Sample Private Intake Review

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.

2. Review Basis

• Period: 48-hour diagnostic window
• Methods: Missed-call event logging, secret shopper inquiry, response-time tracking
• Scope: Primary firm phone lines and public web forms

3. Intake Leakage Findings

4. Risk Assessment

• Response-Time Risk: 65% of missed inquiries received no callback within the "golden 15-minute" window.
• Routing Risk: After-hours inquiries were logged but not escalated to an active responder.
• Boundary-Language Risk: Current responses inadvertently promised specific legal/medical outcomes.
• Leadership Visibility: No centralized log exists to track "missed inquiry → recovered fit."

5. Recommended Workflow

1. Detect missed event via Meridian infrastructure.
2. Initiate approved SMS/callback qualification.
3. Route fit-qualified inquiries to [Staff Inbox].
4. Log all events for leadership review.

6. 14-Day Pilot Plan

• Days 1-3: Architecture blueprint approval
• Days 4-7: Script approval & boundary setting
• Days 8-14: Live recovery loop with 24/7 monitoring