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How to Customize the Prospecting Report with Report Builder

The Prospect Report Builder is a premium feature designed to give you complete control over the design, structure, and messaging of your prospect reports. This tool enables you to personalize every aspect of the report—from branding and layout to content and calls-to-action—ensuring your outreach is not only professional but impactful.

📌Note: This tool is accessible to users with a Premium Prospecting Subscription 

Key Benefits of the Report Builder

Using the Prospect Report Builder

Navigate to the Marketing tab in your account, then open the Report Builder tab within the Prospecting tool.

The builder includes four main sections. Each section includes live preview functionality to ensure accuracy and design alignment.

Brand Theme

Here, you can edit the report’s primary & secondary colors, text color, header link color, and CTA background & text colors to define your brand’s visual identity across the report.

Header Customization

Open this section to control the content and style of your report’s header.

Introduction Customization

Position your agency as the expert by crafting a compelling intro section. This includes toggling visibility, font customization, and entering a custom title and description explaining the report value.

Conclude reports with impactful messaging and clear next steps.

Preview & Save

Lastly, view your unsaved design in a new tab, then click Save to apply changes across all past and future reports

Whether you’re customizing for your brand or tailoring content to niche audiences, this tool helps you create reports that not only inform but also convert. If your team is ready to enhance your client-facing materials, the Report Builder offers the flexibility, professionalism, and performance needed to stand out.

Frequently Asked Questions

Q: Who can use the Report Builder?

Q: Are changes visible in real time?

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