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Communications Factory

Active Health 63 · Needs work boilerplate
Created 2025-07-15Updated 14d ago Client login 14d ago Phone: not_enabled Email: not_enabled 6733 Allyn Road wX5t6XHknRatyPRVwaGu
Phone not enabledMostly draft workflows

Analysis & Recommendations 63 / 100

Active account, recently provisioned from the boilerplate and lightly customized. Strengths: 5 live workflows, 1 funnel/site, pipeline + tagging in place. 5 items to address below.

  • high9 of 14 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
  • highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
  • medium2 custom values are unset/placeholder (e.g. "GA4 MEASUREMENT ID"). 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 222" 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.

14
Workflows
5 live / 9 draft
1
Pipelines
28
Tags
3
Custom fields
2
Custom values
4
Calendars
1
Funnels + sites
2
Forms
1
Trigger links
1
Voice agents
New Biz Activites8 stages
Identify & Verify TargetCreate Mailer or VideoDrop Mailer or Post VideoFollow-upSetup MeetingLong-Term Nurturing (Maybe)Long-Term Nurturing (Non-responsive)Long-Term Nurturing (Past Client)
not used by any workflow
after hours
used by 1 workflow
direct traffic
used by 1 workflow
emailreviewrequest1
used by 1 workflow
emailreviewrequest2
used by 1 workflow
emailreviewrequest3
used by 1 workflow
facebook form
used by 1 workflow
facebook messenger
used by 1 workflow
organic traffic
used by 1 workflow
paid search
used by 1 workflow
paid social
used by 1 workflow
referral lead
used by 1 workflow
social media
used by 1 workflow
website form
used by 1 workflow
website referral
used by 1 workflow
box
not used by any workflow
emailreviewtried1
not used by any workflow
emailreviewtried2
not used by any workflow
industry_general
not used by any workflow
industry_hort
not used by any workflow
industry_lifesciences
not used by any workflow
industry_mfg
not used by any workflow
lost:cost
not used by any workflow
lost:timing
not used by any workflow
new 11-13-25
not used by any workflow
new list 11-13-25
not used by any workflow
smsreviewtried1
not used by any workflow
smsreviewtried2
not used by any workflow
smsreviewtried3
not used by any workflow
Referred Bytext
not used by any workflow
Referrer Emailtext
not used by any workflow
Service Requestedsingle options
not used by any workflow
GA4 API Secret=
used by 2 workflows
GA4 MEASUREMENT ID=
used by 2 workflows
Adam Prinzing's Personal CalendarBrad Turner's Personal CalendarDiscovery Call with {{location.name}}David Cockley's Personal Calendar
testWebsite
ReferralsContact Us

Workflow

Open in GHL ↗