Guide
What to include in a prospect audit report.
A prospect audit report is read in a few minutes, often on a phone. It needs to make one point clearly: here is what you are missing, here is the proof, and here is what to do about it.
By Josh Gabbay, Co-founder & COO at Lexir · Updated · 5 min read
The sections that matter
- 1A one-line summary of where the business stands.
- 2The competitors it is up against, side by side.
- 3The top three gaps, each with the evidence behind it.
- 4What fixing each gap would change for the business.
- 5One clear next step and how to reach you.
What to leave out
- Jargon the owner has to look up
- Twenty small issues that bury the three big ones
- Scores with no evidence behind them
- Anything you cannot show on the call
Questions
How long should a prospect audit report be?
Short: a summary, the competitors, three gaps with evidence and a next step. Lexir’s slideshow follows that shape.
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