Analysis & Recommendations 90 / 100
Internal/agency account (18 items built). No major structural issues detected.
- lowNo structural issues found. Keep it in sync with the cleaned boilerplate.
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
11 live / 2 draft
1
Pipelines
15
Tags
3
Custom fields
0
Custom values
1
Calendars
1
Funnels + sites
0
Forms
0
Trigger links
0
Voice agents
CAT: Prospecting Pipeline7 stages
Lead In (Connected)Replied With InterestCall BookedNo Show / RescheduleCommitted, Not PaidPaid Client (Won)Not Interested / Deal Lost
used by 6 workflowscustomer
used by 1 workflowinterested
used by 1 workflownot interested
used by 1 workflownot interested / bad fit
used by 1 workflow7/4/21
not used by any workflowcat-call
not used by any workflowcat-cold-email
not used by any workflowcat-facebook
not used by any workflowcat-funnel
not used by any workflowcat-linkedin
not used by any workflowcat-noemail
not used by any workflowcat-nophone
not used by any workflowcat-nophone-noemail
not used by any workflowcat-pull-weconnect
not used by any workflowtest123
not used by any workflowAnswertext
not used by any workflowFacebook Profile URLtext
not used by any workflowLinkedin Profile URLtext
not used by any workflownone
CAT - Booked Appt
CAT - Calendar Booking Copy
none
none