Sample buyer intelligence report
See what your prospect needs before the discovery call.
Before you sell them more leads, show them how to convert the ones they already have. Every completed assessment arrives as a private, buyer-side report like this one.
Fictional demonstration · production scoring logic
This page is a worked example, not a live account. No customer data or report link is shown here.
Assessment summary
Buyer-side view- Buyer (recipient)
- Northlight Growth Advisory (demonstration buyer)
- Business assessed
- Evergreen Wellness & Med Spa (fictional demonstration business)
- Contact
- Jordan Avery
- [email protected]
- Phone
- (512) 555-0142
- Came from
- direct
- Completed
- 12 October 2026
The contact details above belong to the fictional demonstration business, not a real prospect.
Priority opportunities
Where the revenue is leaking
Primary: Lead Response
Secondary: Follow-up
Third: Reactivation
How to approach it
Sales priority: HOT
Call angle: They are spending $5,001–$10,000 per month generating 101–250 leads, but nothing consistent happens and personal response can take next day or later. Lead with improving the return on the opportunities they already pay to generate—not with buying more leads.
Email angle: Focus on the gap between what the business spends generating opportunities and what happens when those prospects actually contact them. Position faster response and consistent coverage as a way to improve ROI on existing marketing.
Do not lead with: Retention automation
Discovery questions
- About how many calls would you estimate go unanswered during a typical week?
- What normally happens when someone leaves a voicemail?
- Do you know approximately what percentage of new leads eventually schedule or buy?
- What normally happens after a prospect doesn't respond to the first few attempts?
- Approximately how many past customers are currently sitting in your database?
Interpretation
Evergreen Wellness & Med Spa reports 101–250 leads per month at a monthly marketing spend of $5,001–$10,000. Their primary revenue leak is Lead Response. Opportunity exposure is VERY HIGH, diagnostic confidence is HIGH, and the sales priority is HOT.
Illustrative sample only. Evergreen Wellness & Med Spa is a fictional business, shown to demonstrate the assessment format; the findings above come from the production scoring logic and report template. This page shows the buyer-side view a partner receives for their own prospect. It omits any live account balance, usage counter, or report link.
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