A slick, agency-ready QA runbook for proving the entire lead path works before a real caller ever depends on it—from first ring to qualified handoff, booking, and CRM context.
01 / INBOUND
The live business number reaches the right workflow.
02 / CONVERSATION
The agent collects the information that actually matters.
03 / NEXT STEP
The lead is booked, followed up, or handed to the right person.
04 / VISIBILITY
Every call and outcome lands with usable CRM context.
THE PRE-LAUNCH TEST
Run a real test lead through each surface. The goal is not just a good conversation—it is a clear outcome, clean record, and a human owner when the workflow needs one.
Confirm the call does not simply arrive. It arrives in the correct workflow, during the correct hours, with a clear escape hatch.
Validate the exact business facts the agent can use, the fields it must collect, and the questions it should never guess at.
A strong first answer is only the beginning. Test the branches that create a real next step after the call ends.
The handoff should leave an owned, readable record behind—without your team piecing the story together later.
THE GO-LIVE STANDARD
If the team cannot see who called, what they needed, what happened next, and who owns it, the setup is not finished. Treat every gap as a routing rule, knowledge gap, or ownership issue—then rerun the test.
TURN THE CHECKLIST INTO A REPEATABLE SERVICE
Spacebrain connects inbound calls, qualification, follow-up, booking, and the built-in CRM so your agency can deliver one accountable system—not a stack of disconnected tools.