PURPOSE
The Intake Review & Verification Checklist is completed by the Strategist after the prospective client submits the Automated Client Intake Form — H-3.
The purpose is to confirm that the information needed to proceed is complete, accurate and properly recorded in the CRM.
This is a verification step — not another Discovery Meeting and not another Intake Form.
The Strategist reviews, verifies and resolves significant discrepancies before the prospective client advances to the Visibility Audit.
1. PROSPECT INFORMATION
Business Name: ______________________________________
Primary Contact: ____________________________________
Assigned Strategist: _________________________________
Intake Submitted Date: _______________________________
Intake Review Date: _________________________________
2. CONFIRM CRM ASSOCIATION
Verify that the automated Intake has been associated with the correct CRM record.
- Correct business record
- Correct primary contact
- Correct assigned Strategist
- No new duplicate business record created
- No new duplicate contact record created
- Complete Intake submission is accessible from the CRM
If a potential duplicate or incorrect association exists:
Issue:
Action Required:
3. VERIFY BUSINESS INFORMATION
Confirm that the following information is present and appears accurate:
- Business name
- Business address, when applicable
- City / State / ZIP
- Business phone
- Website
- Business category / industry
- Business description
- Primary products or services
- Geographic/service area
Missing or Questionable Information:
4. VERIFY PRIMARY CONTACT
- First and last name
- Title / position
- Email
- Direct phone / mobile
- Preferred method of contact
Information Requiring Verification:
5. VERIFY ONLINE PRESENCE
Review the links supplied by the prospective client.
- Website link works
- Google Business Profile identified, when available
- Facebook identified, when applicable
- Instagram identified, when applicable
- LinkedIn identified, when applicable
- YouTube identified, when applicable
- TikTok identified, when applicable
- Other relevant online presence identified
The purpose of this review is to verify the information submitted — not to conduct the Visibility Audit.
Notes / Corrections:
6. CONFIRM CUSTOMER & MARKET INFORMATION
The Intake provides enough information to understand:
- Primary customers
- Customers the business would like to reach
- Primary geographic/service area
- Desired Lake Norman communities or other markets
Clarification Needed: Yes / No
Notes:
7. CONFIRM CURRENT MARKETING INFORMATION
The prospect has provided enough information to understand its major current marketing and visibility activities.
- Current marketing activities identified
- Activities believed to be working identified
- Outside marketing company/consultant identified when applicable
- Existing LKNConnect activity considered
Additional Clarification Needed: Yes / No
Notes:
8. CONFIRM BUSINESS GOALS
The Strategist should be able to clearly identify:
What does this business want greater visibility to accomplish?
What is the most important result the business would like to achieve during the next 6–12 months?
- Goal is reasonably clear
- Additional discussion is needed
9. REVIEW BUSINESS SYSTEMS & GROWTH READINESS
Review responses concerning:
- CRM
- Lead management
- Follow-up
- Sales processes
- Customer communications
- Workflow
- Repetitive administrative processes
- Software integration
- Data/reporting
- AI
- Automation
- Growth readiness
Potential Systems / Operational Need Identified?
- No apparent need identified
- Possible need identified
- Significant need identified
- Additional information required
Area(s) Identified:
10. REVIEW T2 OPPORTUNITY FLAGS
If the automated Intake generated one or more potential T2 Opportunity Flags, review them.
T2 Opportunity Flag Generated: Yes / No
Category:
- CRM
- Lead Management
- Lead Follow-Up
- Sales Process
- Customer Communications
- Workflow
- Automation
- AI
- Software Integration
- Data / Reporting
- Organizational Systems
- Other: ______________________________
Strategist Notes:
Important
A T2 Opportunity Flag indicates an area that may deserve further discussion.
It is not an automatic T2 referral or recommendation.
The Strategist remains responsible for determining whether a T2 conversation is appropriate.
11. REVIEW INFORMATION CONFLICTS
Compare significant Intake information with the existing CRM record.
- No significant conflicts
- Contact information conflict
- Business information conflict
- Website/social information conflict
- Existing relationship information conflict
- Other conflict
Conflict Identified:
Resolution:
The CRM should not silently overwrite previously verified information when conflicting information is submitted.
12. INFORMATION NEEDED FROM PROSPECT
Is additional information required before the Visibility Audit?
If yes:
Information Needed:
Requested Date: _____________________________________
Received Date: ______________________________________
13. STRATEGIST VERIFICATION
Before advancing the prospect, confirm:
- Intake has been reviewed
- Required information is complete
- Significant discrepancies have been resolved
- CRM record is accurate
- Business goals are understood
- Potential T2 issues have been reviewed
- Assigned Strategist is correct
- Next action is established
14. READINESS DECISION
Select one:
READY FOR VISIBILITY AUDIT
- Intake is sufficiently complete and verified.
- Prospect may proceed to the Visibility Audit.
INFORMATION NEEDED
- Additional information or correction is required.
- Prospect should not advance until the required information is received.
STRATEGIST REVIEW REQUIRED
- An issue involving qualification, ownership, business goals, CRM information, T2 considerations or another significant matter requires additional Strategist review before proceeding.
15. CRM UPDATE
Final Intake Status: _________________________________
Intake Verified By: __________________________________
Verification Date: __________________________________
Visibility Audit Status: _____________________________
Next Action: ________________________________________
Next Action Date: ___________________________________
CRM Updated: Yes / No
T2 AUTOMATION REQUIREMENTS
Where technically practical, H-4 should operate inside the CRM rather than as a separate paper form.
The CRM should automatically present:
- Intake submission status
- Missing required information
- Potential duplicate records
- Conflicting information
- Assigned Strategist
- Business goals
- T2 Opportunity Flags and categories
- Intake verification status
- Visibility Audit readiness
- Next action
- Next action date
When the Strategist selects:
READY FOR VISIBILITY AUDIT
the CRM should:
- Record the Strategist who approved the Intake.
- Record the verification date.
- Change the prospect status to Ready for Visibility Audit.
- Create or activate the next Visibility Audit workflow.
- Preserve the complete Intake and verification history in the CRM.
If the status is:
INFORMATION NEEDED
the CRM should create a follow-up action and prevent premature advancement to the Audit stage.
If the status is:
STRATEGIST REVIEW REQUIRED
the CRM should maintain the prospect at the current stage until the issue has been resolved.
OPERATING PRINCIPLE
The purpose of H-4 is not to collect more information.
Its purpose is to answer one operational question:
Do we have accurate and sufficient information to move this business into the Visibility Audit?
If yes:
READY FOR VISIBILITY AUDIT.
If no:
Resolve the issue before proceeding.
Automation collects.
The CRM organizes.
The Strategist verifies.
Only verified information moves forward.
