Unverified
Captured. Details and source still need review.
ClientGo Lead quality
Lead quality
Know what qualifies before you request.
See what was checked, how it was checked, and what remains uncertain.
A check has a reason.
- Right service and request type
- Within the agreed service area
- Requested timing recorded
- Source and permission reviewed
- Verification method clearly described
Example qualification checklist
SHARED DEFINITIONS
Different words.
Different levels of certainty.
Qualified
Meets the agreed service, location, timing, and permission criteria.
Phone-confirmed
A verification event records an actual conversation confirming the request. Number validation alone does not qualify.
Booked
An appointment was explicitly agreed. Requested timing alone is not a booking.
Held
The appointment is reported to have happened. Not a check on work quality or payment.
WHEN SOMETHING ISN’T RIGHT
Evidence first.
A recorded decision.
Review checks whether an assigned record met the agreed criteria. Share the issue and evidence in that job’s workspace. Deadlines and terms must be agreed before live participation.
No response, a lost quote, or a homeowner choosing someone else is not a qualification failure.
The review path
- 1Open the case
Choose the reason and provide relevant evidence.
- 2Review the record
Staff may ask for clarification, then approve or deny.
- 3Track the adjustment
Request and assignment history is preserved. A commission correction between the two businesses is a separate record.
A review never makes an assigned lead available to another technician.
CONNECT. SERVE. GROW.
Make the next connection count.
Start with your business. We’ll make the requirements clear.