Launch Checklist for Buyers

This checklist helps buyers prepare for production lead delivery.

Before traffic begins, confirm that your account, delivery method, reporting access, billing contacts, and quality claim process are ready.

Account setup

• Confirm your company name, billing contact, operations contact, and technical contact.

• Confirm which verticals or lead programs are approved for your account.

• Confirm portal users and access permissions.

• Confirm notification recipients for delivery, billing, and support updates.

• Confirm your expected launch date and initial volume plan.

Delivery setup

• Confirm your preferred delivery method: portal, webhook, email, Google Sheets, SMS, or CRM.

• Complete test deliveries before production traffic begins.

• Confirm required field mapping in your receiving system.

• Confirm duplicate handling in your CRM or intake system.

• Confirm your team knows where delivered leads will appear.

Reporting setup

• Confirm which users need portal access.

• Review the Leads page and export workflow.

• Confirm source, campaign, and SubID reporting expectations.

• Confirm how quality claims should be submitted.

• Confirm billing visibility and invoice recipients.

Compliance setup

• Confirm what consent evidence is required for your vertical.

• Confirm whether TCPA/source proof exports are enabled for your account.

• Confirm how your team handles consumer opt-out requests.

• Confirm the escalation path for compliance questions.

Go-live confirmation

Before launch, buyers should be able to answer yes to each question:

Question	Ready?
Can our team log into the portal?	Yes / No
Has our delivery method been tested successfully?	Yes / No
Do we understand the lead fields we will receive?	Yes / No
Do we understand how to file a quality claim?	Yes / No
Do we know where invoices and exports are located?	Yes / No
Do we know who to contact for support?	Yes / No

Production traffic should not begin until delivery and reporting have been validated.