Skip to main content

Generating Whitelabel Prospection Reports

Create professional, branded PDF reports to demonstrate email security posture to prospects and clients.

Step 1: Go to the Prospecting Section​

In the Palisade sidebar, open Reports and choose Prospecting. This is where you create, manage, and download prospect reports.

Step 2: Create a New Report​

Click New Report to start building a prospection report. Add domains to the report using either method:

  • Enter domains manually -- Type each domain name individually.
  • Paste a list -- Paste multiple domains at once, one per line.

Step 3: Configure Report Details​

Customize the report to match your branding and audience:

  • Company name -- Enter the prospect's company name to personalize the report.
  • Language -- Select the report language: English (EN) or French (FR).
  • Toggle sections -- Enable or disable specific report sections to focus on what matters most for this prospect.

Step 4: Download the PDF​

Once configured, generate and download the PDF report. The report includes:

  • Overall score -- A score from 0 to 100 representing the domain's email security posture.
  • Risk summary -- A high-level assessment of the domain's risk level.
  • Spoofing risk analysis -- Details on how vulnerable the domain is to email spoofing.
  • Financial loss estimate -- Potential financial impact of email security gaps.
  • Brand and trust impact -- How authentication failures can affect sender reputation.
  • Glossary -- Plain-language explanations of technical terms for non-technical audiences.

Step 5: Editing a Report​

You can return to any previously created report to update domains, change the company name, adjust language settings, or toggle sections before regenerating the PDF.

Example Use Case​

An MSP creates a prospection report for a potential client. The report reveals:

  • Score: 30 out of 100
  • Risk Level: Critical
  • Key findings: No DMARC policy, SPF record too permissive, no DKIM signing

The MSP uses this report in a sales meeting to demonstrate the prospect's exposure and propose Palisade as the solution.

Tips​

  • Reach new customers -- Use prospection reports as a lead generation tool. Run reports for potential clients before your first meeting.
  • Customize your message -- Toggle report sections on or off to tailor the report to your audience. A technical audience may want all details; an executive audience may prefer the summary.
  • Bundle with cybersecurity packages -- Position email security alongside your other managed security services using the report as supporting evidence.