Dashboard
Summit Peak Plumbing & Heating · Next audit Jan 4, 2027
Overall Marketing Systems Score
47/100
Biggest leaks: follow-up, content and CRM.
Follow-Up Process29
Content & Blog33
Email & SMS35
CRM Setup38
Analytics & Tracking40
Execution Gap Score
62
Stated vs. actual process
High-Priority Issues
5
Critical + High
Leads at Risk
$12,350
4 stalled leads
Disconnected Systems
2
Not sending data
Pending Approvals
4
Content & SEO changes
Recurring Revenue Opportunity
$1,800/mo
Growth package
90-Day Plan Progress
25%3 of 12 tasks complete
Top findings
No follow-up after unbooked estimate requests
Follow-Up Process · Owner: Office Manager
Homepage has no single primary call-to-action
Website & Conversion · Owner: Web Developer
Service pages missing for water heaters and drain cleaning
SEO & AI Search · Owner: Marketing Lead
Website form leads are not entering the CRM
CRM Setup · Owner: Office Manager