If you’re tired of generic SEO reports collecting dust and want your sales team actually using the insights, you’re in the right place. This guide is for marketers, sales managers, and anyone who wants to turn Woorank data into real sales conversations—not just a pile of PDFs.
Let’s skip the fluff and get into how you can customize Woorank reports so your team gets what they need, fast—and how you can share them without a bunch of technical headaches.
Why bother customizing Woorank reports for sales?
Here’s the deal: Most SEO reports are made for marketers, not for sales. They’re packed with jargon, endless charts, and “action items” that don’t actually help close deals. If you just send the default Woorank report to your sales team, odds are they’ll skim the first page, get confused, and move on.
Customizing means you:
- Highlight the stuff that helps sales people start conversations (think: quick wins, glaring issues, or easy upsell opportunities).
- Cut out the noise—nobody cares about a perfect meta description if the site’s loading slower than a 90s modem.
- Make it easy to digest: sales folks are busy, and they don’t need a 30-page audit.
Step 1: Audit Your Current Woorank Reports
Before you can improve, see how things stand now.
Ask yourself: - Are the reports too long or too technical? - Is there info your sales team never uses? - What feedback have you gotten (if any) from sales after sharing past reports?
Pro tip: Sit down with a salesperson and ask them to walk you through how they use the latest report. You’ll quickly see what’s helpful and what’s a total snooze.
Step 2: Decide What Actually Matters to Sales
Not every SEO metric helps a sales rep start a conversation. Focus on what they can use:
What’s usually helpful: - Quick wins: Obvious issues the prospect can fix fast (“Your site isn’t mobile-friendly”). - Missed opportunities: Things you offer that they’re missing (e.g., “No Google Analytics setup—easy to add”). - Competitive comparisons: How their site stacks up vs. a competitor. - Traffic-impacting problems: Stuff that’s hurting their search ranking and, by extension, their business.
What to skip: - Overly technical jargon (crawl errors, schema details, etc.). - Pages and pages of keyword rankings (unless you’re tying them to real business goals). - “Nice to have” optimizations that won’t move the needle for sales.
Bottom line: If the info doesn’t help sales start a relevant conversation, leave it out.
Step 3: Customize Your Woorank Reports
Woorank has some built-in customization options, but there are limits. Here’s what you can actually do—and what you can’t.
What you can do in Woorank
- Add custom sections: Write a short intro, summary, or action items specifically for your sales team.
- Remove irrelevant sections: You can turn off chunks like “Local” or “Usability” if they don’t matter.
- Highlight key issues: Use the “Notes” feature to flag what’s most urgent or relevant.
- Branding: Add your logo, company colors, and contact info. This isn’t just about looking nice—it helps keep things cohesive and professional.
- Choose PDF or web-based reports: Woorank lets you export as PDF or share as a live link.
What you can’t do (so plan accordingly)
- Reorder sections drastically. The structure is pretty locked in.
- Add custom charts or metrics outside what Woorank tracks.
- Bulk-edit lots of reports at once—customizing is still pretty manual.
Workaround: If you need more flexibility, export the report as a PDF, then use a tool like PDF editor or even Google Slides to reformat, annotate, or combine with your own slides. It’s a bit of extra work, but sometimes that’s what it takes.
Step 4: Make Reports Sales-Friendly
Think about how your sales team actually uses these reports. They want:
- Brevity: One-pager summaries, with links to deeper detail if needed.
- Clear action items: What’s the “so what?”—what should they say to the prospect?
- Visuals over text: Screenshots, red flags, or “score” graphics work better than walls of text.
How to deliver this:
- Use Woorank’s summary or “Priority Actions” sections as your main talking points.
- Write a custom intro at the top: “Here’s what’s wrong, why it matters, and how we can help.”
- If you’re sending a PDF, annotate it with sticky notes or comments.
- For web links, share with a short email: “Check page 2—this is the main thing for Acme Corp.”
Pro tip: If you’re sharing competitive data, make it obvious. Sales folks love having a “your competitor is beating you here” talking point.
Step 5: Share Reports Without a Hassle
You’ve got options:
- PDFs: Good for attachments, but can get lost in inboxes. Also, no live updates.
- Live web links: Woorank lets you share a view-only URL. Best for quick access and always up-to-date info.
- Direct to CRM: Woorank doesn’t natively integrate with most CRMs. If you want to link reports to leads in your CRM, you’ll need to paste the URLs or attach the PDFs manually.
- Internal folders: Use Google Drive, Dropbox, or your shared network drive to keep reports organized by client or prospect.
What to skip: Don’t try to automate this unless you’re running dozens of reports a week. Setting up fancy automations usually takes more time than it saves, unless you have a huge operation.
Step 6: Train Your Sales Team (Briefly)
Don’t just toss the reports over the fence. A 10-minute walkthrough goes a long way.
- Show what matters: Walk through a sample report and point out the key sections.
- Share talking points: Give them a cheat sheet—“If you see this issue, here’s what to say.”
- Stay available: Encourage them to ask questions, and update your process when you get feedback.
Pro tip: Record a quick Loom or screen-share video explaining the report. Way faster than writing a training manual.
Step 7: Iterate—Don’t Overthink It
You’re not going to nail it on the first try. Share a couple of customized reports, get feedback from sales, and tweak as you go.
- What did they actually use?
- What did prospects ask about?
- What was ignored?
Keep it simple: The best report is the one they’ll actually read and use.
What Works, What Doesn’t, and What to Ignore
Works: - Custom summaries and clear action items. - Competitive insights (sales teams eat this up). - Short, visual, jargon-free reports.
Doesn’t work: - Dumping the full Woorank audit and hoping sales “gets it.” - Overly technical explanations. If you have to explain what a 301 redirect is, it’s probably not helping a sales call. - Automating the whole thing if you’re only sharing a handful of reports each month.
Ignore: - Fancy integrations or custom dashboards—unless you have real buy-in and need. - “All-in-one” solutions that promise to do everything. Most are overkill for sales enablement.
Wrapping Up
Don’t let SEO reports become just another checkbox. With a bit of customization, Woorank can give your sales team real ammo for lead generation. Start small, focus on what matters, and iterate—your team (and your prospects) will thank you.
Keep it simple, keep it relevant, and don’t be afraid to cut what nobody uses. You’ll spend less time making reports and more time closing deals.