Free vs Premium Prospecting

Understanding Prospecting Tiers

This guide explains the differences between the Free and Premium tiers of the Prospecting feature in your CRM. It will help you decide which option best fits your agency's needs for lead generation and client outreach.

What is Prospecting?

Prospecting is the process of finding and assessing potential clients who may be interested in your services. The CRM's Prospecting tool automates this by helping you discover leads, analyze their current marketing efforts, and identify opportunities to offer your services directly from your dashboard.

Free Prospecting: Getting Started

The Free tier is ideal for testing the tool or for agencies with limited prospecting needs. It provides access to basic features.

How to Access Free Prospecting:

• Navigate to your Agency Dashboard.
• Click on the “Prospecting” tab in the left sidebar.
• Select “Continue with Free.”

What's Included in the Free Tier:

• Report Limits: 5 Premium Reports per month and 50 Basic Reports per day.
• Basic Report Contents: A business listings audit, a basic Google Business Profile analysis, and an online reputation snapshot (reviews, ratings, etc.).

Note: The Free tier is only available at the Agency level and is not accessible within individual sub-accounts.

Premium Prospecting: Unlock Advanced Features

For $29 per month, the Premium tier unlocks the full power of the Prospecting tool, designed for agencies ready to scale their lead generation. You can subscribe at the Agency level (which includes linking one sub-account for free) or purchase it directly for specific sub-accounts.

Key Premium Features:

• Unlimited Reports: Generate as many reports as you need each month.
• Report Refresh: Update and regenerate your existing reports once per week.
• AI-Powered Prospecting: The system automatically discovers qualified leads based on your target area and niche, delivering ready-to-use Premium Reports to your dashboard regularly.
• Website Performance Audits: Analyze a prospect's website for speed, SEO, and mobile-friendliness to identify areas for improvement.
• Local SEO Heatmaps & Ranking: View the geographical visibility of a prospect's keywords and see top-ranking competitors on a map.
• Lead Generation Widget: A customizable widget you can embed on your website to generate leads.
• CRM & Outreach Integrations: Send prospects directly into your CRM, Opportunities pipeline, and Workflows. Reach out via email and SMS with AI-recommended message templates. This is only available when using the tool within a sub-account.
• Automation Support: Trigger workflows automatically when a new prospect is generated, allowing for actions like sending welcome messages or enrolling leads into nurturing sequences. This is only available when using the tool within a sub-account.

How to Enable Premium Prospecting

At the Agency Level:

• Go to the Prospecting tab from the left navigation menu.
• Click “Unlock Premium” or “Upgrade Now.”
• Follow the payment and setup instructions.

For One or More Sub-Accounts:

• From your Agency view, go to the Reselling tab.
• Enable Prospecting for the desired sub-account(s).
• Set your pricing if you plan to resell the feature.
• The sub-account can then activate Premium from its own dashboard.

Quick Recap: Free vs. Premium

Report Limits: Free: 5 Premium/month, 50 Basic/day. Premium: Unlimited.
Report Types: Free: Basic Audit (Listings, GBP, Reviews). Premium: Full Audit + Website, SEO Heatmap.
AI Prospecting: Free: Not included. Premium: Included.
CRM Integration: Free: Not included. Premium: Included.
Automation: Free: Not included. Premium: Included.
Lead Gen Widget: Free: Not included. Premium: Included.
Email/SMS Outreach: Free: Not included. Premium: Included.
Sub-Account Access: Free: Not available. Premium: Available (via linking).