Campaign operations

Family Legacy Check

R
Review workspaceSynthetic review
Synthetic data only. This public review route contains no real lead information and cannot perform live actions.

Today at a glance

Funnel health

Generated 2026/07/21, 17:15:00 SAST

New leads

18Current period

Valid consents

1225%

Appointments

42 attended

Accepted referrals

5Valid referral definition

SLA breaches

1Needs attention

Withdrawals

1Suppressed globally

Pipeline

Stage distribution

Operational stages
Consent Verified
6
Qualified
4
Referred to Sanlam Legacy
3
Contact Attempted
2
Appointment Booked
2
Appointment Attended
1
Opted Out
1

Consent health

Clear choices

25%full consent
  • Form starts48
  • Enquiry permission18
  • Referral permission12

Owner-only records

Recent submissions

Open consent-separated Notion lists
ReceivedRespondentContactIntroduced byReferral consentStage
2026/07/21, 16:05:00Synthetic respondent
DEMO-001		+27 82 000 0000
demo@example.invalid		BrendaGrantedQualified

Attribution

Channel and partner performance

SourceConsented leadsValid referralsCPVRAction
Partner - accountants74R 540Monitor
Organic / direct52R 0Monitor
Meta - legacy draft62R 720Monitor

Brenda's team

Who introduced each respondent

Required attribution
Brenda or agentRespondentsReferral consentsValid handoffs
Brenda542
Field agent - Johannesburg432
Field agent - Durban321

Approval-only engine

Recommended actions

3
LP-08

Landing conversion below 8%

Approve a headline-only experiment. Consider a shorter journey only after that experiment concludes.

CONSENT-60

Consent completion below 60%

Approve a clarity-only test explaining why each item is required.

CPVR-LIMIT

CPVR ceiling not approved

Set and approve a numeric CPVR limit before budget rules can evaluate.

Experiment register

One variable at a time

Draft

Headline clarity test

Primary metric: landing conversion

Confidence
95%
Power
80%
Allocation
50 / 50
Queued

Form presentation test

Starts only after the headline test concludes.

Release controls

Launch approval register

20
!
Responsible party and FSP disclosureEvidence required
Blocked
!
Exact Sanlam recipientEvidence required
Blocked
!
Consent and privacy wordingEvidence required
Blocked
!
Secure referral transportEvidence required
Blocked
!
Retention scheduleEvidence required
Blocked
!
NCC registry processEvidence required
Blocked
!
Communication templatesEvidence required
Blocked
!
Written go-live decisionEvidence required
Blocked

Scheduled reports

Daily and weekly reporting

No PII in email
Daily · 17:15 SAST

Operations snapshot

New leads, consents, SLA breaches, appointments, referrals, pending cases, withdrawals, conversion, cost and approvals.

Monday · 08:00 SAST

Executive review

Funnel, partner and campaign ranking, losses, experiments, incidents and next week's plan.