Analysis & Recommendations 70 / 100
Active, working account. Strengths: 7 live workflows, 1 funnel/site, pipeline + tagging in place. 5 items to address below.
- highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
- mediumPipeline "Fixed" has working notes (**) left in its stage names. Clean the stage labels.
- medium2 custom values are unset/placeholder (e.g. "GA4 API Secret"). Fill in real values during onboarding.
- mediumTrigger link "Google Review Link" points at a placeholder URL. Set the real destination (e.g. the Google review link).
- lowVoice agent "My Agent 314" has a default/test name and may be unconfigured. Finish setup or remove it.
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.
13
Workflows
7 live / 6 draft
2
Pipelines
51
Tags
3
Custom fields
2
Custom values
7
Calendars
1
Funnels + sites
2
Forms
1
Trigger links
2
Voice agents
Fixed9 stages
Day 1-3**Meeting Scheduled**Missed Meeting/Reschedule**NegotiationPendingClosed WonClosed Lost5 Week Lead Nurture**No Response
used by 1 workflowMain3 stages
New LeadLead ScheduledLead Won
used by 2 workflowsafter hours
used by 1 workflowcall:website
used by 1 workflowdirect traffic
used by 1 workflowemailreviewrequest1
used by 1 workflowemailreviewrequest2
used by 1 workflowemailreviewrequest3
used by 1 workflowfacebook form
used by 1 workflowfacebook messenger
used by 1 workflowlsa
used by 1 workfloworganic traffic
used by 1 workflowpaid search
used by 1 workflowpaid social
used by 1 workflowreferral lead
used by 1 workflowsocial media
used by 1 workflowwebsite form
used by 1 workflowwebsite referral
used by 1 workflow3rd party company
not used by any workflowabandoned lead (no response)
not used by any workflowarizona
not used by any workflowbusiness call
not used by any workflowdo not service
not used by any workflowemailreviewtried1
not used by any workflowemailreviewtried2
not used by any workflowexisting customer
not used by any workflowgeneral contractor
not used by any workflowhome show lead
not used by any workflowinquiry
not used by any workflowlead refused to book
not used by any workflowleft a google review
not used by any workflowlost:cost
not used by any workflowlost:timing
not used by any workflowmissed call
not used by any workflownew construction
not used by any workflowno tax
not used by any workflownot a lead
not used by any workflownot booked (travel fee)
not used by any workflowone year membership winner
not used by any workflowoperator ai generated
not used by any workflowoverdue invoice
not used by any workflowpersonal referral
not used by any workflowreal estate
not used by any workflowreferred by customers
not used by any workflowrepeat customer
not used by any workflowreturning a missed call
not used by any workflowseptic
not used by any workflowservice not offered here
not used by any workflowsmsreviewtried1
not used by any workflowsmsreviewtried2
not used by any workflowsmsreviewtried3
not used by any workflowspam
not used by any workflowvip member
not used by any workflowReferred Bytext
not used by any workflowReferrer Emailtext
not used by any workflowService Requestedsingle options
not used by any workflowGA4 API Secret=
used by 2 workflowsGA4 MEASUREMENT ID=
used by 2 workflowsA & N Plumbing's Personal CalendarNathan Smelser's Personal Calendar's Personal CalendarAmber Smelser's Personal CalendarKayla C.'s Personal CalendarKimberly West's Personal CalendarDiscovery Call with {{location.name}}
testWebsite
Contact UsReferrals
| Trigger link | Destination |
|---|---|
| Google Review Link | https://www.google.com/ |