Guided tour
How the client view works
A short narrated walkthrough. This is an explainer, not the live tool.
Clearview Window Cleaning
We talk to Ashley (Ashley Bennett) · ashley@clearviewwindowsd.com
✉️ Needs reply 🟢 on track 1st draft sent Draft due 28 Jun 2026 5 messages last activity 2026-06-28 16:30
Notes are stored in Supabase and obeyed by the next analysis run (≤30 min). The newest note per client wins.
⚡ Right now · the latest exchange
- Ashley asked to use her cell as the contact number and to add a commercial page.
- She is on the fence about whether commercial deserves its own page: a quick steer from us helps.
What needs to happen
REPLY · Confirm the cell number change and adding a commercial services page.
Suggested reply
Website information
- First draft due
- 28 June 2026 · from tracker
- Services on form
- 4 · from form
- Form submitted
- 2026-06-06
- Our build
- clearview-window.brevibot-sites.com ↗ · 1st draft sent
Big picture · the whole story
- Ashley runs Clearview Window Cleaning in San Diego (residential, with growing commercial work).
- She wants the booking number set to her cell and a commercial services page added.
- First website for her, so she is learning as she goes.
Website channel · full conversation
Ash created the channel.
Welcome Ashley. Send your intake form and we will get the first draft to you fast.
Submitted! First time having a real website, kind of nervous and excited.
First draft is ready on your preview. Have a click around and tell me anything you want different.
I love it! Can we use my cell as the booking number? And we are doing more office and storefront work now, should we have a page just for that?
Cross-channel signal
Two requests: phone change + commercial page. Reply, confirm, action. First-time site owner, keep it simple.
GHL internal notes · newest first
Owner: Web Team. First website. Wants commercial growth. Encourage the commercial page.
Website form submission
Source: Website form (onboarding) ·
SUB_oXel4mX3Q6Y1PE0C - Business name
- Clearview Window Cleaning
- Owner
- Ashley Bennett
- Service area
- San Diego, La Jolla, Chula Vista, El Cajon
- Services
- Residential windows, Screens, Solar panel cleaning, Commercial
- Years in business
- 4
- Current website
- None
- Phone
- (619) 555-0131
- Goal
- Grow commercial accounts
GoHighLevel · client's own channels
whatsapp · last 2
Hi Ashley, onboarding call confirmed for June 8, 12:00 PM PST. Reply YES.
yes :)