SAMCO Operations opportunity map

Clean up the 68 Lead Status values.

Set up leads and deals in HubSpot, and migrate the coordinators from working in contacts to leads and deals.

Audit why leads drop out of the location lists, including the zip code automation, then fix the list rules.

Fix the duplicate "just call contact" records: stamp each with date and time and route them to a list.

Build the appointment, estimate, proposal and invoice results onto the HubSpot contact record.

Build the push that creates the customer in ServiceMinder, so coordinators only book the estimate.

Plan booking the estimate without leaving HubSpot, once customer creation is live.

Build dashboards for bookings and estimate outcomes, by coordinator and by location.

Audit and test the Meta and Google form connections, and add a failure alert. The Meta sync failed on 16 September 2026.

Audit lead source tracking and fix the gaps. Some inbound leads have no traceable source.

Audit both accounts: list what is live and what it touches.

Confirm the Thumbtack feed, then build automatic feeds for the other lead vendors.

Fix the hard-bounce problem from one example, then clean up the bounced contacts.

Support the Twilio registration for the ServiceMinder confirmation numbers so texting can resume.

Connect the existing sending domains to HubSpot and warm up any new ones before drips start.

Build the drip campaigns for new leads once bounces and sending domains are ready.

Build the weekly estimates-per-location report in HubSpot. Low priority.