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Novus Acquisitions

Inactive Health 64 · Needs work internal
Created 2022-09-02Updated 154d ago Client login 154d ago Phone: enabled Email: not_enabled 123 Street SSgn2VZEOyyOsKx7jTet
Stale login (>90d)Tag bloat (80+)Field bloat (60+)

Analysis & Recommendations 64 / 100

Internal/agency account (219 items built). 3 items to address below.

  • mediumTag bloat: 142 tags. Merge or delete unused tags and standardize a naming convention.
  • mediumCustom-field bloat: 122 fields. Remove orphans and group the rest into folders.
  • medium43 custom values are unset/placeholder (e.g. "Sales Persons Name"). Fill in real values during onboarding.

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.

59
Workflows
34 live / 25 draft
7
Pipelines
142
Tags
122
Custom fields
44
Custom values
5
Calendars
15
Funnels + sites
22
Forms
8
Trigger links
0
Voice agents
Acquisition Targets11 stages
LeadLinkedIn ContactLetterEmail #1Email #2Email #3CallAssessingOffer PendingDue DiligenceDead
used by 1 workflow
Cold Outreach3 stages
Showed InterestQualifiedScheduled Strategy Session
not used by any workflow
Cold Pipeline (Competitor)8 stages
Added to outreachOpened eMailCall 1Call 2Replied to eMailExpressed InterestSent Value VideoScheduled Session
not used by any workflow
ConversionAMP3 stages
Tested Online DemoScheduled Demo MeetingInterested in ConversionAMP
not used by any workflow
Dream 1004 stages
Dream 100 ProspectSent BookSent Case StudiesScheduled Strategy Session
not used by any workflow
Sales Pipeline6 stages
Opted InRequested Appointment (FB)Pending Disqualified Qualified LeadScheduled Strategy SessionHot Lead Follow Up
used by 7 workflows
Sales Pipeline5 stages
Opted InRequested Appointment (FB)Qualified LeadScheduled Strategy SessionHot Lead Follow Up
used by 7 workflows
new opt-in
used by 14 workflows
competitor campaign
used by 2 workflows
emailed
used by 2 workflows
emailed
used by 2 workflows
plumbing & hvac seo prospects
used by 2 workflows
requested meridian case study
used by 2 workflows
unsubscribe
used by 2 workflows
applied for strategy session
used by 1 workflow
businesscasual
used by 1 workflow
case study approach
used by 1 workflow
facebook
used by 1 workflow
formal
used by 1 workflow
no show for strategy session
used by 1 workflow
open
used by 1 workflow
qualified prospect
used by 1 workflow
registered for how to win with local service ads webinar
used by 1 workflow
registered for the google maps playbook 2024
used by 1 workflow
registered for unconverted leads webianr
used by 1 workflow
registered for your 2023 plan webinar
used by 1 workflow
remove from one city campaign
used by 1 workflow
requested appointment from fb ad
used by 1 workflow
requested checklist
used by 1 workflow
requested free book
used by 1 workflow
requested google maps guide
used by 1 workflow
requested keyword list
used by 1 workflow
requested website cheatsheet
used by 1 workflow
research
used by 1 workflow
scheduled strategy session
used by 1 workflow
send book (qualified book request)
used by 1 workflow
sent invite to unconverted leads webinar
used by 1 workflow
10-10
not used by any workflow
ac
not used by any workflow
active client
not used by any workflow
add to campaign
not used by any workflow
allentown plumbers
not used by any workflow
answering service
not used by any workflow
business email
not used by any workflow
ceo warrior
not used by any workflow
charleston plumber
not used by any workflow
closed area
not used by any workflow
coldlytics list
not used by any workflow
conversionamp prospect
not used by any workflow
czletter
not used by any workflow
dataaxel list
not used by any workflow
dfwrentals
not used by any workflow
dnc
not used by any workflow
dream 100 outreach
not used by any workflow
dream 100 prospect
not used by any workflow
email1
not used by any workflow
get emails lead
not used by any workflow
getemails lead
not used by any workflow
huoston plumbers
not used by any workflow
huoston plumbing
not used by any workflow
inactive client
not used by any workflow
inactive plumbing & hvac seo client
not used by any workflow
infusionsoft import
not used by any workflow
interested
not used by any workflow
intern - josh nelson
not used by any workflow
internal team member
not used by any workflow
jacksonville plumber
not used by any workflow
letter
not used by any workflow
linkedin
not used by any workflow
long
not used by any workflow
marketer
not used by any workflow
marketing
not used by any workflow
marketing agency
not used by any workflow
marketing flow a
not used by any workflow
new opt
not used by any workflow
nexstar member
not used by any workflow
Nexstar Member
not used by any workflow
nexstar network
not used by any workflow
not interested
not used by any workflow
omaha_plumbers rv
not used by any workflow
one plumber campaign
not used by any workflow
optimize for conversion webinar 2021 v2
not used by any workflow
personal email
not used by any workflow
plumbers in knoxville
not used by any workflow
plumbers in texas
not used by any workflow
ppc advertisers 7-28
not used by any workflow
ppc cleint
not used by any workflow
ppc client
not used by any workflow
qsc member
not used by any workflow
QSC Member
not used by any workflow
questionnaire
not used by any workflow
r2
not used by any workflow
real office
not used by any workflow
real office
not used by any workflow
registered for 2021 webianr
not used by any workflow
registered for 2022 plan webinar
not used by any workflow
registered for 2022 plan webinar v2
not used by any workflow
registered for auto triple sales webinar
not used by any workflow
registered for conversion webinar 2021
not used by any workflow
registered for google local services webinar
not used by any workflow
registered for google maps webinar 2020
not used by any workflow
registered for google maps webinar 2021
not used by any workflow
registered for how to accelerate your leadflow with paid ads & search
not used by any workflow
registered for how to optimize your website 2022
not used by any workflow
registered for how to triple your sales by getting your internet marketing right
not used by any workflow
registered for how to triple your sales by getting your internet marketing right 2022
not used by any workflow
registered for ppc webinar 2020
not used by any workflow
registered for ppc webinar 2021
not used by any workflow
registered for q3 plan webinar 2021
not used by any workflow
registered for seo webinar 2020
not used by any workflow
registered for seo webinar 2021
not used by any workflow
registered for the 2022 seo formula
not used by any workflow
registered for the google maps playbook
not used by any workflow
registered for triple your sales webinar
not used by any workflow
registered for triple your sales webinar 2021
not used by any workflow
registered for unconverted leads webinar
not used by any workflow
reletter
not used by any workflow
remove from one city outreach - error
not used by any workflow
requested case study
not used by any workflow
requested covid-19 kit
not used by any workflow
requested covid-19 marketing
not used by any workflow
requested covid-19 marketing kit
not used by any workflow
requested demo for conversionamp
not used by any workflow
requested free
not used by any workflow
requested stefan
not used by any workflow
response
not used by any workflow
scheduled conversionamp demo
not used by any workflow
sent association outreach package
not used by any workflow
seo client
not used by any workflow
tested conversionamp
not used by any workflow
tested conversionamp demo
not used by any workflow
texas plumbers
not used by any workflow
trigger - 2021 plan invite r2
not used by any workflow
trigger - 2021 plan replay
not used by any workflow
trigger - 2021 plan webinar invite
not used by any workflow
trigger - unconverted leads webinar invite
not used by any workflow
trigger long term nurture
not used by any workflow
trigger lsa webinar replay
not used by any workflow
trigger outreach for appointment
not used by any workflow
trigger power dialer
not used by any workflow
trigger webinar invite - lsa 2020
not used by any workflow
tuscaloosa plumber
not used by any workflow
typeform
not used by any workflow
update
not used by any workflow
user
not used by any workflow
valid
not used by any workflow
value video outreach
not used by any workflow
verified
not used by any workflow
workflow a
not used by any workflow
Titletext
used by 2 workflows
Researchlarge text
used by 1 workflow
_Facebooktext
not used by any workflow
3MQ - Are You The Ownercheckbox
not used by any workflow
3MQ - Are You The Owner Of The Business?radio
not used by any workflow
3MQ - Are you the sole owner of the business?radio
not used by any workflow
3MQ - How Much Revenue Did Your Business Gross In 2021?monetory
not used by any workflow
3MQ - How Much Revenue Did Your Business Gross In 2022?monetory
not used by any workflow
3MQ - If you stepped away for 30 days, who would run the business?radio
not used by any workflow
3MQ - Speak with us?radio
not used by any workflow
3MQ - What does your ideal exit look like?radio
not used by any workflow
3MQ - What is YOUR current role in the business?radio
not used by any workflow
3MQ - What Type Of Business Do You Have?radio
not used by any workflow
3MQ - What would be your primary motivation for selling?radio
not used by any workflow
3MQ - When you do exit your business, what will be most important to you?radio
not used by any workflow
3MQ - Who is your main customer?radio
not used by any workflow
address_type text
not used by any workflow
Alternative Emailtext
not used by any workflow
Are you comfortable adding DNS records, or would you like us to assist in adding the DNS records needed for set up?single options
not used by any workflow
Are you currently using a tracking number?single options
not used by any workflow
Asking Pricemonetory
not used by any workflow
Associationtext
not used by any workflow
Available for 24/7 Service?single options
not used by any workflow
Best time to reach contact?radio
not used by any workflow
Business Facebook Linktext
not used by any workflow
Cell Phonephone
not used by any workflow
CMS System Logintext
not used by any workflow
Company Descriptionlarge text
not used by any workflow
Company LinkedIntext
not used by any workflow
Competitor 1text
not used by any workflow
Competitor 2text
not used by any workflow
Competitor 3text
not used by any workflow
Contact Us Messagelarge text
not used by any workflow
Countytext
not used by any workflow
Credit Rating Scoretext
not used by any workflow
Credit Score Alphatext
not used by any workflow
Credit Score Numeric text
not used by any workflow
Current Providertext
not used by any workflow
Data Room URLtext
not used by any workflow
Do you drive paid traffic to your site?single options
not used by any workflow
Do you have a thank you page?single options
not used by any workflow
Do you have access to your domain acc where your website resides?single options
not used by any workflow
Do you run a Plumbing HVAC or Electrical business?radio
not used by any workflow
Do you run a Plumbing or HVAC business?radio
not used by any workflow
Domain Login Detailstext
not used by any workflow
EBITDAmonetory
not used by any workflow
Email addresses where notifications should be sentlarge text
not used by any workflow
eMail for Lead Alertstext
not used by any workflow
Email Verifiedtext
not used by any workflow
Example: https://www.theplumbingdr.com/single options
not used by any workflow
First Linetext
not used by any workflow
Google My Business Logintext
not used by any workflow
Google Places URLtext
not used by any workflow
Have your logo handy? Let's get a head start, you can upload it here:file upload
not used by any workflow
Home Addresstext
not used by any workflow
Home Citytext
not used by any workflow
Home Statetext
not used by any workflow
Home Ziptext
not used by any workflow
Hosting Logintext
not used by any workflow
Hours of operations - Additional detailstext
not used by any workflow
Hours of operations (Monday - Friday)large text
not used by any workflow
Hours of operations (Saturday - Sunday)large text
not used by any workflow
How can we help you?large text
not used by any workflow
How many technicians do you currently have?radio
not used by any workflow
How much are you currently investing into marketing (online & offline)?radio
not used by any workflow
If so please list it.text
not used by any workflow
If so, list all the paid traffic sources your use.large text
not used by any workflow
If so, what number would you like us to forward calls to?phone
not used by any workflow
Image to use:file upload
not used by any workflow
Industrytext
not used by any workflow
Industry 1 + Valuelarge text
not used by any workflow
Industry 2 + Valuelarge text
not used by any workflow
Industry 3 + Valuelarge text
not used by any workflow
Industry 4 + Valuelarge text
not used by any workflow
Instagramtext
not used by any workflow
Instagram Linktext
not used by any workflow
Job Titletext
not used by any workflow
Keyword 1text
not used by any workflow
Keyword 2text
not used by any workflow
Keyword 3text
not used by any workflow
Keyword 4text
not used by any workflow
Keyword 5text
not used by any workflow
Legal Nametext
not used by any workflow
Linked-Intext
not used by any workflow
LinkedIn Linktext
not used by any workflow
Listing URLtext
not used by any workflow
Mailing Addresstext
not used by any workflow
Mailing Citytext
not used by any workflow
Mailing Statetext
not used by any workflow
Main Company Number phone
not used by any workflow
Other Logins you have access tolarge text
not used by any workflow
Own or Leasetext
not used by any workflow
Owner Facebook Linktext
not used by any workflow
Owner LinkedIn Linktext
not used by any workflow
Please specify here.text
not used by any workflow
Please specify here.text
not used by any workflow
Primary NAICStext
not used by any workflow
Receptionist Nametext
not used by any workflow
Record Typetext
not used by any workflow
Revenuemonetory
not used by any workflow
Scoresingle options
not used by any workflow
Secondary Numberphone
not used by any workflow
SERP Screenshottext
not used by any workflow
T-Shirt Sizeradio
not used by any workflow
Target Citytext
not used by any workflow
Twittertext
not used by any workflow
Type Of Businesstext
not used by any workflow
Webinar Daytext
not used by any workflow
What are you doing currently to generate business?*radio
not used by any workflow
What do you need the most help with right now?checkbox
not used by any workflow
What hours would you like our automation follow-up to take place?large text
not used by any workflow
What hours would you like to set the calendar for?large text
not used by any workflow
What is your biggest marketing challenge?*radio
not used by any workflow
What is your company name?text
not used by any workflow
What is your current annual revenue?radio
not used by any workflow
What is your current monthly marketing budget?*radio
not used by any workflow
What is your Website Address?text
not used by any workflow
What mobile devices will your CSRs use? (if applicable)single options
not used by any workflow
Where is your business based / what is your main area of service (primary city)text
not used by any workflow
Work Emailtext
not used by any workflow
Year Establishedtext
not used by any workflow
Years In Databasetext
not used by any workflow
Webinar Day=
used by 25 workflows
Webinar Login Link=
used by 25 workflows
Webinar Time=
used by 25 workflows
Webinar Date=
used by 21 workflows
Webinar Topic=
used by 16 workflows
Agency Onwer eMail=
used by 15 workflows
Agency Owner=
used by 14 workflows
Webinar Calendar=
used by 13 workflows
Webinar Calendar Reminder=
used by 13 workflows
Webinar Description=
used by 9 workflows
Agency Name=
used by 7 workflows
Industry= Electrical Contractor
used by 5 workflows
Facebook Group Link=
used by 3 workflows
Sales Persons eMail=
used by 3 workflows
Sales Persons Name=
used by 3 workflows
Webinar Registration Link=
used by 3 workflows
Booking Link=
used by 2 workflows
Notification Email for Client=
used by 2 workflows
Booking - Schedule Link=
used by 1 workflow
booking schedule link=
used by 1 workflow
dvd training video link=
used by 1 workflow
Name of Facebook Group for Prospects=
used by 1 workflow
Podcast Name=
used by 1 workflow
Webinar Replay Link=
used by 1 workflow
Agency Owner eMail Address=
not used by any workflow
Agency Phone Number=
not used by any workflow
Agency Website=
not used by any workflow
Booking Thank You Page=
not used by any workflow
Christian's Online Meeting Link=
not used by any workflow
Client Onboarding Form Link=
not used by any workflow
Disqualified Page=
not used by any workflow
Leadflow Acceleration Session URL=
not used by any workflow
Meeting Link=
not used by any workflow
Notification From Email =
not used by any workflow
Offer Name=
not used by any workflow
Online Meeting Link=
not used by any workflow
Podcast - Interviews Link=
not used by any workflow
Podcast Link=
not used by any workflow
Schedule Link:Launch Coordinator=
not used by any workflow
Testimonial Page=
not used by any workflow
Unsubscribe=
not used by any workflow
Webinar Link=
not used by any workflow
Workbook Link=
not used by any workflow
Your Domain=
not used by any workflow
Sales CalendarAccount Manager Calendar Strategy Session CalendarWebinar CalendarCaleb's Novus Calendar
2. Lead Magnets1. Appointment Funnel3. Case Study4.1 Webinars4.1 Webinars (Updated)Free Book OfferMaintenanceMaintenance FunnelPodcast bookingAgency Landing PageAgency SiteHomeHVAC SiteMarketing Agency TemplateNew Landing Page
Contact UsConversionAMP Onboarding FormNew PPC LP FormReceptionistRegistered for WebinarChecklist Download - AdsNew Team Member OnboardingNBN Subscription Order FormWebsite CheatsheetRegister for Google Local Services Webinar1. Schedule Appointment FormGoogle Local Services GuideCase StudyChecklistRegistered for WebinarKeyword List FormCase StudySchedule Appointment FormGoogle Maps ChecklistSchedule Appointment Form (CAMP)Checklist Opt-inConversionAMP Demo

Workflow

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