- Sent
- 8:00am
- To
- aaron.jeffers@example.com
- Subject
- 1 thing needs you this week
Flows
The first hour
- Entry
- /walk/arrive/first-hour
- Walker
- Darrell Benson, a new owner. Tule Fog Heating & Air in Sacramento is his; his account holds only what everyone gets on arrival.
- Device
- Phone
- Ends
- On Home, at what's costing him calls, his starting counts and the first 3 fixes with their date.
A store
- Entry
- /walk/arrive/store
- Walker
- Janis Ladd, a new owner. Wrenfield Paper Goods in Burlington, Vermont, sells online on Shopify.
- Device
- Phone
- Ends
- On Home, at what's costing her orders, her starting orders and revenue and the first fixes with their date.
A franchise unit
- Entry
- /walk/arrive/franchise
- Walker
- Aaron Jeffers, a new owner. Pestara of South Charlotte is a unit of Pestara Home Services, which holds its Google profile.
- Device
- Phone
- Ends
- On Home, at what's costing him calls, with the website as the grant that starts the work.
An owner with no Business Profile
- Entry
- /walk/arrive/no-profile
- Walker
- Christy Gamboa, a new owner. Gamboa Uribe Olivares Family Law Group, LLP in Portland has no Google profile.
- Device
- Phone
- Ends
- On Home, with the profile created and waiting on Google's verification, the wait on the checklist.
A health business signing the BAA
- Entry
- /walk/arrive/health
- Walker
- Dr. Rose Valencia, a new owner. Kestrel Hollow Dental in Columbus, Ohio, is a dental practice.
- Device
- Phone
- Ends
- On Home, with the agreement signed before any access is given, then the findings.
A Washington location held
- Entry
- /walk/arrive/washington
- Walker
- Christy Gamboa, a new owner. Her firm's only Google profile is in Vancouver, Washington.
- Device
- Phone
- Ends
- On Sign-up, at the refusal with the Vancouver location kept; New Google profile carries on with Portland.
Findings that come late
- Entry
- /walk/arrive/late
- Walker
- Darrell Benson, signed up, with his Google profile and website already given.
- Device
- Phone
- Ends
- On Home, with the findings late and their new date, the late email, then the findings.
The import template
- Entry
- /walk/arrive/import
- Walker
- Darrell Benson, signed up, moving four locations from another firm: two new, one already his, one in Washington.
- Device
- Desk
- Ends
- On Locations, with each row imported or refused with its reason.
Intake
- Entry
- /walk/arrive/intake
- Walker
- Darrell Benson, with his first findings on Home.
- Device
- Phone
- Ends
- On the location's Overview, with the intake sent for the house to confirm.
Getting accounts back
- Entry
- /walk/arrive/takeover
- Walker
- Darrell Benson, signed up, who presses I don't have the login on his Google profile. Quillback Local Marketing, his former SEO company, holds it and his domain, Analytics and Google Ads.
- Device
- Phone
- Ends
- On Accounts, every account returned: the profile after the holder stays silent and Google's ownership request, the rest after the holder hands them over, with the former logins removed.
Accounts that can't be returned
- Walker
- Darrell Benson, signed up, who presses I don't have the login on his Google profile. Quillback Local Marketing refuses to hand over the profile and his website.
- Device
- Phone
- Ends
- On Accounts, the profile Can't be returned after Google's appeal is turned down, and the website replaced by a site build.
A profile changed, and former logins
- Walker
- Darrell Benson of Tule Fog Heating & Air, with two locations. His Sacramento profile was changed by someone else; Quillback Local Marketing still holds Analytics and has a login on Search Console and the registrar.
- Device
- Phone
- Ends
- On Accounts, the change put back or kept, Analytics proved by file and returned, the old logins removed and our access to the Sacramento profile ended.
Staff on a takeover step
- Walker
- Angelica Portillo, front desk at Tule Fog Heating & Air.
- Device
- Desk
- Ends
- On an Account, a step from the owner's own Google account waiting on Darrell, and Send to someone sent.
A suspended profile
- Walker
- Jimmy Corley of Kudzu Line Garage Doors, on Full SEO, whose Marietta profile Google suspended.
- Device
- Phone
- Ends
- On the case, the documents sent in the conversation, the due date, Waiting on Google and Resolved; the old Wix site replaced by a site build.
A profile taken over, on Free
- Walker
- Velma Arroyo of Cabbage Palm Pool Care, on Free, whose Port St. Lucie profile was taken over by someone she doesn't know.
- Device
- Phone
- Ends
- On the case, her steps done one by one and the upgrade link.
A franchise unit's accounts
- Walker
- Aaron Jeffers of Pestara of South Charlotte, whose franchisor holds his Google profile and website.
- Device
- Phone
- Ends
- On Accounts, the profile with no step to reclaim it, and the website's hold ended by the franchisor, asked by Aaron.
A store's transfer
- Walker
- Janis Ladd of Wrenfield Paper Goods, whose Shopify store Birchline Web Studio holds.
- Device
- Phone
- Ends
- On Accounts, the store accepted and its Payments bank and tax details updated.
A practice's practitioner listings
- Walker
- Dr. Rose Valencia of Kestrel Hollow Dental, with a listing for each practitioner.
- Device
- Phone
- Ends
- On Accounts, a row for each practitioner listing, two held by the former marketing firm.
A business bought
- Walker
- Tyler Charles of Spruce Gulch Electric, who bought the business from Benjamin May.
- Device
- Phone
- Ends
- On Accounts, the rows the seller still holds, Reclaiming, and his own acceptance as his step.
The house's part
- Walker
- Leslie Prescott, account manager, with rows to confirm, a holder to write to and an answer to record, and cases to move.
- Device
- Desk
- Ends
- On Kudzu Line's rows and cases, each of the house's acts shown on the owner's record.
The month, from the weekly update
- Entry
- /walk/month/month
- Walker
- Darrell Benson, owner of Tule Fog Heating & Air, with Sacramento and Roseville. His weekly update is in his email.
- Device
- Phone
- Ends
- On Work, with a page approved and live by its date, a fix stopped, a page declined and its redraft back for a second look, and the input answered on the helpdesk.
The monthly report
- Entry
- /walk/month/month-report
- Walker
- Darrell Benson, at his office desk, with last month's report in his email.
- Device
- Desk
- Ends
- On Reports for the month, with a call marked booked and undone, then the week from the weekly update.
Late work and a post that goes ahead
- Entry
- /walk/month/month-late
- Walker
- Jimmy Corley, owner of Kudzu Line Garage Doors in Marietta, with Go ahead if I don't answer on.
- Device
- Phone
- Ends
- On a page that is late with its new date, a post that goes ahead on its date, and a page declined twice that is with Leslie Prescott.
Staff at the front desk
- Entry
- /walk/month/month-staff
- Walker
- Angelica Portillo, front desk at Tule Fog Heating & Air.
- Device
- Desk
- Ends
- On Reviews, with a review request typed in, after Home's list of what waits on Darrell first and her ask for new hours waiting on his OK.
An approver, from an alert email
- Walker
- Renee Benson, office manager at Tule Fog Heating & Air, who approves Google posts, offers and review replies.
- Device
- Phone
- Ends
- On a Google post she approved, with the next review reply named to her.
A regulated business
- Walker
- Dr. Rose Valencia, owner of Kestrel Hollow Dental in Columbus. Dr. Malik Okafor is her licensed dentist for approvals.
- Device
- Phone
- Ends
- On a review reply with Approve and Decline inert, naming Dr. Malik Okafor; then his own OK.
A franchise unit on the free plan
- Walker
- Aaron Jeffers, owner of Pestara of South Charlotte on the free plan. Pestara Home Services approves what goes on its sites.
- Device
- Phone
- Ends
- On a fix he approves with the franchisor's attestation, in a month of 2 fixes with no monthly call.
A store
- Entry
- /walk/month/month-store
- Walker
- Janis Ladd, owner of Wrenfield Paper Goods, who sells online on Shopify.
- Device
- Phone
- Ends
- On Reports, with orders and revenue against her starting orders and revenue.
Texts, three locations and review requests
- Entry
- /walk/month/month-texts
- Walker
- Jonathan Reynolds, owner of Bluestem Ridge Roofing in Wichita, Hutchinson and Salina, with Texts on.
- Device
- Phone
- Ends
- On Wichita's Reviews, with review requests set up and the texting registration with the carriers.
The house's decision on a client's item
- Entry
- /walk/month/month-house
- Walker
- Leslie Prescott, account manager for Kudzu Line Garage Doors and Tule Fog Heating & Air.
- Device
- Desk
- Ends
- On Kudzu's late page with its new date set, then a Tule Fog change reversed with its correction planned.
Who works in the business
- Entry
- /walk/people/people
- Walker
- Darrell Benson, owner of Tule Fog Heating & Air. Renee Benson approves Google posts and review replies; Chad Workman is invited; Dustin Mills prepared a step.
- Device
- Desk
- Ends
- On People, with each invitation, approver and removal shown as it now stands.
Settings on the phone
- Walker
- Darrell Benson, owner of Tule Fog Heating & Air, on the phone.
- Device
- Phone
- Ends
- On Approvals, with Go ahead if I don't answer on and the date each waiting item will be approved by it.
A dentist's regulated items
- Entry
- /walk/people/licensee
- Walker
- Dr. Rose Valencia, owner of Kestrel Hollow Dental. No licensed dentist is named and a review reply waits.
- Device
- Desk
- Ends
- On People, with her marked as the licensed dentist, then the practitioners.
A law firm's responsible lawyer
- Entry
- /walk/people/lawyer
- Walker
- Christy Gamboa, owner of Gamboa Uribe Olivares Family Law Group in Portland and Vancouver. No responsible lawyer is named.
- Device
- Desk
- Ends
- On People, with the responsible lawyer invited for chosen locations.
The business on record
- Entry
- /walk/people/business
- Walker
- Darrell Benson, owner of Tule Fog Heating & Air.
- Device
- Desk
- Ends
- On Business, with the time zone changed and Saved beside it.
A franchise unit's limits
- Entry
- /walk/people/franchise
- Walker
- Aaron Jeffers, owner of Pestara of South Charlotte, a unit of Pestara Home Services.
- Device
- Desk
- Ends
- On Business, with the franchise limits as one fact.
A store on record
- Entry
- /walk/people/store
- Walker
- Janis Ladd, owner of Wrenfield Paper Goods, an online store.
- Device
- Desk
- Ends
- On Business, with that it sells online.
Texts before they are available
- Entry
- /walk/people/texts
- Walker
- Darrell Benson, owner. HowdySEO's texting registration is with the carriers.
- Device
- Phone
- Ends
- On Notifications, with Turn on texts inert and its reason.
Texts, turned on and off
- Entry
- /walk/people/texts-on
- Walker
- Darrell Benson, owner. HowdySEO's texting registration is approved.
- Device
- Phone
- Ends
- On Notifications, with texts on, then off by STOP; the texts show on this page.
A person invited
- Entry
- /walk/people/invited
- Walker
- Chad Workman, invited to Tule Fog Heating & Air as staff, from the invitation email.
- Device
- Phone
- Ends
- On Home, in the business, signed in with the address that was invited.
A person invited, with another Google account
- Walker
- Chad Workman, invited at chad.workman@example.com, who signs in with chad.w@example.net.
- Device
- Desk
- Ends
- On Home, in the business; People shows the account that joined and the address invited.
An invitation that has ended
- Walker
- Bessie Do, whose invitation to Kestrel Hollow Dental passed its 14 days.
- Device
- Phone
- Ends
- On Invitation as unavailable, naming the owner as who invites again.
A person removed
- Entry
- /walk/people/removed
- Walker
- Dustin Mills, removed from Tule Fog Heating & Air, from an old link.
- Device
- Desk
- Ends
- On Not available, naming the business and its owner.
Staff and their settings
- Entry
- /walk/people/staff
- Walker
- Angelica Portillo, front desk at Tule Fog Heating & Air.
- Device
- Desk
- Ends
- On Account settings, with Settings' People unavailable and naming the owner.
The house's view of a business's settings
- Entry
- /walk/people/house
- Walker
- Leslie Prescott, account manager, opening Tule Fog Heating & Air's settings from its Business Record.
- Device
- Desk
- Ends
- On Business and People, read with no act.
The house's day: a named human
- Entry
- /walk/day/named-human
- Walker
- Leslie Prescott, the account manager of Tule Fog Heating & Air, Kudzu Line Garage Doors and Bluestem Ridge Roofing, with her day open on Home.
- Device
- Desk; Home also at phone
- Ends
- On Home with At risk and Due today empty: each new date told, each plan in, each stalled item contacted, a wrong change reversed, and a stop that returns to her.
The house's day: a backup
- Entry
- /walk/day/backup
- Walker
- Manuel Alfaro, backup to Leslie Prescott, who is away this week.
- Device
- Desk
- Ends
- On Home, with Leslie's businesses in his groups marked New and acts on them standing, and on Tule Fog's Record the line "Covering for Leslie Prescott until {date}".
The house's day: Support
- Entry
- /walk/day/support
- Walker
- Rita Carbajal, Support, with a business that has just upgraded and two helpdesk errands due.
- Device
- Desk
- Ends
- On Home with the erasure done, the consent given and the new business assigned a named human and a backup.
The house's day: the reviewer
- Entry
- /walk/day/reviewer
- Walker
- Oliver Kang, the reviewer, with the queue open.
- Device
- Desk
- Ends
- On the Queue, with the items passed or stopped, a Toast naming each, and the next item opened.
The house's day: a Spanish-speaking named human
- Entry
- /walk/day/spanish
- Walker
- Sabrina Quintero, who speaks Spanish, with Jardines Mezquite and Spruce Gulch Electric.
- Device
- Desk
- Ends
- On Jardines Mezquite's Month tab, with the plan's lines drawn in Spanish and submitted.
Upgrade the first paid location
- Walker
- Ray Padilla, owner of Saguaro Flats Plumbing in Mesa. His one location is on Free and a case waits on the helpdesk.
- Device
- Phone
- Ends
- On the location, Full SEO with its next charge, or declined with nothing charged, or held for his bank. Card 4242 4242 4242 4242 charges; 4000 0000 0000 0002 is declined; 4000 0025 0000 3155 asks the bank to confirm; 4000 0000 0000 0341 saves and then fails.
Upgrade while HowdySEO is full
- Entry
- /walk/money/money-full
- Walker
- Ray Padilla, owner of Saguaro Flats Plumbing in Mesa, while review capacity is closed.
- Device
- Phone
- Ends
- On the full notice at Upgrade and at New location, then on the waiting list.
Upgrade a further location, add a location
- Walker
- Darrell Benson, owner of Tule Fog Heating & Air. Sacramento is on Full SEO; Roseville is still on Free.
- Device
- Phone
- Ends
- On Roseville, paid from the next monthly date with Sacramento's card, then a third location set up.
Nine locations
- Entry
- /walk/money/money-limit
- Walker
- Darrell Benson, with nine locations enrolled, one of them closed.
- Device
- Desk
- Ends
- On Locations, New location inert with its reason, then free again after a cancel, and a withdrawal refused once the place is taken.
The charge, the card and the export
- Entry
- /walk/money/money-charge
- Walker
- Darrell Benson, owner of Tule Fog Heating & Air, with both locations on Full SEO.
- Device
- Desk
- Ends
- On Plan and billing, its next charge naming each paid location and add-on and the card that pays it; then the card replaced, the billing contact changed and the export requested.
A price change
- Entry
- /walk/money/money-price
- Walker
- Darrell Benson, with a notice of a new price on file.
- Device
- Desk
- Ends
- On Plan and billing, the notice at its head, then the new amount on the charge it applies to after the monthly date passes twice.
Move to Free for the slow months
- Entry
- /walk/money/money-season
- Walker
- Darrell Benson, planning the winter with Leslie Prescott.
- Device
- Phone
- Ends
- On the location, Free from the monthly date, with Withdraw downgrade in its place until then.
Google Ads management
- Entry
- /walk/money/money-ads
- Walker
- Jimmy Corley, owner of Kudzu Line Garage Doors in Marietta. His one location is on Full SEO with no ads.
- Device
- Phone
- Ends
- On the Ads tab, ads on and then off from the monthly date; the monthly date passed leaves the answer pause or leave running.
A store
- Entry
- /walk/money/money-store
- Walker
- Janis Ladd, owner of Wrenfield Paper Goods in Burlington, Vermont. Her one store is on Free.
- Device
- Phone
- Ends
- On the store, Full SEO with its store pages, ads at the store price, and a second location refused. Card 4242 4242 4242 4242 charges; 4000 0000 0000 0002 is declined; 4000 0025 0000 3155 asks the bank to confirm; 4000 0000 0000 0341 saves and then fails.
Cancel a location
- Entry
- /walk/money/money-cancel
- Walker
- Darrell Benson, deciding about Roseville.
- Device
- Phone
- Ends
- On Roseville, ending at the monthly date, with Undo and Withdraw cancel.
Cancel every location, leave and come back
- Entry
- /walk/money/money-leave
- Walker
- Darrell Benson, closing Tule Fog Heating & Air.
- Device
- Desk
- Ends
- On Left after the monthly date, each step still his, the deletion date and the export; then Sign-up once the data is deleted.
A card failing
- Walker
- Jonathan Reynolds, owner of Bluestem Ridge Roofing in Wichita, Kansas. Yesterday's $1,997.00 charge failed on his card.
- Device
- Phone
- Ends
- On Plan and billing paid again, or the retries passing to Free. Card 4242 4242 4242 4242 charges; 4000 0000 0000 0002 is declined; 4000 0025 0000 3155 asks the bank to confirm; 4000 0000 0000 0341 saves and then fails.
A charge to confirm
- Walker
- Dr. Rose Valencia, owner of Kestrel Hollow Dental in Columbus, Ohio. Her bank wants her to confirm the $799.00 charge.
- Device
- Phone
- Ends
- On Plan and billing paid, or the charge failing after her bank refuses it.
Fallen to Free
- Entry
- /walk/money/money-fallen
- Walker
- Velma Arroyo, owner of Cabbage Palm Pool Care in Port St. Lucie, Florida. Her location moved to Free six days ago.
- Device
- Phone
- Ends
- On Home, back on Full SEO with the held items resumed and the ads question answered.
The buyer of a business
- Entry
- /walk/money/money-sale
- Walker
- Tyler Charles, who bought Spruce Gulch Electric five days ago. The business has no card.
- Device
- Phone
- Ends
- On Plan and billing with his card on file, or the first charge failing with no card.
The house stopping
- Entry
- /walk/money/money-stops
- Walker
- Darrell Benson, told that HowdySEO is stopping.
- Device
- Desk
- Ends
- On Plan and billing, the notice at its head with no next charge, then Left on the last day.
A business that has left
- Entry
- /walk/money/money-left
- Walker
- Nick Luong, owner of Burrfield Carpet Care in Boise. The business left twelve days ago.
- Device
- Phone
- Ends
- On Left, the steps still his, the deletion date and the export.
Staff while a card fails
- Entry
- /walk/money/money-staff
- Walker
- Angelica Portillo, front desk at Tule Fog Heating & Air, while Darrell's card is failing.
- Device
- Desk
- Ends
- On Locations, each plan as a fact, with no money act anywhere and the money addresses naming Darrell.
A plan act asked by email
- Entry
- /walk/money/money-house
- Walker
- Leslie Prescott, account manager. Darrell wrote asking to move Roseville to Free and to cancel Sacramento.
- Device
- Desk
- Ends
- On Roseville's house decision with the downgrade entered, then as Darrell on his own Roseville.
| Person | Role | |
|---|---|---|
HowdySEO 5 | ||
| Be Leslie Prescott | Account manager | leslie.prescott@howdyseo.example |
| Be Manuel Alfaro | Account manager; speaks Spanish | manuel.alfaro@howdyseo.example |
| Be Sabrina Quintero | Account manager; speaks Spanish | sabrina.quintero@howdyseo.example |
| Be Rita Carbajal | Support; speaks Spanish | rita.carbajal@howdyseo.example |
| Be Oliver Kang | Reviewer | oliver.kang@howdyseo.example |
Tule Fog Heating & Air 3 | ||
| Be Renee Benson | Office manager; approves Google posts, offers and review replies, both locations | renee.benson@example.com |
| Be Angelica Portillo | Front desk | angelica.portillo@example.com |
| Be Dustin Mills | Roseville branch manager | dustin.mills.hvac@example.net |
Kestrel Hollow Dental 2 | ||
| Be Dr. Rose Valencia | Owner, licensed dentist | rose.valencia@example.com |
| Be Kari Sosa | Office manager | kari.sosa@example.com |
Kudzu Line Garage Doors 1 | ||
| Be Jimmy Corley | jimmy.corley@example.com |
|
Jardines Mezquite 2 | ||
| Be Mario Tovar | mario.tovar@example.com |
|
| Be Claudia Tovar | claudia.tovar@example.com |
|
Wrenfield Paper Goods 1 | ||
| Be Janis Ladd | janis.ladd@example.com |
|
Pestara of South Charlotte 1 | ||
| Be Aaron Jeffers | aaron.jeffers@example.com |
|
Saguaro Flats Plumbing 1 | ||
| Be Ray Padilla | ray.padilla@example.com |
|
Bluestem Ridge Roofing 1 | ||
| Be Jonathan Reynolds | jonathan.reynolds@example.com |
|
Cabbage Palm Pool Care 1 | ||
| Be Velma Arroyo | velma.arroyo@example.com |
|
Spruce Gulch Electric 1 | ||
| Be Tyler Charles | Owner since the sale | tyler.charles@example.com |
Gamboa Uribe Olivares Family Law Group, LLP 1 | ||
| Be Christy Gamboa | christy.gamboa@example.com |
|
Burrfield Carpet Care 1 | ||
| Be Nick Luong | nick.luong@example.com |
|
Seed 1 | ||
| Start again from the seed | Resets this browser's copy | — |