Peak Vitality Audit

📊 Executive Summary

System Overview

Peak Vitality's GoHighLevel account shows signs of rapid growth with extensive automation usage but requires immediate attention in several critical areas. The account contains 95+ automations across multiple folders, with the Call Center folder being the primary operational hub. Key issues include SMS compliance violations, broken automations, and domain management problems that need immediate resolution.

95+

Total Automations

35

Active Websites/Funnels

6

Phone Numbers

4.4%

SMS Opt-out Rate

⚙️ Automations Deep Dive Analysis

Automation System Overview

Your automation system reveals both strengths and critical weaknesses. The Call Center folder appears to be your operational backbone, but numerous folders contain outdated, broken, or duplicate automations that pose security risks and create system inefficiencies.

50

Call Center Automations

29

Active in Call Center

20+

Problematic Folders

🚨 Critical Automation Issues

OLD LEADS FOLDER - BROKEN SYSTEM

Issue: Triggers are functioning but actions are completely broken. This means leads are entering the system but receiving no follow-up whatsoever.
Impact: Complete automation failure for this segment
Priority: CRITICAL

Custom Dash - Security Concern

Issue: 2 active automations with webhooks triggered on ALL new contacts and appointments
Concern: Team may not understand what data these webhooks are sending or where
Risk: Potential data breach or unauthorized access to client information
Note: Created and updated timestamps are identical (suggests snapshot/copy)
Priority: HIGH

📁 Detailed Folder Analysis

Call Center (Primary Operations)

Structure: 8 subfolders, 50 total automations
Status: 29 Active, 21 Drafted, 3 active with 0 runs
Observation: This is clearly your main operational folder and appears well-used
Automation Style: Simple, single-line actions with basic if/else logic
Communication: Heavy use of internal messages (up to 6 per automation)
Issue: Old team members still included in notifications

Holiday Automations - Scattered

Problem: Holiday-related automations are scattered across multiple folders
Found in: Drip Marketing Campaigns, various dated folders
Recommendation: Consolidate into single "Holiday Campaigns" folder
Current Status: Disorganized and difficult to manage seasonally

Referral Programs - Multiple Duplicate Systems

Referral Folder: 10 automations, 8 active, 0 people have gone through
Referral Program Folder: 2 drafted, no runs, last updated Feb 2022
Affiliates Folder: Do you actually have active affiliates? No setup detected
Issue: Multiple systems for same function, none being used effectively
All from snapshots: Created from templates, never customized

🗑️ Folders Recommended for Cleanup/Deletion

Courses

1 active automation, last touched October 10, 2023 - likely safe to remove

Reactivation Play

1 active automation, last edited September 9, 2022 - extremely outdated

DR Examples

2 active automations, 0 enrolled, created April 24, 2024 - template examples not being used

Manic Lead Workflows

2 active automations, no activity in past 30 days - appears abandoned

Google My Business

3 automations from snapshot, if not connecting GMB then unnecessary

Single Message Blast

3 active automations requiring manual actions, no triggers, last updated December 2022

Facebook Campaign Folders

Multiple folders with "[Facebook]" prefix, all drafted automations, dates from 2022

📋 Automation Patterns Observed

Automation Style: Your team prefers simple, single-line automations rather than complex multi-step workflows

Communication Heavy: Extensive use of internal messages for team coordination (typically 2-6 internal messages per automation)

Basic Logic: Simple if/else conditions, particularly in Call Center operations

Team Management Issue: Old team members still receiving notifications in multiple automations

Snapshot Usage: Many folders appear to be from snapshots or templates that were never fully customized

🌐 Domain & Website Infrastructure Analysis

Domain Management Overview

Your domain structure shows good organization with primary domains established, but critical issues exist with broken links, missing 404 pages, and improper redirects that could impact user experience and SEO rankings.

19

Active Websites/Funnels

16

Inactive Websites/Funnels

3

Sites with Analytics

14

Sites Without Analytics

🔍 Primary Domain Analysis

cryorecoveryandwellness.com (Primary Domain)

Status: Active & Functioning
Subdomains:
• mg.cryorecoveryandwellness.com - Email subdomain (in account but not connected)
• schedule.cryorecoveryandwellness.com - Scheduling system (Active)
• deals.cryorecoveryandwellness.com - 404 ERROR
Email Setup: [email protected]
Issue: Deals subdomain is completely broken

bestcryodeals.com

Status: 404 ERROR - NOT WORKING
Impact: Any marketing materials or ads pointing to this domain are broken
Contains: Facebook campaigns, SculptPod, Upsell pages, scheduling
Priority: High - affects customer experience

yourpeakvitality.com

Main Domain: yourpeakvitality.com
Subdomains:
• begin.yourpeakvitality.com - 404 ERROR
• go.yourpeakvitality.com - Branded Domain Active
• www.yourpeakvitality.com - NO REDIRECT - CRITICAL
Major Issue: www version has nothing connected and no redirect setup
Risk: Customers typing www.yourpeakvitality.com see nothing

theberkosway.com

Status: Active
Purpose: Client Portal
Function: Appears to be working properly

🌐 Website Inventory

Active Websites (Not Connected to Domains)

Cryo Catalyst Website: Complete site with Home, About, Services, Team, Contact, Whole Body Cryo
Cuttingedgecryo: Comprehensive service site with 12+ service pages
Kaasen Website: Basic home page
Main Website: Extensive site with 20+ pages including franchise and multiple locations
The Sculpt Pod Site: Service-specific site with clone version
Issue: These websites exist but aren't connected to active domains

Active Funnels

Meta Ads Folder: Kaasen Offer funnel
Medical Weight Loss: Two versions (one for telehealth)
Peak Fitness: Offer funnel
Cryo Offer: Facebook-targeted funnel
Sculpt Pod: Meta advertising funnel
Status: Most active with no stats tracking

🛠️ Critical Domain Actions Needed

1. Create 404 Pages: All domains need proper 404 error pages to maintain professional appearance
2. Fix Broken Domains: bestcryodeals.com and deals.cryorecoveryandwellness.com need immediate attention
3. Setup Redirects: www.yourpeakvitality.com must redirect to main site to prevent lost traffic
4. Analytics Implementation: Only 3 of 19 active properties have tracking setup

📧 Email & SMS Performance Analysis (Past 30 Days)

Communication System Overview

Your email and SMS systems show serious compliance issues that require immediate attention. The SMS opt-out rate has triggered multiple restrictions, and critical compliance settings are disabled, posing significant risks to your communication capabilities.

📧 Email Performance (Past 30 Days)

7,281

Total Sent

7,226

Successfully Delivered

496

Emails Opened

28

Links Clicked

Email Open Rate: 6.8% (496 opens ÷ 7,226 delivered)
Click Rate: 0.4% (28 clicks ÷ 7,226 delivered)
Delivery Rate: 99.2% (7,226 delivered ÷ 7,281 sent)

Email System Configuration

Dedicated Domain: mg.cryorecoveryandwellness.com
Header Name: Cryo Recovery & Wellness
Header Email: [email protected]
Reply Address: [email protected]
Issue: Using different reply address prevents proper tracking of email responses and opens
Domain Settings: All manually set to mg.cryorecoveryandwellness.com (100% configured)

Email Template Analysis

Templates: Extensive library of email templates
Campaigns: Well-organized, primarily image-based
Risk: Need to avoid marketing language if using same email for conversations
Recommendation: Review templates for compliance with conversation email usage

📱 SMS System Analysis

CRITICAL: SMS Compliance Issues

Compliance Status: DISABLED
Risk Level: EXTREMELY HIGH
Issue: Advanced SMS compliance settings are turned OFF
Impact: Potential account suspension, legal issues, carrier blocking
Required Action: Enable immediately

Recent SMS Restrictions

January 3, 2025: Warning - opt-out rate hit 2%
December 31, 2024: Warning - opt-out rate hit 4.4%
December 31, 2024: TEMPORARY RESTRICTION - 4.4% opt-out rate
Pattern: Escalating compliance issues over past month
Current Status: Account under scrutiny

46,830

Total SMS Sent

80,754

Successfully Delivered

97

Opted Out

1,432

Failed Messages

Opt-out Rate: 0.12% (97 opt-outs ÷ 80,754 delivered)
Delivery Rate: 172.5% (indicates multiple messages per send)
Failure Rate: 3.1% (1,432 failures ÷ 46,830 sent)
Error 30007: 38 instances (specific carrier issue)

🚨 Immediate Actions Required

1. SMS Compliance: Enable advanced SMS compliance settings immediately - this is critical
2. Content Review: Audit all SMS content and templates to reduce opt-out triggers
3. Email Tracking: Configure reply-to address properly for tracking
4. Monitoring: Implement daily monitoring of opt-out rates

📞 Phone Number Configuration Analysis (Past Year)

Phone System Overview

Your phone number setup shows a well-organized forwarding system with multiple numbers routing to primary locations. All numbers are configured for low-volume usage, with one toll-free number that may need additional A2P registration attention.

📋 Phone Number Inventory & Configuration

Primary Forwarding Numbers

Number: +1 980-360-2822
Forwards to: +1 704-751-6860
Volume Setting: LOW_VOLUME
Status: Active and functioning

Secondary Forwarding Numbers

Number: +1 704-459-6812
Forwards to: +1 704-751-6860
Volume Setting: LOW_VOLUME
Note: Same destination as primary number

Alternative Location Number

Number: +1 980-998-1222
Forwards to: +1 704-466-2829
Volume Setting: LOW_VOLUME
Purpose: Appears to route to different location/department

Toll-Free Number (Special Attention)

Number: +1 844-780-0892 (TOLL-FREE)
Forwards to: +1 704-300-3687
Volume Setting: LOW_VOLUME
A2P Registration: No A2P registration detected
Observation: Toll-free numbers typically benefit from A2P registration for better deliverability

📊 Phone System Analytics (Past Year)

6

Total Phone Numbers

1

Toll-Free Number

3

Forwarding Destinations

100%

Low Volume Settings

📝 Phone System Observations

Forwarding Strategy: Well-organized system with multiple numbers routing to primary locations
Volume Management: All numbers appropriately set to LOW_VOLUME for current usage
Toll-Free Advantage: The 844 number provides professional appearance and may benefit from A2P registration
Geographic Distribution: Numbers appear to serve different locations (704 and 980 area codes)
Automation Integration: Phone Numbers folder has 1 active automation for missed call texting

📱 Phone System Recommendations

Consider A2P Registration: For the toll-free number to ensure optimal deliverability
Current Setup: System is functioning well with good organization
Volume Settings: Appropriate for current usage levels
Monitoring: Continue monitoring call volume to determine if volume settings need adjustment

🔗 Integration & Analytics Analysis

Integration System Overview

Your integration setup shows significant gaps in critical marketing and analytics platforms. While the core GHL system is functioning, missing integrations with Meta, Google Analytics, and Google Ads are limiting your ability to track ROI and optimize campaigns effectively.

❌ Missing Critical Integrations

Meta (Facebook/Instagram) Integration

Status: NOT CONNECTED
Impact: Cannot track Facebook/Instagram ad performance within GHL
Missing Features: Lead source attribution, ad spend tracking, conversion reporting
Business Impact: Unable to calculate true ROI on social media advertising
Note: This is huge for reporting and mapping - critical for growth tracking

Google Analytics Integration

Status: NOT CONNECTED
Impact: Missing website traffic analysis and user behavior insights
Missing Data: Page views, user sessions, conversion paths, demographic data
Recommendation: Connect to all active websites for comprehensive tracking

Google Ads MCC Integration

Status: NOT CONNECTED
Impact: No Google Ads performance tracking in GHL
Missing Features: Keyword performance, ad spend analysis, search campaign ROI
Note: Important for comprehensive marketing attribution

📅 Calendar System Analysis

Calendar Organization Issues

Current State: Too many calendars without proper organization
Problem: Difficult to manage multiple calendars efficiently
Solution: Consolidate calendars and implement groups for better organization
Alternative: Use one calendar with automation differences to handle various purposes
Availability Settings: Not set to proper business hours - should be configured to prevent scheduling conflicts

📊 Dashboard Configuration

Dashboard Analysis

Current Setup: Two dashboard views (Default and ILA Stats)
Duplicate Elements: Tasks appear twice in dashboard
Missing Integration Data: Facebook, Google, Meta reports not properly configured
Attribution Tracking: Set to "Latest Attribution" during time range
Functionality: Basic reporting is working, but missing integration data limits insights

🎯 Integration Assessment

Current Status: Core GHL functionality is working well
Main Gap: External platform integrations for comprehensive reporting
Priority: Meta integration is most critical for your marketing efforts
Impact: Missing integrations limit ability to optimize marketing spend and track true ROI

🔧 Integration Recommendations

1. Immediate Priority: Connect Meta ad account for social media tracking
2. Analytics Setup: Implement Google Analytics across all active websites
3. Calendar Optimization: Consolidate calendars and set proper business hours
4. Dashboard Cleanup: Remove duplicate elements and optimize for integrated data

🎓 Course Portal Performance Analysis

Course Portal Overview

Your course portal shows moderate engagement with room for improvement in completion rates. The system is functional but completion metrics suggest potential content or engagement issues that could be addressed to improve user experience.

📊 Course Engagement Statistics

58

Total Enrolled Students

19

Reached 50% Completion

6

Reached 75% Completion

32.8%

50% Completion Rate

Completion Analysis:
• 50% Completion Rate: 32.8% (19 of 58 students)
• 75% Completion Rate: 10.3% (6 of 58 students)
• Drop-off Rate: 67.2% don't reach halfway point
• Advanced Completion: Only 31.6% of 50% completers reach 75%

🎯 Course Portal Optimization Recommendations

Portal Feature Recommendations

Recommended Features: Limit to Communities and Courses only
Contracts Feature: Consider keeping if running contract estimates
Usage Pattern: Most people typically use contracts through email
Simplification Benefits: Reduced complexity may improve engagement

Engagement Improvement Opportunities

Content Review: Low completion rates suggest content may need restructuring
Engagement Tactics: Consider adding progress tracking, rewards, or checkpoints
Community Features: Leverage community aspect to increase completion
Email Integration: Use email automation to encourage course completion

📝 Course Portal Observations

Current Performance: Moderate engagement with significant room for improvement
Completion Challenge: High drop-off rate suggests content or engagement issues
Platform Stability: Portal appears to be functioning properly
Feature Usage: May benefit from feature reduction to focus on core functionality

🚀 Course Portal Action Items

1. Content Review: Analyze why 67% of students don't reach 50% completion
2. Feature Simplification: Reduce to Communities and Courses only
3. Engagement Strategy: Implement progress tracking and milestone rewards
4. Community Building: Use community features to increase peer support and completion

🏥 Peak Vitality