Automated Sales Intelligence Tool

The ultimate SMB conversation starter.

Automate your research. Deliver unforgettable presentations.

Use the Snapshot Report to start the conversation with business owners, highlight gaps in their marketing, and propose the optimal solutions.
The Snapshot Report arms your reps with insights into the marketing performance of their prospects. These insights position your salespeople as marketing experts that local businesses can trust.

Uncover a business’s marketing performance in six categories

Business Listings

The Snapshot Report aggregates data from over 70 directories to show your prospects:
  • Number of listings
  • Accuracy of listings
  • Missing sites
Local businesses need accurate listings on a lot of business directories to ensure people can find them online.
Put them on the map with an abundance of accurate listings.


The Snapshot Report aggregates data from over 30 customer review sites to highlight:
  • Number of reviews
  • Recency of reviews
  • Average score
Local businesses must continually collect fresh reviews and strive for a 4-5 star review rating to establish trust and credibility.
Help them make a stellar first impression.

Social Media

The Snapshot Report pits a prospect’s social presence against that of similar businesses in regards to:
  • Number of posts
  • Size of audience
Local businesses must keep their followers engaged to grow their audience and build brand loyalty.
Grow their engagement, grow their audience.


The Snapshot Report leverages Google PageSpeed Insights to assess a prospect’s website for:
  • Mobile responsiveness
  • Content
  • Load speed
Local businesses need a mobile-friendly site that delivers the information people seek in order to make buying decisions.
Turn conversions up to 10.

Digital Advertising

The Snapshot Report recommends keywords that will generate the most impressions and clicks for your prospects. The report also identifies how your prospects stack up against their competitors. Compare:
  • Keyword overlap
  • Number of paid keywords
  • Monthly paid clicks
  • Monthly ad budget
Local businesses need to own the right keywords to ensure that their target audience knows about them.
Uncover golden opportunities with search, social, and display advertising.


The Snapshot Report identifies how your prospects’ organic keyword performance stacks up against their competitors’. Compare:
  • Keyword overlap
  • Number of keywords
  • Monthly clicks
  • Monthly value of clicks
Local businesses need to own popular keywords to ensure potential customers find them before their competitors.
Help businesses climb to the top spot.

Drive higher conversions with personalized content

Stop sending your clients generic messages and provide them with information about their business.

Educate local businesses about digital solutions

Giving your clients a summary of their online presence allows you to identify areas of improvement and products that can help.

Automated sales intelligence tool packed with value

Good salespeople show up after doing their research. Snapshot allows you to be helpful on every sales call with automatically generated sales intelligence and marketing advice.

Snapshot Report Features

Your Business, your way

Make the Snapshot Report your own—fill it with your  messaging. 

Detailed analysis by marketing channel

Get a report card of a prospect’s performance across a variety of channels, including social media, website, and advertising.
Performance metrics and grades enable your salespeople to concentrate on gaps in their prospects’ marketing.

With these insights, you can build trust as local marketing experts.

Easy-to-generate reports, powered by Google

Effortlessly research local businesses and find those that need your solutions the most.
With a single piece of business information, like a phone number, you have the power to create a comprehensive marketing analysis for a prospect.

Industry benchmarks your prospects can’t ignore

Industry averages give your prospects meaningful context into their marketing performance and an enticing target they can’t ignore.

Blazing-hot lead notifications

The moment a prospect opens the Snapshot Report, you are alerted so they can provide a walkthrough, highlight weak areas, and close the sale.

The Snapshot Widget: generate leads while you sleep

Embed our lead generation widget on your site to capture detailed business information in return for a Snapshot Report.