Good communication is key to converting prospects into clients. The Prospecting Tool lets you send audit reports directly to prospects via Email or SMS, for a smooth and professional outreach process. With options to customise messages, select recipients, and track sent reports, this feature helps streamline follow-ups and improve engagement.

Sharing Your Prospect

To get started, navigate to the Prospecting tab inside the Marketing section.

Find the prospect you want to reach out to and click the Share button.

In the pop-up, choose whether to send the report via Email, SMS, or Share Link.

Select the language you want to share the report in.

If you'll be using a Share Link, simply click the two-square icon.

Email

Enter the email you want to use for email sending.

SMS

To send your report via SMS, select one of your system phone numbers.

Sending Your Report

Search for the recipient by name, phone number, email, or business name.

Use the predefined Email and SMS templates or modify the subject line and message body before sending. Review all details to make sure everything looks right, then share the report.

A confirmation notification will appear once the message has been successfully sent.

Sending reports through Email and SMS is a straightforward way to engage with prospects and keep your communication professional. With built-in customisation, contact management, and follow-up tracking, the Prospecting Tool gives you an organised approach to outreach and client conversion.