Generate Performance Report

Standard Operating Procedure

1Pull metrics from GHL reporting

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2Fill all fields below

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3Click Generate Report

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4Preview & verify

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5Copy subject line

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6Copy HTML

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7Paste & send from GHL

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8Log completion

01 — Client & Report Info

Client Name

Report Month

Report Date

Prepared By

02 — Performance Metrics

Leads Captured

Missed Calls Recovered

Estimates Booked

Review Requests Sent

New Google Reviews

Open Items

03 — Report Narrative

Executive Summary

What Worked This Month

Issues Found

Recommended Next Steps

✓ Report Generated Successfully

Generated HTML — Ready To Send

Email Subject Line

HTML Code

Preview

Send This Report From GHL

01 Click Copy HTML below to copy the report code.

02 Go to GHL → Conversations → find the contractor → open their contact.

03 Click the Email tab in the compose area at the bottom.

04 Paste the subject line into the Subject field.

05 Click the <> HTML toggle in the message toolbar to switch to HTML mode.

06 Paste the copied HTML into the body.

07 Click Send — sends from [email protected].