Monthly Summary

Missed call capture & follow-up performance

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📞
📞 Missed Calls
–
– vs last month
💬
💬 Leads Replied
–
– response rate
🔄
🔄 Follow-Ups Sent
–
–
🎯
🎯 Est. Jobs Booked
–
at 25% conversion
💰
💰 Est. Revenue
–
$800 avg job value
6-Month Performance Trend
Missed calls vs. engaged leads
Missed Calls
Replied
Follow-Ups
Lead Status Breakdown
This month
Lead Capture Funnel
–
Recent Leads
–
Lead ID Caller Date Status 15-Min FU Next-Day FU
ROI Summary
–

Full Lead Log

All missed call leads captured by the system

Replied
15-Min FU
Next-Day FU
Initial SMS
No Response
Lead ID Timestamp Caller Number Business Status Replied? 15-Min FU Next-Day FU Closed Reason

Workflow Overview

4 automated n8n workflows powering the lead capture system

📞
1 — Missed Call Handler
Triggered by Twilio on every missed call
1
Webhook receives missed call from Twilio
2
Plays TwiML voice message to caller
3
Sends initial SMS: "Sorry we missed you…"
4
Logs lead to Google Sheets
5
Waits 15 min → sends follow-up if no reply
💬
2 — Inbound SMS AI Intake
Handles all customer replies with AI
1
Customer replies via SMS
2
Finds open lead in Google Sheets
3
Logs message, gets full conversation history
4
GPT-4o-mini crafts context-aware reply
5
On intake complete → AI summarizes lead
6
Notifies contractor via SMS + Email
🌅
3 — Next-Day Follow-Up Scheduler
Hourly check for overdue follow-ups
1
Runs every hour via schedule trigger
2
Fetches all open, unreplied leads
3
Filters leads where next-day FU is due
4
Sends "still available to help" SMS
5
Marks FUnextAM_Sent = true in Sheets
📊
4 — Monthly ROI Report
Sends an HTML email report on the 1st
1
Triggers on the 1st of every month at 9 AM
2
Pulls all last-month leads from Sheets
3
Calculates response rate, FU stats, ROI
4
Builds branded HTML report
5
Emails report to contractor
Data Flow
How data moves between tools
📱 Twilio
→
⚡ n8n Workflows
→
📋 Google Sheets
→
🤖 GPT-4o-mini
→
📧 Gmail + 📱 SMS
All three data sheets: Missed Call Logs, SMS Thread, and Contractor Summary live in a single Google Sheets document linked to this contractor's n8n workflows.

Dashboard Configuration

Settings for this contractor's dashboard — edit via the portal to update

Business Info
Business Name
–
Business Type
–
Dashboard Emoji
–
Accent Colour
ROI Calculation
Avg Job Value
–
Conversion Rate
–
Revenue Formula
–
Data Source
n8n Webhook
Workflow 5
Webhook URL
–
Data Refresh
On page load
Automation Timing
Initial SMS
Immediate
15-Min Follow-Up
+15 minutes
Next-Day Follow-Up
Next day at 8 AM
Monthly Report
1st of month, 9 AM
AI Integration
Intake Model
GPT-4o-mini
Summary Model
GPT-4.1-mini
Required Intake Fields
Name, Service, Location,
Timeline, Contact Time