See the six checks in the order we run them.

Consent and contactability · Data quality and dormant-lead history · Prior contact and opt-out handling · Response and booking capacity

Consent status, contactability, responses, ownership, bookings, and disposition recorded in approved systems.

Patient permission and platform policy · Request timing and staff ownership · Response workflow · Referral ask and follow-up path

Eligible requests, permission records, completed asks, published responses, and referral disposition.

Offers and conversion paths · Form and call ownership · Booking and follow-up sequence · Analytics and privacy behavior

Source, inquiry, response owner, next action, booking attribution, and unresolved exceptions.

Inbound call volume and missed-call reasons · Consent and message policy · Response timing and escalation · Booking workflow and human handoff

Missed-call reason, assigned owner, response timestamp, disposition, booking status, and exception age.

Consultation and qualification path · Objection handling · Follow-up ownership · Show-rate and close evidence · Coaching readiness

Consultation attendance, disposition, follow-up completion, close evidence, and reasons recorded consistently.

Upstream response and booking control · Offer and audience policy · Attribution and review rules · Human handoff and capacity · Spend approval and stop conditions

Approved spend, source attribution, response ownership, booking disposition, capacity, review exceptions, and stop conditions.