Quick start
- Inside your HighLevel dashboard, navigate to the Prospecting tab.
- Click on any specific prospect in your dashboard and select View Report to open their raw audit.
Follow the detailed steps below to complete the setup.
You just ran a prospecting search and found the perfect local chiropractor. You generate the Marketing Audit Report and it is packed with incredible data.
Listings, reviews, website hosting—the whole nine yards. You send it over, expecting them to be blown away by your deep, technical analysis.
Instead? They completely ghost you. Why? Because you handed them a massive wall of data that highlighted metrics they don’t even understand yet.
You overwhelmed them with raw information instead of guiding them through a carefully curated story. When a business owner feels confused, they do not pull out their credit card. They just close the tab.
To close the deal, you need to completely control the narrative. HighLevel just gave you the ultimate tool to do this with the Select and Reorder Report Sections feature inside the Prospecting Tool.
Now, you can drag, drop, hide, and highlight the exact metrics that matter most to your specific prospect so you can pitch with absolute precision. Let’s tailor your next audit.
Part 1: Access the Report Engine
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Inside your HighLevel dashboard, navigate to the Prospecting tab.
- Click on any specific prospect in your dashboard and select View Report to open their raw audit.
Part 2: Tailor the Narrative
Now it is time to cut the fluff and highlight the actual pain points.
- Proceed to the Sections option on your screen.
- Choose exactly which sections to include in your report. Uncheck anything irrelevant so only the most impactful, urgent information is presented to your prospect.
- Use the intuitive drag-and-drop functionality to easily reorder your selected sections. Move your biggest, most glaring marketing gaps right to the top to hook their attention instantly.
Part 3: Deploy the Pitch
Never send a report until the flow matches your exact sales strategy.
- Click Apply to save your new layout.
- The system automatically applies these exact changes to both the live External report link and the downloadable PDF, making it perfectly primed for your presentation.
Stop overwhelming your leads with data dumps and start curating a laser-focused narrative that actually closes the deal.
Frequently Asked Questions
How do I access the Report Engine?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Inside your HighLevel dashboard, navigate to the Prospecting tab. Click on any specific prospect in your dashboard and select View Report to open their raw audit.
What should I know about tailor the Narrative?
Now it is time to cut the fluff and highlight the actual pain points. Proceed to the Sections option on your screen. Choose exactly which sections to include in your report. Uncheck anything irrelevant so only the most impactful, urgent information is presented to your prospect. Use the intuitive drag-and-drop functionality to easily reorder your selected sections. Move your biggest, most glaring marketing gaps right to the top to hook their attention instantly.
What should I know about deploy the Pitch?
Never send a report until the flow matches your exact sales strategy. Click Apply to save your new layout. The system automatically applies these exact changes to both the live External report link and the downloadable PDF, making it perfectly primed for your presentation. Stop overwhelming your leads with data dumps and start curating a laser-focused narrative that actually closes the deal.
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