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John Shelton Plumbing

Active Health 73 · Needs work boilerplate
Created 2025-12-30Updated 3d ago Client login 3d ago Phone: enabled Email: not_enabled 109 Sagamore Hill Rd, AExY3ZIizKaod2fmagoR
Mostly draft workflows

Analysis & Recommendations 73 / 100

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

  • high11 of 15 workflows are unpublished (draft).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 API Secret"). 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.

15
Workflows
4 live / 11 draft
2
Pipelines
36
Tags
5
Custom fields
2
Custom values
6
Calendars
1
Funnels + sites
4
Forms
1
Trigger links
1
Voice agents
Commercial9 stages
New Commercial LeadContacted / DiscoverySite Visit / AssessmentProposal SentApproved / Contract SignedEstimate/Work Not ApprovedCustomer Non ResponsiveJob CompletedReview / Testimonial Requested
not used by any workflow
Residential7 stages
New Lead (Unqualified)Estimate / Price ProvidedWork ScheduledEstimate/Work Not ApprovedCustomer Non ResponsiveJob CompletedReview Requested
not used by any workflow
direct traffic
used by 2 workflows
organic traffic
used by 2 workflows
paid search
used by 2 workflows
paid social
used by 2 workflows
social media
used by 2 workflows
website referral
used by 2 workflows
after hours
used by 1 workflow
facebook form
used by 1 workflow
facebook messenger
used by 1 workflow
new lead
used by 1 workflow
referral lead
used by 1 workflow
residential
used by 1 workflow
review:request
used by 1 workflow
website form
used by 1 workflow
broken pipe
not used by any workflow
clogged drain
not used by any workflow
commercial
not used by any workflow
drain cleaning
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
frozen pipe
not used by any workflow
frozen pipes
not used by any workflow
import
not used by any workflow
leak
not used by any workflow
lost:cost
not used by any workflow
lost:timing
not used by any workflow
review request
not used by any workflow
review sent
not used by any workflow
shut off valve
not used by any workflow
smsreviewtried1
not used by any workflow
smsreviewtried2
not used by any workflow
smsreviewtried3
not used by any workflow
water leak
not used by any workflow
How May We Assist You?large text
not used by any workflow
Mobiletext
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 3 workflows
GA4 MEASUREMENT ID=
used by 3 workflows
Sarah Kimmel's Personal CalendarJosh Shelton's Personal CalendarJohn Tamburino's Personal CalendarDenny A's Personal CalendarMac Canali's Personal CalendarDiscovery Call with {{location.name}}
testWebsite
Contact (Website)ReferralsContact UsScoreCard

Workflow

Open in GHL ↗