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800 Hingham St suite 200n

Inactive Health 74 · Needs work internal
Created 2022-12-16Updated 231d ago Client login never Phone: n/a Email: not_enabled 800 Hingham Street 0dSos74nWvQDNKrpc6Y6
Phone not enabledStale login (>90d)

Analysis & Recommendations 74 / 100

Internal/agency account (102 items built). 2 items to address below.

  • highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
  • medium40 custom values are unset/placeholder (e.g. "Agency Name"). Fill in real values during onboarding.

Agent training: each item is an action to take inside this sub-account. Work High first, then Medium, then Low. Health is a 0-100 heuristic that drops per issue.

18
Workflows
9 live / 9 draft
6
Pipelines
63
Tags
44
Custom fields
40
Custom values
4
Calendars
26
Funnels + sites
13
Forms
3
Trigger links
0
Voice agents
AI SMS6 stages
New Lead No Response 💡 Lead Responded 💬Client Qualified ✅Trying to Find a Time ⏳Call Now 📞Booked a Call 📅
not used by any workflow
Cold Outreach3 stages
Showed InterestQualifiedScheduled Strategy Session
not used by any workflow
Cold Pipeline (Competitor)8 stages
Added to outreachOpened eMailCall 1Call 2Replied to eMailExpressed InterestSent Value VideoScheduled Session
used by 3 workflows
ConversionAMP3 stages
Tested Online DemoScheduled Demo MeetingInterested in ConversionAMP
not used by any workflow
Dream 1004 stages
Dream 100 ProspectSent BookSent Case StudiesScheduled Strategy Session
not used by any workflow
Sales Pipeline4 stages
Opted InQualified LeadScheduled Strategy SessionHot Lead Follow Up
used by 3 workflows
qualified prospect
used by 2 workflows
competitor campaign
used by 1 workflow
scheduled strategy session
used by 1 workflow
active client
not used by any workflow
add to campaign
not used by any workflow
answering service
not used by any workflow
applied for strategy session
not used by any workflow
conversionamp prospect
not used by any workflow
dream 100 outreach
not used by any workflow
dream 100 prospect
not used by any workflow
get emails lead
not used by any workflow
getemails lead
not used by any workflow
inactive client
not used by any workflow
infusionsoft import
not used by any workflow
interested
not used by any workflow
internal team member
not used by any workflow
long
not used by any workflow
marketer
not used by any workflow
marketing
not used by any workflow
new opt
not used by any workflow
new opt-in
not used by any workflow
nexstar member
not used by any workflow
no show for strategy session
not used by any workflow
not interested
not used by any workflow
plumbing & hvac seo prospects
not used by any workflow
ppc advertisers 7-28
not used by any workflow
real office
not used by any workflow
real office
not used by any workflow
registered for 2021 webianr
not used by any workflow
registered for auto triple sales webinar
not used by any workflow
registered for conversion webinar 2021
not used by any workflow
registered for google local services webinar
not used by any workflow
registered for google maps webinar 2020
not used by any workflow
registered for ppc webinar 2020
not used by any workflow
registered for seo webinar 2020
not used by any workflow
registered for unconverted leads webianr
not used by any workflow
requested case study
not used by any workflow
requested checklist
not used by any workflow
requested covid-19 kit
not used by any workflow
requested covid-19 marketing
not used by any workflow
requested covid-19 marketing kit
not used by any workflow
requested demo for conversionamp
not used by any workflow
requested free book
not used by any workflow
requested keyword list
not used by any workflow
requested meridian case study
not used by any workflow
requested stefan
not used by any workflow
scheduled conversionamp demo
not used by any workflow
send book (qualified book request)
not used by any workflow
sent invite to unconverted leads webinar
not used by any workflow
tested conversionamp
not used by any workflow
tested conversionamp demo
not used by any workflow
trigger - 2021 plan invite r2
not used by any workflow
trigger - 2021 plan replay
not used by any workflow
trigger - 2021 plan webinar invite
not used by any workflow
trigger - unconverted leads webinar invite
not used by any workflow
trigger long term nurture
not used by any workflow
trigger lsa webinar replay
not used by any workflow
trigger outreach for appointment
not used by any workflow
trigger power dialer
not used by any workflow
trigger webinar invite - lsa 2020
not used by any workflow
unsubscribe
not used by any workflow
update
not used by any workflow
value video outreach
not used by any workflow
Associationtext
not used by any workflow
Best time to reach contact?radio
not used by any workflow
Business Facebook Linktext
not used by any workflow
CMS System Logintext
not used by any workflow
Competitor 1text
not used by any workflow
Competitor 2text
not used by any workflow
Competitor 3text
not used by any workflow
Current Providertext
not used by any workflow
Do you run a Plumbing or HVAC business?radio
not used by any workflow
Domain Login Detailstext
not used by any workflow
Email addresses where notifications should be sentlarge text
not used by any workflow
eMail for Lead Alertstext
not used by any workflow
Google My Business Logintext
not used by any workflow
Hosting Logintext
not used by any workflow
How can we help you?large text
not used by any workflow
How many technicians do you currently have?radio
not used by any workflow
How much are you currently investing into marketing (online & offline)?radio
not used by any workflow
Industrytext
not used by any workflow
Instagram Linktext
not used by any workflow
Keyword 1text
not used by any workflow
Keyword 2text
not used by any workflow
Keyword 3text
not used by any workflow
Keyword 4text
not used by any workflow
Keyword 5text
not used by any workflow
LinkedIn Linktext
not used by any workflow
Main Company Number phone
not used by any workflow
Other Logins you have access tolarge text
not used by any workflow
Owner Facebook Linktext
not used by any workflow
Owner LinkedIn Linktext
not used by any workflow
Please specify here.text
not used by any workflow
Please specify here.text
not used by any workflow
Receptionist Nametext
not used by any workflow
Secondary Numberphone
not used by any workflow
SERP Screenshottext
not used by any workflow
T-Shirt Sizeradio
not used by any workflow
Target Citytext
not used by any workflow
Titletext
not used by any workflow
Webinar Daytext
not used by any workflow
What are you doing currently to generate business?*radio
not used by any workflow
What do you need the most help with right now?checkbox
not used by any workflow
What is your biggest marketing challenge?*radio
not used by any workflow
What is your current annual revenue?radio
not used by any workflow
What is your current monthly marketing budget?*radio
not used by any workflow
Where is your business based / what is your main area of service (primary city)text
not used by any workflow
Agency Owner=
used by 8 workflows
Agency Name=
used by 7 workflows
Agency Onwer eMail=
used by 5 workflows
Sales Persons Name=
used by 5 workflows
Sales Persons eMail=
used by 4 workflows
Agency Owner eMail Address=
used by 2 workflows
Industry=
used by 2 workflows
Booking Link=
used by 1 workflow
Calendar Link=
used by 1 workflow
Client Onboarding Form Link=
used by 1 workflow
Facebook Group Link=
used by 1 workflow
From Email=
used by 1 workflow
From Email Name=
used by 1 workflow
Meeting Link=
used by 1 workflow
Notification Email for Client=
used by 1 workflow
Agency Phone Number=
not used by any workflow
Agency Website=
not used by any workflow
Booking - Schedule Link=
not used by any workflow
Booking Thank You Page=
not used by any workflow
Disqualified Page=
not used by any workflow
Name of Facebook Group for Prospects=
not used by any workflow
Notification From Email =
not used by any workflow
Offer Name=
not used by any workflow
Online Meeting Link=
not used by any workflow
Podcast - Interviews Link=
not used by any workflow
Podcast Link=
not used by any workflow
Podcast Name=
not used by any workflow
Schedule Link:Launch Coordinator=
not used by any workflow
Testimonial Page=
not used by any workflow
Webinar Calendar Reminder=
not used by any workflow
Webinar Date=
not used by any workflow
Webinar Day=
not used by any workflow
Webinar Description=
not used by any workflow
Webinar Link=
not used by any workflow
Webinar Login Link=
not used by any workflow
Webinar Registration Link=
not used by any workflow
Webinar Replay Link=
not used by any workflow
Webinar Time=
not used by any workflow
Webinar Topic=
not used by any workflow
Workbook Link=
not used by any workflow
Strategy Session CalendarVoice AI Agent Demo CallAccount Manager Calendar Sales Calendar
1. Appointment Funnel1. Appointment Funnel2. Checklist3. Case Study3.1 Case Studies4. Webinar Funnel4.1 Webinars5. Free Book Offer6. Keyword ListBook with Account ManagerCalendarChecklist Download - ADSConversionAMPConversionAMP DemoGoogle Local Services GuideNew Client OnBoardingNew Team Member OnboardingONE in your areaONE in your areaRandom PagesRandom PagesAgency Landing PageAgency SiteHomeHVAC SiteMarketing Agency Template
ReceptionistRegistered for WebinarNew Team Member OnboardingChecklistConversionAMP DemoChecklist Download - AdsRegister for Google Local Services Webinar1. Schedule Appointment FormCase StudyChecklist Opt-inSchedule Appointment FormGoogle Local Services GuideKeyword List Form

Workflow

Open in GHL ↗