The Snapshot Report: uncover insights that lead to sales

Описание: Join Nathan Yaworski from the Vendasta Onboarding team for this Training Tuesday session focused on mastering the Snapshot Report. Learn exactly what the Snapshot Report is, how you can leverage its built-in AI tools, and all the ways to customize and position it to support effective sales conversations with your clients.

The Snapshot Report provides a digital report card of a client's or potential client's online presence, giving letter grades in key areas like listings, reputation, social media, and an overall score. Discover how to use this powerful tool to highlight missed opportunities and prompt clients to engage with your sales team.

We'll take a deep dive into the customer-facing report and the edit report screen to show you exactly how to tailor the experience, whether it's by adding competitors for more 'bite' , toggling off irrelevant sections like e-commerce, or using the AI to suggest customized email content for sending the report.

Learning Objectives:
Understand what the Snapshot Report is and how it functions as a digital report card.
Leverage the AI Chat Receptionist within the Snapshot Report to positively position the results and prompt follow-up with your sales team.
Customize an individual Snapshot Report by adjusting language, linking your meeting scheduler, specifying a local SEO keyword, and adding competitors.
Modify the default Snapshot Report template globally from Partner Center to remove sections irrelevant to your client base.
Utilize the platform's AI to generate section-specific, customized email content when sending the report to a client