PROSPECT ENGINE
The ION Prospect Engine automates the most time-consuming parts of prospecting — finding businesses, scoring their websites, and identifying exactly what is broken — so you walk into every conversation already knowing more about a prospect's digital presence than they do.
OPEN PROSPECT ENGINETHE WORKFLOW
FIVE STEPS, EVERY SESSION
Every prospecting session follows the same five steps in sequence. Do not skip steps — each one feeds the next.
SEARCH: Find Businesses
OUTPUT → A list of up to 20 local prospects
Open the Prospect Engine at ionprospecting.com. You will land on the Search screen.
Business Type
The niche you are targeting — be specific. "MedSpas" returns better results than "health and wellness."
Examples: MedSpas, Orthodontists, Plastic Surgeons, Jewelers
City & State
Enter as City ST format. You can also try metro areas.
Examples: Jacksonville FL, Austin TX, Dallas TX, Nashville TN
Action: Click "Find Businesses" — the tool queries Google Maps data and returns up to 20 real businesses with name, address, phone, website, star rating, and review count.
Pro Tip: Run 2-3 searches per session — different niches or adjacent cities — to build a larger working list before you start auditing.
SELECT: Review & Choose
OUTPUT → Your shortlist for the session (5-10 candidates)
After the search completes, scan the list and make quick decisions about who is worth your time. You do not need to audit every business — choose 5-10 strong candidates per session.
GOOD CANDIDATES TO AUDIT
Has a website listed
You can only audit a site that exists
3.5 – 4.5 star rating
Real business with room to grow
20 – 200 reviews
Established enough to have budget, not so dominant they don't need help
Local or regional business
Decision-maker you can reach directly
LOWER PRIORITY — SKIP OR FLAG
No website
Requires a different pitch (building from scratch)
5.0 stars with 500+ reviews
Too new or too dominant
National chain or franchise
Decision-maker is not local
AUDIT: Analyze Their Site
OUTPUT → A scored breakdown of their site (15-30 seconds)
Click the Audit button on any business card. The tool fetches their website, runs a Google PageSpeed analysis, checks 8 key UX signals, and calculates a composite score out of 100.
COMPOSITE SCORE (4 SUB-SCORES × 25 PTS)
25
PageSpeed
How fast the site loads on mobile and desktop
25
SEO
Whether the site is structured for search engines
25
UX
Whether the site has basic elements users expect
25
Content
Whether copy and messaging are clear and compelling
SCORE INTERPRETATION — YOUR ANGLE
"Your site is actively costing you patients/clients"
"You're losing people the moment they land on your site"
"A few targeted fixes would make a big difference"
"Your competitors are pulling ahead on the details"
Move on to the next prospect
REPORT: Generate AI Report
OUTPUT → A tailored pitch with specific findings (10-15 seconds)
Once the audit completes, click Generate Report. The AI analyzes the audit data and builds a customized improvement plan with five sections.
Score Summary
Current score vs. projected score after an ION rebuild. The gap is your value proposition: "Right now you're at a 42. After we rebuild it, you'd be at an 87."
UX Signals
Visual checklist of what's working and what's broken. These are your most specific, credible talking points — a prospect cannot argue with "your site doesn't have a contact form."
Improvements Table
Prioritized list across Visual, UX, SEO, and Content. Each includes Before/After and Impact level (High/Medium/Low). Focus on High impact items in outreach.
Rebuild Brief
Summary of what ION would build — layout direction, copy tone, key features, estimated timeline. Reference this when a prospect asks "what would you actually do?"
Sales Pitch
AI-generated one-paragraph pitch tailored to this specific business. Use verbatim or adapt to your voice.
Important: The report is generated fresh for each business based on their actual audit data. Do not reuse a report from one business for another — the specifics are what make it credible.
SAVE: Export & Follow Up
OUTPUT → A trackable record and a leave-behind
After reviewing the report, you have three save options. Use all three in a standard session.
Save to Sheet
Exports full audit and report data to the ION Google Sheet. This is your primary record-keeping action. Every prospect you audit should be saved.
Captures: Business name, website, phone, address, rating, review count, before/after scores, PageSpeed scores, total issues, AI brief and pitch.
Save PDF
Generates a branded, multi-page PDF audit report. Designed as a leave-behind — attach to an email, share in follow-up, or print for a meeting.
Do NOT lead with the PDF in cold outreach — save it for follow-up after initial contact.
Draft Email
Generates a personalized cold outreach email referencing their actual audit findings — specific scores, specific UX issues. Includes subject line and full body.
Always read the draft before sending and adjust the tone to match your voice.
AUDIT DEEP DIVE
THE 8 UX SIGNALS
The audit checks eight specific elements that are either present or missing. These are your most concrete talking points in a cold call or email.
HTTPS
Secure connection — Google penalizes non-HTTPS sites; browsers show "Not Secure" warning
Mobile Viewport
Displays correctly on phones — over 60% of web traffic is mobile
Contact Form
Lead capture form — without one, interested visitors have no easy way to reach out
Phone Number
Visible phone number — high-intent visitors want to call; if they can't find it, they leave
CTA Button
Clear call-to-action — no CTA means no direction; visitors don't know what to do next
Social Links
Social profiles linked — signals credibility and gives prospects another way to vet the business
Booking/Scheduling
Online booking option — practices with online booking convert significantly more visitors
Testimonials/Reviews
Reviews or testimonials displayed — social proof is the single biggest conversion driver
High-Value Signal: When you see a cluster of red signals — especially missing CTA + no mobile viewport + no contact form together — that is a high-value prospect. Those are not minor issues; they are conversion killers.
DAILY RHYTHM
SESSION BEST PRACTICES
BEFORE
Confirm with your manager which niche and market you are working that day. Avoid overlapping with teammates running searches in the same city and niche.
DURING
Aim to fully audit and report on 5-8 businesses per hour. Auditing takes 15-30 seconds; report generation takes 10-15 seconds. Do not rush — read each report before moving on.
AFTER
Verify that all audited businesses are saved to the Google Sheet before closing the app. The sheet is the team's shared record of who has been contacted and what was found.
YOUR TARGET
WHAT GOOD LOOKS LIKE
Fully audited businesses saved to the Google Sheet
Prospects with scores below 60 and multiple red UX signals — your priority outreach targets
Personalized emails drafted and ready to send
PDF generated for a prospect you plan to follow up with directly
"The tool does the research. Your job is to use that research to have a smarter, more specific conversation than any competitor who is cold-calling without it."
FAQ
COMMON QUESTIONS
CHEAT SHEET
QUICK REFERENCE
| ACTION | WHERE TO FIND IT |
|---|---|
| New search | Click the Search step in the progress bar |
| Audit a business | Click Audit on any business card |
| Re-run an audit | Click Re-audit below the business card |
| Generate report | Click Generate Report after audit completes |
| Save to Sheet | Click Save to Sheet in the report view |
| Download PDF | Click Save PDF in the report view |
| Draft cold email | Click Draft Email in the report view |
| View audit history | Click History in the top-right corner |
READY TO PROSPECT?
Open the Prospect Engine and start your session. Remember: Search, Select, Audit, Report, Save.
LAUNCH PROSPECT ENGINE