Analysis & Recommendations 84 / 100
Internal/agency account (26 items built). 1 item to address below.
- medium1 custom value is unset/placeholder (e.g. "Calendar Link"). 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.
10
Workflows
9 live / 1 draft
1
Pipelines
14
Tags
13
Custom fields
8
Custom values
1
Calendars
2
Funnels + sites
1
Forms
1
Trigger links
0
Voice agents
AI Chat Pipeline4 stages
Message Sent/ No Response 📬Lead Responded 💬Lead Qualified ✅Send To Client 👍
used by 3 workflowsappointment booked
used by 1 workflowbump 1.1
used by 1 workflowbump 2.1
used by 1 workflowno response
used by 1 workflowreplied to first double tap
used by 1 workflowschedule
used by 1 workflowb2bscaleio
not used by any workflowfb lead
not used by any workflowhillsberg outreach
not used by any workflowlead
not used by any workflowqualify
not used by any workflowsleeping beauty android optin
not used by any workflowvalue video outreach
not used by any workflowwarm lead
not used by any workflowAI Main Conversationtext
not used by any workflowChat-GPTtext
not used by any workflowconsentcheckbox
not used by any workflowLast Messagetext
not used by any workflowLead Responsetext
not used by any workflowMemorytext
not used by any workflowPlatformtext
not used by any workflowUnique Prompttext
not used by any workflowutm_campaigntext
not used by any workflowutm_contenttext
not used by any workflowutm_mediumtext
not used by any workflowutm_sourcetext
not used by any workflowWants To Schedule?text
not used by any workflowWebhook: ChatGPT3 SB= https://hooks.zapier.com/hooks/catch/9497944/28kvfn3/
used by 6 workflowsFirst Outgoing SMS Message= Hi it's Sarah from FireRock Marketing here. Is this the same {{contact.first_name}} who wanted help with their marketing back in the last few months??
used by 2 workflowsCalendar Link=
used by 1 workflowAgency Name= FireRock Marketing
not used by any workflowAndroid Name= Sarah
not used by any workflowBusiness Name= FireRock Marketing
not used by any workflowBusiness Website= acmeroofing.com
not used by any workflowIndustry Type= Marketing
not used by any workflowAppointment Calendar
Sleeping Beauty FunnelAi Automation Agency
Sleeping Beauty Test Drive
| Trigger link | Destination |
|---|---|
| Calendly | calendly.com/ryan-esco/strategy-discovery-call |