Using the Prospecting Tool: Grading Sheet and Sidebar in Marketing Reports

Understanding the Prospecting Tool's Grading Sheet and Sidebar

The Marketing Report within the CRM now includes enhanced features to help you quickly evaluate marketing performance for prospects. The grading sheet provides an instant overview, while the sidebar simplifies navigation through the report.

Grading Sheet Overview

The grading sheet appears within the Marketing Report and displays a summary of scores across all marketing sections. This allows you to immediately identify areas of strength and weakness in a prospect's marketing efforts without needing to review each section in detail.

Each section of the marketing audit receives a score that is clearly displayed, making it easy to compare performance across different marketing channels and strategies at a glance.

Sidebar Navigation

The new sidebar provides quick access to all sections of the Marketing Report. Instead of scrolling through the entire document, you can click on any section in the sidebar to jump directly to that part of the report.

This navigation tool saves time and ensures you can efficiently review specific areas of interest without losing your place in the document.

Visual Score Indicators

Clear visual indicators accompany each section score, making it simple for both you and your prospects to understand the audit results. These visual cues help highlight areas that need improvement and areas where the prospect is already performing well.

Benefits for Agency Use

For agencies, these features streamline the prospecting process by:

• Enabling quick comparison of marketing performance across different sections
• Reducing time spent navigating through lengthy reports
• Improving communication with prospects through clear visual indicators
• Helping identify the most critical areas for improvement during client conversations

The combination of the grading sheet and sidebar navigation makes the Marketing Report more efficient for analyzing prospect marketing performance and preparing for sales conversations.