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Table of Contents
- 🌟 Introduction
- 🏢 The New Reporting System
- 2.1 About the System
- 2.2 Key Features of the New Report Builder
- 2.3 Creating a White Label Report
- 📊 Generating Reports for Prospecting New Clients
- 3.1 Choosing the Right Template
- 3.2 Generating a PDF Report
- 3.3 Saving Templates for Future Use
- 💼 Upselling to Current Clients
- 4.1 Upselling Template
- 4.2 Working on Rank Improvement
- 4.3 Saving and Sending Reports
- 📧 Taking Care of Current Clients
- 5.1 Rank Tracker Report
- 5.2 Scheduling and Automating Reports
- 📝 Creating Custom Report Templates
- 6.1 Header and Logo
- 6.2 Choosing Components for the Report
- 6.3 Saving and Updating Templates
- 🔍 FAQ
🌟 Introduction
In this article, we will explore the new reporting system and its various features. We will discuss how to generate reports for prospecting new clients, upselling to current clients, and taking care of their needs. Additionally, we will cover the process of creating custom report templates to suit your specific requirements.
🏢 The New Reporting System
The new reporting system is a comprehensive tool that enables users to generate customized reports for different purposes. Whether it's for prospecting new clients, upselling, or taking care of current clients, the system provides a range of features to meet these needs. Implemented in the EV module of icodd, the system offers the convenience of generating reports in PDF format.
2.1 About the System
The reporting system is composed of templates and reports. Templates can be used multiple times and serve as the basis for creating new reports. On the other hand, reports are strictly correlated to each project, providing project-specific insights. By navigating to the reports section, users can access and generate reports.
2.2 Key Features of the New Report Builder
The new report builder offers several key features that enhance the reporting experience. It allows users to include various templates, each with its own purpose and design. Users can also create customized templates based on replicated templates. The system offers flexibility in terms of choosing the right template for a specific project.
2.3 Creating a White Label Report
The new report builder enables users to create white label reports by customizing the company logo. By accessing the settings and uploading a new logo, users can ensure that their company branding is reflected in every generated report. This feature adds a professional touch to client-facing reports.
📊 Generating Reports for Prospecting New Clients
Generating reports for prospecting new clients is a crucial aspect of business development. The reporting system provides the necessary tools to create informative and visually appealing reports that can be shared with potential clients.
3.1 Choosing the Right Template
Before generating a report for prospecting new clients, it's important to select the appropriate template. The system offers a pre-designed template specifically for this purpose, known as the "prospecting clients" template. Alternatively, users can also utilize the system template.
3.2 Generating a PDF Report
Once the template is selected, users can proceed to generate a PDF report. By following the prompts and selecting the desired options, such as the domain to review, users can generate the report and view it in the system. The report includes essential information that can be shared with potential clients.
3.3 Saving Templates for Future Use
To streamline the reporting process, users have the option to save templates for future use. By saving the prospecting clients template, it becomes easily accessible for future projects. Saving templates in this manner allows for consistency and efficiency in generating reports.
💼 Upselling to Current Clients
Upselling to current clients is a valuable strategy to increase business revenue. The reporting system provides a dedicated template and features to facilitate this process.
4.1 Upselling Template
The upselling template is specifically designed to highlight the potential for growth in client rankings. It showcases the current rank, position, and growth potential. By presenting this information, users can effectively communicate the value of their services and initiate upselling opportunities.
4.2 Working on Rank Improvement
The upselling template also offers an opportunity to work on improving client rankings. By analyzing the data and identifying areas for improvement, users can tailor their strategies to meet the client's goals. The template includes graphical representations and detailed insights, enabling users to present a comprehensive upselling proposal.
4.3 Saving and Sending Reports
Once the upselling report is generated, users can save it and access it in the logs section. The saved report can be further customized with the company name and logo. Users can also share the report directly with the client they wish to upsell, enhancing communication and collaboration.
📧 Taking Care of Current Clients
Taking care of the needs of current clients is essential for maintaining strong relationships. The reporting system offers a range of tools to provide clients with regular updates and valuable insights.
5.1 Rank Tracker Report
The rank tracker report is a key component in taking care of current clients. By setting filters, users can customize the data that is included in the report. The report provides information on organic shares, organic traffic, keywords intersection, and more. This data helps clients understand the performance of their website and SEO efforts.
5.2 Scheduling and Automating Reports
To save time and streamline the reporting process, users have the option to schedule and automate reports for their current clients. By creating a new report and selecting the rank tracker template, users can choose the frequency of the report delivery, such as weekly, daily, or monthly. The report can be automatically sent via email, ensuring clients receive regular updates on their website's performance.
📝 Creating Custom Report Templates
The reporting system offers the flexibility to create custom report templates that cater to specific requirements. By following a few simple steps, users can design templates that include the desired components and reflect their branding.
6.1 Header and Logo
When creating a custom report template, users can customize the header and add their company logo. This personalization adds a professional touch and reinforces brand identity throughout the report.
6.2 Choosing Components for the Report
Users can choose from a variety of components to include in their custom report template. These components range from basic elements to domain reviews and various models. By selecting and arranging the components, users can create a comprehensive and insightful report.
6.3 Saving and Updating Templates
Once the custom report template is created, users have the option to save it globally. This allows for easy access and consistency across multiple reports. Additionally, any updates made to the template will automatically be reflected in all reports that utilize it, saving time and effort.
🔍 FAQ
Q: Can reports be saved to Dropbox?
A: Currently, the system does not support saving reports to Dropbox. However, users are encouraged to suggest this feature, and if it receives enough votes, it may be implemented in the future.
Q: How can I schedule automated report deliveries?
A: To schedule automated report deliveries, users can specify the delivery frequency (weekly, daily, or monthly) and the time of delivery. Multiple email addresses can be added for recipients, and the frequency can be adjusted to meet the client's preferences.
Q: Can I include multiple components in a single report?
A: Yes, users have the flexibility to mix and match components in a single report. This allows for a holistic view of the website's performance and enables users to tailor the report to their specific needs.
Q: Is it possible to white label the reports with my company's branding?
A: Absolutely! You can upload your company logo in the settings section, and it will be automatically added to every report you generate. This feature allows for a professional and branded presentation when sharing reports with clients.
Q: Can I create templates for different types of projects?
A: Yes, the system allows users to create templates for various project types. Templates can be saved globally and reused for similar projects in the future. This feature ensures consistency and efficiency in generating reports.
Q: Can I customize the content of the automated email reports?
A: Yes, users have the option to customize the content of the automated email reports. By adding personalized messages and adjusting the frequency, users can enhance the client experience and address specific needs.
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