Q: How do I create a report for a discovery call?
I'm starting out, and I'm looking to offer this service to local businesses in my area. I noticed a question about sales audit reports that was posted yesterday. Can you direct me to a tutorial on how to create such a report? I have a few prospects I want to approach that haven't claimed their GBP. Thanks, looking forward to your answer.
PawelBurda
Feb 11, 2026A: Great to see you're diving into local prospecting. The Quick Scan is your most powerful sales tool because it delivers a "visual shock" to business owners. Most think they rank everywhere, but your scan reveals the "red zones" where they are invisible, creating an immediate need for your help.
For unclaimed profiles, use the scan to show competitors winning the area while they remain missing. Keep your reports simple: just show the Quick Scan map as the problem and provide a 3-step plan as the solution. Skip the long technical audits and focus on the map.