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Clients Requirements
"Delivering measurable value through long-term growth partnerships."
Company Name
Billing Email
example@example.com
Company Email
Name
First Name
Last Name
Phone Number
Format: (000) 000-0000.
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Job Title
Industry
DBA
We don't recommended using the company name on our calls so use a Generic name
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Which campaign(s) are you running?
Roofing Appointments
Solar Appointments
PDR (Paintless Dent Repair) Appointments
Home Improvement Appointments
Real Estate Appointments
Other Please specify
Service Area, Qualifications, and Lead Availability
Add or Remove any Qualfiers
Appointment Availability
(Days & Times)
Homeowner Presence Requirement?
Both homeowners must be present
Primary decision-maker only
Other
How many days do you need to report lead outcomes?
Days to Report Lead Outcome
Can you handle Spanish-speaking leads?
Yes
No
Other
Attachment
Browse Files
Drag and drop files here
Choose a file
Upload supporting files (logos, ZIP codes, service areas, or lead requirements).
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Pre-Appointment Contact Policy
Rules for Contacting Leads
Do you require calling or texting the lead before showing up to the appointment?
Yes
No
Other
If the lead does not answer prior to the appointment, do you still expect your team to show up?
Yes
No
Other
Lead Quality Definitions
What each lead status means
Good Lead Definitions
*
Meets all campaign qualification requirements
Homeowner or decision-maker is present
Interest is confirmed prior to the appointment
Inspection completed or estimate provided
If the client elects to call prior to arrival, the lead is considered a Good Lead once at least one documented call attempt is made, even if the homeowner does not answer and the client does not attend the appointment.
Other
What do you consider a good appointment?
*
List the qualifications a lead must meet to be approved.
To ensure we align with your expectations, please describe your ideal appointment quality and the price range you are prepared to invest in these appointments?
*
please
Bad Lead Definitions
*
Contact information is materially incorrect or non-functional
Lead fails to meet documented campaign qualification requirements
Homeowner or decision-maker explicitly declines services
Property type, ownership, or location is verifiably ineligible
Lead information is demonstrably false or misrepresented
Duplicate lead previously delivered within the agreed lookback period
Lead violates TCPA, DNC, or consent requirements
A lead is invalid only when the homeowner explicitly cancels or is confirmed ineligible. Unsuccessful contact attempts do not invalidate the lead
Other
Please describe the Bad Lead definitions in detail
*
If an appointment is rescheduled from the originally scheduled date or time, how should it be handled?
Remain pending until the inspection takes place (regardless of who reschedules)
Remain pending only if the homeowner confirms the new appointment
Considered a good appointment if the homeowner no-shows or cancels due to contractor rescheduling
Other
No-Show Clarification
How we handle no-shows
Credit Requests
If a No-Show occurs, the appointment will be rescheduled one (1) additional time.
If the rescheduled appointment results in a second No-Show, the lead will be classified as a Bad Lead.
Bad Leads approved for credit will be replaced with a new lead, not refunded.
Other
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Roofing Qualification Questions
Do you take repair projects or full replacements? Type of Roof you work with? Minimum roof age? __________ years Minimum home value? $ __________ Minimum square footage? __________ Do you accept cash projects or only insurance work? Do you offer financing? If yes, what tailored options are available? Any insurance carriers you do not work with? Do you offer any extra services beyond roofing? Are remote estimates available without the homeowner being present? ***Hard Disqualifiers*** Rental properties/Mobile/manufactured homes Addresses outside service territory
Solar Appointment Qualification Questions
Consultation Type: In-Home, Virtual, or Both? Property Type: __________ Roof Condition: _________ Sun Exposure: __________ Heavy shade? ☐ Disqualify Trees obstructing roof? ☐ Disqualify / Review for assistance Offer trimming/removal if eligible? Minimum monthly bill? $__________ Utility provider(s)? __________ Utility bill required? ☐ Yes ☐ Optional Financial Qualifications: Minimum credit score? __________ Financing options? ☐ Loan ☐ Lease ☐ PPA Cash investment accepted? ☐ Yes ☐ No Distinct Value Offers: What sets us apart? Highlight guarantees, unique benefits, special solutions Disqualification (Hard Stops): ☐ Rental properties ☐ Condos/HOAs with restrictions ☐ Low electric usage ☐ Excessive shading
Home Improvement Appointment Qualification Questions
Services Available ☐ Windows ☐ Siding ☐ Kitchen ☐ Bath ☐ Flooring Select the high-impact improvement areas for each appointment. Homeownership Required: ☐ Yes Minimum Property Year Built: ______ Project Investment & Financing Minimum Project Investment: $________ Flexible Financing Solutions: ☐ Yes ☐ No Preferred Start Timeline ☐ Immediate Start ☐ Within 30 Days ☐ Within 60–90 Days Specify the client’s readiness to begin—support strategic scheduling. Disqualification Criteria (“Hard Stops”) Non-homeowners Low-investment projects below minimum value threshold Leads focused only on long-term research (not ready to invest)
Real Estate Appointment Qualification Questions
**Buyer Appointments** Minimum investment range? $________ Financing status: Pre-approval secured? ☐ Yes ☐ No Purchase timeline? ☐ 0–3 months ☐ 3–6 months ☐ 6+ months Working with another agent? ☐ Yes ☐ No **Qualified Buyer Checklist** Clear budget and purchase intent Defined timeline for acquisition Financing or pre-approval confirmed No conflicting exclusive representation ****************************************** **Seller Appointments** Minimum home value? $________ Listing timeline? ☐ Ready now ☐ 30–60 days ☐ 90+ days Already interviewed other agents? ☐ Yes ☐ No **Qualified Seller Checklist** Motivated to sell within a set timeframe Realistic, market-driven pricing expectations Clear intent to list and open to expert guidance
PDR Appointment Qualification Questions
**Service Qualification** Type of damage? ☐ Hail ☐ Door ding ☐ Minor collision Number of dents or panels affected? _____ Vehicle make, model, and year? _____ Is the paint intact? ☐ Yes ☐ No Any prior bodywork or repainting? ☐ Yes ☐ No **Financial & Insurance** Is this an insurance claim or cash investment? ☐ Insurance ☐ Cash Do you have a preferred carrier? Any restrictions? ___ Do you offer financing for larger repairs? ☐ Yes ☐ No **Scheduling & Logistics** Vehicle location: ☐ Home ☐ Work ☐ Shop drop-off Do you require mobile service? ☐ Yes ☐ No Estimated repair timeline expectation? _____ **Hard Disqualifiers** Severe paint damage or cracked panels Structural damage beyond PDR scope Vehicles outside service territory Clients focused solely on lowest price vs. quality restoration
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