Turning prospects into leads

Move qualified prospects through your pipeline from discovery to closed client.

Step-by-step instructions

  1. 1

    Add to Prospects

    From the Search results or a manual scan, save a business as a Prospect. They appear in Pipeline → Prospects.

  2. 2

    Enrich the prospect record

    Add contact details (name, email, phone), notes, and tags. Upload any research or audit reports you've generated.

  3. 3

    Send the audit report

    Use the shareable report link or PDF export to send the prospect their free Google Maps audit. This is your foot in the door.

  4. 4

    Move to Lead

    When the prospect responds or shows interest, click 'Convert to Lead' to move them into your active sales pipeline.

  5. 5

    Track to closed

    Update lead status as you progress: Contacted → Proposal Sent → Negotiating → Closed. Use this data to track your closing rate.

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Running and interpreting prospect scans