Getting Started

Best Practices for a Morning Dashboard Check-In

Establish an effective morning routine using Local Business Pro dashboard. Monitor AI performance and catch issues early with a 5-minute check-in.

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Quick Answer: Spend 5 minutes each morning checking Total Conversations, Appointments Booked, Support Required, and Hot Leads. Address any Support Required calls and follow up on Hot Leads immediately.

The 5-Minute Morning Check-In

  1. Open the Dashboard and set date range to Last 7 days
  2. Check Total Conversations - Is call volume normal?
  3. Check Appointments Booked - Did the AI book appointments?
  4. Check Support Required - Click to review any flagged calls
  5. Check Hot Leads - Click to see high-priority prospects
  6. Review the Peak Call Time chart for yesterday
  7. Note anything unusual to investigate further

What to Look For

  • Unusual volume changes - Spike or drop in conversations
  • Low booking rate - May indicate AI issues or marketing changes
  • High Support Required - Review and improve AI configuration
  • Hot Leads waiting - Follow up within hours for best results

Weekly Deeper Review

Once a week, spend extra time reviewing the Appointment by Offering chart, Peak Call Time patterns, and comparing week-over-week metrics for trends.

Frequently Asked Questions

Q: How often should I check the dashboard?
A: Daily quick checks (5 minutes) with weekly deeper reviews (15-20 minutes) is ideal for most businesses.

Q: What if I see a problem?
A: Address Support Required calls first, then review AI Conversations for context and make adjustments to your Receptionist settings.