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RHClientRidgeline Heating & Cooling

Client

Dashboard
Leads, 8
Tests, 1

Data out and setup

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BWBrad WilliamsonCatch team

Website OS

All clients
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

Omar Patel

Quote request·31 days ago·ridgelinehvac.ca·Qualified· Catch

What they wrote

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

Service needed: A heat pump quote
Postal code: T3W 0A3

Where they came from

Tracking completeness 75%

Meta adsCampaign: meta_prospecting

First visit from: instagram / paid_social
Latest visit from: facebook / paid_social
Ad click: Meta ad click, Meta click cookie, Meta browser cookie
Landed on: /
Visits before submitting: 1
Time on site this visit: 82 seconds
First seen: Sep 5, 12:17 PM

Every visit before the form

From PostHog

1 visit.

Meta adsMeta ad clickFirst visitSubmitted the formSep 6, 12:15 PM
facebook / paid_social · meta_prospecting
/· 1 page, 1 min

Lead quality

AI suggestion · unsure, needs a person

Qualified

Referral with a concrete job and availability.

Marked qualified by Sam (Catch team) 29 days ago

Note

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

Contact

Name: Omar Patel
Email: omar.patel38@example.com
Phone: 403-555-0168

Ad platforms

Google AdsCheck mode

Sends at the next hourly run (check mode, nothing counted).

MetaCheck mode

Will not send: too old for this platform's upload window.

Microsoft AdsCheck mode

Sends at the next hourly run (check mode, nothing counted).

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

Source

Received from: Basin webhook
Reference: sub_1lygcj6
Submitted: Sep 6, 12:17 PM