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How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
Latest Blog Posts
How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
Marketing
How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
CRM
How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
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Web Design
How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
How To Build Custom-Branded Prospecting Reports Using Tekmatix
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Closing deals isn’t just about the numbers it’s also about impressions, clarity, and trust. Tekmatix’s upgraded Prospect Report Builder lets you create professional, branded reports that reflect your identity, highlight critical insights, and help convert prospects into clients.
With this tool, agencies and locations can now fully customize the header, introduction, footer, and visual theme of their reports while previewing changes live.
Note: The Report Builder is a premium feature. Preview mode is free for all users.
Why Custom Prospect Reports Matter
Branded & Professional: Keep a consistent look that reinforces trust.
Conversion-Ready Layouts: Highlight CTAs and contact info effectively.
Personalized Messaging: Tailor content to resonate with niche audiences.
Live Preview: See updates instantly before publishing.
A professional-looking report can boost engagement, enhance first impressions, and increase close rates—all while reinforcing your agency’s brand identity.
How To Access the Prospect Report Builder
Click Marketing & Emails → Prospecting → Report Builder.
Note: Full editing features are available only for Premium Prospecting subscriptions. Basic users can preview reports but cannot save changes.
Step-by-Step Guide to Customizing Reports
The Report Builder is organized into four main tabs: Brand Theme, Header, Introduction, Footer. Each tab has live preview functionality to see your changes instantly.
1. Brand Theme
Define your visual identity to match your agency or location’s brand.
Primary Color: Main background or section color
Secondary Color: Accent color to complement the primary color
Report Text Color: Color for report text
Header Link Color: Color for clickable links in header
CTA Background & Text Color: Customize buttons like “Contact Now”
2. Header Customization
Header Display Options
Show/Hide logo, website, tagline
Display contact email & phone
Enable or disable CTA button
Header Design Options
Choose font family, weight, style
Upload logo (recommended: 80x80px)
Set Header Title, Description, Website, Email, Phone
CTA Button: Customize text & action (URL, Email, Call)
Header Styles
Left Top Wave
Full Background
Double Wave Left
3. Introduction Customization
Toggle intro description on/off
Customize font, weight, style
Add Introduction Title and Description to explain report value
4. Footer Customization
Footer Display Options
Show/hide footer description and CTA button
Footer Design Options
Customize font, weight, style
Set Footer Title, Description, CTA Text & Action
Footer Styles
Right Curve Wave
Flat Bottom Border
Full Background
5. Preview & Save
Click Preview to see the latest changes in a new tab
Click Save to apply customizations across all reports
Use Reset to Default to revert changes if needed
Sample Scenario: How an Agency Uses the Report Builder
Lara runs a marketing agency and wants to send prospects a branded audit report to demonstrate value.
Without Tekmatix:
Reports were generic PDF downloads
Limited personalization
Prospects received a flat, unbranded document
With Tekmatix Report Builder:
Lara customizes the brand colors, logo, and header
Adds a personalized introduction explaining the report
Configures a footer CTA button to schedule a follow-up call
Previews the report live to ensure everything looks polished
Sends the report to prospects
Result:
Reports feel personalized and professional
Prospects are more engaged
Higher chance of follow-up calls and conversions
Frequently Asked Questions
Q: Who can access the Report Builder?
Agencies and sub-accounts with Premium Prospecting subscriptions. Preview mode is free for all.
Q: Can I see changes in real-time?
Yes, live preview lets you see updates instantly.
Q: What’s improved with the external UI revamp?
Cleaner layout, consistent styling, better readability, and modern design.
