Analysis & Recommendations 58 / 100
Dormant client account: last activity 139d ago, built but untouched. 5 items to address below.
- high7 of 12 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
- mediumPipeline "Fixed" has working notes (**) left in its stage names. Clean the stage labels.
- medium2 custom values are unset/placeholder (e.g. "GA4 MEASUREMENT ID"). 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).
- lowVoice agent "My Agent 222" has a default/test name and may be unconfigured. Finish setup or remove it.
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.
12
Workflows
5 live / 7 draft
2
Pipelines
23
Tags
5
Custom fields
2
Custom values
5
Calendars
1
Funnels + sites
2
Forms
1
Trigger links
1
Voice agents
Fixed9 stages
Day 1-3**Meeting Scheduled**Missed Meeting/Reschedule**NegotiationPendingClosed WonClosed Lost5 Week Lead Nurture**No Response
used by 1 workflowMain4 stages
New LeadTwisterFLSDF
used by 2 workflowsafter hours
used by 1 workflowdirect traffic
used by 1 workflowemailreviewrequest1
used by 1 workflowemailreviewrequest2
used by 1 workflowemailreviewrequest3
used by 1 workflowfacebook form
used by 1 workflowfacebook messenger
used by 1 workfloworganic traffic
used by 1 workflowpaid search
used by 1 workflowpaid social
used by 1 workflowreferral lead
used by 1 workflowsocial media
used by 1 workflowwebsite form
used by 1 workflowwebsite referral
used by 1 workflow8/6/25
not used by any workflowemailreviewtried1
not used by any workflowemailreviewtried2
not used by any workflowklarifi
not used by any workflowlost:cost
not used by any workflowlost:timing
not used by any workflowsmsreviewtried1
not used by any workflowsmsreviewtried2
not used by any workflowsmsreviewtried3
not used by any workflowMessagelarge text
used by 1 workflowCompanytext
not used by any workflowReferred Bytext
not used by any workflowReferrer Emailtext
not used by any workflowService Requestedsingle options
not used by any workflowGA4 API Secret=
used by 2 workflowsGA4 MEASUREMENT ID=
used by 2 workflowsJeane'e Titus's Personal CalendarDiscovery Call with {{location.name}}Dustin Mauch's Personal CalendarTiffany Mauch's Personal CalendarLewis Titus's Personal Calendar
testWebsite
Contact UsReferrals
| Trigger link | Destination |
|---|---|
| Google Review Link | https://www.google.com/ |