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Investing potential prospects


Neil
29 Points
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Posts: 10
 Neil
Topic starter
Joined: 1 year ago

What other softwares do you use to test a client's business in addition to Snapshot report

4 Replies
acarson
182 Points
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Posts: 29
Joined: 2 years ago

Hey Neil,

I know Janice Christopher shared a great 5 point checklist that you can complete in under 10 minutes to prepare and identify some of this information at no additional cost. She also shared a Prospect intake form that you can use during your meetings to keep things organized.

Here are the download links:

5-point check list: https://academy.conquerlocal.com/?attachment=4726&document_type=document&download_document_file=1&document_file=16

Prospective client intake form: https://academy.conquerlocal.com/?attachment=4733&document_type=document&download_document_file=1&document_file=17

I hope that helps & happy selling! 😀

Neil
29 Points
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Posts: 10
 Neil
Topic starter
Joined: 1 year ago

Thanks Mate

TaRonn White
18 Points
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Joined: 9 months ago

Thank you I appreciate you making this easier for me to find. 👓

PaulDouglas
375 Points
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Posts: 26
Joined: 11 months ago

The snapshot is an extremely valuable tool and I use it extensively. However, while it percolates, I do use other tools to gather as much data as I can.

Obe is Serpstat. I use this for all things SEO. It audits the site and gives me an idea of what needs to be done for on-page SEO. Which keywords they are ranking for and even their backlinks.

The second is Builtwith.com. This allows me to determine the tech stack of their website.

Of course I am also checking out their social footprint and reputation and make sure what I see is reported in the Snapshot report.