. Simply select the specific Snapshot Report from the Sales & Success Center. When accessed, you'll see the same options as those from the edit template screen. Either select or deselect the 'Show letter grades and Overall Score' option as needed.  Watch the video here