Your lead sources
See exactly what happens at each step, from each lead source, on the way to becoming a booked job.
Meta - Garage
Step 1 of 3
Moves to: New Lead
Pipeline stage
Step 2 of 3
Internal follow-up step
Internal follow-up step
Step 3 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Meta - Kitchen
Step 1 of 3
Moves to: New Lead
Pipeline stage
Step 2 of 3
Internal follow-up step
Internal follow-up step
Step 3 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Meta - Whole-Home
Step 1 of 3
Moves to: New Lead
Pipeline stage
Step 2 of 3
Internal follow-up step
Internal follow-up step
Step 3 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Google - Garage Conversions
Step 1 of 3
Moves to: New Lead
Pipeline stage
Step 2 of 3
Internal follow-up step
Internal follow-up step
Step 3 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Google - Kitchen
Step 1 of 3
Moves to: New Lead
Pipeline stage
Step 2 of 3
Internal follow-up step
Internal follow-up step
Step 3 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Google - Whole-Home
Step 1 of 3
Moves to: New Lead
Pipeline stage
Step 2 of 3
Internal follow-up step
Internal follow-up step
Step 3 of 3
Internal follow-up step
Tags applied
Internal follow-up step
LSA
Step 1 of 4
Internal follow-up step
Tags applied
Internal follow-up step
Step 2 of 4
Internal follow-up step
Internal follow-up step
Step 3 of 4
Moves to: New Lead
Pipeline stage
Step 4 of 4
Internal follow-up step
Tags applied
Internal follow-up step
OpenAI - Garage
Step 1 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Step 2 of 3
Moves to: New Lead
Pipeline stage
Step 3 of 3
Internal follow-up step
Internal follow-up step
OpenAI - Kitchen
Step 1 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Step 2 of 3
Moves to: New Lead
Pipeline stage
Step 3 of 3
Internal follow-up step
Internal follow-up step
OpenAI - Whole Home
Step 1 of 3
Internal follow-up step
Tags applied
Internal follow-up step
Step 2 of 3
Moves to: New Lead
Pipeline stage
Step 3 of 3
Internal follow-up step
Internal follow-up step
Yelp Text
Step 1 of 6
Internal follow-up step
Internal follow-up step
Step 2 of 6
Internal follow-up step
Internal follow-up step
Step 3 of 6
Moves to: New Lead
Pipeline stage
Step 4 of 6
Ongoing conversation
What happens here
An ongoing conversation to understand the project and book the estimate.
Step 5 of 6
Ongoing conversation
What happens here
An ongoing conversation to understand the project and book the estimate.
Step 6 of 6
Message sent (email)
Tags applied
Message sent
Default
Step 1 of 4
Internal follow-up step
Tags applied
Internal follow-up step
Step 2 of 4
Internal follow-up step
Internal follow-up step
Step 3 of 4
Moves to: New Lead
Pipeline stage
Step 4 of 4
Message sent (email)
Message sent
Google Ad Direct
Step 1 of 1