Filtering checklist

Dental Lead Disqualification Checklist

Filtering should protect the clinic from obvious bad fits while keeping possible patients available for a human conversation.

Outside service area

Clearly cannot visit the clinic.

Wrong treatment need

Only wants services the clinic is not trying to grow.

Unreachable contact

Invalid number or email.

No decision path

No timeline, no contactability, no treatment context.

Tool FAQs

Usually no. Disqualification should require clear evidence of poor fit.

Borderline patients can still become real consultations after a good conversation.