South Shore Accounting and Taxes, LLC

Analysis & Recommendations 56 / 100

Dormant client account: last activity 231d ago, built but untouched. 3 items to address below.

• high4 of 7 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
• highNo sales pipeline exists. Add one so opportunities can be tracked through stages.
• highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.

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.