"Track wellness memberships and message preferences separately"
"Source","https://bluefinchadvisors.com/blog/track-wellness-memberships-and-message-preferences-separately"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Internal membership reference","Membership-source question","Proposed message purpose","Proposed channel","Current preference source","Withdrawal/suppression source","Review owner","Next evidence action","Missing required fields"
"Membership-W17","Inspect active account record","Proposed class promotion","Email","Preference-review-W17","Suppression-review-W17","Campaign-review-role","Inspect current source before a separately approved send","None"
"Membership-W22","Renewal question unresolved","Proposed promotional follow-up","SMS","Preference-review-W22","","Account-review-role","Find current withdrawal evidence without changing the membership","Withdrawal/suppression source"

"Use this worksheet"
"Fictional examples. Enter generic field names and internal references, not customer information or health histories."
"Filled fields identify source gaps and do not authenticate permission, attendance or approval."
"The tool sends no messages and changes no membership, appointment or website."
"Reload clears edits. Download only to approved business storage."

"Sources"
"HubSpot: Task owners, due dates and associated records","https://knowledge.hubspot.com/tasks/create-tasks"
"FTC: Commercial email purpose, sender details and opt-outs","https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business"
"HHS: Regulated marketing uses, exceptions and authorization","https://www.hhs.gov/hipaa/for-professionals/privacy/guidance/marketing/index.html"
"BlueFinch: Optional paid loyalty service and messaging requirements","https://bluefinchadvisors.com/toolbox/customer-loyalty"