Ask Addy

What to ask Addy, tab by tab

Real asks for every part of your dashboard: leads, ads, website, content, reviews, social, reports, brand kit, team and settings. Copy one, change the details, and press Ask.

2 min read · Updated November 6, 2026

#Leads and calls

Where did this month's leads come from, and what did each source cost?

Find the lead from the Smith family and tell me what they asked for.

Mark the Hill Street estimate as won, $4,800.

Add Ron Baker, 405 555 0134, as a lead from a referral.

Which leads from last week have no reply yet?

#Google, Meta, ChatGPT and Nextdoor ads

Which campaign has the highest cost per lead this month?

Pause the campaign that spent the most with no leads in the last 30 days.

Move $20 a day from the spring promo to the search campaign.

Build a Meta campaign for our fall tune up special, $25 a day, within 15 miles.

How are our ChatGPT ads doing compared with Google?

TipAnything that changes spend or turns an ad on shows you the exact change first and waits for Approve.

#Your website

Change the phone number on our website to 405 555 0199.

Add a page for our new gutter cleaning service.

Swap the homepage photo for one of our own job photos.

Is our contact form sending leads to the dashboard?

Which pages bring in the most leads?

TipWebsite edits are made on a draft. Publishing them waits for your OK.

#Search, AI visibility and reviews

Which searches are we closest to page one for?

Which questions do AI assistants answer without naming us, and what should we publish to fix that?

Draft replies to our new Google reviews.

Post the reply to Maria's review.

Why does our number differ from Google's?

#Articles and content

Write an article answering what people near us ask about prices.

What should we publish next?

Publish the article about winter maintenance.

Which of our articles brought in the most visits last month?

#Social and email

How did our Facebook and Instagram do this month?

Which of last month's emails had the best click rate?

Research our three nearest competitors and draft two posts that beat them.

#Reports and the big picture

Give me a one page summary of this month I can send my partner.

Compare this month with last month: leads, cost and what changed.

Where should we spend more, and where should we cut?

My numbers look old. Refresh them.

#Brand kit

Make me an email signature.

Make a business card for Sam Ortiz, sales manager.

Make a PowerPoint template in our colors.

#Team, settings and help

Invite jamie@ourcompany.com as an admin.

We now serve Edmond and Norman too. Save that.

Remember: we never discount in ads.

Walk me through connecting Google Ads.

Something looks wrong on the Leads tab. Get a person to look at it.

#Questions

Do I have to use these exact words?

No. Ask the way you would ask a person. These show what kinds of things she can do.

What if she cannot do something on this list for my account?

She tells you what it would take, such as a connection your account does not have yet, and the one button that connects it.

Still stuck?

Ask Addy in your dashboard. She answers from your own numbers, does the job for you, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

How to ask Addy