ProspectPull Client Portal

Setup status

What is ready, in progress, or waiting.

This is the plain-English version of your ProspectPull setup. Items stay pending until they are reviewed and safe to turn on.

Request changes

Ask ProspectPull to adjust messages or preferences.

Nothing changes live automatically from this page. Your request goes to ProspectPull for review first.

Phone, text, and usage costs

Review pass-through GHL/LeadConnector costs before paid usage goes live.

ProspectPull subscriptions do not include GHL/LeadConnector usage costs. Current US/Canada examples: local phone number $1.15/month, toll-free number $2.15/month, SMS $0.00747 per inbound/outbound segment plus carrier/A2P fees, and AI Voice can add per-minute AI, TTS, LLM-token, and phone-minute charges. GHL pricing can change.

Phone setup preference Preferred area code for a new ProspectPull number Should the ProspectPull number support texting? I understand paid phone numbers, SMS, calls, and AI Voice usage can create GHL/LeadConnector pass-through costs, and ProspectPull should review current pricing with me before enabling new paid usage.

Lead alert contacts

Primary and backup routing preferences.

Owner lead alerts Backup contact name Backup contact email

Missed-call text-back

Message and routing preferences.

Useful for changing the text customers receive after a missed call.

Missed-call text message Repeat text protection After-hours urgent alert

Follow-up and reviews

Follow-up tone and limits.

Follow-up cadence Follow-up tone Promises ProspectPull should avoid Review request message

Growth booking assist

Customer availability collection.

ProspectPull can ask for preferred appointment windows, but should not confirm appointments or manage your calendar.

Ask customers for preferred appointment windows? What should ProspectPull say about availability? Who should receive booking-ready leads? Appointment-window style Appointment-window instructions Locked booking promise limits These limits are intentionally locked as a default review item. Ask support if you want ProspectPull to consider custom wording.

Website handoff

Who should receive widget install instructions?

ProspectPull should not edit the website unless you explicitly approve it.

Website install method Website manager name Website manager email ProspectPull prepares the widget install code after setup review and sends it to the selected installer. We do not edit the website unless direct access is explicitly reviewed and approved. Website chat welcome message

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Active leads

Recent conversations that need attention.

Captured calls, forms, and follow-ups appear as plain-English cards with the next step clearly called out.

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Billing / upgrades

Current plan and upgrade options.

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Required setup step

Complete the guided setup so we can build your ProspectPull system.

The wizard asks one integration at a time. Say yes to set it up, no to skip it, or not sure when you want ProspectPull to review the best option. Your dashboard unlocks after setup is submitted.

Required

Business profile

Tell us who you are and where you work.

Used for setup, reporting, routing, and making sure leads are only sent from areas you actually serve.

Do you have a website? Website link If you do not have a website, write N/A. Legal business name Best business email Main business phone Business address Where do you serve customers? Normal business hours

Missed-call and after-hours setup

Choose how ProspectPull should handle calls you might miss.

If you do not want this automation, choose “Do not set this up right now.”

Set up missed-call / after-hours capture? After hours, what should ProspectPull do with calls? If the lead sounds urgent after hours, what should happen first? Urgent means things like active leaks, electrical hazards, no heat/AC in extreme weather, property damage, or true emergencies. Non-urgent leads can wait for business hours. If the lead is not urgent after hours, what should happen? Primary lead alert email Primary lead alert phone If the primary contact misses an urgent lead, is there a backup person? Backup contact name How should we contact the backup? Backup contact phone/email

ProspectPull setup: Lead qualification rules

Tell us what a good lead looks like.

This prevents ProspectPull from chasing bad-fit jobs or setting expectations for services you do not offer.

Should ProspectPull ask basic qualifying questions before sending you a lead? Which jobs are most valuable or urgent for your business? Are there jobs you do NOT want ProspectPull to pursue? We ask this so ProspectPull does not waste your time with jobs you do not want or cannot service. Customer mix for routing/reporting This helps us word questions correctly and route commercial/HOA leads differently if needed. How far will you travel? Do your hours or services change by season? This prevents ProspectPull from promoting unavailable seasonal services or promising the wrong response time. What counts as urgent? Same-day booking rules This is booking-related, but it affects qualification because urgent leads need different expectations. Commercial/HOA handling Should we ask customers for photos/videos? Questions you always ask new customers

Phone number and call routing

Set up the ProspectPull phone number, routing, voicemail, and call handling.

We will not replace your main number or add charges without review and approval. GHL/LeadConnector pass-through costs are separate from ProspectPull: current US/Canada phone numbers are $1.15/month local or $2.15/month toll-free, SMS is $0.00747 per inbound/outbound segment plus carrier/A2P fees, and calls/AI Voice can add per-minute usage charges.

What phone setup do you prefer? A tracking number lets ProspectPull measure calls/texts and automate follow-up. Keeping your current number may require forwarding or limited features. Preferred area code for a new ProspectPull phone number Second-choice phone area code Third-choice phone area code If those area codes are unavailable, what local area should we match? If no local number is available, is toll-free okay? Should the ProspectPull number support texting? Should ProspectPull record calls? Call recording can be useful, but laws vary by state. We will not turn it on without review. Recording disclosure message Voicemail greeting text Where should ProspectPull send calls during business hours? Primary and backup contact details are collected above. We avoid vague labels like “owner” here. Where should ProspectPull send calls after hours? After-hours calls should be sent through only when the lead is urgent or you explicitly want every after-hours call forwarded. Missed-call text-back? Missed-call text message Phone number to receive a test missed-call text I understand phone numbers, calls, and text messages can have usage costs, and ProspectPull will review pricing before turning on paid phone/text features. This is an acknowledgement, not a blank-check authorization. We will not enable paid phone/SMS features until the setup and pricing are reviewed.

Text-message compliance

Collect the information carriers require before ProspectPull can send texts.

Texting cannot go live until compliance is approved. We only ask what is needed to prepare a safe review.

Do you manually text customers today? Manual texting is normal for small businesses. This does not mean you already send automated texts. What automated texts should ProspectPull prepare, if approved? How do customers opt in to texts? How do customers usually give you permission to text them today? Privacy policy page Terms/SMS terms page Expected automated texts per month Carriers ask for volume estimates during SMS/A2P registration and it helps estimate usage cost. I understand ProspectPull cannot turn on customer texting until opt-in/compliance is approved. This is about legal/carrier rules for business texting. It does not stop calls, email, or internal setup.

Website lead capture

Set up website chat or form capture.

This helps us prepare website lead capture without needing back-and-forth later.

What is your website built with? How should we handle website access? ProspectPull will not edit your website until access, scope, backup/rollback, and placement are confirmed. What website chat style should ProspectPull use? Chat widget welcome message Chat widget intro message What should visitors provide before chatting? Name Phone Email What they need help with Address/service area How should ProspectPull install the widget? Who manages your website? Contact page link Where should ProspectPull add website lead capture? Are there pages where lead capture should NOT appear?

Lead follow-up

Set up workflow triggers, channels, timing, and stop rules.

These settings control follow-up timing and tone. They do not authorize spam or unlimited texting.

What should count as a new lead? When should we follow up with a lead? How often should we follow up? ProspectPull will not follow up more than once per day unless you separately approve an exception. When should automated follow-up stop? How should follow-ups happen? What tone should messages use? Where do you track quotes today? We ask so ProspectPull knows whether quote follow-up can be automated from your current process or needs to start inside ProspectPull. When should quotes be followed up?

Review requests

Set up the standard post-job review request.

Included for Basic and above. Requests stay approval-gated and should only go out after completed work.

Google review link Google Business Profile status Review request channel Review request message When should review requests be sent? This is for review-request automation only. ProspectPull should not edit, fake, gate, or respond to Google reviews without approval. Who should receive weekly summary emails?

AI voice assistant

AI voice is optional and separate from missed-call text-back.

If AI voice is not included in your ProspectPull package, choose N/A or “do not use AI voice.” GHL AI Voice can add AI voice-engine, TTS, LLM-token, and normal phone-minute charges; a common GHL baseline is about $0.06/min before LLM tokens when using lower-cost TTS, plus LC Phone call charges. Current rates are reviewed before launch.

AI voice package status AI voice is separate from missed-call text-back. Text-back sends a message after a missed call; AI voice answers or handles calls only if purchased/approved. AI agent name AI greeting message Phone number for AI test call How should the AI sound? What is AI allowed to do? Collect caller name, phone, service need, and location Ask urgency and safety questions Create a lead/task for the team Send urgent leads to primary/backup contact Offer general next-step expectations without booking What should AI never promise? What should happen for emergencies? Text primary contact immediately Call primary contact immediately Escalate to backup contact if primary does not respond Do not use AI voice for emergencies What can AI say about pricing? What can AI say about availability? Which number should AI voice use?

Old lead follow-up

Only answer this if you want ProspectPull to follow up with old leads.

If you do not want old leads contacted, choose N/A where relevant.

Do you want ProspectPull to contact old leads already stored in your ProspectPull account? For now, ProspectPull should only reactivate old leads already reviewed in your ProspectPull account. We will not import or contact outside lists without separate approval and consent review. About how many old leads should be reviewed? Do old leads have permission to be contacted? How should old leads be contacted? Email Call task SMS after consent/compliance approval Do not contact old leads Who should never be contacted?

Booking assist

Help customers move toward booking without confirming appointments for you.

Growth booking assist collects preferred appointment windows and sends booking-ready leads to your team. ProspectPull will not directly book your calendar.

Should ProspectPull ask customers for preferred appointment windows? What scheduling tool do you use today? What should ProspectPull say about availability? Who should receive booking-ready leads? Appointment-window style Appointment-window instructions Locked booking promise limits

ProspectPull setup: goals and final notes

Tell us what success should look like.

These final answers help us report results and avoid missing any important context.

Who should receive monthly reports? What would make this successful after 30 days? What kind of business/services do you provide? This helps ProspectPull pre-write safer sample messages and setup rules. You can be brief. Average job value Where do leads come from today? Final notes or special instructions

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Support

Submit a question or issue.

Use this for lead-capture issues, setup questions, billing questions, upgrade requests, or anything that needs ProspectPull review. Calling is still okay for urgent business-critical problems, but portal tickets give us the cleanest paper trail.

Topic Priority Best contact method Affected area What happened? Example lead/customer, if relevant

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Welcome back to your ProspectPull client portal.

Client lead command center.