GrowthOps
by growthbycathy
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GrowthOpsby growthbycathy
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To-Dos3
Client Summary
Yearly
Monthly
Call Recordings
Google Reviews
Audit Tracker
Internal Changes
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ADMIN
AD
To-Dos 3
Client Summary
Yearly
Monthly
Call Recordings
Google Reviews
Audit Tracker
Internal Changes
Settings
Dashboard is view-only. Only Admin can edit pinned items and alerts.
🚨 Escalations today
2
Missed calls needing follow-up
⚠️ Attention items
5
Low-urgency flags across accounts
✅ My open tasks
3
Assigned to you
📋 Active clients
52
2 unassigned
🚨 Escalations — needs immediate action
Missed calls, 1–2 star reviews, dispatched to competitor. Auto-generated from CallRail + GBP.
TimeClientTypeDetailAssigned toStatus
Apr 19 · 8:41 AM Acme Plumbing Co. Missed Call (555) 000-0099 · 0m 8s · #TRK-0012
AR
Alex R.
 Open
Apr 18 · 4:03 PM Lorem HVAC Services 1-star review "Showed up late, no call ahead." — GBP
SL
Sam L.
 Reviewing
⚠️ Attention — low urgency flags
Budget pacing, review gaps, audit reminders, and other items that need eyes on them.
DateClientTypeDetailAssigned toStatus
Apr 17 Ipsum Electric LLC Unassigned Account has no assigned team member — Open
Apr 16 Acme Plumbing Co. Budget pacing 84% of monthly budget used with 12 days left
AR
Alex R.
 Monitoring
Apr 14 Lorem HVAC Services Audit reminder March audit has not been submitted yet
SL
Sam L.
 Pending
Apr 12 Acme Plumbing Co. Review gap No new GBP reviews in last 18 days
AR
Alex R.
 Open
📌 Pinned notes
Admin-pinned announcements, reminders, or team-wide context visible to everyone
📋 April audit deadline — Apr 25
All team members: please submit your April audit entries by April 25. Reach out to admin if you're missing LSA dashboard access.
Posted Apr 15 · Admin
🟢 CallRail API — live testing in progress
The CallRail webhook integration is currently being tested on Acme Plumbing Co. Call rows should auto-populate in Call Recordings. Report any issues via GChat.
Posted Apr 10 · Admin
Note title
Note content
My open tasks
3
Team due today
5
Completed this week
12
Open Tasks
Task
Due date
Client
Service
Assigned by
Status
Review April call recordings — Acme Plumbing Co.
Apr 20, 2026
Acme Plumbing Co.
AR
Alex R.
Overdue
Submit monthly audit report — Lorem HVAC Services
Apr 22, 2026
Lorem HVAC Services
SL
Sam L.
Due soon
Update GBP review count in Audit Tracker — both accounts
Apr 25, 2026
All accounts
JK
Jordan K.
In progress
Completed this week
12 done
Upload March call recordings — Acme Plumbing Co.
Apr 15
Acme Plumbing Co.
AR
Alex R.
Done
Monthly analysis — March vs February comparison
Apr 14
All accounts
SL
Sam L.
Done
Settings
Admin only
Client accounts — integration IDs
CallRail Company ID and GBP Place ID are required to enable webhook alerts. Admin-only.
CallRail Company ID — from CallRail dashboard → Company Settings
GBP Place ID — from Google Maps Place ID finder
GChat Webhook URL — from GChat Space → Manage webhooks
Client Vertical CallRail Company ID GBP Place ID GChat Webhook URL Alerts
Acme Plumbing Co.
Springfield, IL · Plumbing
 Plumbing CR-000001 ChIJxxxxxxxxxxx... https://chat.googleapis.com/xxx... Active
Lorem HVAC Services
Lakewood, CO · HVAC
 HVAC CR-000002 ChIJyyyyyyyyyyy... https://chat.googleapis.com/xxx... Active
Onboard new client
Business name
Vertical
Location (City, State)
GChat handle
Integration IDs — required for webhook alerts
CallRail Company ID
CallRail → Company Settings → Company ID
GBP Place ID
maps.google.com → search business → share → copy Place ID
GChat Webhook URL
GChat Space → ⋮ → Manage webhooks → Add webhook
GChat alert logic — trigger reference
Webhooks fire automatically once CallRail + GBP IDs are set per account
🚨 Tier 1 — Escalation ⚠️ Tier 2 — Attention Silent — logged only
🚨 Escalation — immediate ping
Missed Call CallRail
Not Answered CallRail
Disconnected CallRail
Dispatch → other company Manual tag
Review 1–2 stars GBP
⚠️ Attention — same-day ping
Price Declined Recording
Job Not Served Recording
Location Not Served Recording
Not a Customer Recording
Canceled Recording
No Availability Recording
Review 3 stars GBP
Silent — logged only
Follow-up call
Not Homeowner
Inquiry Only
Spam
Job Application
Wrong Number
Reviews 4–5 stars
Sample GChat messages
🚨 LSA ESCALATION ALERT 🚨
Account: Acme Plumbing Co.
Issue: Missed Call (Today, 9:14 AM)
Lead ID: #LSA-0001
Action: Call back immediately.
Assigned: @alex.r
⚠️ LSA ATTENTION NEEDED
Account: Lorem HVAC Services
Issue: Price Declined — not booked
Lead ID: #LSA-0002
Assigned: @sam.l
🚨 LSA REVIEW ALERT 🚨
Account: Acme Plumbing Co.
Issue: New 1-star GBP review
Reviewer: Anonymous
Action: Flag for response now.
Assigned: @alex.r
Client Summary
📞 Call Volume Seasonality
13-month call volume & booking rate trend
🎯 Lead Outcomes
Booked vs missed — 13 months
❌ Why Leads Are Not Booked
Top reasons across 13 months
📅 Best & Worst Performing Days
Booking volume by day of week
🕐 Call Time of Day
Hourly call volume distribution
🌿
Select a client and end month to view summary
Shows the selected month plus the 12 preceding months
vs
Executive Summary
📞 Call Volume Seasonality
Monthly call volume pattern across both years
🎯 Lead Outcomes
Booked vs missed vs disputed
❌ Why Leads Are Not Booked
Top reasons across selected years
📅 Best & Worst Performing Days
Booking rate by day of week
🕐 Call Time of Day
Hourly call volume distribution
🌱
Select a client and years to view analysis
Data is pulled from Call Recordings and Audit Tracker
vs
Monthly Executive Summary
🎯 Lead Outcomes
Booked vs missed vs disputed
❌ Why Leads Are Not Booked
Top reasons — month vs month
📅 Best & Worst Performing Days
Booking volume by day of week
🕐 Call Time of Day
Hourly call volume distribution
🌸
Select a client and two months to compare
Data is pulled from Call Recordings and Audit Tracker
April 2026 — Call log
3 entries · 2 booked · 1 not booked
Date Vertical Lead Type Call Time Booked? Booked Day / Reason New/Existing Notes / Transcript
GBP API — future
Total reviews
80
Avg rating
4.9★
This month
2
Negative (1–3★)
1
Review log
DateReviewerRatingReviewReportedAppealNotesStatus
Apr 13 John Doe ★★★★★
Mar 28 Jane Smith ★★★★★
Mar 10 Anonymous ★★★☆☆
Full Year Summary
All months at a glance — auto-populated from monthly entries
Month Charged Leads Booked Booking Rate Spend ($) CPL ($) Credits ($) Impressions Top Imp % Abs Top % GBP Reviews Avg Rating LSA Rank
Jan————————————
Feb————————————
Mar————————————
Apr————————————
May————————————
Jun————————————
Jul————————————
Aug————————————
Sep————————————
Oct————————————
Nov————————————
Dec————————————
Total / Avg————————————
Auto-populated from call recordings
Read-only — calculated automatically
Total Leads Charged
Booked Calls
Booking Rate
Total Budget Spend ($)
New Customers
Existing Customers
Manually entered — LSA dashboard + GBP
Enter data from the LSA dashboard each month
Phone Lead Budget Spend ($)
Message Lead Budget Spend ($)
Booking Lead Budget Spend ($)
Leads Invalid / Credited
Ad Impressions
Top Impression Rate (%)
Abs. Top Impression (%)
Credit Account ($)
GBP Reviews (Total)
GBP Avg Rating
LSA Ranking Position
Phone Lead Budget Spend ($)
Message Lead Budget Spend ($)
Booking Lead Budget Spend ($)
Leads Invalid / Credited
Ad Impressions
Top Impression Rate (%)
Abs. Top Impression (%)
Credit Account ($)
GBP Reviews (Total)
GBP Avg Rating
LSA Ranking Position
Total changes logged
14
This month
3
Open issues
1
Change log — Acme Plumbing Co.
Admin-only · manually logged per account
DateTypeDescriptionLinkChanged byStatus
Apr 15BudgetMonthly spend limit increased to $10,000—Admin
Apr 10StrategySwitched to direct search targeting—Admin
Mar 28IssueLSA ads paused — license expiry. Reactivated Apr 2—Admin
Mar 15NoteClient requested pause on review requests for March—Admin
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