Agency View
Agency View
Account Snapshots (1)
Agency Dashboard (5)
Agency Launchpad (1)
Agency Settings (5)
AI Agents Contest (2)
Core Functionality (7)
- Create and Customize Prospecting Widgets for Your Website in Patient Copilot
- Service Area Businesses in Prospecting: Search, Audit, and Generate Heatmaps
- How to Customize Your Prospect Report Layout
- How to Generate Leads Using the Patient Copilot Prospecting Tool
- Step by Step how to generate Prospects by AI
Marketing Audit Reports (6)
- Understanding the Grades in Your Marketing Audit Report
- Workflow Action: Generate Marketing Audit Report
- Multilingual Prospect Report Sharing (Prospecting Tool)
- Prospecting Tool: Grading Sheet and Sidebar in Marketing Report
- Step-by-Step Guide on Customizing Audit Report Sections
Performance Metrics (2)
Premium Prospecting (7)
- Free vs Premium Prospecting in Patient Copilot
- How to Use SEO Heatmaps in Patient Copilot’s Prospecting Tool
- Technostack Analysis: Understanding the Digital Marketing Ecosystem of Your Prospects
- Prospecting Tool - Fully Customizable Prospect Report Builder
- Workflow Trigger for New Prospects in the Prospecting Tool
Prospecting Subscription (2)
Prospecting Tool (13)
- Prospecting Free Tier in Agency Sub-Accounts
- Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)
- Manage Prospect Statuses and Onboarding in Prospecting
- How to Reach Out to Prospect Leads Generated via the Prospecting Tool
- Prospecting Tool - AI Recommendations for New Agencies