Analysis & Recommendations 43 / 100
Dormant client account: last activity 108d ago, built but untouched. 7 items to address below.
- high7 of 13 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
- mediumPipeline "Main" has only 1 stage and looks unused. Consolidate to one canonical pipeline.
- mediumPipeline "Fixed" has working notes (**) left in its stage names. Clean the stage labels.
- mediumTag bloat: 99 tags. Merge or delete unused tags and standardize a naming convention.
- 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.
13
Workflows
6 live / 7 draft
2
Pipelines
99
Tags
10
Custom fields
2
Custom values
2
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 workflowMain1 stages
New Lead
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 workflowaccounting
not used by any workflowalternative medicine
not used by any workflowapparel & fashion
not used by any workflowautomotive
not used by any workflowbanking
not used by any workflowbuilding materials
not used by any workflowchemicals
not used by any workflowcomputer networking
not used by any workflowconstruction
not used by any workflowconsumer electronics
not used by any workflowconsumer services
not used by any workflowdefense & space
not used by any workflowdesign
not used by any workfloweducation management
not used by any workflowelectrical/electronic manufacturing
not used by any workflowemailreviewtried1
not used by any workflowemailreviewtried2
not used by any workflowentertainment
not used by any workflowenvironmental services
not used by any workflowevents services
not used by any workflowfacilities services
not used by any workflowfinancial services
not used by any workflowfood & beverages
not used by any workflowfood production
not used by any workflowgovernment administration
not used by any workflowhealth
not used by any workflowhigher education
not used by any workflowhospital & health care
not used by any workflowhospitality
not used by any workflowhospitals and health care
not used by any workflowindividual & family services
not used by any workflowinformation technology & services
not used by any workflowinsurance
not used by any workflowinternational trade & development
not used by any workflowinvestment management
not used by any workflowlaw practice
not used by any workflowlegal services
not used by any workflowleisure
not used by any workflowlogistics & supply chain
not used by any workflowlost:cost
not used by any workflowlost:timing
not used by any workflowmachinery
not used by any workflowmanagement consulting
not used by any workflowmaritime
not used by any workflowmarketing & advertising
not used by any workflowmechanical or industrial engineering
not used by any workflowmedia production
not used by any workflowmedical devices
not used by any workflowmedical practice
not used by any workflowmental health care
not used by any workflowmusic
not used by any workflown/a
not used by any workflownonprofit organization management
not used by any workflowoil & energy
not used by any workflowpackage/freight delivery
not used by any workflowpackaging & containers
not used by any workflowplastics
not used by any workflowprimary/secondary education
not used by any workflowprinting
not used by any workflowproperty managers
not used by any workflowpublic relations & communications
not used by any workflowreal estate
not used by any workflowreal estate agent
not used by any workflowreal estate broker
not used by any workflowrecreational facilities & services
not used by any workflowreligious institutions
not used by any workflowrenewables & environment
not used by any workflowresearch
not used by any workflowrestaurants
not used by any workflowretail
not used by any workflowsecurity & investigations
not used by any workflowsemiconductors
not used by any workflowsmsreviewtried1
not used by any workflowsmsreviewtried2
not used by any workflowsmsreviewtried3
not used by any workflowstaffing & recruiting
not used by any workflowtelecommunications
not used by any workflowtextiles
not used by any workflowtravel & tourism
not used by any workflowutilities
not used by any workflowventure capital & private equity
not used by any workflowveterinary
not used by any workflowwellness & fitness
not used by any workflowwholesale
not used by any workflowwriting & editing
not used by any workflowMessagelarge text
used by 1 workflowCompany Linkedintext
not used by any workflowCompany Titletext
not used by any workflowCountytext
not used by any workflowFaxtext
not used by any workflowLinkedintext
not used by any workflowPostal Addresslarge text
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 workflowsRyan Tully's Personal CalendarDiscovery Call with {{location.name}}
testWebsite
Contact UsReferrals
| Trigger link | Destination |
|---|---|
| Google Review Link | https://www.google.com/ |