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Please review our end-of-month report of all the things we worked on and managed for your business.
Site security status: ✅ Low Security Risk
- See your security report
- Update two items brought up in security report
All available updates: ✅ Completed
- Updated all 56 plugins on hepworthlegal.com
- Updated to advance network for three environments
- Fixed two automation bugs
You have not setup our reviews automation. We can help your business gain more 5 star reviews on Google, Yelp, and Facebook to improve SEO, sign up, and overall authority! Reach out to us today to learn more about how we can get you more reviews without any extra work.
We are very excited to go live with the upgraded Zarah bot that will fully revolutionize the lead intake process for Hepworth Legal.
91.75 total hours worked
+11.75 hours over retainer amount. We are contracted to provide 80 hours of work a month. In this time we achieved:
Worked through two thirds of Zarah Upgrade
In the process of building the outlined bot here we found that a linear model for handling the conversation would not work. You can see our version 1 here: https://studio.botpress.cloud/b576fadb-753d-440e-adfe-4c6c44c7a058
As you can see from the screenshot the linear method was the normal way of BotPress experts approach building bots but this would not work for Zarah. We came in and revolutionized how they approach Bot building by combining our coding expertise with the AI tasking abilities to create an conversational feedback loop.
We setup the ability for Zarah to:
- Handle consultation persuasion
- Notify Hepworth team of leads that request a call or are frustrated
- Determine if leads qualify for a free consult
- Provide persuasive, conversational responses
Created 5 star reviews process
We implemented a process to get more 5 star Google reviews and make sure that any potential negative consultation reviews are caught before they are left on Google. Once we are approved to go live then consultation feedback and Google reviews will be automated.
https://www.hepworthlegal.com/consultation-feedback/
https://www.hepworthlegal.com/consultation-feedback/google-review/?fb-edit=1
Created New Activity Management System
Setup a process to keep better track of Attorneys billable hours v non-billable hours and allow for Jasmine to follow-up automatically week over week with Attorneys who are falling behind. We then outlined the next steps to improve the process after approved to go live so that we can track and improve Attorney activity logging.
Not setup yet
We have not yet documented the automation setup for Hepworth Legal. Quality assurance cannot be implemented until this is done. We recommend allocating some time this month to document the setup, so we can perform quality assurance checks.
What automations do we run?
We automate tasks based on the actions listed under "Automations We Check". Click on one of the actions to see its documentation.
Automation quality assurance
We manually check automation sequences every week to make sure your customer onboarding is happening as it should be.
Not setup yet
We have not had time to establish the core KPIs and reporting for your business that are necessary to include in our monthly report. This will be coming soon.