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Alfred's Roofing

Active Health 82 · Healthy
Created 2022-07-31Updated today Client login today Phone: enabled Email: not_enabled 406 Northeast 29th Street zwUnLZSRC860lwBhmOZn
Mostly draft workflows

Analysis & Recommendations 82 / 100

Active, working account. Strengths: 22 live workflows, 7 funnel/sites, pipeline + tagging in place. 2 items to address below.

  • high36 of 58 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
  • medium14 custom values are unset/placeholder (e.g. "gt"). 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.

58
Workflows
22 live / 36 draft
3
Pipelines
64
Tags
16
Custom fields
17
Custom values
2
Calendars
7
Funnels + sites
4
Forms
1
Trigger links
1
Voice agents
AVA Didn't Reach5 stages
Issue DialingNo AnswerLeft MessageVoicemail with no MessageIVR Detected
used by 1 workflow
AVA Reached & Engaged5 stages
Call CompletedMeeting BookedCallback RequestedCall TransferredContact Hung Up
used by 1 workflow
Main10 stages
New LeadNo ContactScheduled AppointmentBid SentScheduledNeeds Follow-upClosedClosed - Review RequestOld LeadsNot an Opportunity - Spam
used by 2 workflows
completed
used by 3 workflows
facebook form
used by 2 workflows
adwords call
used by 1 workflow
after hours
used by 1 workflow
ava
used by 1 workflow
calledback
used by 1 workflow
dbr
used by 1 workflow
direct traffic
used by 1 workflow
facebook
used by 1 workflow
facebook call
used by 1 workflow
facebook messenger
used by 1 workflow
gmb call
used by 1 workflow
google guaranteed
used by 1 workflow
meeting-booked
used by 1 workflow
meeting-booked-ava-called
used by 1 workflow
organic traffic
used by 1 workflow
paid search
used by 1 workflow
paid social
used by 1 workflow
referral
used by 1 workflow
social media
used by 1 workflow
spam
used by 1 workflow
website call
used by 1 workflow
website form
used by 1 workflow
website referral
used by 1 workflow
--- select service needed --
not used by any workflow
ava-ai-voice-demo-form
not used by any workflow
bad lead
not used by any workflow
call-completed
not used by any workflow
company_review_request
not used by any workflow
contact-found-in-niko
not used by any workflow
emailreviewrequest1
not used by any workflow
emailreviewrequest2
not used by any workflow
emailreviewrequest3
not used by any workflow
emailreviewtried1
not used by any workflow
emailreviewtried2
not used by any workflow
employment
not used by any workflow
facebooj
not used by any workflow
fb lead
not used by any workflow
geotarget
not used by any workflow
gmb
not used by any workflow
job application
not used by any workflow
job application
not used by any workflow
job opportunity
not used by any workflow
junk
not used by any workflow
lead
not used by any workflow
lost job
not used by any workflow
luma-event-dumplings
not used by any workflow
new con
not used by any workflow
new roof construction
not used by any workflow
no-meeting-booked
not used by any workflow
old_lead
not used by any workflow
previous customer
not used by any workflow
review request
not used by any workflow
review_request_company
not used by any workflow
review_sent
not used by any workflow
roof cleaning
not used by any workflow
roof inspection
not used by any workflow
roof repair
not used by any workflow
roof replacement
not used by any workflow
soliciting
not used by any workflow
span
not used by any workflow
stop
not used by any workflow
test
not used by any workflow
user-hung-up
not used by any workflow
Transcriptlarge text
used by 3 workflows
--- Select Service Needed --multiple options
not used by any workflow
Ava Appointment Date and Timetext
not used by any workflow
AVA Call End Timetext
not used by any workflow
AVA Call Sentimenttext
not used by any workflow
AVA Call Start Timetext
not used by any workflow
AVA Demo Projectssingle options
not used by any workflow
AVA Last Call Statustext
not used by any workflow
Ava Meeting Durationtext
not used by any workflow
Ava Meeting Locationlarge text
not used by any workflow
Callback Requestdate
not used by any workflow
DBR Campaignnumerical
not used by any workflow
Recording URLlarge text
not used by any workflow
Reminder Start Datedate
not used by any workflow
Reminder Start Ondate
not used by any workflow
Service Requestedsingle options
not used by any workflow
GA4 API Secret= o2h3mPv0Tc2hKyg_H9YXCg
used by 2 workflows
GA4 MEASUREMENT ID= G-D19L6HS8QS
used by 2 workflows
Business: Address=
not used by any workflow
Business: Business Name=
not used by any workflow
Business: City=
not used by any workflow
Business: Email=
not used by any workflow
Business: Logo (Transparent Background)=
not used by any workflow
Business: Phone Number=
not used by any workflow
Calendar link=
not used by any workflow
Color: CTA=
not used by any workflow
Color: Main=
not used by any workflow
gt=
not used by any workflow
Owner: Bio=
not used by any workflow
Owner: Designation=
not used by any workflow
Owner: First & Last Name=
not used by any workflow
Owner: Profile Pic=
not used by any workflow
Phone Number= (360) 504-4685
not used by any workflow
Alfreds AppointmentsDemo Calendar
Insurance WebsiteReal Estate FunnelRoofing ContractorThinkrr Demo FunnelGoogle Ads Landing PageRoofing - Facebook Ads Landing PagesRoofing - Facebook Ads Landing Pages Copy
Thinkrr DemoInsurance FormFacebook Landing Page - Contact Form - CFContact Us

Workflow

Open in GHL ↗