Snapshot Report - Diagnose visibility gaps and close more deals with AI

Discover how to leverage the Vendasta Snapshot Report to transform your sales strategy, identify digital marketing gaps, and close more agency deals! In this session of AI Jump Start, Nathan Yaworski and Lily Yip walk you through the inner workings of the Snapshot Report — an automated digital marketing needs assessment that acts as a digital report card for prospective clients. Learn how to evaluate online performance across key categories, including business listings, social media, SEO, online reviews, and AI search readiness. We’ll cover how to customize reports for specific client needs, utilize competitor benchmarking, integrate meeting scheduling tools, and transition prospects from sales-focused snapshot findings to long-term performance tracking using the Executive Report. By the end of this webinar you'll be able to: Understand the Snapshot Report: Learn how to interpret automated digital marketing performance assessments across SEO, social media, listings, and AI visibility. Customize Reports for Pitching: Master how to remove irrelevant business categories, switch report languages/voiceovers, and add local competitors to tailor your sales pitch. Identify Gaps & Pitch Solutions: Discover how to turn harsh, critical report insights into pitch opportunities for AI tools, local SEO, and reputation management solutions. Leverage Native CRM & AI Features: Integrate meeting scheduler links directly into reports and utilize built-in AI tools to draft customized sales outreach emails. Distinguish Sales vs. Retention Reports: Understand when to use the Snapshot Report for initial prospect acquisition versus using the Executive Report for ongoing client performance proof. #vendastatutorial #vendastaonboarding #customersuccess #digitalmarketing #salesstrategy #snapshotreport #aiinmarketing #agencygrowth