Explore the Snapshot Report interface
Welcome to your guide to using the powerful needs-assessment tool Snapshot Report. In this course, we explore the Snapshot Report and groom it to speak to your target audience. The algorithm underneath is built on fear of loss—any nuance that is off will throw a low score. Low scores get you better conversations with customers.
You'll learn Scoring (A–F grades), Section Grades (Listings, Reviews, Social, Website, Ecommerce, Advertising, SEO), Snapshot vs Executive Report, and Grooming (anchor data, competitors, customization).
At a glance, you can see how a business ranks among various categories.
Overall score
The Overall Score is calculated by converting each section grade into a numerical score. We follow this chart: A = 4 | B = 3 | C = 2 | D = 1 | F = 0
Fear of loss
The algorithm is built on fear of loss. Any nuance that is off will throw a low score. We have found that low scores get you better conversations with customers.
Each section grade reflects how the business compares to others in the same industry. Grades are determined by percentile range.
Listings
A reflection of the business's online listings. Each listing source is assigned a score based on how popular the site is. Having an accurate listing on a popular site like Google Maps has greater influence. The grade is determined by percentile range vs same industry.
Reviews
A reflection of online review performance. Each grade is determined by percentile range vs same industry. Ask: Why do recent reviews matter? Why are the number of review sources important?
Social
A reflection of social media presence. Each grade is determined by percentile range vs same industry.
Website
A reflection of website loading speed and user experience, based on Google's Core Web Vitals and PageSpeed Insights.
Ecommerce
Provides details on whether the website is optimized to sell products or services online.
Advertising
A reflection of online campaign performance. Note: Only Google AdWords are considered.
SEO
A reflection of search engine visibility. Businesses can visualize how they rank against local competition and understand how vital a strong SEO strategy is.
It's important to understand the value of, and the difference between, the Snapshot Report and the Executive Report.
Snapshot Report
Built around fear of loss. Starts the conversation with prospects. A conversation starter that shows how they appear online. Introduces a prospect to Business App. Initial needs assessment. Data is live for 1 week.
Executive Report
Shows the value of what we have sold. Shows improvements over time and where further improvement is needed. Lives in Business App. A dynamic report that changes over time. Measures ongoing performance. Data is refreshed each week.
Key difference
The Snapshot Report is built on fear of loss and used to start the conversation. The Executive Report is used to retain clients and prove ongoing value. Never run a Snapshot Report after selling a customer—use the Executive Report for that.
A sales rep creates a Snapshot Report for a prospect, grooms it to highlight the low Reviews score, and walks through the report. The prospect sees the fear-of-loss data and signs up for Reputation Management. Six months later, the rep uses the Executive Report on their strategy call to show trend lines, delta changes, and proof of impact—not the Snapshot, which would grade harshly and not reflect the work done.
Groom the report for maximum impact. Only Salespeople can customize the Snapshot Report from within Sales and Success Centre.
Start the conversation
"This is the data-driven information I used to gather this seven-page MRI of your business's virtual doorway—a deep analysis of all the things impacting consumers when they look for you online. Is this how you want to be seen online, exactly?"
If information is wrong
Take the correct information and rerun the report with new data. Ask: "If you were to tell me who the top three competitors are that keep you awake at night, I can add those to the report to give you even more insights." You can only add competitors after the Snapshot Report has been initially created. Update and re-run for up to seven days while the report is still LIVE.
Grooming tips
Highlight your expertise — If you specialize in reputation management, highlight the Reviews section. Show lowest scores first — Build on fear of loss. Upload your logo — Brand consistency. Upload photo and contact info — Faces = trust. Make sure the prospect knows who delivered the report.
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 6.
Activate, automate, and deliver a customized Snapshot Report to the right audience. Search in Partner Center, create an account, add rich data, generate the report, understand the grading system, and groom to highlight low scores and your expertise.