Sample Private Intake Review
Representative sample only. Actual findings vary by firm size, inquiry volume, and current intake discipline.
Purpose: To establish a diagnostic baseline of intake leakage before infrastructure deployment.
When Used: During the initial assessment phase (Pre-Contract).
Buyer Value: Quantifies the specific dollar-value exposure of current response delays and provides proof of concept for recovery.
1. Executive Summary
This review identifies missed inquiries, response delays, and leadership visibility gaps within the current intake workflow. The goal is to establish a recovery baseline before deployment.
Primary Diagnostic Finding: Observed "Verification Gap" where 30% of incoming inquiries are acknowledged but never successfully qualified or routed to the client team due to broken handoff logic.
2. Review Basis
- Period: 48-hour diagnostic window
- Methods: Missed-call event logging, representative inquiry simulation, response-time tracking
- Scope: Primary firm phone lines and public web forms
The diagnostic baseline uses actual inquiry traffic data compared against approved intake scripts and routing protocols.
3. Intake Leakage Findings
4. Detailed Diagnostic Log
| Event ID | Source | Delay | Finding | Action |
|---|---|---|---|---|
| DX-401 | Web Form | 4.2 hrs | No automated ACK | Deploy SMS ACK |
| DX-402 | After-Hours | 14 hrs | Voicemail abandoned | Route to Responder |
| DX-403 | Main Line | 12 mins | Receptionist busy | Overflow trigger |
5. Operating Controls
Verification Protocol
Every inquiry recovery must meet the "Fit-Qualified" threshold before routing. This prevents low-value noise from reaching the professional staff.
Audit Visibility
Partners receive a verified log of every missed-call recovery attempt, including the exact transcript and timestamp of the final routing event.
What Meridian Controls
- Detection infrastructure
- Responder availability (24/7)
- Event logging & reporting
- SMS/Voice routing logic
What Client Approves
- Qualifying script language
- Professional boundary rules
- Escalation contacts
- Fit/No-Fit criteria
6. Risk & Boundary Notes
- Legal/Medical: Meridian responders are non-practitioners and do not provide advice.
- Consent: All SMS recovery initiated only after form-consent or inbound-call event.
- Data Privacy: Findings are stored for 30 days then purged from diagnostic logs.
7. Recommended Workflow
- Detect missed event via Meridian infrastructure.
- Initiate approved SMS/callback qualification.
- Route fit-qualified inquiries to the client's approved CRM or inbox.
- Log all events for leadership review.
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