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Sample Scorecard

Your baseline, then what your systems logged.

On Day 3 I measure where work slips. On Day 21 you see it again.

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Scorecard

Ridgeline Home Services

Day-3 baseline against Days 4 to 21

Inquiries caught
46
Estimates surfaced
18
Follow-ups drafted
15
Replies received
6
Median first reply
5 h 40 min
Exceptions flagged
7
Automation completion
58 of 60

Integration health

  • Business mailboxHealthy
  • Token expiryRenewed day 14

What we improved

  • Tightened quiet-estimate timing after 6 drafts were edited to say the same thing.
  • Added a pricing rule to your written rules after 3 exceptions asked about it.
  • Stopped drafting replies to vendor newsletters.

What we recommend next

  • Add a custom agent for one job, scoped with you after a free feasibility review.
  • Keep damage claims and payment disputes escalated. Do not automate them.

Scorecard for a demo business.

Illustrative: the businesses, names and numbers shown on this page are fictional demo data.

A real Scorecard counts only what your systems logged in your environment. It shows counts and times, never hours or dollars saved. No client environment is running yet, so no client Scorecard exists to show.

Download the sample ScorecardPast work →

Baseline compared with logged activity

Day-3 baseline: the previous 90 days of the mailbox. Logged activity: Days 4 to 21.

MeasureDay-3 baselineLogged, Days 4 to 21
Median time to first replyInquiries caught: 4619 hours5 hours 40 minutes
Estimates with no follow-upEstimates surfaced and follow-ups drafted23 open18 surfaced, 15 follow-ups drafted
Inquiries first-replied after 24 hoursInquiries caught: 46314
Unanswered threadsThreads the brief surfaced145 still open
Replies received to follow-upsCounted from the action logNot measured6
Exceptions flagged to the ownerDamage claim, payment and legal questions stoppedNot tracked7
Automation runs completed2 failed and were flagged in the briefNot running58 of 60

No revenue, savings or hours figure appears on a Scorecard. Those depend on your business.