Source-review checklist
Prepare these five source details.
Reply to the RequestBeacon invitation that brought you here with business-level details only.
- 1
Approximate monthly request volume
A simple range is enough: under 5, 5–9, 10–50, 51–75, or higher.
- 2
The proposed notification routes
List the specific website form, filtered inquiry email, or missed-call notification you want reviewed.
- 3
Current provider names
Name the form, phone, or email-notification provider—never include credentials.
- 4
The person who follows up
Confirm that an owner or named teammate will personally call or email each customer.
- 5
Any data-safety concern
Say whether requests contain medical, financial, insurance, legal, identity, children’s, emergency, or other sensitive information.