Booking & Lead Recovery Pilot Setup Checklist
Use this checklist before routing real calls and inbound leads. Define coverage, lead sources, booking questions, alerts, recovery fields, and human decisions before launch.
Pilot principle
Start with one approved booking workflow, test every route, review edge cases at day seven, then expand only when the team trusts the system.
Item 01
Call forwarding rules
Decide when calls forward: missed, overflow, after-hours, or a scoped test window.
Item 02
After-hours coverage window
Set the exact nights, weekends, holidays, or overflow conditions included in the pilot.
Item 03
Quote/form lead sources
List every inbound website form, Google/Facebook lead source, quote request, and old-inquiry queue in scope.
Item 04
Booking questions
Approve the first-pass questions Finnor should ask for water tests, service appointments, callbacks, and urgent routes.
Item 05
Urgency escalation path
Name the human path for no water, zero pressure, possible contamination, pump failure, or an immediate safety concern.
Item 06
SMS/email recipients
Choose the owner, CSR, dispatcher, or on-call technician who receives each structured alert.
Item 07
Recovery fields
Approve the call, lead, booking status, urgent route, recording, and recovered-opportunity fields your team needs to review.
Item 08
Call recording settings
Confirm whether recording is enabled, where it appears, and any applicable notice requirements.
Item 09
Route format
Approve the booking and urgent alert format your team can scan and act on quickly.
Item 10
7-day launch review
Schedule the scoped launch review to inspect calls, routes, unknowns, and workflow adjustments.
Item 11
Pilot success metrics
Track calls and leads answered, alerts delivered, response speed, booked next steps, and recovered opportunities.