Analysis & Recommendations 80 / 100
Internal/agency account (28 items built). 1 item to address below.
- highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
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.
8
Workflows
8 live / 0 draft
1
Pipelines
5
Tags
18
Custom fields
3
Custom values
1
Calendars
1
Funnels + sites
1
Forms
0
Trigger links
0
Voice agents
Direct Mail Support Pipeline5 stages
Lead InOnboardingCustomerFailed PaymentCanceled
used by 6 workflowsmbp power membership
used by 5 workflowsmbp starter membership
used by 5 workflowsmbp canceled
used by 4 workflowsmbp interested
used by 4 workflowsmbp failed payment
used by 3 workflowsAnniversary Daytext
not used by any workflowContact IDtext
not used by any workflowImage URLtext
not used by any workflowMailbox Power Membership Typetext
not used by any workflowMerge 1text
not used by any workflowMerge 10text
not used by any workflowMerge 2text
not used by any workflowMerge 3text
not used by any workflowMerge 4text
not used by any workflowMerge 5text
not used by any workflowMerge 6text
not used by any workflowMerge 7text
not used by any workflowMerge 8text
not used by any workflowMerge 9text
not used by any workflowPet Nametext
not used by any workflowQR Codetext
not used by any workflowSpouse Nametext
not used by any workflowStreet Address 2text
not used by any workflowMailbox Power API Key= DUK24YVXRWBTVRUXWTRY8VNVJJT
used by 5 workflowsMailbox Power Starter Plan Key= https://app.firerockmail.com/join/starter?a=84190CD96AE3065EEEA4CB639AAE2964
used by 1 workflowMailbox Power Website Sign In URL= https://app.firerockmail.com
not used by any workflowDirect Mail - Book A Call Calendar
Direct Mail Website/Funnels
Free Account/Bundle
none