Great news! You can now make your Prospecting Reports truly reflect your brand and personality. No more cookie-cutter templates—your reports can shine with your unique flair!
📌 Why This Matters
For small business owners, presenting your reports in a way that aligns with your branding can build trust and engagement with your audience. Having that personal touch not only enhances professionalism but also aids in showcasing your commitment to quality.
✨ What’s New
- Brand Customization: Tailor your primary and secondary colors, as well as text and CTA button colors, to match your agency’s exact theme.
- Personal Contact Details: Upload your logo, customize your contact information, and create a custom CTA button in both the header and footer.
- Custom Introductions & CTAs: Add engaging intros and personalized CTAs with distinct fonts and styles for a cohesive look.
- Efficiency Features: Enjoy side-by-side live previews and a full report preview in a new tab, ensuring every detail is perfect.
🛠️ How to Use It
- Step 1: Navigate to the Prospecting section and select the Report Builder.
- Step 2: Start customizing by choosing your brand colors and uploading your logo, and make sure all your details are accurately reflected.
- Step 3: Add your customized introduction and CTAs with thoughtful copy that encourages action.
- Step 4: Preview everything live and save your settings for instant application to all existing and future reports.
💡 Pro Tip
Always put yourself in your client’s shoes and think about how they would respond to your report’s design and content.
