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Patient Copilot Help Center

How to Generate Leads Using the Patient Copilot Prospecting Tool

The Prospecting Tool helps you to find Local businesses nearby and generate Marketing Audit Reports for them. This Report gives you detailed insights about your prospects - that you can use to target and convert them to potential customers in just a few clicks. This tool analyzes the strength of your prospects’ online presence in terms of their Listings and Reviews. The Report also clearly showcases the gaps in their online marketing strategies. An Agency could highlight these issues, propose optimal solutions, and convert them to potential customers. * * * ## 2. Search Options Click on the “Add Prospect” Button. You will be redirected to the search page. You have multiple ways to search for leads: ### A. Keyword Search - Enter any business type or keyword (e.g., “Dentist”, “Real Estate Agent”, “Contractor”). - You can also enter a specific brand name (e.g., “KFC”) to find exact matches. ### B. Location Search (in Labs currently) - Enter a location like a city, postal code, or full address (e.g., 77024, Houston, TX 77024, USA). - You can also select a location directly on the map. - If you want to find leads near your current location, type “near me” — we’ll use your IP location for search. ### C. Set Search Radius (in Labs currently) - Choose the radius from your center location (up to 30 miles).!(https://assets.patientcopilot.ai/b45d6e86b1d859f5.png) ### Save More & Multiple Leads from the search results (in Labs currently) - Get more leads per search upto 60 - Save multiple leads with Add Bulk Prospect - View more leads per page upto 15 3. You will be redirected to the prospect’s detail page. If you know any Point of contact (POC) for that location, enable the POC toggle and enter their details. Click on Save Location to Proceed.!(https://assets.patientcopilot.ai/ef2afe5ad307495a.png)!(https://assets.patientcopilot.ai/5a383948b43e662b.png) 4. Alternatively, if you already know a business, click “Search Business Manually” and save the prospectLocation. 5. The Marketing Audit Report gets generated in a few seconds. In this Report, you will be able to see the Online Health score of the prospect location, followed by their Listings and Reviews.!(https://assets.patientcopilot.ai/c3ff41853a5e201f.jpg) 6. All the prospect locations get saved in the dashboard or to your contacts list if using Prospecting in a Sub Account. You can click on any saved prospect to view their Report. 7. Alternatively, if you find the prospect irrelevant, you can proceed to delete it from your dashboard.!(https://assets.patientcopilot.ai/c8eb8ffff9a39b7d.png) 8. You can prospect for 50 leads in day with basic plan and unlimited with Prospecting Premium Subscription. You can always come back later and prospect more. * * * ## Analyzing the Marketing Audit Report The Marketing Audit report comprises two major sections - the Listings and the Reviews. For more on Marketing Audit Reports, refer to Enhanced Listings Audit in Prospecting & Marketing Audit Reports. Listings: The Listing Report aggregates data from over 70+ online directories to show your prospects: - Missing listings on sites Local Businesses need accurate listings on many business directories to ensure people can find them online. The availability of accurate listings ensures customers can find your business locations while it’s still open for business.!(https://assets.patientcopilot.ai/5290fd414b5730d8.png)!(https://assets.patientcopilot.ai/10152eda32d53e7b.png) ### Reviews: The Reviews section shows the online reputation of the prospect location. The Reviews Section gives a detailed breakdown of the GMB and FB reviews.!(https://assets.patientcopilot.ai/765062873d2be9c8.png)!(https://assets.patientcopilot.ai/06221b5bcafe4e21.png) Google My Business profile contains a significant amount of valuable information to potential customers. This includes your contact info, reviews, website, hours of operation, etc. Local Businesses need plenty of positive online reviews to keep them on par with their competitors.for This marketing Audit report is easy to share with your prospects. Click on Share Report and share the link with your prospect in seconds. IMPORTANT: For more on Marketing Audit Reports refer to Enhanced Listings Audit in Prospecting & Marketing Audit Reports. > GHL’s prospecting tool provides agencies with the ability to automate and streamline their lead generation processes, enabling them to reach a larger number of potential clients with a more targeted and efficient approach. Agencies now can save time and resources, while also improving the efficiency and effectiveness of their prospecting efforts. * * * Agency users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including: - Lead Information: For each generated prospect, users can now access vital lead details such as their role, expertise, and more.

  • Social Media Profiles: Easily connect with prospects through their linked Facebook, Twitter, and LinkedIn profiles (if available).
  • Location Details: Gain insights into the geographical location of prospects, helping you tailor your outreach strategies effectively.
  • Contact Information: Access essential contact details, including phone numbers and email addresses, streamlining your communication process. * * * ## How to Access POC Details of a Prospect - In the Agency View, go to “Prospecting” in the side navigation menu
  • Go to any Prospect Account in the Dashboard
  • Proceed to the Point of Contacts tab to view the Lead information (https://youtu.be/HQV2zJ04B0Y) * * * * * * ## Frequently Asked Questions