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.

Clinic-specific next move

Want the practical version for your clinic?

Send the practical next move for this resource: what to fix first before adding more marketing spend.

Current signal: Disqualification risk: 0/100. Use this as a planning signal before increasing spend.

What to check first

Why it matters

Where to continue in the clinic plan

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

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