Outreach Coverage — Are We Missing Anyone?

What this is. Every new sale is meant to flow into the GHL Outreach sub-account. This lists customers who started a recurring plan (their 1st recurring invoice) on/after their market's outreach start date but who are not found in any outreach pipeline — add them so the list is complete.

Matching. A payer is "in outreach" if their name, phone, or email matches a pipeline contact. Name-misses are double-checked against their Square phone & email before being flagged. Caveat: a payer who matches an outreach contact only by a common name is counted as covered, so true gaps could be marginally under-counted — review the list and confirm.