Purpose
This article informs Allbound partner users how to use the Prospect Pages feature in the portal.
Introduction
The goal of Prospect Pages is to reduce back and forth e-mail clutter between yourself and prospective customers. It is helpful to think of this feature as a digital business card. You may fill out your Prospect Pages with personal and company contact information, meeting links (Zoom, Microsoft Teams, etc.,) and links to pieces of content from your portal to educate and engage prospects. You may continuously update and create new Prospect Pages with new content and re-share with whomever.
Prospect Pages Use Cases
The purpose of Prospect Pages is to enhance the overall selling experience for you and your prospects. Prospect Pages should be tailored to the prospective customer's needs and requirements based on the current stage of the sales cycle and industry updates. You can easily attach portal content in the form of videos, product sheets/brochures, presentation decks, etc. to Prospect Pages for prospects to directly download and consume.
Where to Access Prospect Pages
You may view your Prospect Pages in two areas of the portal:
- From the Dashboard
- From the Profile icon
Accessing Prospect Pages from the Dashboard
1. Login to the Allbound platform
2. From the Dashboard, click on the Prospect Pages tab in the left-hand navigation menu
Accessing Prospect Pages from the Profile
1. Login to the Allbound platform
2. Click on your profile icon in the top toolbar in the upper right-hand corner
3. Click "Prospect Pages"
Components of the Prospect Page Overview Table
When you click either on the Prospect Pages tab from the left-hand navigation on the Dashboard or the Prospect Pages link from the profile, you will be re-directed to a page that shows an overview table of your current Prospect Pages:
A. "Current" tab: Shows the table list of all of your created Prospect Pages
B. "Add New" tab: Click here to create a new Prospect Page
C. "Edit Bio" tab: Click here to edit your profile information. This information will display on the left-hand panel of the Prospect Page
D. Searchbar
E. Three-Dot Menu: Click here to expand the editing options for this specific Prospect Page:
- View / Edit: View and/or edit a specific Prospect Page
- Email: Click to copy the link to this Prospect Page to send to prospects
- Delete: Click to delete a particular Prospect Page
- Duplicate: Click to duplicate a particular Prospect Page
Components of a Prospect Page
The below image outlines the components of a completed Prospect Page. When you click on the title of a Prospect Page from the overview table, this page will show:
A. Your Profile/Information Panel
B. Your Client's First and Last Name
C. Your Client's Company Name
D. Views: See how many people have viewed this Prospect Page
E. Preview tab: Shows a preview of the Prospect Page's content and layout
F. Edit Page tab: Edit this specific Prospect Page
G. Edit Bio tab: Edit your information that displays in the left-hand panel of the Prospect Page
H. Related Deals tab: View the deals associated with this Prospect Page
I. "Prospect Pages" button: Click to be redirected back to the Prospect Pages table
J. "Options" button: If enabled in your portal, click this button to register a new deal with this Prospect Page attached or link this Prospect Page to an existing deal in the Pipeline
K. "Share" button: Click this button to copy the link to this Prospect Page to send to prospects
L. (Optional) Intro. Text
M. Portal Content: All linked pieces of portal content will display in this area of the "Preview" tab
How to Create a Prospect Page
1. Login to the Allbound portal
2. From the Dashboard, click on the "Prospect Pages" tab in the left-hand navigation panel
3. Click the "Add New" tab
4. Fill out all of the fields in the Client Info section
5. Attach Allbound Playbooks and/or pieces of content
6. Click the "Create Prospect Page" button to save your changes
Prospect Pages Guidelines
When you send a Prospect Page to a prospect with attached portal content, the prospect will only see the the downloadable content. Prospects do not see any portal branding. See below image.
With their mouse, prospects can hover over the images for each piece of content to view and download the assets to their personal computers.