Snapshot Report

Go from prospect to close with our automated needs assessment tool, Snapshot Report

Arm yourself with automated insights into your prospect’s digital marketing performance, creating powerful and persuasive sales conversations.

Try Vendasta for free. No credit card required.

Automate your research and deliver unforgettable presentations

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Personalize the conversations

Stop sending your clients generic messages. Provide them with customized information about their business that engages them on a personal level.

Highlight marketing opportunities

Detailed views of a prospect’s digital marketing performance allow you to build effective and personalized online strategies.

Automated digital audits

Save time by automating the research process, while still arming yourself with the insights to offer impactful marketing advice.

Detailed analysis by marketing channel

Get a report card of a prospect’s performance across a variety of channels, including social media, website, advertising, and reviews.

Performance metrics and grades enable your salespeople to concentrate on gaps in their prospects’ marketing and tailor the conversation to how they can fill in those gaps with your solutions.

With this sales intelligence, your salespeople can build trust as local marketing experts.

Easy-to-generate reports, powered by Google

Effortlessly gather sales intelligence on prospects, and find those that need your solutions the most.

With a single piece of business information, like a phone number, you have the power to create a comprehensive marketing analysis for a prospect.

Embed our Snapshot Widget on your site and capture interested visitors without any prospecting needed. You’ll generate leads while you sleep!

Competitive Intelligence

Get a breakdown of how a prospect compares to their direct competitors or the industry as a whole.

By comparing them with the local competition, they’ll gain meaningful context into their results along with relevant marketing targets to create goals around.

This helps to position the Snapshot Report as vital information they simply can’t ignore.

Uncover a business’s marketing performance in seven categories


Business Listings

The Snapshot Report aggregates data from over 70 directories to show your prospects:

  • Number of listings
  • Accuracy of listings
  • Missing sites

SMBs need accurate listings on a lot of business directories to ensure people can find them online.

Put them on the map with an abundance of accurate listings.



The Snapshot Report aggregates data from over 30 customer review sites to highlight:

  • Number of reviews
  • Recency of reviews
  • Average score

Local businesses must continually collect fresh reviews and strive for a 4-5 star review rating to establish trust and credibility.

Help them make a stellar first impression.


Social Media

The Snapshot Report pits a prospect’s social presence against that of similar businesses in regards to:

  • Number of posts
  • Size of audience

Local businesses must keep their followers engaged to grow their audience and build brand loyalty.

Grow their engagement, grow their audience.



The Snapshot Report leverages Google PageSpeed Insights to assess a prospect’s website for:

  • Mobile responsiveness
  • Content
  • Load speed

Local businesses need a mobile-friendly site that delivers the information people seek in order to make buying decisions.

Turn conversions up to 10.


Digital Advertising

The Snapshot Report recommends keywords that will generate the most impressions and clicks for your prospects. The report also identifies how your prospects stack up against their competitors. Compare:

  • Keyword overlap
  • Number of paid keywords
  • Monthly paid clicks
  • Monthly ad budget

Local businesses need to own the right keywords to ensure that their target audience knows about them.

Uncover golden opportunities with search, social, and display advertising.

seo section snapshot report


Snapshot Report identifies how your prospects’ organic keyword performance stacks up against their competitors. Compare:

  • Local Search Results
  • Top competitors 
  • Number of keywords
  • Monthly value of clicks

Local businesses need to own popular keywords to ensure potential customers find them before their competitors. 

Help businesses climb to the top spot.

snapshot report ecommerce section


The Snapshot Report provides insight into your prospects’ ecommerce presence and how they stack up in key categories:

  • Online storefront
  • Online payments
  • Online scheduler
  • Lead engagement

Ecommerce continues to grow and it’s important that local businesses have the ability to engage with online consumers.

Enable your clients with the means to start selling their products, services, and time online today.

Try creating a Snapshot Report, right now

Enter your first name, your email address, and the name of your business. We’ll scan your business and send you a report within a few minutes that provides you with insights into your online performance.

The ultimate conversation starter with automated digital insights


Detailed analysis by marketing channel

Generate a report card of a prospect’s online marketing performance. These metrics and grades allow you to build trust with your prospects as the local marketing expert.

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Customize the layout to fit your offerings

Choose which channels and categories are displayed to ensure that your services are well positioned. By only showing relevant information, your prospects will know exactly what you can help them with.

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Data that’s powered by Google

Our data is pulled directly from Google, ensuring your prospects view the most up-to-date information about their business. With these powerful metrics, you’ll be positioned as a true digital expert.

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Extensive competitor benchmarks

Compare your prospects to their direct local competitors across a variety of channels. This shows them exactly where they’re winning or losing, and what goals they should be setting for their business.

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Automated email marketing integration

Increase the open rate of your email marketing initiatives by using personalized data pulled directly from our research. Using these insights can create impactful email campaigns that engage prospects on a personal level.

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No-hassle lead generation tools

Using our website widget, you can easily generate leads from online visitors by having them request a report themselves. This no-touch approach is a great way to leverage your website traffic into a constant source of engaged leads.

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Detailed analysis by marketing channel

Engage your prospects on every level of digital marketing, giving them a personalized view of how they’re performing online

  • Get detailed breakdowns in 7 major categories of their digital marketing presence
  • Generate personalized data based on the business’s marketing performance
  • Utilize real-time information that ensures the data is up-to-date and relevant



Customize the layout to fit your offerings

Personalize the layout of the report so that the data tells an engaging story

  • Add or remove sections as needed so that only the information you find vital is shown
  • Reposition each section so that marketing channels you want to highlight are at the top
  • Rename the report so that it fits with your brand and positioning

Data that’s powered by Google

As the leader in deciding who makes the cut online, your research is backed by the best, Google

  • Showcase SEO in real-time with the top local search results for any business category
  • Give prospects an idea of how well their website is performing with metrics Google has deemed vital to a great user experience
  • Help your clients understand how important their Google Business Profile account is by showing its effect on their results


Extensive competitor benchmarks

No one wants to be second best. Show your clients how they fair against their top competitors

  • With dynamic Google search results, help your clients visualize how they rank against the competition
  • Give your clients achievable benchmarks by showing competitor data across a variety of marketing channels
  • Help your clients set goals by showcasing industry averages for their particular business category

Automated email marketing integration

Create personalized email campaigns in seconds, using data pulled directly from our Snapshot Report

  • Add a selection of grades from our report directly into any email campaign, creating engaging and relevant content
  • Automate the process, so the report is emailed to the prospect the second it’s ready
  • Measure and optimize your email campaign with detailed breakdowns of open and click-through rates


No-hassle lead generation tool

Put your website to work. With our Snapshot Report widget, customers can request an automated report, freeing up your time.

  • Customize the widget so that it fits your branding and feels like a natural part of your website
  • Connect it with our marketing automation so any new prospects get automatically added to your tailored email campaign
  • Configure hot lead notifications so that you’re alerted when a new account is added, and when you should reach out to them



What is Sales Intelligence Software?

Sales intelligence software automatically monitors a significant number of data points to generate insights into a business’s online marketing performance. These insights are vital for salespeople to fully understand the position their prospects are in.

Using Snapshot Reports sales intelligence, sales teams are able to highlight the gaps in a business’s marketing. They can then have compelling and informative conversations with their clients.

Why Use Sales Intelligence Software?

The data provided by sales intelligence software helps a salesperson highlight the gaps in a businesses digital marketing. The salesperson can then formulate a marketing strategy based on the digital solutions they offer to fill in the online gaps seamlessly and help their client’s business thrive online.

How do you gather sales intelligence?

Snapshot Report gathers data through a series of crawlers that are able to identify many key performance indicators of a business’s online presence as well as their competitors.

We look at the health of a local business’s social media presence, listings, reviews, website, SEO, ecommerce, and advertising efforts This makes our report a great selling tool for service providers to show their prospects how they can improve their online presence and drive more business.

How much does sales intelligence software cost?

Our sales intelligence software, Snapshot Report, comes standard with all Vendasta subscription levels. To generate any additional Snapshot Reports outside of the allotted monthly quota it costs 2$/report. Please see the Vendasta pricing page for more details.

Part of Vendasta’s end-to-end family of solutions

When used together, Vendasta’s Platform and products become a far more powerful engine of growth. Discover how to combine Marketing Automation with Vendasta’s CRM, Workflow Automations, and so much more.

What customers are saying about Vendasta

“Our customers are really, really happy with Vendasta’s products, especially our restaurants. They love not having to pay attention to their reviews: we’re catching it for them. Being a traditional Yellow Pages company, we had a bit of a learning curve. Now we have our own Concierge specialists and offer a complete do-it-with-me solution.”

Tonya Wren



“The Platform & Concept are Fantastic!”


“Strongly recommend if your company wants to compete in today’s market place.”


“Vendasta took us from 0-100 in no time!”

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Talk to one of our experts or try our software for free to discover exactly how we can help your business sell more at scale.