← All sub-accounts

FireRock Marketing Group

Inactive Health 54 · Attention internal
Created 2021-01-11Updated 105d ago Client login 105d ago Phone: enabled Email: not_enabled 800 Hingham St ste 200-n 5naQtHgjnUh0QLiBroIR
Stale login (>90d)Tag bloat (80+)Field bloat (60+)

Analysis & Recommendations 54 / 100

Internal/agency account (273 items built). 5 items to address below.

  • mediumPipeline "Main" has only 1 stage and looks unused. Consolidate to one canonical pipeline.
  • mediumPipeline "Fixed Sales Pipeline" has working notes (**) left in its stage names. Clean the stage labels.
  • mediumTag bloat: 130 tags. Merge or delete unused tags and standardize a naming convention.
  • mediumCustom-field bloat: 130 fields. Remove orphans and group the rest into folders.
  • medium44 custom values are unset/placeholder (e.g. "Client Number of Spots Left For The Month (b2bscale.io)"). 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.

57
Workflows
31 live / 26 draft
14
Pipelines
130
Tags
130
Custom fields
73
Custom values
12
Calendars
40
Funnels + sites
38
Forms
8
Trigger links
1
Voice agents
Cold Outreach3 stages
Showed InterestQualifiedScheduled Strategy Session
not used by any workflow
ConversionAMP3 stages
Tested Online DemoScheduled Demo MeetingInterested in ConversionAMP
not used by any workflow
Dream 100 Competitor7 stages
Added to outreachOpened eMailDirect MailReplied to eMailExpressed InterestSent Value VideoScheduled Session
used by 4 workflows
FireRock - Minimum Viable Funnel3 stages
New LeadsLead RespondedAppointment Booked
used by 2 workflows
Fixed Sales Pipeline9 stages
Day 1-3**Meeting Scheduled**Missed Meeting/Reschedule**NegotiationPendingClosed WonClosed Lost5 Week Lead Nurture**No Response
used by 2 workflows
Lead Engagement8 stages
New LeadSpamEngagedHot LeadAppointment BookedCompleted CallSigned ClientDead/Unresponsive
used by 1 workflow
Main1 stages
New Lead
used by 1 workflow
Onboarding Pipeline5 stages
Paid InvoiceNew CustomerOnboarding Call BookedOnboarding Call AttendedOnboarding Complete
used by 2 workflows
POD: Sales Pipeline8 stages
ProspectLeads (No Call Booked)Leads Sales (Call Booked)No ShowCommitted, Not PaidPayment Collected (Win)Payment OverdueDeals Lost
not used by any workflow
Paid Traffic6 stages
Opt-InOpened EmailReplied To EmailQuestionnaire CompletedAppointment ScheduledDiscovery Call Completed
not used by any workflow
Sales Pipeline4 stages
Opted InQualified LeadScheduled Strategy SessionHot Lead Follow Up
used by 7 workflows
Sales Pipeline4 stages
Sales Call BookedSales Call AttendedVerbal YesPayment Made
used by 7 workflows
YOUR PROMOTION Pipeline5 stages
New LeadsHot LeadsBooking RequestedBooking ConfirmedService(s) Sold
not used by any workflow
b2bscale.io Pipeline11 stages
New LeadBooked Appointment #1Cancellation (Appt #1)No Show (Appt #1)Show (Appt #1)Booked Appointment #2Cancellation (Appt #2)No Show (Appt #2)New ClientDidn't CloseDisqualified
used by 2 workflows
disqualified-b2bscaleio
used by 5 workflows
booked-b2bscaleio-14days
used by 4 workflows
downloaded checklist
used by 3 workflows
downloaded guide
used by 3 workflows
checklist download
used by 2 workflows
competitor campaign
used by 2 workflows
facebook
used by 2 workflows
new lead
used by 2 workflows
paid social
used by 2 workflows
social media
used by 2 workflows
9 ai visibility strategies
used by 1 workflow
ai-visibilty-report
used by 1 workflow
applied & qualified (not scheduled)
used by 1 workflow
b2bid
used by 1 workflow
b2bscaleio
used by 1 workflow
byebye
used by 1 workflow
conversion guide download
used by 1 workflow
direct traffic
used by 1 workflow
done-for-you internet marketing
used by 1 workflow
facebook form
used by 1 workflow
home services lp1
used by 1 workflow
home services lp2
used by 1 workflow
home services lp3
used by 1 workflow
kw sept 5 | firerock marketing | general
used by 1 workflow
kw sept 9 | firerock marketing | roofers
used by 1 workflow
kw:95electricians
used by 1 workflow
kw:95general
used by 1 workflow
kw:95roofers
used by 1 workflow
new website lead
used by 1 workflow
qualified prospect
used by 1 workflow
scheduled strategy session
used by 1 workflow
1-28 pro
not used by any workflow
1-28 prospects
not used by any workflow
1-28 prospects
not used by any workflow
1-28 prospects
not used by any workflow
80-104 prospects
not used by any workflow
active client
not used by any workflow
add to campaign
not used by any workflow
answering service
not used by any workflow
applied for strategy session
not used by any workflow
artificial turf
not used by any workflow
checklist guide requested
not used by any workflow
conversionamp prospect
not used by any workflow
demo video opt-in
not used by any workflow
done-for-you online advertising
not used by any workflow
done-for-you social and content
not used by any workflow
dream 100 outreach
not used by any workflow
dream 100 prospect
not used by any workflow
dream100
not used by any workflow
fac
not used by any workflow
fb lead
not used by any workflow
fb spam
not used by any workflow
firerock minumum viable form
not used by any workflow
fox
not used by any workflow
get emails lead
not used by any workflow
getemails lead
not used by any workflow
gmb guide requested
not used by any workflow
hillsberg
not used by any workflow
inactive client
not used by any workflow
infusionsoft import
not used by any workflow
interested
not used by any workflow
internal team member
not used by any workflow
job seeker
not used by any workflow
kw95roofers
not used by any workflow
landscape design
not used by any workflow
linkedin lead
not used by any workflow
long
not used by any workflow
marketer
not used by any workflow
marketing
not used by any workflow
new opt
not used by any workflow
new opt-in
not used by any workflow
nexstar member
not used by any workflow
no conversation
not used by any workflow
no show for strategy session
not used by any workflow
not interested
not used by any workflow
plumbing & hvac seo prospects
not used by any workflow
pod fb lead
not used by any workflow
ppc advertisers 7-28
not used by any workflow
prospects 104-138
not used by any workflow
prospects 28-53
not used by any workflow
prospects 55-79
not used by any workflow
real office
not used by any workflow
real office
not used by any workflow
registered for 2021 webianr
not used by any workflow
registered for auto triple sales webinar
not used by any workflow
registered for conversion webinar 2021
not used by any workflow
registered for google local services webinar
not used by any workflow
registered for google maps webinar 2020
not used by any workflow
registered for ppc webinar 2020
not used by any workflow
registered for seo webinar 2020
not used by any workflow
registered for unconverted leads webianr
not used by any workflow
requested case study
not used by any workflow
requested checklist
not used by any workflow
requested covid-19 kit
not used by any workflow
requested covid-19 marketing
not used by any workflow
requested covid-19 marketing kit
not used by any workflow
requested demo for conversionamp
not used by any workflow
requested free book
not used by any workflow
requested keyword list
not used by any workflow
requested meridian case study
not used by any workflow
requested stefan
not used by any workflow
research
not used by any workflow
saad 100
not used by any workflow
saad 12-5-2021
not used by any workflow
saad 7-5-2021
not used by any workflow
scheduled conversionamp demo
not used by any workflow
scroll
not used by any workflow
send book (qualified book request)
not used by any workflow
sent invite to unconverted leads webinar
not used by any workflow
sid 100
not used by any workflow
spam
not used by any workflow
stop bot
not used by any workflow
test
not used by any workflow
tested conversionamp
not used by any workflow
tested conversionamp demo
not used by any workflow
top 100 farzan
not used by any workflow
top 100 farzan
not used by any workflow
trigger - 2021 plan invite r2
not used by any workflow
trigger - 2021 plan replay
not used by any workflow
trigger - 2021 plan webinar invite
not used by any workflow
trigger - unconverted leads webinar invite
not used by any workflow
trigger long term nurture
not used by any workflow
trigger lsa webinar replay
not used by any workflow
trigger outreach for appointment
not used by any workflow
trigger power dialer
not used by any workflow
trigger webinar invite - lsa 2020
not used by any workflow
unsubscribe
not used by any workflow
update
not used by any workflow
value video outreach
not used by any workflow
website
not used by any workflow
Google Analyticstext
used by 2 workflows
1. Are you a roofer? If not, DO NOT book a call!checkbox
not used by any workflow
2. Are you making at least $30k/month in revenue? If not, DO NOT book a call!checkbox
not used by any workflow
3. We will still ask you to invest in your business to get more clients (advertising, etc.). With that in mind, are you willing to invest in your business?checkbox
not used by any workflow
Alternative Emailtext
not used by any workflow
Alternative Phonetext
not used by any workflow
Annual Revenuemonetory
not used by any workflow
Are there any upcoming changes or expansions to your business that the chatbot should accommodate?large text
not used by any workflow
Are you currently investing in marketing?single options
not used by any workflow
Are you interested in generating leads?single options
not used by any workflow
Bookstext
not used by any workflow
Business Facebooktext
not used by any workflow
Business LinkedIntext
not used by any workflow
Business Nametext
not used by any workflow
Business Websitetext
not used by any workflow
Can you provide examples of typical questions or requests users might have?large text
not used by any workflow
Cbsatext
not used by any workflow
Census Blocktext
not used by any workflow
Census Block Grouptext
not used by any workflow
Census Tracttext
not used by any workflow
Charity Interesttext
not used by any workflow
Children Aged 0-3 in Householdtext
not used by any workflow
Children Aged 10-12 in Householdtext
not used by any workflow
Children Aged 13-18 in Householdtext
not used by any workflow
Children Aged 4-6 in Householdtext
not used by any workflow
Children Aged 7-9 in Householdtext
not used by any workflow
Children in Householdtext
not used by any workflow
Click Datetext
not used by any workflow
Companytext
not used by any workflow
Company Nametext
not used by any workflow
Company Phonetext
not used by any workflow
Company Websitetext
not used by any workflow
Competitor 1text
not used by any workflow
Competitor 2text
not used by any workflow
Competitor 3text
not used by any workflow
Contact IDtext
not used by any workflow
Cookingtext
not used by any workflow
Credit Score Mediantext
not used by any workflow
Credit Score Rangetext
not used by any workflow
Date Establishedtext
not used by any workflow
Discretionary Incometext
not used by any workflow
DIYtext
not used by any workflow
Do you provide electrical services (installation or maintenace)? If not, DO NOT book a call! checkbox
not used by any workflow
Dwelling Typetext
not used by any workflow
Employee IDtext
not used by any workflow
Epicureantext
not used by any workflow
Facebook Ad Pixeltext
not used by any workflow
Fitnesstext
not used by any workflow
Garage Sqfttext
not used by any workflow
Gardeningtext
not used by any workflow
Gendertext
not used by any workflow
Generationtext
not used by any workflow
GMB Profiletext
not used by any workflow
Google Ad Pixeltext
not used by any workflow
Google Review Counttext
not used by any workflow
Headcounttext
not used by any workflow
Headquarters Branchtext
not used by any workflow
Health Beauty Productstext
not used by any workflow
HeyReach IDtext
not used by any workflow
HeyReach Tagstext
not used by any workflow
Home Ownertext
not used by any workflow
Home Owner Ordinaltext
not used by any workflow
Home Pricetext
not used by any workflow
Home Valuetext
not used by any workflow
Household Incometext
not used by any workflow
Household Net Worthtext
not used by any workflow
How will you measure the success of the chatbot in meeting your business objectives?large text
not used by any workflow
How would you describe your brand's tone and personality?large text
not used by any workflow
Is your business currently generating $1M in sales?single options
not used by any workflow
Job Functiontext
not used by any workflow
Keyword 1text
not used by any workflow
Keyword 2text
not used by any workflow
Keyword 3text
not used by any workflow
Keyword 4text
not used by any workflow
Keyword 5text
not used by any workflow
Keywordstext
not used by any workflow
Land Sqfttext
not used by any workflow
Last Seen Datetext
not used by any workflow
Legal Descriptiontext
not used by any workflow
Length of Residencetext
not used by any workflow
Leveltext
not used by any workflow
Likely Charitable Donortext
not used by any workflow
Linked Intext
not used by any workflow
LinkedIn Conversationtext
not used by any workflow
Living Sqfttext
not used by any workflow
Locationtext
not used by any workflow
Lot Numbertext
not used by any workflow
Magazine Subscribertext
not used by any workflow
Marital Statustext
not used by any workflow
Median Home Valuetext
not used by any workflow
Median Household Incometext
not used by any workflow
Median Household Net Worthtext
not used by any workflow
Messagelarge text
not used by any workflow
Musictext
not used by any workflow
NAICS Codetext
not used by any workflow
Noteslarge text
not used by any workflow
Number of Adults in Householdtext
not used by any workflow
Number of Children in Householdtext
not used by any workflow
Number Of Employeestext
not used by any workflow
Number of People in Householdtext
not used by any workflow
Occupation Categorytext
not used by any workflow
Occupation Detailtext
not used by any workflow
Occupation Typetext
not used by any workflow
Owner Facebooktext
not used by any workflow
Owner LinkedIntext
not used by any workflow
Page Speedtext
not used by any workflow
Pet Ownertext
not used by any workflow
Phone 3text
not used by any workflow
Photographytext
not used by any workflow
Primary Servicetext
not used by any workflow
Sales Volumetext
not used by any workflow
Search Positiontext
not used by any workflow
Search Termtext
not used by any workflow
SERP Screenshottext
not used by any workflow
Street Address 2text
not used by any workflow
Subdivisiontext
not used by any workflow
Target Citytext
not used by any workflow
Tax Bill Mailing Informationtext
not used by any workflow
Titletext
not used by any workflow
Travel Vacationtext
not used by any workflow
Urbanicitytext
not used by any workflow
Votertext
not used by any workflow
Websitetext
not used by any workflow
What are the most frequent questions or inquiries your customer support team receives?large text
not used by any workflow
What specific tasks or actions do you want the chatbot to handle?large text
not used by any workflow
What type of language and communication style do you want the chatbot to use?large text
not used by any workflow
Year Built Originaltext
not used by any workflow
Year Built Rangetext
not used by any workflow
Year Foundedtext
not used by any workflow
Zoning Codetext
not used by any workflow
Agency Owner= Ryan Esco
used by 5 workflows
Agency Name= FireRock Marketing
used by 4 workflows
Sales Persons Name=
used by 4 workflows
Industry= Digital Marketing
used by 3 workflows
Sales Persons eMail=
used by 3 workflows
Booking Calendar For All Leads= https://api.leadconnectorhq.com/widget/booking/PLpuICVyflWauscGRKXh
used by 2 workflows
Onboarding Calendar URL= https://ai.firerockmarketing.com/onboarding
used by 2 workflows
Booking Link= https://calendly.com/ryan-esco/30min
used by 1 workflow
Facebook Group Link=
used by 1 workflow
Meeting Link=
used by 1 workflow
Notification Email for Client= ryanesco@firerockmarketing.com
used by 1 workflow
Twilio Number=
used by 1 workflow
Twilio Number In link Form=
used by 1 workflow
1st Call Duration + Location (Zoom Call, Phone Call, etc.) (b2bscale.io)= 30-Minute Zoom Call
not used by any workflow
Agency Owner Email= ryanesco@firerockmarketing.com
not used by any workflow
Agency Owner eMail Address= ryanesco@firerockmarketing.com
not used by any workflow
Agency Phone Number= 781-783-4544
not used by any workflow
Agency Website= https://firerockmarketing.com
not used by any workflow
Booking - Schedule Link= https://firerockmarketing.com/contact-us/
not used by any workflow
Booking Thank You Page=
not used by any workflow
City= Rockland
not used by any workflow
Claim Thank You Page=
not used by any workflow
Client Goal For The Month (b2bscale.io)= 6
not used by any workflow
Client Logo (b2bscale.io)= https://ibb.co/qd8MyYS
not used by any workflow
Client Niche Name (Plural, All Caps) (b2bscale.io)= ROOFERS
not used by any workflow
Client Niche Name (Plural, NO Caps) (b2bscale.io)= roofers
not used by any workflow
Client Number of Spots Left For The Month (b2bscale.io)= 2
not used by any workflow
Client Offer Name (Funnel Name - 10 PATIENTS IN 10 DAYS FREE TRIAL) (All Caps) (b2bscale.io)= DOUBLE-LEAD-FLOW
not used by any workflow
Client Offer Name (Funnel Name - 10 patients in 10 days free trial) (NO Caps) (b2bscale.io)= double-lead-flow
not used by any workflow
Client Offer Name (If we...) (b2bscale.io)= double your leads for roofing jobs within 90 days, guaranteed, or we work for free until we do
not used by any workflow
Client Onboarding Form Link=
not used by any workflow
Company Name=
not used by any workflow
Disqualified Page=
not used by any workflow
From Email=
not used by any workflow
Logo Image URL=
not used by any workflow
Name of Facebook Group for Prospects= https://www.facebook.com/firerockmarketing
not used by any workflow
Niche= Paint Protection Film
not used by any workflow
Notification From Email= ryanesco@firerockmarketing.com
not used by any workflow
Notifications Email For Client= ryanesco@firerockmarketing.com
not used by any workflow
Offer Name= Executive Lead Flow Generation
not used by any workflow
Onboarding Call Zoom Link=
not used by any workflow
Online Meeting Link=
not used by any workflow
opening hours=
not used by any workflow
Podcast - Interviews Link=
not used by any workflow
Podcast Link=
not used by any workflow
Podcast Name=
not used by any workflow
Privacy Address=
not used by any workflow
Privacy Entity=
not used by any workflow
PrivacyContact=
not used by any workflow
PrivacyEmail=
not used by any workflow
PrivacyRole=
not used by any workflow
PrivacyURL=
not used by any workflow
Reactivations Booking Link (b2bscale.io)= https://firerockmarketing.site/call-book
not used by any workflow
Sales Calendar Page URL= https://ai.firerockmarketing.com/sales-cal
not used by any workflow
Sales Call Zoom Link=
not used by any workflow
Schedule Link:Launch Coordinator=
not used by any workflow
Terms of Service url=
not used by any workflow
Testimonial Page= https://firerockmarketing.com/about-sales-marketing-consultants/reviews/
not used by any workflow
User Company Name=
not used by any workflow
Value Proposition (b2bscale.io)= We'll double your leads for roofing jobs within 90 days, guaranteed, or we work for free until we do
not used by any workflow
Webinar Calendar Reminder=
not used by any workflow
Webinar Date=
not used by any workflow
Webinar Day=
not used by any workflow
Webinar Description=
not used by any workflow
Webinar Link=
not used by any workflow
Webinar Login Link=
not used by any workflow
Webinar Registration Link=
not used by any workflow
Webinar Replay Link=
not used by any workflow
Webinar Time=
not used by any workflow
Webinar Topic=
not used by any workflow
website=
not used by any workflow
Workbook Link=
not used by any workflow
Your App Login URL=
not used by any workflow
AI Onboarding CalendarTeam Calendarb2bscale.io CalendarDiscovery Call with FireRock Marketing (NEW)AI Sales CalanderSales CalendarAccount Manager Calendar Booking RequestCalendar - Minimum Viable FunnelMarketing Strategy CallDBSadvantage Company CalendarStrategy Session Calendar
b2bscale.io Funnels0. Paid Traffic Appointment Funnel0. Paid Traffic Appointment Funnel (Conversion Guide)0. Roofer Appointment Funnel0. Roofer Appointment Funnel (Conversion Guide) 2. Checklist3. Case Study3.1 Case Studies4. Webinar Funnel4.1 Webinars5. Free Book Offer6. Keyword Listb2bscale.io - Recommended Thank You PageBook with Account ManagerChecklist Download - ADSConversionAMPConversionAMP DemoDone-For-You Internet MarketingDone-For-You Online AdvertisingDone-For-You Social and ContentElectricians - Optin 2025Electricians - Survey 2025FireRock - Minimum Viable Funnel StepsGoogle Local Services GuideGoogle My Business FunnelMarketing Checklist FunnelNew Client OnBoardingNew Team Member OnboardingONE in your areaONE in your areaRandom PagesRandom PagesUnsubscribedVideo Demo Funnel5 Day Challenge WebsiteAgency Landing PageAgency SiteHomeHVAC SiteMarketing Agency Template
  Home Services Contractors Booking 1Request Your AI Visibility Report9 Strategies AI Search Landing Page  Home Services Contractors Booking 3  Home Services Contractors Booking 2AI Executive OnboardingRoofing Conversion GuideRoofing Checklistb2bscale.io Qualifying FormElectrician Conversion GuideElectrician ChecklistForm 3New Team Member OnboardingConversionAMP DemoLocafy Lead FormContact UsReceptionistRegistered for WebinarChecklistChecklist Download - AdsRegister for Google Local Services Webinar1. Schedule Appointment FormCase StudyChecklist Opt-inSchedule Appointment FormGoogle Local Services GuideKeyword List FormForm 12 Done-For-You Social and ContentDone-For-You Internet Marketing Done-For-You Online AdvertisingDemo Video FormFireRock Form- Minimum Viable FormGMB GuideChecklist GuideForm 5Form 4YOUR OFFER Claim

Workflow

Open in GHL ↗