How Our Leads and Calls Work

1. 1

   Step 1

   Request your quote

   Tell us the work you want, where you serve, and how you handle inquiries. Request your quote without a sales call.

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   Start with the job your business does and the customers you serve. Use the quote form to provide your category, service area, and preferred product. The AI chat assistant is also available to help you describe your request. Get the buying details without making room for a sales call.

   Be specific about the work. A cleaning company seeking recurring residential requests needs a different setup from a contractor quoting commercial buildouts. State your preference for exclusive distribution, your answering hours, and how much intake your staff can handle. These requirements give us a concrete starting point for checking coverage and preparing your offer.

2. 2

   Step 2

   Check your coverage

   We check your selected category, territory, and product together so your quote reflects the coverage available for your business.

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   Your coverage request is checked against the lead type and format you want. We generate inquiries through our own websites and vetted partner sources from people actively searching online. Availability depends on the requested category, territory, and setup. A request for a broad service region and one for a narrow local radius need separate checks.

   Choose geography that matches actual operations. For a field service company, that means places your crews travel. For a business serving several states, it means the states where you accept requests. We use those boundaries to confirm the available arrangement rather than assume every product covers every location.

3. 3

   Step 3

   Review your emailed quote

   Get your proposed setup by email, with the product, filters, and distribution choice ready to review with your office.

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   Your quote arrives in writing so you can review it on your own schedule. Check the product, service territory, applicable request filters, distribution choice, and proposed intake limits. Product type, competition, area, exclusivity, requested volume, and hours affect the quote. Share the details internally with the person who manages new inquiries.

   This is the point to align the offer with your business. A phone call format needs someone available to answer. Written requests need an inbox or CRM workflow that someone owns. Use the form or AI chat assistant for questions about the setup, then accept the written quote when the requirements fit.

4. 4

   Step 4

   Set your delivery controls

   Choose the requests, hours, and limits that fit your staffing. We set delivery to the destination you select.

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   Define the territory using zip codes, a city plus radius, or states. Add job or request types where they apply, select the hours your office handles inquiries, and set daily or weekly caps. These controls focus delivery on your operation. Choose exclusive options if you want each inquiry sent to one buyer within the agreed area.

   Next, select the destination for your product. Inbound calls ring your business phone live. Web inquiries with documented consent arrive by email or post to your CRM. Live transfers provide a warm hand-off from someone who initiated contact. With self-booked appointments, the person chooses a time online for the conversation.

5. 5

   Step 5

   Receive and check inquiries

   Put your agreed setup to work once your quote is accepted and filters are set. Flag qualifying issues for credits under our returns policy.

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   Delivery begins once your quote is accepted and filters are set, subject to availability. Give your intake staff the agreed criteria and receiving details. An incoming caller is ready to describe a need; a web request gives your staff submitted information to review and follow up on. Keep that information together as the inquiry moves through your process.

   Bad numbers, duplicate inquiries, and requests beyond the accepted territory qualify for credits under the returns policy; see Lead Quality & Returns. Record the specific issue and retain the original inquiry when asking for review. A clear description lets the review focus on the problem against the arrangement you accepted.

6. 6

   Step 6

   Review and adjust

   Adjust your buying setup as staffing and workload change. We review the requests with you and refine the settings around your operation.

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   Keep track of which requests match your operation and where intake gets crowded. Your staffing might change, a crew might take on a large project, or the business might shift attention to another service. Review the setup with those changes in mind. Adjust the area, applicable request types, hours, and caps to reflect the work you want next.

   Look at the actual conversations as well as delivery. If your staff spends time explaining that a job is outside your scope, tighten the relevant request criteria. If calls reach a busy office, align the hours with available coverage. Those observations give the review a practical basis for adjusting your buying setup.

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