The Executive Report vs. the Snapshot Report
The Executive Report is your secret weapon for engaging with clients, continually proving your value, and retaining them for longer. The Snapshot Report helps you go from prospect to close. In this course, you'll explore both reports and learn when—and when not—to use each.
You'll learn Snapshot Report (prospecting, fear of loss), Executive Report (retention, ongoing performance), Side-by-Side Comparison, and Pairing (value loop, when to use each).
The Snapshot Report helps you go from prospect to close.
Purpose
Easily start powerful and persuasive sales conversations on the right foot with the automated insights into your prospects' digital marketing presence. Leverage this automated data to personalize the conversation, highlight marketing opportunities, and seal the deal on new prospects.
Key traits
Used for: Prospecting new clients. Reporting: Graded harshly to start a conversation based on fear of loss. Data: Live for 1 week. How to use: The valuable data on SMBs allows salespeople an intelligent jumping-off point for conversations with prospects.
The Executive Report engages your ongoing clients with automated reporting.
Purpose
Your number one retention tool. Clients get direct access to reporting and data-informed product and service recommendations. They can explore solutions you provide in direct correlation with their needs.
Key traits
Used for: Retaining existing clients. Reporting: Showcases the ongoing performance of a business's online reputation. Data: Refreshed each week. How to use: Trend lines and delta-change numbers allow you to show short or large-scale changes and prove the impact your work has been having.
A partner uses the Snapshot Report to close a new restaurant client—highlighting low Reviews and Social scores. After the sale, they never run another Snapshot for that client. Instead, they use the Executive Report on monthly strategy calls to show review count trending up, social engagement improving, and reputation score gains. The Executive Report proves value; the Snapshot would grade harshly and undermine the relationship.
Do you need snapshot to access executive?
No, you do not. But running a Snapshot Report is a good way to get immediate data into the Executive Report. When a Snapshot is created, a 7-day trial of Reputation Management is activated. Listings, reviews, and social data are collected—data that then becomes available in the Executive Report.
Value loop
When paired together, the two reports create a value loop. Many partners use the Executive Report to show proof-of-performance without a connection to the Snapshot Report. The Executive can stand alone.
Critical rule
You should NEVER run a Snapshot Report after selling a customer and getting them into the platform. Use the Executive Report for that. The Snapshot is intentionally built to judge and grade harshly. It will not show the proof of performance you want and should not be shown to a customer after the sale.
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 6.
The Snapshot Report is a great way to start the conversation about your solution set. The Executive Report is the key to having a regular strategy call with your client—the best way to show data-driven value and build recurring revenue based on continued performance.