← Back to 
Please review our end-of-month report of all the things we worked on and managed for your business.
👨🏻💻 Work Done
11 total hours worked
+11 hours over our retainer amount
We provided the following updates free of charge this month:
- Change add to constant contact clients group to be on account # creation
- Set onboarding feedback gravity form to auto log into Onboarding Feedback tab in the Clients - LBR sheet
- Get email signature field added to personal gaurantee form
📲 Automations & Software Management
39 new leads and 13 customers used the software and automations we built to get started with LenBuschRoses.
→ Our automations saved 36.5 hours of work
→ We automated 730 tasks
→ Manually tested 48 automation sequences
→ Found and fixed 6 bugs
We’ve automated almost all tasks required to onboard except the e-sign process. We highly recommend a project to automate allowing users to e-sign by moving to a new software like SignNow which we use for other clients.
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.
🚀 Customer Onboarding KPIs & Feedback
33.33% conversion rate last month 31% conversion rate all time
39 leads started and 13 converted to customers.
Overall, there are no changes to this metric. However, we recommend introducing open-ended questions at the beginning of the onboarding process to learn more about what a lead wants.
Additionally, we recommend adding a close ended to disqualify leads immediately if they don't fit the target criteria.
How easy was it to get started with LenBuschRoses?
11 total customer responses
→ 60% found it easy to get started
→ 30% found it average to get started
→ 10% found it difficult to get started
Customer open ended feedback on getting started with LenBuschRoses
- I first wanted to know if you even deliver to our area?? I called just to have that simple question answered before going through all of this. If anything is missing on this application I will finish it once I know yes you will deliver to our area.
- Explain the trade references section… I didn’t fully understand what was intended for that section. I also have not been asked that question before from a wholesaler. Otherwise great platform!
- Maybe some direction on what to do when you have a new business and no previously established business accounts.
- I found it kind of difficult to get signed up on your website. I already did this process twice from my cell phone, but it must require to be done on an actual computer?
Work on detailing out more what trade references are and making providing them easier.
Improve the website sign-up process for mobile devices
Provide guidance for new businesses with no previously established business accounts
📬 Social Reviews Effectiveness
11 NPS Promoters → 0 clicks on review page → +0 new reviews
No new reviews were submitted this month. As a majority of users access the site from mobile devices, we can conduct a mobile design review to streamline the review process. If there are no new reviews next month, we should consider installing heat map tracking software to analyze user behavior on the page.
0 new 5 star review(s) this month only 5 responded to
4.2 stars and 26 reviews started with 4 stars and 20 reviews
+0 new review(s) this month 0 responded to
2.5 stars and 3 reviews started with 2.5 stars and 3 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.