BEE Growth Command Center

June lead report live

Readyforownerreview Updated Jun 29, 2026

Selected lead

Select a property

Ready

Choose a property from the map, plan, or account list.

Priority - Units - Service area - Visuals -
Ownership path Select a property

Ownership source will appear here

Parcel source will appear here
Contact path Select a property

Decision path will appear here

Contact role will appear here
Lead notes Account summary

Supporting source notes will appear here

Next outreach step will appear here
Recommended next step
Select a property to see the recommended path.

Try our AI assistant

Type a message, or start a voice call and ask it anything a customer might.

Post of the Week

Building Energy Experts Recommended campaign focus

Multifamily property owner outreach is the best current path for rebate education and booked assessment conversations.

Open report

Lead snapshot

Qualified leads0Inside active area
Top recommendations0Best-fit accounts for review.
Estimated units0Potential resident reach.
Priority visuals0Accounts with usable visual context.
Lead mapActive
Recommended accounts0
Largest propertyLoading
Next stepReview plan
Properties Map Reports

Bottom line

Next decision

The client view should stay simple: what is live, what changed, and what needs approval. Employee work should stay in Admin where ideas, leads, ads, and follow-up can be managed without cluttering the client page.

Open report
Client sees Reports, map, content, and clear decisions.

No raw work queue unless Aim High enables it.

Team sees Admin controls, content setup, lead review, and reporting work.

Operational details belong in the admin side.

Leads online0
3+ unit fit0
Unit counts known0
Service area0
Target ZIP0
Ready for review0

Reports

Leads, analytics, and ad reporting

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.

Current report June lead report

Updated Jun 29, 2026

Lead pipeline Loading

Property leads are coming online from the service-area map and account research.

Meta Ready to connect

Meta Ads reporting will show spend, reach, clicks, and lead form activity when the ad account is connected.

Views Tracking ready

Website visits, landing-page views, and report views can be tied back to the monthly workspace.

Ads Campaign reporting ready

Paid search, Meta, and local awareness campaigns can roll into one client-facing report.

Meta and ads Awaiting ad account connection
Spend
Connect source
Reach
Connect source
Clicks
Connect source
CTR
Connect source
Cost per lead
Connect source
View analytics Tracking surface ready
Website views
Connect source
Landing page views
Connect source
Report views
Ready
Form starts
Connect source
Form submissions
Connect source
Lead movement Live property lead count
New leads
0
Ready leads
0
Contacted leads
0
Owner paths
0
Manager paths
0
Lead status Leads online

Shows how many property leads are live, how many have unit-count support, and how many are ready for review.

Analytics status Views and campaign metrics

Use this section for Meta Ads, website view analytics, form submissions, calls, and monthly comparison once tracking sources are connected.

Client takeaway More leads coming online

The report should answer one question first: what qualified leads exist now, and what is the next useful action.

Plan

Recommended next steps

Review the highest-fit accounts first, approve the outreach angle, then move the best leads into follow-up.

Accounts shown0
Ownership paths0
Manager paths0
Visual packets0
Ready to review0

Map

Lead map

Loading map...
Active filters All property leads shown
Mapped leads0
Active area0
Estimated units0
Recommended0
Top priority Manager path Owner path Phone evidence Review path Visuals linked Visuals needed

Visual proof

Select a property

No visual proof yet
No property photo packet attached yet
Photo sourceMissing
ViewsMissing
DistanceMissing
Open property search
Visual review Two property images required before confirmation
Phone candidates
No phone candidate extracted
Listing/source match
Run source search to attach Zillow, property site, county, or listing evidence when available.

Attached evidence packet

Property evidence

Photo sourceMissing
Building matchMissing
Phone candidateMissing
Direct contactMissing

Source search results

Not run
Property ZIP Manager/operator Contact path Priority
Customers BEE client workspace

Company contacts, service context, and customer records will sit here when the client workspace expands beyond the current lead package.

Content Studio

Content ideas and ad scripts

Pick an idea, refine the wording, set it up, and mark it used so the same angle does not repeat. Teleprompter opens only when a script needs to be read.

Current flow Pick an idea

Unused ideas stay at the top. Used ideas can be hidden from the queue.

Ideas0
Unused0
UpdatedToday

Idea

Select an idea

Ready
Channel Campaign
Hook

Choose an idea from the queue.

Caption

Caption will appear here.

Call to action

CTA will appear here.

Workflow Draft

Choose what happens next for this idea.

Reports Monthly lead reporting

Summaries show recommended accounts, market movement, service-area coverage, and owner-safe next steps.

Settings Workspace preferences

Service area, alert preferences, report cadence, and included services stay visible here for BEE.

Service area Crystal Lake corridor active

Target ZIPs, market boundaries, and preferred account types stay managed by Aim High and reflected in the lead map.

Alerts Owner updates enabled

Important account changes, report updates, and approval requests can be routed to the right BEE contacts.

Reports Monthly reporting cadence

The workspace keeps the current report, recommended accounts, and next action plan ready for review.

Included services Managed by Aim High

Lead tracking, map context, reporting, content planning, and action planning stay packaged in one BEE workspace.