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Lake Effect Roofing

Inactive Health 64 · Needs work
Created 2025-05-29Updated 222d ago Client login 222d ago Phone: n/a Email: not_enabled 5123 Central Park Pl APT 323 ieUEkVcIz0OwKGSPbmEc
Phone not enabledStale login (>90d)

Analysis & Recommendations 64 / 100

Dormant client account: last activity 222d ago, built but untouched. 4 items to address below.

  • highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
  • mediumPipeline "Fixed" has working notes (**) left in its stage names. Clean the stage labels.
  • 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).

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.

10
Workflows
5 live / 5 draft
2
Pipelines
20
Tags
4
Custom fields
2
Custom values
4
Calendars
0
Funnels + sites
3
Forms
1
Trigger links
0
Voice agents
Fixed9 stages
Day 1-3**Meeting Scheduled**Missed Meeting/Reschedule**NegotiationPendingClosed WonClosed Lost5 Week Lead Nurture**No Response
used by 1 workflow
Main10 stages
New LeadNo ContactScheduled AppointmentBid SentNeeds Follow-upClosedReview RequestOld LeadsNot an OpportunitySpam
used by 2 workflows
after hours
used by 1 workflow
direct traffic
used by 1 workflow
emailreviewrequest1
used by 1 workflow
emailreviewrequest2
used by 1 workflow
emailreviewrequest3
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
social media
used by 1 workflow
website form
used by 1 workflow
website referral
used by 1 workflow
emailreviewtried1
not used by any workflow
emailreviewtried2
not used by any workflow
lost:cost
not used by any workflow
lost:timing
not used by any workflow
smsreviewtried1
not used by any workflow
smsreviewtried2
not used by any workflow
smsreviewtried3
not used by any workflow
Do You Live in Wisconsin?single options
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
Kimberly West's Personal CalendarDiscovery Call with {{location.name}}Carlos Familia's Personal CalendarJeff True's Personal Calendar

none

Contact UsForm 2Referrals

Workflow

Open in GHL ↗