IMPORTANT: This feature is only available after upgrading to the paid version of the prospecting tool inside of your HighLevel agency account.


We have created a new Prospecting Tool Widget that helps agencies generate leads easily. Visitors to your website can fill in their business information and receive insights about their listings, reviews, website performance, SEO, and more. The details of these leads will be visible in the prospect dashboard, allowing agencies to connect with them and convert them into successful clients. This guide will walk you through the steps to create and embed the widget into your website.


TABLE OF CONTENTS

Upgrade to Paid Prospecting Tool

Before you can create prospecting tool widgets for your websites, you will need to upgrade to the paid version of this feature. Your screen will look like the image below. Simply click the "Upgrade" button and follow the steps to gain access to prospecting widgets!


Create the Widget in Prospecting Tool

Navigate to the "Prospecting" section in your "Agency View". That is where you can create new widgets.



Customize the Widget: Customize the form heading, colors, background, and even the theme of your Widget (Light or Dark) to fit your website.

                                  



Currently an agency can create only one widget in Prospecting tool.

Embed Widget in your website

  • Once you are satisfied with the widget design and settings, generate the embed code in the settings tab.
  • Log in to your website's backend or CMS. This could be WordPress, Joomla, Drupal, or any other platform your website is built on.

  • Navigate to the page or section where you want to embed the Prospecting Tool Widget. This could be a dedicated lead generation page, a sidebar, or any other suitable location.

  • After embedding the code, visit the page on your website to ensure the Prospecting Tool Widget is displaying and functioning correctly. Check for the following:

    • The widget loads without errors.
    • The widget's dimensions fit well within the page layout.
    • All interactive elements of the widget work as expected.


Monitor Leads in the Prospect Dashboard

  • Log in to the Prospecting Tool Dashboard: Access your Prospecting Tool account.
  • View Lead Details: Navigate to the prospect dashboard to view the details of the leads who filled out the widget form. The Leads will have "Forms tag" across their name. 
  • Connect with Leads: Use the contact information and business details provided by the leads to reach out and convert them into successful clients.


Benefits for Agencies

  1. Enhanced Lead Generation: Attract and capture high-quality leads directly from your website, increasing the chances of converting visitors into clients.
  2. Efficient Client Acquisition: Streamline the process of identifying and reaching out to potential clients, reducing the time and effort spent on manual prospecting.
  3. Improved Client Engagement: Provide a more interactive and personalized experience for your website visitors, encouraging them to engage with your services.
  4. Data-Driven Decisions: Leverage real-time data and analytics to make informed decisions and optimize your prospecting strategies.
  5. Scalable Solutions: Easily scale your prospecting efforts as your agency grows, ensuring consistent and sustainable client acquisition.

Benefits for SaaS Sellers

  1. Targeted Outreach: Identify and engage with potential customers who are actively seeking solutions that your SaaS product offers.
  2. Higher Conversion Rates: Prioritize leads based on their engagement and interest levels, focusing your efforts on the most promising prospects.
  3. Streamlined Sales Process: Automate key aspects of the sales process, from initial contact to follow-up, allowing your sales team to focus on closing deals.
  4. Insightful Analytics: Gain valuable insights into your prospecting efforts, enabling you to refine your approach and improve overall effectiveness.
  5. Enhanced Customer Experience: Provide a seamless and personalized journey for potential customers, increasing their likelihood of choosing your SaaS solution.


Embedding the Prospecting Tool Widget into your website can significantly enhance your lead generation efforts by providing visitors with an intuitive and powerful tool for exploring business opportunities. By following these steps, you can seamlessly integrate the widget and start capturing more leads from your site. If you encounter any issues or need further assistance, please reach out to our support team.