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Get started0 of 8 done · about 13 min left
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Sequences

Programs run off stages and dates. Outreach sequences run off lists.
Running9of 10
Enrolled now2,076
Open rate39%2,506 sent
Reply rate6%154 replies

Needs attention

4
Spring thaw outreach is paused with 1,840 enrolled
Everyone is holding at their current step
2 programs have no exit rule
Client rating & referral · Owner post-completion call
Step 5 of Proposal follow-up replies at 9%
Under half of the first email's 22% · “Follow-up 4 — timing check”
Proposal 23230 (Ripon) — 3 follow-ups, no reply13h ago
Hand to Dean? Program paused pending your choice.
  • Proposal follow-up
    95d
    Running·5 enrolled
    16%
  • RFQ follow-up (vendors)
    6d
    Running·4 enrolled
    48%
  • Work order acceptance
    4d
    Running·2 enrolled
    No sends yet
  • Schedule-date ask
    6d
    Running·3 enrolled
    No sends yet
  • COI renewal
    23d
    Running·2 enrolled
    No sends yet
  • Client rating & referral
    1d
    Running·1 enrolled
    45%
  • Owner post-completion call
    1d
    Running·1 enrolled
    No sends yet
  • Sealcoat reminder (+24 months, April)
    7d
    Running·6 enrolled
    No sends yet
  • Spring thaw outreach
    7d
    Paused·1,840 enrolled
    2%
  • Cold outreach — property managers (Melanie)
    14d
    Running·212 enrolled
    4%
SequenceStarts whenStatusEnrolledOpensReplies · 10 wkOn
Proposal follow-up
95d
Project enters Proposal SentRunning5 enrolled59%16%
RFQ follow-up (vendors)
6d
Vendor quote requestedRunning4 enrolled79%48%
Work order acceptance
4d
Work order sentRunning2 enrolled—No sends yet
Schedule-date ask
6d
Work order accepted without dateRunning3 enrolled—No sends yet
COI renewal
23d
COI expires in 30 daysRunning2 enrolled—No sends yet
Client rating & referral
1d
Project work completeRunning1 enrolled79%45%
Owner post-completion call
1d
Project work completeRunning1 enrolled—No sends yet
Sealcoat reminder (+24 months, April)
7d
Paving project billedRunning6 enrolled—No sends yet
Spring thaw outreach
7d
Manual / March 15 yearlyPaused1,840 enrolled33%2%
Cold outreach — property managers (Melanie)
14d
Manual enroll from listRunning212 enrolled42%4%