How to Use the Prospecting Report Builder in GoHighLevel
If you manage sales or agencies in tools like ClickUp and want a streamlined way to generate client-ready audits, the GoHighLevel prospecting tool gives you a fully customizable prospect report builder inside your CRM. This guide walks you step by step through accessing, customizing, and sharing professional prospect reports.
The prospecting tool lets you quickly analyze a business’s online presence and turn that information into branded, repeatable reports your team can use to close more deals.
Accessing the GoHighLevel Prospecting Report Builder
The prospecting report builder is available inside your GoHighLevel account at the agency level. Follow these steps to open it:
- Log in to your GoHighLevel agency dashboard.
- Navigate to the Prospecting section in the main menu.
- Select the option for the Prospect Report Builder.
Once opened, you can create new reports, edit existing templates, and configure how your team uses prospecting data.
Understanding the GoHighLevel Prospect Report Layout
The prospect report layout is designed to help you present a clear overview of a prospect’s online performance. Typical elements in the GoHighLevel prospect report may include:
- Business details and contact information
- Online presence summary and quick audit highlights
- Website, SEO, and ranking checks
- Reviews and reputation overview
- Social media visibility
- Lead capture and funnel readiness
Each section can be tailored to your agency’s offer and style, so you can highlight the specific services you intend to sell.
Creating a New GoHighLevel Prospect Report
To build a new report from scratch or from an existing template, use the steps below.
Step 1: Start a New Report
- In your GoHighLevel agency dashboard, open the Prospecting area.
- Click Create Report or a similar option for starting a new prospect report.
- Choose whether to begin with a blank layout or a predefined template.
Starting from a template lets you move faster while staying consistent across your sales team.
Step 2: Enter Prospect Business Information
Next, add the core details for the business you are prospecting:
- Business name
- Primary contact name and role
- Email address and phone number
- Website URL
- Location and industry
This information will be used across the GoHighLevel prospect report to personalize headings, tables, and callouts.
Step 3: Run the Prospecting Checks
The prospecting tool in GoHighLevel is designed to pull data about the prospect’s online presence. Depending on your configuration, you can:
- Trigger automated scans or audits
- Manually enter findings from your research
- Combine both automated data and manual notes
As you gather data, fill out each relevant section of the report so the final PDF or link tells a complete story about opportunities and gaps.
Customizing the GoHighLevel Prospect Report Content
The power of the tool lies in its ability to be fully customized for your agency. You can adjust sections, branding, and messaging so every GoHighLevel prospect report feels like a seamless part of your offer.
Editing Sections and Blocks
Within the builder, you can typically:
- Show or hide specific sections of the report
- Reorder sections to highlight what matters most
- Edit headings, subheadings, and descriptions
- Add or remove checklist items or bullet points
Use this flexibility to align the report with your sales script. For example, put your most profitable service areas near the top of the GoHighLevel report.
Branding Your GoHighLevel Prospect Reports
To present a professional, white-labeled experience, customize branding elements, such as:
- Agency logo and colors
- Header and footer text
- Cover page design
- Call-to-action section with your booking or proposal link
Consistent branding increases trust and makes the GoHighLevel reports feel like a natural extension of your existing collateral.
Adding Notes and Recommendations
Beyond raw audit data, your insight is what closes deals. Inside the prospect report builder, include:
- Short notes explaining each problem or gap
- Prioritized recommendations (what to fix first)
- Clear connection between findings and your services
Position your agency as the partner that can implement the solutions immediately after the prospect reviews the report.
Sharing and Presenting GoHighLevel Prospect Reports
Once the report is ready, the next step is sharing it with the prospect in a format that is easy to consume and reference.
Exporting or Sending the Report
From the builder interface, you can typically:
- Generate a shareable link
- Download a PDF copy
- Send the report directly via email
Choose the method that best matches your sales process. Many agencies send the GoHighLevel report before a strategy call so they can walk through the findings together.
Using the Report in Sales Conversations
To get the most from each prospect report:
- Schedule a meeting or call to review the report live
- Start with high-level wins and quick fixes
- Walk through each section, tying issues to business outcomes
- Present a clear next step (proposal, trial, or service package)
Treat the GoHighLevel prospect report as a structured sales script backed by data, not just a static document.
Managing Multiple GoHighLevel Prospect Reports
As your pipeline grows, you will generate many reports across niches and regions. Use the GoHighLevel interface to stay organized.
Organizing Reports by Status
Inside the prospecting tool, you can manage multiple records by:
- Tagging reports by stage (new, contacted, meeting set, closed)
- Sorting reports by date, owner, or niche
- Archiving older or inactive prospects
This helps agency owners keep a clear view of where each GoHighLevel prospect report sits in the sales cycle.
Cloning and Reusing Templates
To speed up future outreach, you can clone or reuse custom templates. That way, your team only has to tweak details instead of designing every report from scratch.
- Create a master report layout for each niche you serve
- Clone that layout when a new prospect appears
- Update business-specific data and recommendations
This approach standardizes your process and keeps the GoHighLevel prospect reports consistent across all team members.
Where to Learn More About the GoHighLevel Prospecting Tool
For the original documentation about the fully customizable prospect report builder, visit the official GoHighLevel help article here: Prospecting Tool: Fully Customizable Prospect Report Builder.
If you want strategic help implementing CRM processes, sales workflows, and prospecting systems around these features, you can also explore consulting and resources at Consultevo.
By mastering the prospecting tool and its report builder, you can turn each GoHighLevel report into a scalable, repeatable engine for winning new clients and showcasing the value of your agency’s services.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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