Phase one readiness
A dormant list is not automatically a reachable audience.
Assess consent, contactability, source quality, prior contact, staff ownership, and booking capacity before reactivation.
Discuss the six-part review
The operating problem
Fix the constraint in context.
Record count alone says little about lawful reachability, message fit, current contactability, or whether the practice can respond and book when people engage.
What to inspect
Evidence before intervention.
- Consent and contactability
- Data quality and dormant-lead history
- Prior contact and opt-out handling
- Response and booking capacity
Evidence needed
What makes the diagnosis real.
- Approved source records
- Consent and suppression fields
- Contactability sample
- Named follow-up owner
Start with the work
Do not diagnose one phase in isolation.
The complete diagnostic checks all six phases in sequence and recommends only the earliest action supported by evidence.
Return to the diagnostic