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In-Line Renewal Solutions

Active Health 73 · Needs work boilerplate
Created 2025-12-30Updated today Client login today Phone: enabled Email: not_enabled 109 Sagamore Hill Rd. vNgYReQh3qJPKroueacO
Mostly draft workflows

Analysis & Recommendations 73 / 100

Active account, recently provisioned from the boilerplate and lightly customized. Strengths: 14 live workflows, 1 funnel/site, pipeline + tagging in place. 4 items to address below.

  • high18 of 32 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
  • 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.

32
Workflows
14 live / 18 draft
1
Pipelines
34
Tags
5
Custom fields
3
Custom values
11
Calendars
1
Funnels + sites
3
Forms
1
Trigger links
1
Voice agents
Sales Pipeline7 stages
New Inquiry / Lead CapturedCall HeldDemo ScheduledQuote SentClosed - WonClosed - LostClosed - Not Interested
used by 2 workflows
followup:32026
used by 2 workflows
outreach:32026
used by 2 workflows
after hours
used by 1 workflow
direct traffic
used by 1 workflow
facebook form
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
review:request
used by 1 workflow
social media
used by 1 workflow
website form
used by 1 workflow
website referral
used by 1 workflow
apr lead
not used by any workflow
commercial
not used by any workflow
emailreviewrequest1
not used by any workflow
emailreviewrequest2
not used by any workflow
emailreviewrequest3
not used by any workflow
emailreviewtried1
not used by any workflow
emailreviewtried2
not used by any workflow
facebook messenger
not used by any workflow
ilrs customer
not used by any workflow
ilrs general contact
not used by any workflow
ilrs prospect
not used by any workflow
import
not used by any workflow
lost:cost
not used by any workflow
lost:timing
not used by any workflow
may 2026 open house
not used by any workflow
open house may 2026
not used by any workflow
residential
not used by any workflow
review request
not used by any workflow
smsreviewtried1
not used by any workflow
smsreviewtried2
not used by any workflow
smsreviewtried3
not used by any workflow
Subjecttext
used by 20 workflows
Messagelarge text
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
Jacks Google Calendar Link= https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ1a_yk224oKnhTGTPYKBozMzFxXM89--1_EWeyLqxgl_THzFGWkrFJ0cS4QZGDxa1Bj_LTq7xx2
used by 1 workflow
Sarah Kimmel's Personal CalendarDenny A's Personal CalendarJack Manuel's Personal CalendarMac Canali's Personal CalendarJosh Shelton's Personal CalendarTrainingSean Lokar's Personal CalendarJamie Long's Personal CalendarJohn Tamburino's Personal CalendarDiscovery Call with {{location.name}}Scott Shuey's Personal Calendar
testWebsite
Contact (Website)ReferralsContact Us

Workflow

Open in GHL ↗