AI & SEO Pipeline Revenue Hunter by SearchScore
Ten steps, from adding it to handing a client a report with your name on
How to actually use the app inside your CRM. Do it in order the first time. After that you will spend your life in steps five to nine.
Add it to your CRM
Start on our page rather than hunting for the app, and pick the account you want to work from.
It asks to read your contacts, deals, custom fields and users, and to write to your contacts, deals and custom fields. Writing is what lets scores land on a contact later. Nothing gets written until you ask for it.
This is for winning you work, and the list it builds is yours. Step three is where you choose the one account it works from, and that choice is also what stops a client account seeing your list.
Open it from the menu
Once it is added, it turns up in the menu down the left hand side.
It runs as a page inside your CRM, so there is no second login and no extra password. If it says it cannot tell who you are, you have opened it outside the CRM. Go back and open it from the menu rather than from a bookmark.
Give it a minute and reload the account. If it is still not there, it went on to a different account from the one you are looking at. Do step one again and read the account name on the permissions screen before you say yes.
Make two choices
Two quick choices on the first screen, and they decide the order of every list you will ever see.
The setup screen. Only accounts the app is installed in are listed in the first box.
- Pick the account your prospects live in. Your prospects, and anything you sync to your CRM, go there. If an account you expect is missing, the app is not installed in it yet: add it there, then press Refresh.
- Tick everything you sell, not just the main thing. Each business is ranked by whichever of your services it needs most, so a business that is fine at AI but poor at turning visits into calls still rises if you sell conversion work. Tick one when you do three and the app hides two thirds of your best talking points.
- There is no ranking question to answer. Setup ranks by best fit. If you would rather rank every business by one service, change it later in Settings under How should prospects be ranked?
= 160 live searches · $8.99 $25 for your first scan
The offer card next to the setup form on the free plan. The sum is what one AI Recommendation Test runs.
Professional includes three a month and Enterprise ten. On the free plan your first is $8.99 rather than $25, once per company. It is the same scan either way: all 160 searches, nothing cut down.
You can change any of it later in Settings. Changing what you sell, or how you rank, re-scores every business you have already checked, for nothing. The list really does move rather than staying as it was.
Until you hide it, a three-step list sits at the top: tell us what you sell, bring in your prospects, and see why they need you. It ticks itself off as you go, so it is a quick way to see what is left.
Get your businesses in
From your CRM or pasted, and you will probably use both. Either way you see what it will use before anything happens.
The CRM chooser. Pick a group, preview who matches, untick anyone you do not want, then import.
- From your CRM. Choose contacts by Tag, by Pipeline / stage, Recently added (the last 7, 30 or 90 days), or All contacts with a website. Preview matches shows who it found, and you can search, untick rows, or select and clear them all before you press import. It takes up to 500 at a time and reads the website off each contact. Contacts with no website get counted and reported rather than quietly dropped.
- Pasted. Paste prospect websites, one a line. Put a name after a comma if you have one, like acme.co.uk, Acme Dental. Two columns copied straight out of a spreadsheet work as they are, either way round: it takes whichever side looks like a website, so Acme Dental, acme.co.uk reads the same. Do not worry about www, https or trailing slashes, they get tidied up for you. A line it cannot make sense of comes back to you as skipped rather than being turned into half a guess.
You have 480 of 500 website audits left until 14 Oct. Of these 40 websites, 31 already have scores and will use 31 website audits now. 6 need auditing and will each use one only when their scores arrive. 3 are already on your list or already counted this month, so they are free.
Example numbers. Both routes say this above the import button, so you know what an import will use before you press it.
- Every business you bring in gets a 300+ signal website audit across AI visibility, search and conversion, and each one uses one website audit from your monthly allowance.
- A website we do not hold yet gets audited for you in the background. It counts only when its scores arrive, and is not charged at all if the website cannot be audited.
- Over your allowance, nothing is lost. The extra websites wait and are audited when your allowance resets, or you can upgrade to audit them straight away. The notice tells you how many would wait before you press import.
Every row is accounted for, and the skipped ones tell you why if you open them.
It sits on your list with its scores, and the first time you tag it or sync it, a contact is made for it, named after the business, with the scores on it. If the business is already in your CRM under that website, that record is used and nothing is duplicated. The bar tells you before you press how many of the ones you have ticked are not in your CRM yet, so nothing is created that you did not expect.
Make your first import a set of businesses you understand rather than your whole database. The order is only as good as what you ticked in step three, and two hundred contacts you recognise will tell you in ten minutes whether it has got it right.
Read the list
Everything you brought in gets checked against what we already hold. Scores and problems come back, and the list sorts itself.
| Company | Opportunity | Reason to contact | AI | SEO | CRO |
|---|---|---|---|---|---|
| Deanhouse Law | Very High 91 | AI never mentions them | 12 | 58 | 44 |
| Eastgate Roofing | Very High 84 | Bad at the one thing you sell | 21 | 39 | 61 |
| Ashworth Dental Care | High 72 | Site does not turn visits into calls | 34 | 71 | 28 |
| Bramley Fitted Kitchens | Moderate 48 | Not much wrong, nothing urgent | 66 | 70 | 63 |
The real screen, drawn out and trimmed. It also shows when each was last checked and whether it has an AI scan. These businesses are made up.
- Very High and High are your week. The bands are 80 and up, 60 to 79, 40 to 59, and under 40. Work down from the top instead of across the lot.
- Read the reason to contact before you ring. That is why they are sat where they are, and it is where your opening line comes from.
- A row that says it has not been checked has not scored zero. "We do not know yet" and "they are terrible" are different things and the app keeps them apart. A business we are still auditing shows Waiting until its scores arrive. Never read a blank as an opportunity.
- Low is not a mistake. A business already good at what you sell gets marked down on purpose, and so does a parked domain that scores badly on everything because there is nothing there.
- Filter and search before you scroll. The list filters by level, data age, AI scan and score, and searches by company or domain, so "the Very High ones in dentistry" is two clicks rather than a read through. If a business you expect is not there, clear the filter and the search before you decide it never imported.
- Archive the ones you are done with. Archive takes a row off the working list and Restore to list puts it back. Tick several and the bar does them together. Nothing is deleted, the scores are kept, and the row moves to the archived view, so this is tidying rather than throwing away. On a real list this is the button you will press most: it is what keeps the top of the list the businesses you have not dealt with yet.
Open one before you ring
This screen is built to be read in the two minutes before a call, not studied.
Three website scores and how many issues there are to review. A higher opportunity means a stronger reason to contact them; higher website scores mean a stronger website. Under them sits Best reasons to contact this prospect.
- The reasons are sorted by what an owner would care about, not by how serious a developer would call it. A missing tag can be serious and unsayable. "AI cannot read your website" is the one that ends the call.
- Each reason says why it is costing them money. That is the half most audits leave out, and the half that lands on a phone call.
- If it looks out of date, re-check that one business. When there is a reason to, a card says so (for example This check is getting old) with a Re-check this website button. It never costs money: paid plans re-check as often as they like, and Free has 25 a month.
- Wrong website on the row? Put it right here. Open Manage this prospect, correct the address in the Website box and press Correct. The scores are re-checked against the right site, which is the fix for anything that came in with a typo. Once an AI scan is attached to that business the box goes, because moving the website underneath a scan would leave it describing somebody else.
These screens say what is wrong and what it is costing them. How to put it right is what you are selling, and it lives in the fix list in step nine.
Run the AI check
Scores are an argument. This is evidence, and it is what to spend money on when a business is worth the call.
160 real searches in eight places: ChatGPT, Gemini, Claude, Perplexity, Grok and DeepSeek, plus Google’s AI Overviews and AI Mode. Ten questions, each one run twice everywhere.
Before it spends anything it stops twice. First it shows you what it thinks the business is: the name a customer would search for, the town, the type, and a line on what they sell. Change anything that is wrong, and fill in anything we could not read off their website. Then it writes the ten questions from those details and shows you those too, under Check these before we run them, with Run these 160 searches, Write me different questions and Not now. Read them. If it has the type of business wrong the questions will be wrong, and fixing that takes ten seconds now and saves the whole check.
Nothing is charged on either screen. You can back out of both.
Example numbers. Below them: the ten buying questions, Who AI names instead, where they are strongest and weakest, and the biggest missed buying questions.
- Lead with who turned up instead of them. A named rival, in an answer their own customer would have seen, is the most persuasive thing in this app.
- Create outreach on the results turns what the scan found into something you can say on the phone. Add findings to your CRM and Print or save as PDF sit beside it.
- It takes a while. Start it and go and do something else. The screen keeps itself up to date and you can walk away.
- If too much of it fails you get your money back on your own. If most of it worked it tells you how many searches finished, so the number you quote is a real one.
- Looking at it again costs nothing. Every search is kept, so you can go back to it as often as you like.
Send it to the contact
Scores are worth more on the contact record than in a separate tool, because that is where the rest of your business already runs.
The first time you do this it asks to make fifteen new boxes on your contacts. Boxes you already have with those names get used rather than duplicated, so doing it again never leaves you with two of everything. If the business is not in your CRM yet, syncing makes the contact as well as filling it in, and the message says so: "3 of 3 synced, 2 added to your CRM."
- Three scores plus the opportunity score and level, so you can filter and segment on them like anything else in the CRM.
- The check totals and a link to it, so anybody on your team can open the evidence straight from the contact.
- When it was last looked at, so an old score is obvious to whoever reads the record next.
You pick the pipeline and the stage. If there is already an open deal for that contact it uses that one instead of making another, because a duplicate quietly ruins your own forecast.
Hand over the work
Two things, in this order. One wins you the meeting. The other is what you deliver once you have won it.
The list of what to fix
Everything wrong with that website, how bad it is, how much work it is and how to put it right, in the order it should be done, with the quick wins counted on their own. Three a month on the free plan, 50 on Professional and 1,000 on Enterprise. Once you have unlocked one it stays readable for good, so a limit never takes back something you have already handed over.
Problems with turning visits into enquiries get written down as what we saw, not as instructions, and the number without a fix is printed on the document. You are giving this to a paying client, so a made up instruction would be the worst thing to put in it.
The full report with your name on it
The whole report carrying your brand instead of ours, for the client you have just won. It is $179, minus whatever you paid for that business's check, so a check and a report together come to $179. On the free plan it carries SearchScore’s branding; your brand on it, with ours removed, comes with Professional. The sums are shown to you before you buy.
- Set your brand once, in Settings, and everything you hand over carries it.
- The raw search results are free with any check. Handy when a client's own team wants to see what we found rather than the report.
- A check you did not pay for earns nothing off the report, because it cost you nothing in the first place. A check you bought comes off it, whatever you paid.
Keep the client
Everything so far wins the work. This is the bit that keeps it, and it is the reason to still have the app in a year.
A watched website gets looked at every week. The list flags a score that has dropped, a band that has changed, and anything that used to work and has started failing.
- Watch every client you win. Being able to say in month four that what you fixed is still fixed is what a renewal conversation is made of.
- Watch the good ones who said no. A business that turned you down and has got worse since is a warmer call than anybody new, and you have the before and after.
- Mark the win when it happens. Watch a new client as a client I have won, or press This is now my client on one you were watching as a prospect. That writes down the score on the day you won them, and the business’s screen reads it back later under Since you started. Skip it and you have a score going up with nothing to compare it against, which is the renewal argument gone. Everything you watch is also listed under Monitoring.
- 25 websites on Professional and 150 on Enterprise. After that, extra ones get added to your subscription one at a time.
What each plan gets you
Read straight off the app rather than from memory. Allowances reset every month on your own date: on Free, the day you first installed the app; on a paid plan, the day your subscription started. Upgrading starts a new month from the day you upgrade. The app shows your reset date wherever an allowance is used.
| Each month | Free | Professional | Enterprise |
|---|---|---|---|
| Price | $0 | $99 | $299 |
| Website audits (300+ signals each) | 500 | 3,000 | 15,000 |
| Client accounts you can prospect from | 1 | 2 | 5 |
| Fix lists | 3 | 50 | 1,000 |
| Re-checks, one at a time | 25 | As many as you like | As many as you like |
| Re-check lots at once | No | Yes | Yes |
| Your name on what you hand over | No | Yes | Yes |
| Websites watched every week | None | 25 | 150 |
| More than one person on the account | No | Yes | Yes |
| AI Recommendation Tests included | None | 3 | 10 |
| Scans beyond that | $25 | $25 | $25 |
| Your first scan, once per company | $8.99 | Included | Included |
| Full report (Playbook) | $179, SearchScore branding | $179, your brand | $179, your brand |
The AI check is the same price on every plan on purpose. It is the only part of this that costs us real money, and a plan that made it cheaper would be a plan that charged a bigger agency less.
Three habits that pay
- Redo your setup when what you sell changes. Adding conversion work re-scores everything you have already checked, for nothing. Agencies who never go back to it are sorting a list against a business they used to be.
- Spend checks on businesses you have already spoken to. A scan is $25 and about an hour. On a cold row it is a lottery ticket. The day before a booked call, it is the meeting.
- Put every client you have on the watch list. The case for keeping you gets made the week it spots something before the client does, and that only happens if it was already watching.
Make it run without you
Everything above is you clicking. You can hand most of it to a workflow instead: nine triggers that start one, and six actions you drop into one you already have.
| Actions you can add to a workflow | What it does |
|---|---|
| Score this contact’s website | Reads the website on the contact and writes the three scores and the ranking back |
| Re-check this contact’s website | Answers with what we hold, and re-reads in the background if it is stale |
| Write an outreach brief | Turns what we found into something you can say on a call |
| Start watching this website | Puts the business on the weekly watch list |
| Prepare the fix list | Builds the client-ready list of what is wrong and what to do |
| Fetch the Playbook | Hands the workflow the link to a Playbook that has been unlocked, or says there is not one yet |
| Triggers that start a workflow | Fires when |
|---|---|
| High opportunity prospect | A business scores above your threshold when it is checked |
| AI visibility dropped | A watched business loses ground |
| Dropped a band | It moves down a whole band rather than a point or two |
| Score improved | Your work shows up in the numbers, which is the renewal conversation |
| A new problem appeared | Something broke on a site you watch |
| AI Recommendation Test finished | A check you paid for is ready |
| Website re-checked | We re-read a site and have a new measurement |
| Playbook ready | A Playbook has been unlocked and the link is ready to send |
| A competitor overtook this client | A rival is now recommended by AI more often than a client, and was not last scan |
The obvious first one: when a new lead arrives with a website on it, score it, and send the high ones down a different follow-up than the rest. Your salespeople open the conversation already knowing what the business is bad at.
The second one worth building: when a Playbook is ready, send its link to whoever owns the deal. The link opens the app, so it is for your team rather than for the client. The client gets the document you download and send.
It compares this scan with the last complete one for the same business and counts recommendations on both sides. A rival fires it only by crossing: level with the client or behind last time, ahead now. A rival that was already ahead is not news and does not fire again, and a first scan fires nothing because there is nothing to have crossed from. One scan fires it once, naming the rival that went furthest ahead, however many crossed.
Three things worth knowing before you build one. The six actions need a paid plan, so on Free a workflow that calls one is turned away, and watching a website needs a paid plan too, so the alerting triggers do nothing there either. These are premium actions, which your CRM charges you a fraction of a penny each time one runs, so a workflow pointed at every contact you own costs a little to run. And nothing a workflow does buys a scan or a Playbook: those are always a person pressing a button in the app, with the price on the screen.
When something looks wrong
A business has no scores at all
We have not audited that website yet. It gets audited in the background and counts as one website audit only when its scores arrive, so leave it and come back. If you are over this month’s allowance it waits until your allowance resets, and the row says so. If it still says nothing the next day, the address is the usual culprit: a typo imports as a real looking website that does not exist. Open the business and put it right in the Website box under Manage this prospect, which re-checks the site straight away.
I cannot find a business I know I imported
Three places it hides, in the order worth checking. It is filtered out, so clear the level filter and the search box. It is archived, so look in the archived view and press Restore to list. Or it came in under a different address than the one you are searching for, because pasted addresses get tidied up and a contact is read from the website field on the record.
If the import itself is the question, the result bar from that import says how many rows were added, how many were already on your list and how many were skipped, and the skipped ones tell you why when you open them. No row is ever dropped without being counted.
The website on a row is wrong
Open the business, open Manage this prospect and correct it in the Website box. It re-checks the new site there and then and the scores follow.
If the box is not there, that business already has an AI scan attached to it. The check was run against the old website, so moving the website underneath it would leave a report describing a different company. Nothing is lost: the check stays readable, and a business at the new address can be added alongside it.
The list is not in the order I expected
Check How should prospects be ranked? in Settings first. On Best fit, each business is ranked by whichever of your services it needs most. On One service, the list sorts on how weak a business is at that one thing, so ranking by AI and expecting conversion leads to float up will disappoint you. Ticking everything you sell is the other half of the fix.
The check would not run
The bit that writes the questions can refuse if it cannot write good ones, and that nearly always means the type of business is missing or wrong. Set it on the details screen and press on. A refusal costs you nothing and no money moves.
If it stops on that screen asking what the business sells, we could not read their website. Write a line yourself and it carries on. Nothing is charged for stopping there, and you can leave it and come back.
It says their website would not let us read it
Some websites turn away anything that is not a person with a browser. Ours is one of the things they turn away, and there is nothing you or they can do about it from here. Re-checking will not help, because the same wall answers every time.
It does not stop the check. The 160 searches ask AI about the business; they never visit the website. All we need from you is a line on what they sell and who to, on the details screen, and the check runs normally from there. The three scores will stay low for that business though, because those are measured on the website we could not read.
My workflow ran but nothing happened
Check the plan first. The six actions need a paid plan, so on Free the workflow runs and the action is turned away. Watching a website needs a paid plan too, which is why the alerting triggers stay quiet on Free.
If you are on a paid plan, check what the action was pointed at. The scoring and re-checking actions read the website off the contact, so a contact with no website has nothing to work with. And the two deliverable actions hand back a link to something that has already been unlocked rather than buying it: nothing a workflow does spends money, by design.
A colleague cannot open the app
More than one person on the account needs a paid plan. On Free it is one person.
Two other things turn a sign in away, and both are deliberate. Opening the app from a bookmark rather than from the menu inside your CRM means there is nothing to identify you by, so open it from the menu. And a session standing in a client account that is not the prospecting account you chose in step three is refused, which is what stops a client seeing the list you built.
It says I have hit a limit
Website audits, fix lists and re-checks all reset every month on your own reset date, and the message names the one you have run out of. Websites imported over your audit allowance are not turned away: they wait and are audited when it resets, or straight away if you upgrade. Each plan also prospects from a set number of client accounts, and the import screen says how many you are using. Anything already unlocked stays available, so a limit never takes back a document you have handed to a client.
I want to stop paying
Cancel it in Usage and billing. It runs to the end of the period you have already paid for rather than stopping dead, and you can change your mind until then. Removing the app cancels it the same way.
Ten minutes to a list in the right order
Add it, make two choices, bring in a list you know. The rest of this guide is here when you need it.
HighLevel is a trademark of its owner. SearchScore is an independent app developer and is not affiliated with or endorsed by HighLevel.