What you receive
These are example record structures, not customer records or case-study results. Your campaign scope defines the required fields, qualification evidence and delivery method.
| Record identifier | A stable reference for this opportunity |
|---|---|
| Received | When the inquiry was received and delivered, with timezone |
| Customer fit | The relevant business or household details agreed for the campaign |
| Contact | Name and usable contact details |
| Interest | The request or expressed interest that meets the agreed definition |
| Qualification | Notes supporting the required criteria and exclusions |
| Review | Acceptance or replacement review recorded under the campaign agreement |
| Booking | Date, time, timezone and meeting instructions |
|---|---|
| Attendee | The person and role relevant to the agreed campaign |
| Fit | Notes showing how the prospect meets the qualification criteria |
| Purpose | What the prospect agreed to discuss |
| Handoff | The receiving team member and relevant preparation notes |
| Billing | A qualifying appointment is billable when attended (held) |
| Attendance | Held, rescheduled, cancelled and no-show outcomes tracked separately |
| Replacement | Eligible quality issues are replaced under the agreed conditions |
| Opportunity | The prospect and deal identifier in the agreed record system |
|---|---|
| Attribution | Evidence linking the opportunity to Vivin and the agreed attribution rules |
| Sales owner | The person responsible for the commercial sales process |
| Deal status | The recorded sale and supporting contract information |
| Fee base | The contract value and any exclusions defined in the agreement |
| Advertised success fee | Up to 20% of attributed contract value, agreed per client, plus USD $497 per month for infrastructure; payment timing is specified in the agreement |
| Infrastructure | USD $497 per month, in addition to the success fee |
| Service area | The location and requested service match the campaign criteria |
|---|---|
| Project | The repair, replacement or installation being discussed |
| Relevant person | The homeowner, property contact or other agreed decision-maker |
| Request | The expressed need and desired next step |
| Timing | Any timeframe supplied by the prospect |
| Delivery | Usable contact details and the agreed qualification notes |
| Review | Duplicate, invalid or out-of-scope concerns reviewed against written criteria |
Illustrative review decisions
These hypothetical examples show how written criteria guide a handoff. They are not actual customer records, results or universal acceptance rules.
An employer asks about a manager training program for its team. The sponsor role, location, cohort size and delivery format match the campaign scope. The record includes the expressed need, usable contact details and supporting qualification notes.
Accept the lead under those agreed rules. A request does not establish budget approval or a sale.
Corporate training lead criteriaAn insurance inquiry matches the coverage category, but the record does not establish the prospect's location or permission for the named agency to follow up. If those are required fields, the handoff needs clarification before acceptance.
Record the missing evidence and apply the review process in the agreement. Do not assume eligibility or insurability.
Life insurance lead criteriaA training campaign targets employer-funded programs, but the inquiry is from an individual looking for a personal course. If individual learners are excluded, the record misses the agreed scope.
Keep the record reference, exclusion and review decision together. Eligible quality issues follow the written replacement terms.
Read the review and replacement termsA useful review log records the reference, delivery time, agreed criterion, evidence, receiving team's decision and any replacement resolution. Your team still owns follow-up and the sales outcome.
A clear handoff
Example structures are illustrative. Vivin Facilitators Ltd., Ottawa, Ontario, Canada.