Lead Investigation

Lead Investigation

Our global team implements quality assurance measures for each lead delivery, but data discrepancies can still happen. To resolve lead investigations swiftly, we follow the escalation processes outlined below. Please contact your account manager immediately if you need assistance with your leads.

Level 1

Campaign Investigation

  • Root cause determination
  • PII verification
  • Targeting filters
  • Suppression list accuracy
  • API & platform formatting  

Resolution

  • Replacement leads issued
  • Process review, feedback, and improvement
  • Documentation of all findings

Level 2

Fulfillment Investigation

  • Lead qualification confirmation
  • Opt-in validation
  • Transcript review
  • Detailed lead journey analysis
  • Time stamps & IP addresses verified against engagement

Resolution

  • Replacement leads issued
  • Process review, feedback, and improvement
  • Documentation of all findings

Level 3

Executive Investigation

  • Correspondence audit
  • Targeting filters and suppression audit
  • Review of all assets, incl. emails, call scripts, etc.
  • Review call notes with client

Resolution

  • Replacement leads issued
  • Process review, feedback, and improvement
  • Documentation of all findings