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RHClientRidgeline Heating & Cooling

Client

Dashboard
Leads, 8
Tests, 1

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BWBrad WilliamsonCatch team

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Ridgeline Heating & Cooling
Leads

sample data. Nothing here touches PostHog, Basin, GitHub, an ad account or a client site.

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Internal tool. Each client's data stays inside its own account.

⌘K

Ava Nguyen

Quote request·22 days ago·ridgelinehvac.ca·Needs review. AI suggests Qualified

What they wrote

“Got your name from a neighbour. Can someone come look at AC install this week? Evenings work best.”

Service needed: AC install
Postal code: T3S 7E7

Where they came from

Tracking completeness 50%

Direct

First visit from: Direct (typed or bookmarked)
Latest visit from: facebook / paid_social
Ad click: Meta ad click, Meta click cookie, Meta browser cookie
Landed on: /financing
Visits before submitting: 2
Time on site this visit: 363 seconds
First seen: Sep 10, 1:06 AM

Every visit before the form

From PostHog

2 visits over 6 days.

DirectFirst visitSep 10, 1:06 AM
Typed the address or used a bookmark
/financing//quote· 3 pages, 3 min
Meta adsMeta ad clickSubmitted the formSep 16, 1:00 AM
facebook / paid_social · meta_retargeting
/financing· 1 page, 6 min

Lead quality

AI suggestion · unsure, needs a person

Qualified

Referral with a concrete job and availability.

Note

Labeling moves you to the next lead that needs review.

The AI reads the answers only. Names, emails and phone numbers are never sent to it.

Contact

Name: Ava Nguyen
Email: ava.nguyen63@example.com
Phone: 403-555-0111

Ad platforms

Google AdsCheck mode

Waiting for a person to label it. The AI is unsure.

MetaCheck mode

Waiting for a person to label it. The AI is unsure.

Microsoft Ads

Check mode

Waiting for a person to label it. The AI is unsure.

Matches on: Email, Phone, Name, Postal code, Meta click, Meta browser. Consent: site has no consent banner.

Source

Received from: Basin webhook
Reference: sub_rzyhf1
Submitted: Sep 16, 1:06 AM