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Reads only, sends nothing

Let's do Lumen's weekly report.

Opening Lumen's pipeline. What do you look at first?

  1. Opened Lumen's pipeline

    GoHighLevel

    Read only

  2. Pulled last week's numbers

    Leads, booked calls, deals won

Booked calls first. That's what Lumen cares about.

Here's the draft, booked calls first.

Draft

Lumen weekly report

Not sent
To
[CLIENT CONTACT]
Subject
Lumen weekly report, week of [DATE]

Hi [FIRST NAME],

Your numbers for last week:

Booked calls
[BOOKED CALLS THIS WEEK]
from GoHighLevel
Leads
[LEADS THIS WEEK]
from GoHighLevel
Deals won
[DEALS WON THIS WEEK]
from GoHighLevel

[WHAT CHANGED SINCE LAST WEEK]

Dana

Leave out ad spend. Lumen never sees that.

  1. Took out ad spend

    Your fix

  2. Saved it as a Gmail draft

    Not sent

Checked your skills: nothing does this yet.

One thing one run can't show me: what if a client had no leads?

Say the campaign is paused, and tell me.

Skill v1

The report

Draft
Who
Dana today. Anyone on the team can use it.
What
A weekly report for each client, as a Gmail draft
Where
Reads GoHighLevel, writes in Gmail
When
Every Monday morning, or when you ask
Why
It eats your Monday morning

Steps

  1. 1

    Open the client's pipeline in GoHighLevel

  2. 2

    Pull last week's leads, booked calls and deals won

  3. 3

    If a client had no leads, say the campaign is paused and tell meFrom you

  4. 4

    Put booked calls firstFrom you

  5. 5

    Leave out ad spendFrom you

  6. 6

    Save it as a Gmail draft, never send it

What it checks

  • Every number matches GoHighLevel.
  • Nothing goes out until you've seen it.

Ran by itself on Northway, from the skill onlyv1

  1. Opened Northway's pipeline

    GoHighLevel

    Read only

  2. Pulled last week's numbers

    Leads, booked calls, deals won

  3. Booked calls first, no ad spend

    From your fixes

  4. Saved it as a Gmail draft

    Not sent

Draft

Northway weekly report

Not sent
To
[CLIENT CONTACT]
Subject
Northway weekly report, week of [DATE]

Hi [FIRST NAME],

Your numbers for last week:

Booked calls
[BOOKED CALLS THIS WEEK]
from GoHighLevel
Leads
[LEADS THIS WEEK]
from GoHighLevel
Deals won
[DEALS WON THIS WEEK]
from GoHighLevel

[WHAT CHANGED SINCE LAST WEEK]

Dana

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I wrote it from what we just did, with your fixes in it.

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Tested. Ready to install.{{ doneSub }}

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