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Roof Estimator

Inactive Health 69 · Needs work
Created 2024-01-05Updated 332d ago Client login 332d ago Phone: not_enabled Email: not_enabled 1632 London Road XtCL6mZyYscHoXegs3hf
Phone not enabledStale login (>90d)

Analysis & Recommendations 69 / 100

Dormant client account: last activity 332d ago, built but untouched. 3 items to address below.

  • highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
  • 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.

9
Workflows
7 live / 2 draft
3
Pipelines
19
Tags
7
Custom fields
2
Custom values
1
Calendars
1
Funnels + sites
3
Forms
1
Trigger links
0
Voice agents
Cold Calling7 stages
New Lead- ContactedIn conversation- WARMProvided App LinkLogged Into LinkNot interested/Not a fitUsed App- Dropped OffUsing App/USER
not used by any workflow
MARLIN - ROOF ESTIMATOR5 stages
Incoming Bad Lead No Reply Working Dead
not used by any workflow
Main9 stages
New LeadCalled, texted or emailed- NO RESPONSEIn conversation- WARMProvided Roofing App LinkLogged into linkNot interested/Not a fitUsed App - No longer- Dropped off- NCFUTURE Need - 12/24 /afterUsing App/ USER
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
social media
used by 1 workflow
website form
used by 1 workflow
website referral
used by 1 workflow
after hours
not used by any workflow
bad lead
not used by any workflow
emailreviewtried1
not used by any workflow
emailreviewtried2
not used by any workflow
not a fit
not used by any workflow
smsreviewtried1
not used by any workflow
smsreviewtried2
not used by any workflow
smsreviewtried3
not used by any workflow
Annual Salesmultiple options
not used by any workflow
Annual Salesmultiple options
not used by any workflow
Flora Cyl Bunalarge text
not used by any workflow
Is your roofing business based in Minnesota?single options
not used by any workflow
Predominantly Asphalt Roofingcheckbox
not used by any workflow
Smultiple options
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
Roof Estimator
Roof Estimator Landing Page
Roof Estimator Qualification FormForm 2Contact Us

Workflow

Open in GHL ↗