Report Branding lets you control what prospects see after they open a Sales Intelligence report. Instead of sending a useful analysis and hoping they know what to do next, you shape the next step directly inside the report.
This is where you define the main button, supporting trust signals, and customer success stories that appear on prospect reports and full analysis reports. If you work in multiple languages, you can also tailor branding per language.
Where to find report branding
There are two normal ways to reach this page depending on how you work inside the platform.
| Route | Path |
|---|---|
| From the sidebar | Open the agency dashboard, go to `Platform -> White-Label -> Report Branding` |
| From Sales Intelligence | Open `Sales Intelligence`, then click the `Report Branding` link |
If you open the page from Sales Intelligence, you will also see a `Back to Sales Intelligence` link at the top, which makes it clear the branding is tied to the report workflow.
How the page is organised
The page is split into three tabs across the top: `Call-to-Action`, `Trust Signals`, and `Success Stories`.
You will also see a `Preview` button in the top-right corner that opens a live preview panel so you can check the report experience as you make changes.
- Call-to-Action controls the main next step button
- Trust Signals add short credibility messages near the button
- Success Stories add testimonials and optional customer photos
- If multiple languages are configured, a language selector appears beside Preview
How to write stronger CTA copy
Short, direct wording usually wins here. The report has already done the heavy lifting, so the button only needs to make the next step feel obvious and low friction.
- `Start My Free Trial` is stronger than something long and formal
- `Get Your Free Report Review` can work if you want a more specific custom CTA
- Avoid vague wording like `Learn More` unless the destination is genuinely educational
Use trust signals to reduce friction
Trust signals are short credibility messages displayed near the CTA. Their job is to make the next step feel safer, simpler, or more appealing.
You can turn this section on or off with the toggle at the top, and you can show up to two trust signals at a time.
- Use `Add Trust Signal` to create a new one, up to a maximum of two
- Each trust signal can use a preset or custom text
- Custom text supports up to 100 characters
- Use the trash icon to remove a signal
| Preset option | Displayed text |
|---|---|
| No credit card required | No credit card required |
| Cancel anytime | Cancel anytime |
| 7-day free trial | 7-day free trial |
| 14-day free trial | 14-day free trial |
| 30-day free trial | 30-day free trial |
| 30-day money-back guarantee | 30-day money-back guarantee |
| Setup in minutes | Setup in minutes |
| No long-term commitment | No long-term commitment |
| Free consultation | Free consultation |
| White-glove onboarding | White-glove onboarding |
For most agencies, `No credit card required` plus `Cancel anytime` is still a very strong default pairing.
Add success stories that feel credible
Success stories are customer testimonials shown inside the report. They give the prospect social proof at the exact point they are deciding whether to take the next step.
You can enable or disable the section with the toggle at the top and add up to three stories.
- Quote is required and supports up to 500 characters
- Customer name is required and supports up to 100 characters
- Title or company is optional and supports up to 100 characters
- Customer photos are optional
Customer photo uploads
If you tick `Add customer photo`, the upload area appears and you can either drag and drop a file or choose one manually from your computer.
A preview appears immediately after upload so you can confirm it looks right before saving.
| Requirement | Limit |
|---|---|
| Formats | JPG, PNG, WebP, or GIF |
| Maximum size | 5 MB |
| Dimensions | 50x50 to 2000x2000 pixels |
| Best shape | Square works best because the final display is circular |
What makes a stronger success story
The strongest testimonials feel specific and grounded. A weak testimonial sounds like generic praise. A strong one sounds like a real business saw a real result.
- Include numbers where possible
- Mention the timeframe if it matters
- Use the customer full name and business name when permission allows
- Keep the quote concise even though the field allows more
- Always get permission before using a quote or photo
| Example quality | Why it works or fails |
|---|---|
| Strong: “Within 3 months our Google reviews jumped from 12 to 85.” | Specific result, clear timeframe, believable outcome |
| Weak: “Great service, highly recommend!” | Too vague and gives the prospect nothing concrete to trust |
Set up language-specific branding
If your account supports multiple languages, English acts as the default base. Other languages inherit from that setup until you save a language-specific version.
That means you do not need to rebuild every language from day one. You only create overrides where a different CTA, translated copy, or local testimonial set actually matters.
- Choose a language from the selector in the top-right corner
- Make the changes for that language
- Click `Save Changes` to create the language-specific version
- A green dot in the selector shows that the language now has custom settings
If you see a blue banner saying the language is inheriting from English, that simply means no override has been saved yet.
Delete a language-specific override
If you want a translated version to fall back to the English default again, select the language and delete that language setting from the selector menu.
English cannot be deleted because it is the base layer for inheritance. If needed, English can be reset back to the original defaults instead.
Preview, save, and reset
- Use `Preview` to open the live report preview panel
- The preview updates as you edit, which makes it easier to catch awkward CTA copy or weak testimonial layout
- Click `Save Changes` at the bottom to apply the current setup
- Use `Reset to Defaults` if you want to return to the original starting point
Reset only changes the values on screen. You still need to click `Save Changes` if you want that reset to become live.
Quick reference
| Feature | Limit |
|---|---|
| CTA button types | 5 options plus custom text |
| CTA button text | 100 characters |
| CTA URL | 500 characters |
| Trust signals | Up to 2 |
| Trust signal presets | 10 options |
| Custom trust signal text | 100 characters |
| Success stories | Up to 3 |
| Quote length | 500 characters |
| Customer name | 100 characters |
| Title or company | 100 characters |
| Photo formats | JPG, PNG, WebP, GIF |
| Photo max size | 5 MB |
| Photo dimensions | 50x50 to 2000x2000 px |
| Languages | Unlimited, with inheritance from English default |
Where this branding appears
Your report branding is applied to both prospect reports and full analysis reports. The correct language version is chosen automatically based on the report language.
If there is no saved language-specific branding for that report, the English default is used instead.
- Prospect Reports
- Full Analysis Reports
Best practices
- Match the CTA to how you actually sell
- Keep trust signals believable and relevant
- Use testimonials with concrete outcomes rather than generic praise
- Check the preview before saving, especially on custom language versions
- Review this setup whenever your offer or sales motion changes