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Please review our end-of-month report of all the things we worked on and managed for your business.
9 total hours worked
+4 hours over our retainer amount.
This month, several significant tasks were accomplished. The restoration of the LBR team page took place, addressing the changes made on July 19 and ensuring its proper functionality. Additionally, a new profile form was integrated into the portal, rectifying a wrong field type and establishing a connection with the Client sheet for accurate submissions. Furthermore, a multi-step profile form was developed based on a Google Sheets questionnaire, guiding users efficiently through the required information collection process. These tasks encompassed the restoration of the LBR team page, improvement of the profile form, and the creation of a new multi-step form aligned with the provided questionnaire.
We recommend scheduling a call with our team to discuss a new feature we are working on. This feature will transform your portal into a full CRM with SMS and email functionality, integrated with ChatGPT and trained on your data.
34 new leads and 15 customers used the software and automations we built to get started with LenBuschRoses.
→ Our automations saved 10 hours of work
→ We automated 299 tasks
→ We found and fixed 10 bugs
→ Completed quality assurance of every automation documented below each week
44% conversion rate last month
↑ 5% from 1 month ago ↓ 4% from 2 months ago ↓ 15% all time average
Conversion rate has been consistently down, we recommend looking at implement our new client follow-up system to help you send more persuasive messaging.
How easy was it to get started with LenBuschRoses?
15 total customer responses
→ 40% found it easy to get started
→ 53% found it average to get started
→7% found it difficult to get started
Customer open ended feedback on getting started with LenBuschRoses
- It was all good and easy
- very good to get started
- Should have an additional place to input partnership details, i.e. name(s) of other partners in the business.
- The only issue I have is that I've only been in business for a short time and don't have any trade references to complete the application
- Filling out Credit Application Form was smooth for the most part. Not all wholesalers I work with appoint an account number to my business. It took me a minute to figure out that I can put N/A in its place and that will be accepted instead of an actual number since I don't have an account number assigned to my business for a few of the trade references I listed.
- Trade references : not sure how to accomplish this?
- Please, it would be helpful to specify questions within the abbreviations.
- YES, IT WILL BE HELPFUL TO SPECIFY QUESTION''S ABBREVIATION
A new text field to mention other business partners’ information other than the main contact, if it is important to us.
7 Promoters +1 new reviews
We recommend looking at how we can get this in front of more clients month over month to people into the funnel.
1 new 5 star review(s) this month and 1 responded to
4.3 stars and 27 reviews started with 4 stars and 20 reviews
0 new review(s) this month 0 responded to
3 stars and 2 reviews started with 3 stars and 2 reviews
0 new review(s) this month 0 responded to
3.3 stars and 59 reviews started with 3.3 stars and 59 reviews
🔐 Site Security & Speed
Site security and speed is up to date
- We randomly selected pages for Site Speed audits to make sure there are no obstacles in site performance
- We updated all the plugins and themes that had any security updates available
We recommend allocating some retainer hours to conduct an audit of form endpoints. This will ensure that all data is secure.