# Facebook lead follow-up: mapping and launch worksheet
By Arsalan Zaffar, RevSet Labs. September 29, 2026.
Guide: https://revsetlabs.com/resources/automate-facebook-lead-follow-up/

## Define the first release
Page and form:
Offer and expected next step:
CRM and connector:
Live submissions versus historical-import policy:
Permitted first-contact channel and supporting permission record:
Primary owner, backup, and response target:

## Map each field
For each field record: source question/identifier | destination field | transformation | missing-value behavior | reviewer.
- Source lead identifier
- Original submission timestamp
- CRM receipt timestamp
- Name
- Email / phone
- Service requested
- Location or ZIP code
- Timing
- Available Page/form/campaign metadata
- Contact permissions and disclosure evidence
- Owner and next action

Keep unknown values unknown. Do not replace missing information with invented qualification facts.

## Controlled launch tests
Record expected behavior, observed behavior, issue, and reviewer for each.
1. Complete form: correct fields, one owner, intended first response.
2. Missing optional field: no fabricated value.
3. Invalid contact detail: visible recovery action.
4. Out-of-area request: approved review or coverage response.
5. Same event replayed: no duplicate opening or opportunity.
6. Returning contact, new project: preserve both inquiry contexts.
7. Historical import: no misleading new-submission greeting.
8. Changed question or answer option: mapping reviewed.
9. Revoked access or connector error: gap detectable and assigned.
10. Delivery failure: no false contacted status.
11. Reply before scheduled message: stale prompt suppressed.
12. Appointment confirmed: reminders use actual booking.
13. Human takeover or closed request: automated sales prompts paused.
14. Opt-out: suppression respected by all connected messaging workflows.

## Reconcile one reporting period
Form and reporting window:
Unique source submissions:
Matched CRM inquiries:
Missing or duplicate source identifiers:
Eligible contact attempts / delivered / replied:
Qualified / callback scheduled / callback connected:
Unassigned and overdue work:

A CRM record is not a reply; a reply is not a sale. Do not infer ad or revenue improvement from intake coverage alone.

Implementation: https://revsetlabs.com/solutions/lead-response/
Consultation: https://revsetlabs.com/consultation/