bee.aimhighsystems.com/internal

BEE sales machine

Every Facebook, Instagram, and website touch lands here, gets address-matched, checked for utility eligibility, routed to JobNimbus, and prepared for staff-reviewed rebate packets.

New touches 23

Facebook, Instagram, and website contacts waiting for triage.

Address matched 14

Properties with normalized address data ready for eligibility checks.

Packets ready 6

RISE, ComEd, and gas utility forms ready for safe prefill.

Missed-touch risk 4

Contacts with no logged follow-up inside the response window.

Inbound contacts that need the next move

Synced from Meta, website, and manual intake
Source Contact Property Status Next action

Mass prefill, staff review, then submit

Open full rebate desk
Ready ComEd multifamily packet

Owner, property, utility territory, building type, and contact data present.

Needs data RISE rebate application

Waiting on utility bill and authorized signer before safe extension prefill.

Review Gas utility incentives

Measure list needs staff confirmation before packet generation.

Audit Internal run log

Every field source, generated PDF, portal step, and staff approval is saved.

Script studio from the current Aim High portal

Mirror, fullscreen, speed, size
Facebook reel

Check eligibility before replacing equipment

Lead with the rebate check and avoid wasted estimates.

Instagram story

Three-plus unit owners

Quick script for multifamily owners and property managers.

Sales call intro

We are checking your property

Use when notifying a client after intake.

Current script

Eligibility before replacement

Before you replace equipment, check what rebate opportunities may apply. Building Energy Experts can review your property, confirm utility eligibility, and help prepare the paperwork before the project moves forward.

Standard workspace plus BEE add-ons

Your results

Leads, forms, reach, conversions, and content status.

Your deliverables

Visible milestones with status, notes, and progress.

Web previews

Review pages, send comments, and approve the version.

Files & media

Assets grouped by category with approvals and feedback.

Content pipeline

Drafted, awaiting approval, scheduled, and published assets.

Planning

Ideas, roadmap items, scripts, client comments, and teleprompter launch.

Lead Scout

Qualified multifamily property queue with owner, manager, image, and proof review.

AI assistant

Client-facing assistant for questions, voice, and status.

Client activity

Approvals, comments, changes, ideas, leads, and form events.