Quick start
- Navigate to Marketing in your left-hand menu.
- Select Prospecting and then click on Prospect Accounts.
- Open the Settings tab and select Report Settings.
Follow the detailed steps below to complete the setup.
You just scored a massive meeting with a high-ticket commercial roofing contractor. You run a full Marketing Audit Report and it pulls an incredible amount of data. You slide the report across the table, expecting them to be blown away by your technical depth.
Instead, their eyes glaze over. They are staring at a section about their “Techno Stack” and wondering what it has to do with booking more roof inspections. You overwhelmed them with raw data instead of guiding them through a curated story. When a business owner feels confused, they do not sign a retainer. They just walk away.
To close the deal, you must control the narrative. HighLevel just gave you the ultimate tool to do exactly that with Prospect Report Layout Customization.
You can now enable, disable, and reorder specific sections of your audits globally or on the fly. You hide the fluff, highlight the immediate pain points, and pitch with absolute precision. Let us build your perfect report.
Part 1: Set Your Global Agency Default
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Navigate to Marketing in your left-hand menu.
- Select Prospecting and then click on Prospect Accounts.
- Open the Settings tab and select Report Settings.
- Look at the Customize Report Layout panel. Uncheck any sections you do not want included in your standard reports. For example, turn off the Techno Stack if your agency focuses strictly on SEO and reputation services.
- Use the drag-and-drop handles to arrange the sections. Move your highest-impact metrics like the Overall Score right to the top so they see it instantly.
- Click Save to lock in your global default layout for all future reports.
Part 2: Customize an Individual Pitch
Sometimes a specific prospect needs a highly unique approach. Here is how to tweak a single report without ruining your global template:
- Open the specific Marketing Audit Report you want to adjust.
- Click Sections in the top-right corner of the screen.
- Check or uncheck sections to control visibility for this specific lead.
- Drag the sections to reorder them based on the exact services they need the most.
- Click Apply. These changes only affect this specific report, leaving your global layout perfectly intact.
Part 3: Verify and Deploy
Never send a report until you verify it looks perfect for the pitch.
- Click Refresh inside the report if your changes are not immediately visible.
- Confirm the report generation timestamp to ensure you are looking at the absolute latest data.
- Click Export PDF to confirm the structure holds up perfectly in the downloadable version.
Stop overwhelming your leads with data dumps and start curating a laser-focused narrative that actually closes the deal.
Frequently Asked Questions
What should I know about set Your Global Agency Default?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Navigate to Marketing in your left-hand menu. Select Prospecting and then click on Prospect Accounts. Open the Settings tab and select Report Settings. Look at the Customize Report Layout panel. Uncheck any sections you do not want included in your standard reports. For example, turn off the Techno Stack if your agency focuses strictly on SEO and reputation services. Use the drag-and-drop handles to arrange the sections. Move your highest-impact metrics like the Overall Score right to the top so they see it instantly. Click Save to lock in your global default layout for all future reports.
How do I customize an Individual Pitch?
Sometimes a specific prospect needs a highly unique approach. Here is how to tweak a single report without ruining your global template: Open the specific Marketing Audit Report you want to adjust. Click Sections in the top-right corner of the screen. Check or uncheck sections to control visibility for this specific lead. Drag the sections to reorder them based on the exact services they need the most. Click Apply. These changes only affect this specific report, leaving your global layout perfectly intact.
What should I know about verify and Deploy?
Never send a report until you verify it looks perfect for the pitch. Click Refresh inside the report if your changes are not immediately visible. Confirm the report generation timestamp to ensure you are looking at the absolute latest data. Click Export PDF to confirm the structure holds up perfectly in the downloadable version. Stop overwhelming your leads with data dumps and start curating a laser-focused narrative that actually closes the deal.
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