Help Center

Introduction

The fully customizable Prospect Report Builder is a premium feature that gives you complete control over the look and feel of the reports generated by the Prospecting Tool. This allows you to create professional, on-brand documents that make a powerful first impression and help you close more deals. With this tool, you can define your brand colors, customize the header and footer, and write a personalized introduction.

Key Benefits

Using the Report Builder provides several significant advantages:

Brand Consistency: Ensure every report reflects your company's visual identity, building trust and recognition.
Enhanced Engagement: Design a layout that effectively highlights your call-to-action buttons and contact information.
Personalized Messaging: Tailor the introduction and content to speak directly to your target audience.
Live Preview: See your changes in real-time as you make them, so you can publish with confidence.

Note: This feature requires a Premium Prospecting subscription. A preview mode is available for free to both Agencies and Sub-Accounts, but saving changes is restricted for Basic Prospecting subscribers.

How to Access the Report Builder

The Report Builder can be accessed at different levels of your account.

At the Agency Level

Log in to your Agency account.
Navigate to the Prospecting tab in the main menu.
Click on the Report Builder tab to open the customization interface.

At the Sub-Account Level

Log in to the specific sub-account.
Go to the Marketing tab.
Click on Prospecting.
Select the Report Builder tab to begin.

How to Customize Your Report

The Report Builder is organized into several tabs. As you make changes, a live preview of your report will update on the right side of the screen.

Brand Theme

This section is where you set the core visual identity for your report. You can customize the following color options:

Primary Color: The main background color used throughout the report.
Secondary Color: An accent color that complements the primary color.
Report Text Color: The color for the main body text.
Header Link Color: The color of clickable website links in the header.
CTA Background Color: The background color for call-to-action buttons.
CTA Text Color: The text color inside the CTA buttons.

Header Customization

Control the content and appearance of the report header.

Header Display Options

Use these toggles to show or hide specific elements:

Show Header Logo
Show Header Website
Show Header Description (e.g., a tagline)
Show Header Email / Contact
Show Header CTA Button

Header Design Options

In this section, you can define the content and styling for the header elements you choose to display.

Font Family, Weight, and Style: Choose the typography for the header text.
Upload Logo: Upload your company logo. A size of 80x80 pixels is recommended.
Header Title: The main title text displayed next to your logo.
Header Description: A supporting line of text.
Header Website: Your business website URL.
Header Email and Phone Number: Your contact information.
CTA Text and Action: Define the button text (e.g., "Schedule Now") and what happens when it's clicked (navigate to a URL, open an email, or initiate a phone call).

Header Styles

You can select from several pre-designed header layout styles, such as Left Top Wave, Full Background, or Double Wave Left.

Introduction Customization

This section allows you to configure the introductory text that appears below the header. Use it to explain the purpose of the report and how you can help the prospect.

Show Introduction Description: Toggle the entire introduction section on or off.
Introduction Font Family, Weight, and Style: Customize the appearance of the introductory text.
Introduction Title: Enter a headline for this section.

Preview and Save

After making your customizations, review the live preview to ensure everything looks correct. Once you are satisfied, save your changes to apply the new design to your prospect reports.

Customizing Your Prospecting Reports with the Report Builder