Lines 1 to 4
What came in & what it did
Leads answered, work booked, customers brought back & reviews, each with the one number that matters.
Weekly report
Six lines, every Monday morning.
What came in, what it cost, what it earned, what is outstanding, & the one thing that needs you.
Four example businesses
The same six lines, in four trades.
Every business & figure here is example data.
Monday 7:00 AM, Rivera PlumbingExample
- 1Leads answered: 52, median 38 s
- 2Booked: 19 jobs, $14,200 quoted
- 3Reactivated: 14 past customers
- 4Reviews: 7 new, 4.9 average
- 5Ads: $41 per booked job, Google ahead
- 6Needs you: 1 budget move to approve
Line 6 is your approvals queue
Budget move
Google "water heater" booked 6 jobs at $41 each this week. Move $150 a week from Meta to Google?
Reply 1 to approve from the text, or open the dashboard. Nothing happens until you do.
Monday 7:00 AM, Glow Med SpaExample
- 1Leads answered: 61, median 29 s
- 2Booked: 44 appointments, $19,800 scheduled
- 3Rebooked: 41 of 64 due this week
- 4Reviews: 9 new, 5.0 average
- 5Ads: $46 per booked appointment, Google ahead
- 6Needs you: 1 budget move to approve
Line 6 is your approvals queue
Budget move
Google "med spa near me" booked 9 consults at $38 each this week. Move $120 a week from TikTok to Google?
Reply 1 to approve from the text, or open the dashboard. Nothing happens until you do.
Monday 7:00 AM, Cedar Hollow Auto CareExample
- 1Leads answered: 61, median 36 s
- 2Booked: 24 ROs, $11,700 estimated
- 3Reactivated: 17 past customers
- 4Reviews: 9 new, 4.8 average
- 5Ads: $38 per booked RO, Google ahead
- 6Needs you: 1 budget move to approve
Line 6 is your approvals queue
Budget move
Google "check engine light" booked 7 ROs at $38 each this week. Move $150 a week from Meta to Google?
Reply 1 to approve from the text, or open the dashboard. Nothing happens until you do.
Monday 7:00 AM, Harbor KitchenExample
- 1Leads answered: 118, median 24 s
- 2Reserved: 74 tables, 268 covers
- 3Win-back: 38 quiet guests came back
- 4Reviews: 16 new, 4.8 average
- 5Ads: $9 per booking, Google ahead
- 6Needs you: 1 service credit to approve
Line 6 is your approvals queue
Service credit
George Olsen waited 35 minutes Tuesday. Send a $25 credit for his next visit with a note from you?
Reply 1 to approve from the text, or open the dashboard. Nothing happens until you do.
How to read it
Six lines. Then you are done.
Line 5
What the ads cost
Cost per booked job, from the ad accounts & the jobs they produced.
Line 6
What needs you
Every item is also in your approvals queue, so one reply clears it.