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Z Automation Snapshot

Inactive Health 35 · Attention internal
Created 2022-11-23Updated 231d ago Client login never Phone: n/a Email: not_enabled 123 Boston Street dSBv9R8HBSsGUiAh0GEo
Phone not enabledStale login (>90d)Mostly draft workflows

Analysis & Recommendations 35 / 100

Internal/agency account (41 items built). 8 items to address below.

  • high8 of 13 workflows are unpublished (draft). Publish the ones that should run, delete the rest, so this account is not half-live.
  • highPhone is not enabled. Provision a number and complete A2P so SMS and call automations work.
  • mediumPipeline "1. Main" has only 1 stage and looks unused. Consolidate to one canonical pipeline.
  • mediumPipeline "2. Fixed" has working notes (**) left in its stage names. Clean the stage labels.
  • medium7 custom fields have auto-generated names (e.g. "Radio 1mxi"). Rename for clarity or delete.
  • 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).
  • 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
5 live / 8 draft
3
Pipelines
21
Tags
22
Custom fields
2
Custom values
1
Calendars
1
Funnels + sites
3
Forms
1
Trigger links
1
Voice agents
1. Main1 stages
New Lead
used by 2 workflows
2. Fixed9 stages
Day 1-3**Meeting Scheduled**Missed Meeting/Reschedule**NegotiationPendingClosed WonClosed Lost5 Week Lead Nurture**No Response
used by 1 workflow
Lead Engagement8 stages
New LeadSpamEngagedHot LeadAppointment BookedCompleted CallSigned ClientDead/Unresponsive
not used by any workflow
paid social
used by 2 workflows
social media
used by 2 workflows
after hours
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
facebook messenger
used by 1 workflow
organic traffic
used by 1 workflow
paid search
used by 1 workflow
referral lead
used by 1 workflow
website form
used by 1 workflow
website referral
used by 1 workflow
emailreviewtried1
not used by any workflow
emailreviewtried2
not used by any workflow
lost:cost
not used by any workflow
lost:timing
not used by any workflow
smsreviewtried1
not used by any workflow
smsreviewtried2
not used by any workflow
smsreviewtried3
not used by any workflow
Are there clear CTAs guiding your visitors to take action?radio
not used by any workflow
Are you engaging audiences through podcasting, newsletters, or PR?radio
not used by any workflow
Are you nurturing leads through email sequences or automations?radio
not used by any workflow
Are you using LinkedIn features like events, groups, or polls?radio
not used by any workflow
Do you display testimonials, reviews and/or social proof prominently?radio
not used by any workflow
Do you reconnect regularly with past or dormant leads?radio
not used by any workflow
Do you understand their current pain points and priorities?radio
not used by any workflow
Does your LinkedIn profile(s) and website messaging radio
not used by any workflow
Does your website guide visitors like a funnel (not act just as a brochure)?radio
not used by any workflow
Is LinkedIn activity tracked within your CRM or lead tracker?radio
not used by any workflow
Is your LinkedIn profile up to date and aligned with your Ideal Client Profile (ICP)?radio
not used by any workflow
Radio 15n9lradio
not used by any workflow
Radio 19bphradio
not used by any workflow
Radio 1mxiradio
not used by any workflow
Radio 217gvradio
not used by any workflow
Radio 3n5dradio
not used by any workflow
Radio 3p8mradio
not used by any workflow
Referred Bytext
not used by any workflow
Referrer Emailtext
not used by any workflow
Scorenumerical
not used by any workflow
Score 1lzznumerical
not used by any workflow
Service Requestedsingle options
not used by any workflow
GA4 API Secret= 1
used by 2 workflows
GA4 MEASUREMENT ID= 1
used by 2 workflows
Discovery Call with {{location.name}}
testWebsite
ScoreCardContact UsReferrals

Workflow

Open in GHL ↗