Journey map
Meta ad → Instagram message → WhatsApp → coordinator → appointment
Illustrative source: synthetic CRM and channel exportILLUSTRATIVE AUDIT DELIVERABLE · NOT A CLIENT RESULT
Evidence before implementation.
This synthetic example shows the structure, confidence labels and decision discipline of the paid audit. It contains no invented customer performance.Observed disconnect
Campaign source is absent after the WhatsApp handoff; follow-up ownership is not recorded.
Confidence: high for the synthetic exampleCommercial interpretation
The current records cannot support a responsible lost-revenue claim. The first task is to establish outcome completeness.
Limitation: no customer ROI is claimedProposed pilot
One clinic, three channels, a named coordinator, written handoff SLA and weekly outcome reconciliation.
Decision gate: proceed only if data completeness reaches the agreed thresholdMethodology
- Agree scope, required access and decision questions before the clock starts.
- Map observable records; distinguish evidence, inference and missing data.
- Score each disconnect by confidence, commercial relevance and implementation effort.
- Define a limited pilot with baseline, owner, success threshold, stop rule and review date.
Possible conclusions are: run a limited Wasl pilot, repair process/data first, or do not invest in a new system.
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