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.
Lead snapshot
Bottom line
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.
No raw work queue unless Aim High enables it.
Operational details belong in the admin side.
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
Property data loop
Discovery keeps the 3+ unit map populated. The loop keeps ranking records until owner, manager, direct contact, unit, and visual proof are attached.
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
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.
Unused ideas stay at the top. Used ideas can be hidden from the queue.
Idea
Choose an idea from the queue.
Caption will appear here.
CTA will appear here.
Choose what happens next for this idea.
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.