Temp Build Page

Live build tracker – internal only

TEMP

Overall progress · 21 of 45 items done47%

Done

Completed items

In Progress

Active build items

Not Started

Queued build items

Blocked

Waiting on client

Removed

Excluded from scope

Game Plan

Lead Flow

1
Lead list
Done
Shaye’s weekly CSV from the provider: name, phone, address, sometimes last solar application date.
Tool: CSV upload
2
Format phones, names and addresses
Done
Puts every row in the same format so dedupe and outside lookups work correctly.
Tool: Built-in
3
Dedupe (file + GHL)
In Progress
Removes repeat leads so reps don’t call the same person twice and we don’t pay to check them twice.
Tool: Built-in + GHL API
4
Name check
In Progress
Keeps real individuals, removes trusts, LLCs and blank names; AI only reviews leftover unclear names to save tokens.
Tool: Rules + Grok (planned)
5
Internal do-not-contact check
In Progress
Removes anyone already marked Do Not Contact, DND or Wrong Number.
Tool: Built-in suppression list + GHL
6
DNC check (National + Florida + Litigators)
In Progress
Removes do-not-call numbers and known serial TCPA plaintiffs; these are never skip traced.
Tool: DNC scrub vendor
7
Phone validation
In Progress
Removes dead/disconnected numbers and Google Voice / internet-only VoIP; tags mobile vs landline.
Tool: Twilio Lookup or Veriphone
8
Skip trace (failed numbers only) → re-run DNC + validation
In Progress
Finds a current homeowner number, then runs the same compliance checks before keeping it.
Tool: BatchData
9
Enrichment
In Progress
Adds selling info for reps and removes homes that already have solar installed.
Tool: BatchData (new homeowner, purchase date, owner verified) · Shovels (solar permits) · Google Solar API (sun hours, max panels, est. kWh)
10
Location tags
Done
Labels each lead with market, city and zip for routing and smart lists.
Tool: Built-in
11
Push to GHL
In Progress
Creates contact + opportunity at New Lead in the right market pipeline, with enrichment fields and round-robin rep assignment.
Tool: GHL API
12
Rejected-leads report + nightly 31-day recheck
In Progress
Shows why leads were removed for provider credits; re-scrubs active leads against DNC every 31 days.
Tool: Built-in + DNC vendor

Funnel Model

Estimates – replace with real numbers after the first sample CSV

Lead countFormat removal %Dedupe removal %Name check removal %Internal DNC removal %DNC removal % (range 20–40%)Phone validation removal %Skip trace recovered leadsAlready has solar removal %RepsConservative pickup %Client pickup %Appointment % (1 in 8 = 12.5%)Sits %Closes %Installs %

6,0001

5,8802

5,5863

5,4184

5,3645

3,7556

2,8167

3,0968

2,9729

2,97210

Stage	Brief estimate	Live model
Lead list in	6,000	6,000
Format (~2%)	5,880	5,880
Dedupe (~5%)	5,590	5,586
Name check (~3%)	5,420	5,418
Internal DNC (~1%)	5,370	5,364
DNC check (~30%, range 20–40%) Biggest unknown	3,760	3,755
Phone validation (~25%)	2,820	2,816
Skip trace recovered (+~280)	3,100	3,096
Enrichment – already has solar (~4%)	~2,950	2,972
Pushed to GHL	~2,950 (~49% of the list)	2,972 (49.5%)

Brief estimates are rounded planning targets. Live model applies each rate sequentially.

Reps & Results

13 reps · ~229 leads/rep/week · Brief target: ~227

Weekly	Conservative (15% pickup)	Client’s rate (30% pickup)	Brief targets
Conversations	~446	~892	~440 / ~885
Appointments (1 in 8)	~56	~111	~55 / ~110
Sits (50%)	~28	~56	~28 / ~55
Closes (50%)	~14	~28	~14 / ~28
Installs (75%)	~10	~21	~10 / ~21

To reach ~42 installs/week, plan for ~12,000+ raw leads/week or count the 6,000 after cleaning.

Vendor Stack

Vendor	Used for	Status	Billed to
DNC scrub vendor (DNC.com, Tracerfy or similar)	National, Florida, litigator scrub	Not connected	Client
Twilio Lookup or Veriphone	Phone validation, line type, Google Voice filter	Not connected	Client
BatchData	Skip tracing + property data (new homeowner, owner verified)	Not connected	Client
Shovels	Solar permit status (filed vs installed)	Not connected	Client
Google Solar API	Sun hours, max panels, est. kWh	Not connected	Client
Grok	Unclear name review only	Not connected	Client
GoHighLevel API	Dedupe, push, rep assignment	Not connected	Client
Enzy	Rep leaderboards and competitions	Not connected	Client

Built So Far

Lead Engine App (Lovable)

Dark design system + dashboard with sample stats
Done
Date not provided
New Import flow: market select, CSV upload, column mapping, simulated 9-stage pipeline, results
Done
Date not provided
Import History + Import Details
Done
Date not provided
Rejected Leads table with CSV export
Done
Date not provided
Settings (markets, reps, integrations, compliance placeholders)
Done
Date not provided
Demo login with Admin / Uploader roles
Done
Date not provided
Real authentication + database (Lovable Cloud)
Done
Nov 15, 2026
Save imports, leads and rejections to the database
Done
Nov 15, 2026
Format phones/names/addresses
Done
Nov 15, 2026
Dedupe within file + previous imports
Done
Nov 15, 2026
Name check (rules)
Done
Nov 15, 2026
Internal do-not-contact check
Done
Nov 15, 2026
Location tags
Done
Nov 15, 2026
Provider adapter layer (mock/live)
Done
Nov 15, 2026
Name Review queue
Done
Nov 15, 2026
Provider tracking + scorecard
Done
Nov 15, 2026
Lead Funnel visualization
Done
Nov 15, 2026

GoHighLevel (Solar Connect Pro sub-account)

4 pipelines: San Jose, Naperville, SoCal, Tampa
Done
Date not provided
14 identical stages in each, incl. 3 No-Answer Follow-Ups + Wrong Number, with win % and stage colors
Done
Date not provided
Team permissions set (Darren, Lecia, Shaye as Users, no billing/account access)
Done
Date not provided
Custom field: "Last applied for solar permit" (date)
Done
Date not provided

Still To Build

Phase 1 – Foundation

2 items

Item	Phase	Status	Blocked By	Notes
Real authentication + database (Lovable Cloud)	1	Done	—	—
Save imports, leads and rejections to the database	1	Done	—	—

Phase 2 – Cleaning Pipeline

15 items

Item	Phase	Status	Blocked By	Notes
Format phones/names/addresses	2	Done	—	—
Dedupe within file + previous imports	2	Done	—	—
Dedupe against existing GHL contacts	2	In Progress	—	Needs GHL API · Built on mock, awaiting live key
Name check (rules)	2	Done	—	—
Grok review for leftover unclear names only	2	In Progress	—	Built on mock, awaiting live key
Internal do-not-contact check	2	Done	—	—
DNC scrub: National + Florida + Litigator	2	In Progress	Client's DNC registry account number + scrub vendor account	DNC hits are removed and never sent to skip tracing. · Built on mock, awaiting live key
Phone validation: live/disconnected, tag mobile vs landline	2	In Progress	Validation vendor account	Built on mock, awaiting live key
Filter Google Voice / non-fixed VoIP numbers in phone validation	2	In Progress	—	Reject nonFixedVoip; keep fixedVoip (Comcast/Vonage home phones). · Built on mock, awaiting live key
Location tags	2	Done	—	—
Skip tracing for failed numbers, then re-run DNC + validation on new numbers	2	In Progress	—	Vendor: BatchData. Failed validation only. · Built on mock, awaiting live key
Provider adapter layer (mock/live)	2	Done	—	—
Name Review queue	2	Done	—	—
Provider tracking + scorecard	2	Done	—	—
Lead Funnel visualization	2	Done	—	—

Phase 3 – GHL Push

6 items

Item	Phase	Status	Blocked By	Notes
Push clean leads to the correct market pipeline at New Lead via GHL API	3	In Progress	—	Built on mock, awaiting live key
Map "last applied" date to the custom field	3	In Progress	—	Built on mock, awaiting live key
Round-robin rep assignment	3	In Progress	—	Built on mock, awaiting live key
Wrong Number / Do Not Contact workflows feed back into the internal suppression list	3	Not Started	—	—
Nightly 31-day DNC re-scrub of leads still being worked	3	In Progress	—	Built on mock, awaiting live key
Sync enrichment custom fields to GHL (New Homeowner, Purchase Date, Owner Verified, Solar Permit Status, Permit Filed Date, Sun Hours/Year, Max Panels, Est. Annual kWh)	3	In Progress	—	Built on mock, awaiting live key

Phase 4 – Phones & Dialing

4 items

Item	Phase	Status	Blocked By	Notes
Buy ~24–30 local numbers across market area codes	4	Blocked	Client approval	—
Turn on Local Presence Dialing	4	Not Started	—	—
Assign fallback numbers per rep	4	Not Started	—	—
Verify callback routing goes to the contact's assigned rep	4	Not Started	—	—

Phase 5 – Reporting & Enzy

3 items

Item	Phase	Status	Blocked By	Notes
Real dashboard stats from the database	5	Not Started	—	—
Enzy sync: GHL stage events → Enzy leaderboards	5	Blocked	Enzy access / integration method	—
Install tracking for commission reporting	5	Not Started	—	—

Phase 5.5 – Enrichment

6 items

Item	Phase	Status	Blocked By	Notes
BatchData: new homeowner, purchase date, owner verified	5.5	In Progress	—	Built on mock, awaiting live key
Shovels: solar permit status (filed – not installed / installed)	5.5	In Progress	—	Target stalled/cancelled permits; attorney sign-off on pitching homeowners under contract. · Built on mock, awaiting live key
Remove leads whose home already has solar installed (final permit on file)	5.5	In Progress	—	Built on mock, awaiting live key
Google Solar API (sun hours, max panels, est. kWh)	5.5	In Progress	—	Built on mock, awaiting live key
Sync enrichment to GHL custom fields	5.5	In Progress	—	Built on mock, awaiting live key
Credit scores – excluded for FCRA compliance; collected by reps / financing partner with consent instead.	5.5	Removed	—	—

Phase 6 – Later

1 items

Item	Phase	Status	Blocked By	Notes
Remove the surface-level county check once skip tracing is live	6	Removed	—	Replaced by BatchData owner verification in enrichment.

Improvement Ideas

Compliance

High impact

Run the sample CSV through DNC first

The DNC hit rate is the biggest unknown in the funnel model; get the real number before finalizing lead volume.

Conversion

High impact

Priority smart list for reps

Call new homeowners with high sun hours first.

Cost

Medium impact

Provider credit report

Auto-generate a monthly rejected-lead report per provider for credits.

Conversion

High impact

Per-number answer-rate tracking

Spot spam-flagged numbers early by comparing pickup rates for every local number.

Cost

High impact

Provider scorecard

Track rejection rate per lead list to push for provider credits.

Rep Efficiency

Medium impact

Best-time-to-call by market

Use pickup data to identify the strongest calling windows in each market.

Reporting

Medium impact

Weekly auto-email summary

Send the client a weekly summary of imports and rejections.

Cost

Medium impact

Duplicate-across-weeks alert

Flag leads the provider has already sent in a previous week's list.

Temp Build Page

Game Plan

Lead Flow

Lead list

Format phones, names and addresses

Dedupe (file + GHL)

Name check

Internal do-not-contact check

DNC check (National + Florida + Litigators)

Phone validation

Skip trace (failed numbers only) → re-run DNC + validation

Enrichment

Location tags

Push to GHL

Rejected-leads report + nightly 31-day recheck

Funnel Model

Reps & Results

Vendor Stack

Needed From Client

Built So Far

Lead Engine App (Lovable)

GoHighLevel (Solar Connect Pro sub-account)

Still To Build

Phase 1 – Foundation

Phase 2 – Cleaning Pipeline

Phase 3 – GHL Push

Phase 4 – Phones & Dialing

Phase 5 – Reporting & Enzy

Phase 5.5 – Enrichment

Phase 6 – Later

Improvement Ideas

Run the sample CSV through DNC first

Priority smart list for reps

Provider credit report

Per-number answer-rate tracking

Provider scorecard

Best-time-to-call by market

Weekly auto-email summary

Duplicate-across-weeks alert