🧠 The Basics
When we send you a lead with a scheduled appointment time, we assume the appointment took place unless we hear otherwise. Re-scheduling the appointment equals keeping the appointment.
If the appointment did not happen for reasons beyond your control (like the lead cancelled or no-showed), just let us know and we won’t count it. We will chase the lead for you to get the appointment back on your calendar.
If we don’t receive any return notice or feedback within a reasonable window (by the next morning after the appointment), we’ll assume the appointment happened and it will be counted and billed per your agreement.
Here’s how to do that:
Fill Out the Return/Feedback Form – This is the preferred and most accurate method.
🔎 Why Use the Feedback Form?
It walks you through key return criteria.
You can give context → whether it was a cancellation, no-show, or even a win.
You can tell us “Lead sold!” or “Get me more of these!” → We will work to send more winners like this.
It also helps us improve our targeting by reviewing the call recordings or appointment notes.
🧾 What Counts as a Returnable Lead?
Lead cancels before the appointment.
Lead is a clear no-show.
Lead gives inaccurate info (wrong number, not the right person, etc.)
🕐 Timing Reminder: We process lead billing the morning after the scheduled appointment — so be sure to send any return notices before then to avoid charges.
Situational... What If's?
✅ If the appointment was set and completed as scheduled...
You don’t need to do anything — we’ll assume the appointment went smoothly and count it as fulfilled. It will be billed according to your agreement.
❌ If the lead canceled or didn’t show up...
No worries — just fill out the return form to let us know. Once submitted, we’ll review the details and remove the lead from your charges.
💰 If the lead was amazing and you closed the deal...
We love that! Use the feedback form to let us know it was a success. While this step is optional, it helps us double down on the types of leads that are working best for you.
⏳ If no feedback is submitted at all...
If we don’t hear from you after the appointment time, we’ll assume the appointment happened successfully. That lead will be counted and billed the following morning.
🛑 I Arrive to a Gated Community and the Guard Won’t Let Me In...
In this situation, the appointment will not be counted as long as you report it using the return form. Note the time, name of the community, and if possible, the reason the guard gave for denying entry. Submit that info using the Return/Feedback Form or email us right after it happens. We’ll review the case and remove the lead from your charges if it’s confirmed that access was the issue.
💡 Pro tip: If the lead didn’t provide access instructions in advance (gate code, name at the gate, etc.), that’s great context to include in your note. It helps us prevent this from happening again.