From search to client
Each stage comes from a different system, so the rates between them are a guide, not a tracked journey.
Good day
No reporting period
A
ExecutivePrivate access
New enquiries
--
Reading the latest verified data.
--of 100
Last 7 days
Visits by day
Solid line is this period. Dashed line is usual, with its normal range shaded.
Loading website trends
Where visits come from
The tick marks the usual level
Waiting for your decision
Outreach drafts. Nothing is sent from here.
--Draft structureNo drafts rated
Approval queue0
Worth a look
Findings from this period's numbers
Website & search
Where attention comes from, and what visitors do once they arrive.
Visits
Against usual, Google Analytics
Seen on Google
Against usual, Search Console final data
Top landing pages
Last 28 days
What people searched
Last 28 days, against the 28 days before
By business
This period, with usual underneath
Pipeline
Enquiries that came in, and what became of them. Cold outreach is kept separate.
Enquiries by day
Bars are this period. The line is usual.
Open enquiries by stage
Right now, inbound pipelines only
Outreach
Prospects you're working, and drafts waiting for approval. This app never sends email.
For your review
Prospects by stage
Outreach pipelines in GHL
Email results
Needs read access to the sending platform
SentNot connected
RepliesNot connected
Meetings from outreachNot connected
The draft score checks structure only: relevance, clarity, personalisation, a clear request and spam wording. It doesn't predict replies.
Social
Reach is a clue. Engagement is evidence. Enquiries are the goal.
By platform
The tick marks the usual level for impressions
Not measured
Follower totals and profile visits aren't consistently available from the Social Planner. Reach is never added up across platforms, because the same person can be counted on each one.
Insights
Each finding comes with the observation behind it and a next step.
Review history
Every publish passes a check first
Data health
Collected first. Reviewed second. Published only when the checks pass.
Sources
Freshness per business and source
Issues
A problem is a hypothesis until someone reproduces it and closes it.
What the numbers mean
How usual is worked out
People with access
Give view-only or approval access without exposing the integrations.