Showing results for "snapshot"

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

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. 

Partners can find out what technology their prospect is using to manage their business online and reveal the tech stack behind any website to identify potential gaps in the 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. 

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 has always provided valuable data to businesses, allowing salespeople an intelligent jumping-off point for conversations with prospects. At times, prospects wanted more data and to see how they directly compared to their competitors. While the Snapshot Report provided insights into the industry averages, it didn't provide data directly related to their competition. We've added the ability to add competitor data to your Snapshot Reports. This allows for better insights for prospects, further helping salespeople sell. How to add competitor stats to existing Snapshot Reports Accessing the Snapshot Report To start, open the Snapshot Report you wish to edit in Sales & Success Center. These edits cannot be completed from Partner Center. Note: If you have not previously generated a Snapshot Report for the account, you will instead see the Generate Snapshot button , allowing you to generate a Snapshot Report instead. Choose your competitor type When accessing the Snapshot Report, you'll have the option to choose between the following competitor types: Competitors' websites - Adds competitor data to only the Website, Ecommerce, SEO, and Advertising sections. Competitors' existing Snapshot Reports - Adds competitor data to all sections by using existing Snapshot Reports from other accounts. Industry Average only - Shows your prospect how they compare to their industry average. This reporting is also included in the other two competitor types. 1) Using competitors' websites This option uses the business's company name and website to pull data.  Enter up to three competitors, search results will appear as you do so. When you've found the competitor you wish to add, click on it to have the website field automatically populated.  Hit 'Save' after each competitor.  Please be aware that it may take a few moments for the Snapshot Report to update after entering new competitors.  Note: This will only add competitor data to the Website, Ecommerce, SEO, and Advertising sections. To apply this data to all sections, you'll need to follow the steps below.  2) Using competitors' existing Snapshot Reports You can configure competitor data to appear in all sections by using Snapshot Reports you've already created.  If you haven't already done so, create accounts for these competitors either in Sales & Success Center or Partner Center. You'll also need to create a Snapshot Report for each of these. Please be aware that standard Snapshot fees apply.  From there, go back into your prospect's Snapshot Report and choose the 'Use competitors' Snapshot Reports' option under Competitors. Click on the Competitor field and select the account you wish to use for comparisons.    How to add competitor stats to a new Snapshot Report Note: This must be done before you create the prospect's account. If the account has already been created, you'll need to generate a Snapshot Report and follow the steps above.  1) To start, begin by creating a new account in either Partner Center or Sales & Success Center. Creating accounts in Partner Center Creating accounts in the Sales & Success Center 2) In the Specific tab, when entering the name and location of your prospects' business, you'll see an automatically-generated list of competitors. This list is based on their location and business category as indicated on their Google Business Profile.  Select up to 3 local competitors, and hit continue next to the prospects' business information. Once the account is created, generate a Snapshot Report for that business and those competitors will be automatically added. Note: This will only apply competitor data to the Website, Ecommerce, SEO, and Advertising sections. To populate that data in all sections, you'll need to use 'Compare with existing Snapshot Reports' detailed above. What competitor data appears in the Snapshot Report? When you add competitors, you'll see the following sections under Listings and Reviews. For Advertising and SEO, the section will largely appear the same, though you'll see your competitors added:

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

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.   

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 Accounts > 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    

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 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 > Accounts > Accounts > Beside the desired account, 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 > Campaigns > Recommended or My Campaigns > Select 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 >>

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.   

Unfortunately, there is no direct way of limiting snapshots report creation per Market. However, you can limit snapshots creation per salesperson(s) within a specific market. Here is how; Step 1: In the Partner Center, navigate to the Administration tab > Customize > Sales Step 2: Under the Sales tab, click the 'limit monthly snapshot report' checkbox. Step 3: An additional option will be displayed to set the 'snapshot creation limit' for the salespeople in the market.   Note: If multiple salespeople are working in a particular market, which is oftentimes the case, the market limit will be the total allowable maximum that all the Salespeople in that market can create combined. 

How do I know if someone has requested a Snapshot Report via the Acquisition Widget? Do I get some kind of email notification? Is there a page I can go to see a summary of leads generated via the widget? Immediately after a customer requests a Snapshot Report via the Acquisition widget, an account is created in our platform, then the Salesperson assigned to the widget gets assigned to this new prospect's account. They also get an email notification. Curious to know how the new prospect account was created? The 'Last Activity' column under Partner Center > Sales > Prospects will show how it was created.  

How do I know if someone has requested a Snapshot Report via the Acquisition Widget? Is there an email notification? Is there a page to see a summary of leads generated by the widget? Is there a way of seeing new leads on the platform? When a prospect requests a Snapshot Report through the Acquisition Widget, the Salesperson assigned to the account via the widget will receive a hot lead notification. You can view this information under Partner Center > Sales > Prospects. In this screenshot, the Last Activity column shows how the account was created (via the Acquisition Widget). Under the Salesperson column, it will show the Salesperson assigned to that account.

A snapshot report that is expired will only be refreshed by a Snapshot event IF the Snapshot report is older than 30 days. When you preview the event in the campaign, it will show the following:   

To remove or replace the image in the snapshot banner, follow the steps below: Go to Administration tab > Customize > Sales > Snapshot banner Click on the source code icon < > Remove the 'img src' and replace it with the source code of your image.     To get an Image source code; click on the image > right click on the page > select Inspect > under Elements, you will find the image src code > adjust for height and width and paste into the snapshot template

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       

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 

The cover page of the Snapshot Report is set by the Salesperson. You can edit this setting in the Salesperson's profile by following these steps:  Log in to the Partner Center Navigate to the Sales tab > click on Salespeople Click on the Salesperson's name Scroll down to 'Cover Page Title' Cover page options are as follows: a) Partner name b) Reputation Management product name c) Market name If a Salesperson has a "Job Title" listed in their settings, then it will override these options and display the Job Title instead.   ​  

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 X.  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.  

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: