Weekly Report

# GHL WEEKLY KPI REPORT

Reporting Period: December 30 – January 5, 1969

## Overall Performance
- Tasks Planned: 18
- Tasks Completed: 9
- Completion Rate: 50%
- Weighted Delivery Score: 18 pts
- QA Pass Rate: 70%
- Performance Score: 62/100 (Needs Attention)
- Active Projects: 7
- Completed Projects: 1
- Blocked Tasks: 1
- Overdue Tasks: 0

## Major Accomplishments
- Facebook Lead Ad Auto-Responder workflow completed and moved into QA.
- Voice AI post-call workflow routing issue identified and testing plan created.
- Referral automation architecture completed with reward logic in progress.
- New automation naming standard implemented across all workflows.
- Internal notification logic improved to reduce team noise.
- Missed-Call Text-Back automation launched and live for Northstar Legal.

## Projects Completed
- Missed-Call Text-Back Automation (Northstar Legal) — Call Handling, Customer Experience, Sales Conversion

## Projects In Progress
- Voice AI Post-Call Capture (Summit Roofing Co.) — 78% · Next: Fix failed routing conditions for Austin sub-account · Target: 2026-09-25
- Referral Program Automation (Bright Smile Dental) — 85% · Next: Finalize reward logic and internal notifications · Target: 2026-09-22
- Facebook Lead Ad Auto-Responder (Apex Home Services) — 92% · Next: Reviewer approval then production launch · Target: 2026-09-18
- Missed-Call Text-Back Automation (Northstar Legal) — 100% · Next: Monitor response rates for 1 week · Target: 2026-09-19
- LEAP Integration (Summit Roofing Co.) — 40% · Next: Escalate credential request to client · Target: 2026-10-02
- Reputation Automation (Coastal Fitness) — 55% · Next: Build sentiment routing branch · Target: 2026-09-26
- Pipeline Automation (Greenleaf Landscaping) — 60% · Next: Configure stage transition triggers · Target: 2026-09-30
- Email Nurture Campaign (Northstar Legal) — 20% · Next: Draft 5-step sequence copy · Target: 2026-09-24

## QA & Testing
- Tests completed: 10
- Passed: 7
- Failed: 3
- Pass rate: 70%
- Failures:
  - Location routing — Austin: Condition does not match Austin tag (assigned David Chen)
  - Reward validation edge case: Duplicate not detected (assigned Priya Nair)
  - Stage 2 transition: Trigger not firing (assigned David Chen)

## Challenges / Blockers
- Missing LEAP API credentials from client (Missing Access) — Owner: Sofia Alvarez — Action: Escalate credential request to client
- Routing condition fails for Austin sub-account (Technical Issue) — Owner: David Chen — Action: Add Austin tag condition
- Awaiting client confirmation on field usage (Client Approval) — Owner: Priya Nair — Action: Send field list to client
- Duplicate referral not detected (Technical Issue) — Owner: Priya Nair — Action: Add dedupe check
- Stage 2 trigger not firing (Technical Issue) — Owner: David Chen — Action: Fix trigger condition

## Carryover
- QA location routing — Revision Required (blocked: Routing condition fails for Austin sub-account)
- Referral reward logic — In Progress
- FB Lead Ad auto-responder workflow — For Review
- LEAP API auth setup — Blocked (blocked: Missing LEAP API credentials from client)
- Reputation review request workflow — In Progress
- Pipeline stage transition triggers — In Progress
- Email nurture sequence draft — Planned
- Custom field cleanup — On Hold (blocked: Awaiting client confirmation on field usage)
- Webhook test harness — Not Started

## Next Week Priorities
1. Complete Voice AI Post-Call Capture QA — Voice AI Post-Call Capture (Owner: David Chen, Due: 1969-01-10)
2. Finalize Referral Program Automation — Referral Program Automation (Owner: Priya Nair, Due: 1969-01-09)
3. Test Facebook Lead Ad Auto-Responder — Facebook Lead Ad Auto-Responder (Owner: James O'Connor, Due: 1969-01-07)
4. Implement contact reply AI agent — — (Owner: David Chen, Due: 1969-01-10)
5. Complete workflow documentation — — (Owner: Sofia Alvarez, Due: 1969-01-11)

## Future Implementation
- Contact Reply AI Agent (Apex Home Services) — Approved · Target: 2026-09-29
- Workflow Documentation Completion (Bright Smile Dental) — Scheduled · Target: 2026-09-27

## Recommendations
- Standardize automation naming: Adopt numbered naming convention across all workflows. (Effort: Low, Priority: Normal, Status: Approved)
- Reusable webhook test harness: Build a shared webhook testing tool. (Effort: Medium, Priority: Normal, Status: Pending)
- Centralized dependency tracker: Add a dependency field to every project. (Effort: Low, Priority: High, Status: Pending)
- QA checklist templates per category: Category-specific QA checklists. (Effort: Medium, Priority: Normal, Status: On Hold)