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30-minute database review

Pick a time that works.

Calendly will collect the booking details. On the call, we map the first recoverable business segment and the export fields needed to run it.

No system access is required for the first call.

Choose a calendar slot

The booking form collects practice context in Calendly.

What to expect

These are examples of what we review. They do not require system access before the call.

What we review

  • Which dormant segment has a clear reason to follow up.
  • Whether the list is large enough for a focused sprint.
  • How replies should route to your booking workflow.
  • What consent or platform questions need review before launch.

Sample workflow

  1. 1. Export one dormant customer or lead segment
  2. 2. Approve email/SMS follow-up
  3. 3. Route interested replies to your team
  4. 4. Report replies, appointment requests, and booked opportunities

Sample export fields

  • Contact name
  • Email and phone
  • Last appointment or inquiry date
  • Service or opportunity type
  • Preferred location
  • Contact permission status

Common systems include CRM, booking software, spreadsheet, or PMS...

After booking

  1. 1. You receive the calendar invite and confirmation from Calendly.
  2. 2. We review the booking answers and source page before the call.
  3. 3. On the call, we map the first segment, export needs, handoff, and risks.
  4. 4. If there is a fit, the next step is a scoped 30-day sprint proposal.

Can't find a time that works? Email us for the export checklist.