Analysis & Recommendations 75 / 100
Dormant client account: last activity 279d ago, built but untouched. 2 items to address below.
- highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
- mediumTrigger link "Google Review Link" points at a placeholder URL. Set the real destination (e.g. the Google review link).
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.
6
Workflows
5 live / 1 draft
1
Pipelines
20
Tags
3
Custom fields
2
Custom values
1
Calendars
0
Funnels + sites
2
Forms
1
Trigger links
0
Voice agents
Main1 stages
New Lead
used by 1 workflowafter hours
used by 1 workflowdirect traffic
used by 1 workflowemailreviewrequest1
used by 1 workflowemailreviewrequest2
used by 1 workflowemailreviewrequest3
used by 1 workfloworganic traffic
used by 1 workflowpaid search
used by 1 workflowpaid social
used by 1 workflowreferral lead
used by 1 workflowsocial media
used by 1 workflowwebsite form
used by 1 workflowwebsite referral
used by 1 workflowemailreviewtried1
not used by any workflowemailreviewtried2
not used by any workflowfacebook form
not used by any workflowlost:cost
not used by any workflowlost:timing
not used by any workflowsmsreviewtried1
not used by any workflowsmsreviewtried2
not used by any workflowsmsreviewtried3
not used by any workflowReferred Bytext
not used by any workflowReferrer Emailtext
not used by any workflowService Requestedsingle options
not used by any workflowGA4 API Secret= YzBEZfmERc673LcVElo0EA
used by 2 workflowsGA4 MEASUREMENT ID= G-N0XNNSLQ8N
used by 2 workflowsCarlos Familia's Personal Calendar
none
Contact UsReferrals
| Trigger link | Destination |
|---|---|
| Google Review Link | https://www.google.com/ |