# SetterOS CareFlow Fulfillment Checklist

## Phase 1: Client Intake

- Business name
- Website
- Main offer
- Primary services
- Target customer or patient type
- Lead sources
- Monthly lead volume
- Current response time
- Current booking process
- Calendar owner
- Appointment type
- Average value of a booked appointment
- Common objections
- Common questions
- Disqualifiers
- Human takeover preferences

## Phase 2: Compliance and Scope Review

- Confirm this is lead intake and appointment setting, not medical advice
- Confirm no diagnosis or treatment guidance will be provided by AI
- Define sensitive-question escalation rules
- Define what information the AI should avoid collecting
- Confirm human takeover rules
- Confirm privacy-conscious language
- Confirm client is responsible for legal/compliance approval

## Phase 3: Build

- Create sub-account
- Choose closest health/wellness template
- Create AI setter
- Add offer details
- Add qualification questions
- Add objection answers
- Add booking prompt
- Add no-response follow-up
- Add no-show recovery
- Add human takeover flow
- Connect GHL channels
- Connect calendar
- Configure notifications
- Configure dashboard tracking

## Phase 4: Testing

Run tests for:

- Ready-to-book lead
- Price question
- Wrong-fit lead
- Sensitive question
- No response
- No-show recovery
- Human takeover
- Calendar booking
- Reminder delivery
- Lead source tracking

Pass criteria:

- Setter responds clearly
- Setter asks one question at a time
- Setter does not give medical advice
- Setter routes sensitive issues correctly
- Qualified lead can book
- Appointment appears on the calendar
- Follow-up messages trigger correctly

## Phase 5: Launch

- Launch one lead source first
- Monitor every conversation for first 48 hours
- Confirm no broken routing
- Confirm appointment notifications
- Confirm client can see booked appointments
- Confirm dashboard data is coming through

## Phase 6: First 50 Conversations Review

Review:

- First response speed
- Qualification accuracy
- Booking rate
- Missed opportunities
- Top objections
- Follow-up performance
- Human takeover events
- Calendar issues

Make one improvement:

- Greeting
- Qualification question
- Objection answer
- Booking prompt
- Follow-up message
- Routing rule

## Phase 7: Weekly Report

Send:

- Leads captured
- Conversations started
- Qualified leads
- Booked appointments
- Show rate, if available
- Sales/revenue, if available
- Best lead source
- Main missed opportunity
- Improvement being made next

## Phase 8: Monthly Optimization

- Review account health
- Review campaign source quality
- Review call outcomes
- Improve template
- Run split test if enough volume exists
- Recommend expansion if needed

## Phase 9: Social Growth Add-On Fulfillment

Use this phase only when CareFlow Social Growth Engine is active.

- Confirm the client's monthly offer
- Confirm approved services and content boundaries
- Choose the monthly campaign theme
- Create 33 post ideas or captions
- Create weekly content themes
- Create appointment-focused CTAs
- Create DM, email, or SMS nurture prompts
- Tag Social Growth leads in the CRM
- Route interested replies into the CareFlow pipeline
- Review which content themes created qualified conversations
- Report the strongest theme and next improvement

Social Growth content must not make medical claims, guarantee outcomes, or answer clinical questions. Sensitive replies must route to a human.