Online presence report

What it is

A one-page report on a business’s website and Google listing that you can send to that business. It shows what the website check found, what the search found on the Google listing, and where the business sits in the same search, under your agency’s name, logo, and color.

Making a report costs nothing.

Make a report

1. Run a search on Prospects or Campaigns and click a row to open the business. See Results, filters, and exports.
2. Open the Online Presence Report section. It is shown only when the business’s website was checked.
3. The report link appears under Report link. Click Copy to copy it, or Open to see the report in a new tab.

The business keeps the same link each time you open it. Earlier links keep working.

What the report shows

The report reads like a short analyst’s brief about the business online, written about the business by name, in plain words. It uses no technical terms.

• Top bar: your logo, or your agency name if you have no logo.
• Heading: “Online Presence Report”, “Prepared for” the business name, and the date the link was made. Below it, the title “<Business name> online, as a customer finds it” and badges for the pages checked, whether the Google listing was checked, how many checks need attention (for example “14 of 20 checks need attention”), how many are in good shape, the website builder when known, the city, and the date.
• Opening paragraph: whether the site loads, how many pages were checked, the Google Maps position when there is one, how many checks need attention, and the most visible problem. A small line under it says when the checks ran and on which web address.
• What we found: one numbered row per check that needs attention, worst first, each with the group it belongs to, a short headline and one sentence on what it costs the business. Past five findings the list runs in two columns. The checks fall in up to six groups: Google listing (claimed by the owner, a rating of 4.6 or above, opening hours, a website on the listing, more than one kind of work named), Security and trust (the “Not secure” warning, insecure items on a secure page, the footer year, a site on the builder’s web address), Can Google see it (a setting that hides the site, a site map, one official address per page, services and service area readable to search, search markup that reads without errors, the page language), What Google shows (the page title and description, the share preview), Phone experience (fits a phone screen, a tappable phone number, page weight, server response time) and Content basics (one clear headline, photo descriptions, broken links, a contact form, a link to the Google listing, links to social or review pages, visitor tracking, left out on builders such as Wix and Squarespace that count visits themselves). A check the engine could not run is left out and not counted.
• In good shape: one line per check that passes.
• Why it matters: one paragraph tying the findings to how customers compare businesses, starting from the Google Maps position, rating and claimed status when the report has them.
• Compared with nearby: the business’s position on Google Maps in the search you ran, next to the top 3 of the same search with their rating and review count. The other businesses appear only as “#1 in this search”, “#2” and “#3”, never by name. Left out when the business has no Maps position.
• Score tiles: a Compared with nearby tile with the Maps position, then one per group, with a one-word verdict (Good when every measured check in the group passes, Attention when every one needs attention, Partial in between, Unchecked when nothing in the group was measured), the count, and a colored bar.
• At a glance: pages checked, the Google rating, whether the listing is claimed, the Maps position, the accreditation rating when there is one, the website builder when known, secure connection, server response time, page weight, the year in the site footer, and whether there is a search description.
• Prepared by: your logo, agency name, reply-to address if you set one, the business, its city, and the date.

If the business has no website, the title reads “<Business name> has no website a customer can find”, one tile reads “Not found”, and the findings list opens with that row followed by any Google listing checks.

Reports made before October 12, 2026 show the website checks only, as they did when they were made.

The Online Presence Report section in the lead detail view uses technical labels (SSL Certificate, Mobile-Ready, and so on). The report says the same findings in the owner’s words.

Your brand on the report

The report uses the agency name, logo, color, and reply-to address from Your brand on the Settings page. If you have not filled that in, the report has no top bar and uses a neutral color.

What the report never shows

• The business’s email addresses, phone numbers, owner name, or street address. They are not saved with the report.
• The name, address, or link of any other business from your search. Nearby businesses appear only by their position.

Who can see it

Anyone with the link can open the report. It does not need a sign-in. Search engines are told not to list it. The report is a copy of the check as it was when you made the link; it does not change if the business updates its website.

Printing

The report prints on one page.