LenbuschRoses client dashboard.

What you can find in this dashboard. Click to jump to it.

November 2024 digital performance report.
View all projects and their deliverables.
View our work records and time tracking.

Would you like to require authentication to access your dashboard? By default your email is the only item required to access your dashboard and review it’s information. If you would like to password protect this page please let us know and we can do that for you.

Reusable item
project
project_name
project_name

November 2024 digital performance report.

🏆

Site performance and automations management.

🔐

Site Security & Speed

Subscribed

Process to complete:
‣
Click to view process

Site security

Site security status: Low Security Risk

See your security report

All available updates: Completed

Updated all plugins
Website has latest WordPress version 6.7.1 and PHP Version 8.2

📲

Automations & Software Management

Subscribed

Process to complete
‣
Click to view process

Automations and software management.

28 new leads and 10 customers used the software and automations we built to get started with LenBuschRoses.

Our automations saved 10 hours of work
We automated 296 tasks
We found and fixed 0 bugs
Completed quality assurance of every automation documented below each week

🏆

Site speed

Subscribed

‣
Click to see process to implement AB testing, also listed in a task

Site speed, accessibility, and SEO score (audited by Google)

🏆

A|B testing

Subscribed

‣
Click to see process to implement AB testing, also listed in a task

Site A|B testing results. Winner - Bounce rate of 39.21% Removed - Bounce rate of 40.4%

Original

Version being tested

New A|B test.

This month, we are conducting a new A|B test to evaluate the performance of the redesigned "Get Started To Access Our Products" button.

Original

Version being tested

Key metrics important to your business.

🎖️

Social Reviews Effectiveness

Process to complete
‣
Click to view process

Social reviews effectiveness.

52 Promoters + 4 new reviews

5 reviews this month and 1 responded

Current ranking: 4.6 stars and 62 reviews Started with: 4 stars and 20 reviews

🙌🏻

Customer Onboarding Feedback

Process to complete:
‣
Click to view process

Customer onboarding feedback.

How easy was it to get started?

15 total customer responses

47% found it easy to get started
53% found it average to get started
0% found it difficult to get started

‣

Customer open ended feedback on getting started with LenBuschRoses

🚀

Key Onboarding Metrics

Process to complete
‣
Click to view process

Key onboarding metrics.

35.71% conversion rate last month

↓ 1% from 1 month ago

↓ 4% all time average

Our work completed for your business.

👨🏻‍💻

Work Done

Process to complete:
‣
Click to view process

19.85 hours worked this month.

View a full breakdown of the project tasks and time to complete below.

‣

LBR Automation Runtime Errors

LenBuschRoses Airtable Automation Error: New Interaction Added -> Create Or Link Lead - Airtable

0.25

LenBuschRoses Airtable Automation Error: New Interaction Added -> Create Or Link Lead - Airtable

0.25

LenBuschRoses Airtable Automation Error: Mark Personnel Guarantee Form as Completed - Airtable

0.25

LenBuschRoses Airtable Automation Error: Mark Personnel Guarantee Form as Completed - Airtable

0.25

‣

LBR Customer Onboarding Improvement Project

Create field in interface for Dee to upload application and field to mark as customer uploaded

0.5

Design the steps completed now what section

Move trade references and bank reference to it’s own form but still connected to the credit application table

0.75

Process zoom meeting and send follow-up

Change signnow to use signing links,c reate follow-up actions and confirm stored in airtable

Create all current forms to be fillout forms and connect to Airtable table

Completed: Integrate SignNow customer signing links to solve the problem holding up many customers of their sign link going to spam.

Completed: Utilize automated text notifications to reduce important notifications getting stuck in customers spam folder.

Completed: Outlines completed, call completed and design finished

Prepare for LBR call

Reach out to LBR to schedule call for Friday before 1:30pm est

0.25

Confirm customer type is logged

0.5

Review where follow-ups should be made, what parts need content for informational items, and when people should show in the daily tasklist

Review forms to determine what questions can be customized based on the customer type, where customers should be able to upload pdfs, and how credit application can be broken up

Create delivery dates, outline developlemnt updates for final tasklist

‣

LBR Email

Email: RE: Personal guarantee issue on airtable

‣

LBR Miscellaneous Tasks

Add dee to calendar event

0.1

Get pdf setup for personal gaurantee fillout form and have it upload to airtable and send to dee at lbr

1.25

Explore our newest feature we’re working on for you in our Feature Roadmap.

(Available this Month) Website Site Accessibility Audit For Any Gaps

Last month, we worked on ensuring your site is up to date across all site accessibility standards, which are guidelines that ensure web content is accessible to all users, regardless of disability or impairment.

Why this is important: This ongoing comprehensive accessibility audit of your website helps us identify any compliance gaps. If adjustments are needed, you’ll be provided with a summary of changes to keep your website compliant.

(Upcoming) Automation Journey and Quality Assurance

This month, we will be outlining your customer journey, including a detailed documentation and quality assurance of all top-level automations. This view will allow you to easily see where automations are implemented across your customers’ touchpoints.

Why this is important: This outline will provide greater visibility into the automations and allow of regular quality assurance checks, which will aid in maintaining seamless operations.

View Feature Roadmap to learn more

All digital performance reports

View all projects and their deliverables.

💡

Active projects.

Click to see project details, resources, and deliverables.

LBR Customer Onboarding Improvement Project

Scope what could be done with an increased retainer allowing for 20-30 hours of work

LBR Automation Runtime Errors

All runtime errors that have been addressed for the automations we setup and manage for your business.

LBR Email

Proposed projects.

Review our proposed projects, designed to further optimize and drive growth.

Completed projects to review and use.

Take a look at our recent initiatives and projects.

Automated Client Follow Up & Reporting

LBR - Complete Rebuild Of Inner Pages

LBR Portal Migration

New LBR Profile form

LBR Miscellaneous Tasks

LBR Portal Access For Previous Clients

Rebuild Products Page

Local SEO Audit, Optimization, and Reviews

Redesign & Re-organize Resources

Google Ads

LBR Refactor Portal UX / UI

Initial Setup & Launch Of Google Ads

Initial Setup For On-going Organic SEO Rank Boosting

LBR - Build Marketing Health & Analysis Month over Month Report

Resources Content Leverage Process

View our work records and time tracking.

💡

‣

LBR Customer Onboarding Improvement Project

Task Detail	Due Date	Hours	Status
On Track: Allow customers to see next steps after completing steps to get started	December 20, 2024		Deliverable Due
Tracking, monitoring and reporting	December 20, 2024		Deliverable Due
Add informational items at common area’s of confusion that allow the customers to answer their own questions and continue onboarding rather than having to wait for an LBR team member to respond and answer.	December 20, 2024		Deliverable Due
Streamline back and forth to allow for quicker notifications.	December 20, 2024		Deliverable Due
Automate customer engagement and LBR team follow-up. Create daily task list view to show only leads that LBR team needs to take action on. Ie, call lead, etc.	December 20, 2024		Deliverable Due
Update customer reps to be pulled from airtable (assign to dev)	December 16, 2024	2	In Progress
Add to metrics a time to approve metric with sub metrics for each persons time to complete	December 16, 2024	1	In Progress
Delete floral events per year and estimated avg dollars spent from get started when we go live	December 16, 2024	0.5	In Progress
Confirm forms are setup properly and add changed forms to portal, setup staging instance to test	December 16, 2024	2	In Progress
Create metric to show time from 3 forms completed to account number created in order to improve over time and all other needed metrics	December 16, 2024	3	In Progress
Allow LBR team members to to upload mailed in documents.	December 13, 2024		Deliverable Due
On Track: Move Trade References to it’s own get started step to streamline onboarding	December 13, 2024		Deliverable Due
Centralize all customer data into Airtable so that no information is lost and it can be easily sent to other locations.	December 13, 2024		Deliverable Due
Om Track: Informational items added	December 13, 2024		Deliverable Due
Once code updates change field in interface to use linked field and add page for editing sales reps. Send email to confirm that we can automatically text customer when sales rep value is changed to let them know, any other information we should send as their account will have just been created?	December 10, 2024	2	In Progress
Update portal to use SignNow Status to show please reload the page if status is document generating, show sign now link if value exists and it is not signed, or form if nothing	December 10, 2024	1	In Progress
Confirm fillout form triggers zap to generate the tax exempt documents	December 10, 2024	0.25	In Progress
Automate customer engagement and LBR team follow-up. Create daily task list view to show only leads that LBR team needs to take action on. Ie, call lead, etc.	December 10, 2024	2	In Progress
When customer uploaded field set to yes, hide all steps to get started besides onboarding feedback and above it add one step titled “Uploaded Application” and have the uploaded document from airtable visisble	December 10, 2024	1	In Progress
Add follow-up actions so that dee can mark ray to review, ray carol and vice versa	December 10, 2024	1	In Progress
Review interface and outline anything needded to make it easier for carol to join, create a steps to get started page	December 10, 2024	2	In Progress
Update onboarding completed to account for the new trade references steps	December 10, 2024	0.75	In Progress
Create a new step at the end for trade references	December 10, 2024	2	In Progress
Generate pdf in fillout on credit application completion and trade references completion	December 9, 2024	1	In Progress
qa: Confirm that all forms are ready to be integrated and that process has been started, review credit application for UX updates	December 6, 2024	1	Completed
Review credit application layout and improve ux, set multiple names and locations to be conditional, change store address to be busienss address	December 6, 2024	1	Completed
Off Track: Allow customers to request help in the customer onboarding portal rather than having to find their LBR team member’s contact and reach out.	December 6, 2024		Deliverable Due
Confirm if anyone went through process, messages sent, and notify team	December 5, 2024	0.5	Completed
Allow customers to request help in the customer onboarding portal rather than having to find their LBR team member’s contact and reach out.	December 5, 2024	1	Completed
Confirm if anyone went through process	December 3, 2024	0.2	Completed
qa: Follow-up to get the blank credit pdf that should be generated when application is completed	December 3, 2024	0.5	Completed

‣

LBR Email

Task Detail	Due Date	Hours	Status
Email: RE: question	December 10, 2024	0.25	In Progress

All historical work records and time tracking