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Light Ring, Inc

Active Health 53 · Attention boilerplate
Created 2025-07-31Updated 2d ago Client login 2d ago Phone: not_enabled Email: not_enabled McCallsburg HMm03ltwkS40J4YWI0De
Phone not enabledMostly draft workflows

Analysis & Recommendations 53 / 100

Active account, recently provisioned from the boilerplate and lightly customized. Strengths: 6 live workflows, 1 funnel/site, pipeline + tagging in place. 7 items to address below.

  • high8 of 14 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
  • highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
  • mediumPipeline "Main" has only 1 stage and looks unused. Consolidate to one canonical pipeline.
  • mediumPipeline "Fixed" has working notes (**) left in its stage names. Clean the stage labels.
  • 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.

14
Workflows
6 live / 8 draft
2
Pipelines
22
Tags
4
Custom fields
2
Custom values
5
Calendars
1
Funnels + sites
2
Forms
1
Trigger links
1
Voice agents
Fixed9 stages
Day 1-3**Meeting Scheduled**Missed Meeting/Reschedule**NegotiationPendingClosed WonClosed Lost5 Week Lead Nurture**No Response
used by 1 workflow
Main1 stages
New Lead
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
facebook messenger
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
director of public works
not used by any 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
Messagelarge text
used by 1 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
shane -'s Personal CalendarDiscovery Call with {{location.name}}Grant's Personal CalendarKelsey's Personal CalendarJacob's Personal Calendar
testWebsite
Contact UsReferrals

Workflow

Open in GHL ↗