The Lead Gen Template is a pre-built report template in AgencyAnalytics designed to help your agency stand out from the competition and win new business. It's available in the Report Templates section and is built to showcase key data for prospective clients you're interested in working with.

This article summarizes the key steps from our Lead Generation webinar and includes tips from AgencyAnalytics Product Manager Jordan Snider.

Before you send a lead generation report to a prospective client, customize the pre-made Lead Gen Template to fit your agency's needs. You'll save this as your own version and reuse it whenever you reach out to new prospects.

Step 1: Create a new report template.

Step 2: Choose the report template type, either Slide Deck or Document style.

Step 3: On the next screen, select Start from a Template.

Step 4: Choose the Lead Gen Template from the list, or search for it at the top, then click Continue.

Step 5: Give your template a custom name, then click Continue.

Once the template is created, personalize it to fit your agency. You'll find several text box widgets throughout the template that you can edit by clicking on the widget and updating the text or formatting.

The template autosaves, as indicated by the indicator in the upper-right corner of the template editor.

You can also add images and embed content like a video or slideshow about your agency, adjust the report's pages, move widgets, and delete irrelevant widgets.

Before you can send a lead generation report, gather relevant data on your prospective client in AgencyAnalytics.

Step 1: Create a new Client using the prospective client's website URL.

Step 2: Set up integrations such as Rank Tracker for keyword tracking, Majestic for backlink tracking, and any other relevant integrations.

For more details on collecting prospect data, see this guide on creating an SEO proposal for a prospective client

Once you've gathered data on your prospective client, apply your custom Lead Gen Template to their client profile and send the report.

Step 1: Open the client you created for your prospective client, then create a report from a template.

Step 2: Select the Lead Gen Template you previously created, then click Continue.

Step 3: Update the report name to match your client's details, then click Continue.

Step 4: In the report editor, add details specific to this prospective client's report. The report autosaves, as indicated by the indicator in the upper-right corner. Click the X to leave the report editor when you're done.

Once you've applied the Lead Gen Template to your client, the last step is to share the report with your prospective client. AgencyAnalytics gives you a few ways to do this:

If you have additional data you'd like to include, see how to add sections to a report.

The Lead Gen Template is designed for agencies reaching out to new potential clients. At this stage, you likely only have access to organic data, such as keyword rankings and backlink data, to include in the report.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄