ScalePilot Contact Monitoring

This task involves monitoring incoming leads submitted through the JLA Construction website Contact Us form. The goal is to review new form entries, check messages or voicemails in ScalePilot, and relay important information to Alec for follow-up.

## 1. Access ScalePilot

Log in to ScalePilot and make sure you are using the correct subaccount: JLA Construction, LLC.

## 2. Review Website Form Submissions

Navigate to Sites → Forms → Contact Us.

Check all new entries for potential leads or inquiries. Review contact details, project descriptions, and requested services.

## 3. Check Conversations and Voicemails

Go to the Conversations section and look for:

- New messages

- Missed calls

- Voicemails from potential clients

Review the details and verify whether they relate to project inquiries or service requests.

## 4. Relay Important Information

If there is a new lead or important message:

1. Summarize the details clearly.

2. Forward the information to Alec for awareness and next steps.

## 5. Wrap Up

- Ensure all new entries have been reviewed.

- Leave a comment in HubTasks summarizing the update.

- Mark the task as complete.


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