June lead report live
Selected lead
Choose a property from the map, plan, or account list.
Ownership source will appear here
Parcel source will appear hereDecision path will appear here
Contact role will appear hereSupporting source notes will appear here
Next outreach step will appear hereType a message, or start a voice call and ask it anything a customer might.
Multifamily property owner outreach is the best current path for rebate education and booked assessment conversations.
Your deliverables
The property map, recommended accounts, outreach plan, and monthly report are packaged for review.
Lead snapshot
Owner review
The lead package is ready. Review the report, confirm the outreach angle, and Aim High can turn the account list into the next follow-up step.
See the current account summary, service-area coverage, and recommended direction.
Decision needed Outreach angle approvalConfirm whether multifamily owner outreach is the move Aim High should run next.
Context Lead mapUse the map only when you want to inspect where the recommended accounts sit.
BEE does not need to review raw research. The useful decision is whether the current lead package is approved for outreach.
Reports
BEE can see what is coming online, what is ready for owner review, and where Meta, website views, and ads reporting will connect as campaigns go live.
Updated Jun 29, 2026
Property leads are coming online from the service-area map and account research.
Meta Ads reporting will show spend, reach, clicks, and lead form activity when the ad account is connected.
Website visits, landing-page views, and report views can be tied back to the monthly workspace.
Paid search, Meta, and local awareness campaigns can roll into one client-facing report.
Shows how many property leads are live, how many have unit-count support, and how many are ready for review.
Use this section for Meta Ads, website view analytics, form submissions, calls, and monthly comparison once tracking sources are connected.
The report should answer one question first: what qualified leads exist now, and what is the next useful action.
Plan
Review the highest-fit accounts first, approve the outreach angle, then move the best leads into follow-up.
Map
Visual proof
Attached evidence packet
Source search results
Not runCompany contacts, service context, and customer records will sit here when the client workspace expands beyond the current lead package.
Content Studio
Approved ideas, ad angles, captions, and scripts stay in one place so Aim High admin and the BEE client view are looking at the same content queue.
Idea
Choose an idea from the queue.
Caption will appear here.
CTA will appear here.
Teleprompter
Summaries show recommended accounts, market movement, service-area coverage, and owner-safe next steps.
Service area, alert preferences, report cadence, and included services stay visible here for BEE.
Target ZIPs, market boundaries, and preferred account types stay managed by Aim High and reflected in the lead map.
Important account changes, report updates, and approval requests can be routed to the right BEE contacts.
The workspace keeps the current report, recommended accounts, and next action plan ready for review.
Lead tracking, map context, reporting, content planning, and action planning stay packaged in one BEE workspace.