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Reliable Roofing, Siding & Windows

Active Health 85 · Healthy
Created 2022-01-19Updated today Client login today Phone: enabled Email: not_enabled 194 Tosca Drive 0REOmefITMFCZVb1ffMU
Tag bloat (80+)

Analysis & Recommendations 85 / 100

Active, working account. Strengths: 16 live workflows, 1 funnel/site, pipeline + tagging in place. 2 items to address below.

  • mediumTag bloat: 175 tags. Merge or delete unused tags and standardize a naming convention.
  • lowNo calendar set up. Add a booking calendar if this client takes appointments.

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.

22
Workflows
16 live / 6 draft
3
Pipelines
175
Tags
9
Custom fields
2
Custom values
0
Calendars
1
Funnels + sites
1
Forms
1
Trigger links
0
Voice agents
Imported5 stages
EstimateAppointment ScheduledNo ContactPaid & ClosedLost
not used by any workflow
In-House TESTING | Email Retargeting & Nurturing 20267 stages
New LeadAppointment ScheduledEstimate SentContract SignedIn-ProgressPaidJob Closed/Archived
not used by any workflow
Reliable Pipeline11 stages
New LeadsAppointment ScheduledNotes ReadyEstimateSigned ContractMaterials Ordered/In-ProgressInvoicedPaid & ClosedDo Not Send ReviewsPoorly Executed Lead Follow-UpsHolding-Off
used by 1 workflow
window
used by 21 workflows
phone
used by 6 workflows
after hours
used by 3 workflows
siteid
used by 2 workflows
siteid enhanced
used by 2 workflows
adwords
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
used by 1 workflow
facebook messenger
used by 1 workflow
gmb
used by 1 workflow
google guaranteed
used by 1 workflow
organic traffic
used by 1 workflow
paid search
used by 1 workflow
paid social
used by 1 workflow
postcard:notsent
used by 1 workflow
postcard:sent
used by 1 workflow
print advertising
used by 1 workflow
referral
used by 1 workflow
siteid siding
used by 1 workflow
siteid windows
used by 1 workflow
social media
used by 1 workflow
website
used by 1 workflow
website form
used by 1 workflow
website referral
used by 1 workflow
not used by any workflow
4-season addition/conversion
not used by any workflow
accessory building
not used by any workflow
aluminum windows
not used by any workflow
balcony deck
not used by any workflow
basement windows
not used by any workflow
bathroom renovation
not used by any workflow
bay window
not used by any workflow
bbb
not used by any workflow
board-up
not used by any workflow
bow window
not used by any workflow
brava roof tiles
not used by any workflow
builder/gc
not used by any workflow
bulkhead
not used by any workflow
buying windows
not used by any workflow
cedar shingles
not used by any workflow
certainteed
not used by any workflow
certainteed warranty claim
not used by any workflow
chat bot on website
not used by any workflow
chat widget
not used by any workflow
chimney repair
not used by any workflow
commercial
not used by any workflow
commercial roofing
not used by any workflow
company/vendor
not used by any workflow
complete exterior renovation
not used by any workflow
contractor
not used by any workflow
current&lost
not used by any workflow
deck
not used by any workflow
deck resurface
not used by any workflow
decking
not used by any workflow
decks/porches
not used by any workflow
demo
not used by any workflow
do not send reviews
not used by any workflow
door
not used by any workflow
doors
not used by any workflow
dormer
not used by any workflow
dormer addition
not used by any workflow
dormers
not used by any workflow
dumpster rental
not used by any workflow
entry door
not used by any workflow
everlast
not used by any workflow
everlast composite siding
not used by any workflow
facebook form
not used by any workflow
fascia
not used by any workflow
fiber cement
not used by any workflow
flat roof
not used by any workflow
garage door
not used by any workflow
garage doors
not used by any workflow
garage window
not used by any workflow
garden window
not used by any workflow
glass
not used by any workflow
gutter
not used by any workflow
gutter repair
not used by any workflow
gutters
not used by any workflow
hardi board
not used by any workflow
hatch
not used by any workflow
home addition
not used by any workflow
house painting
not used by any workflow
ice dam inquiry (retarget for spring/summer)
not used by any workflow
import020425
not used by any workflow
interior french door
not used by any workflow
interior railings
not used by any workflow
interior trim
not used by any workflow
kitchen remodel
not used by any workflow
kitchen renovation
not used by any workflow
lansing prozone
not used by any workflow
lead
not used by any workflow
local service ads
not used by any workflow
metal roof
not used by any workflow
metal roofing
not used by any workflow
misc
not used by any workflow
misc work
not used by any workflow
misc. work
not used by any workflow
new construction roofing
not used by any workflow
out-of-state
not used by any workflow
paid-contact-imported
not used by any workflow
paint
not used by any workflow
partial roof
not used by any workflow
patio door
not used by any workflow
phone-in
not used by any workflow
phone-in (direct)
not used by any workflow
porch
not used by any workflow
previous customer
not used by any workflow
pvc
not used by any workflow
pvc trim
not used by any workflow
referral request
not used by any workflow
referral-jay n
not used by any workflow
referral-mike
not used by any workflow
repairs
not used by any workflow
reveiws 2025
not used by any workflow
review request
not used by any workflow
reviews 2023
not used by any workflow
reviews 2024
not used by any workflow
reviews 2025
not used by any workflow
roof
not used by any workflow
roof inspection
not used by any workflow
roof leak
not used by any workflow
roof repair
not used by any workflow
roof replacement
not used by any workflow
roofer
not used by any workflow
roofing
not used by any workflow
roofing company
not used by any workflow
roofing repair
not used by any workflow
roofing4jake
not used by any workflow
rubber roof
not used by any workflow
rubber roofing
not used by any workflow
sales email
not used by any workflow
screen porch
not used by any workflow
screens
not used by any workflow
seamless gutters
not used by any workflow
self generate
not used by any workflow
self-generated lead
not used by any workflow
shutters
not used by any workflow
siding
not used by any workflow
siding
not used by any workflow
siding company
not used by any workflow
siding contractor
not used by any workflow
siding installation
not used by any workflow
siding repair
not used by any workflow
siteid roofing
not used by any workflow
siteid32825
not used by any workflow
skylight
not used by any workflow
skylight repair
not used by any workflow
skylights
not used by any workflow
soffit
not used by any workflow
solar
not used by any workflow
spam
not used by any workflow
spam/telemarketers
not used by any workflow
stairs
not used by any workflow
stone siding
not used by any workflow
storm door
not used by any workflow
storm doors
not used by any workflow
storm window
not used by any workflow
sub contractor
not used by any workflow
trim
not used by any workflow
truck/wrap
not used by any workflow
vendor
not used by any workflow
vinyl siding
not used by any workflow
walk-in
not used by any workflow
warranty
not used by any workflow
warranty claim
not used by any workflow
window installation
not used by any workflow
window replacement
not used by any workflow
window trim
not used by any workflow
windows
not used by any workflow
word of mouth
not used by any workflow
work
not used by any workflow
yard signs
not used by any workflow
Alternative Emailtext
not used by any workflow
Alternative Phonetext
not used by any workflow
Click Datedate
not used by any workflow
Contact IDtext
not used by any workflow
File Uploadfile upload
not used by any workflow
Job Typesingle options
not used by any workflow
Keywordstext
not used by any workflow
Scope of Worklarge text
not used by any workflow
Street Address 2text
not used by any workflow
GA4 API Secret= Gj4GVeFEQmK4TPxSUKBl4g
used by 2 workflows
GA4 MEASUREMENT ID= G-3W9LE2XSL9
used by 2 workflows

none

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