The guarantee
Held. Or replaced free.
One guarantee, in plain words. Every introduction that counts was held, or it is replaced free. What counts, what gets rebooked or replaced, and the three things we need from you for it to hold.
What happens when
Three cases. Three answers.
- Didn't meet the criteria you gave us.
- Replaced free.
- Confirmed, reminded twice, didn't show.
- Rebooked or replaced free, as many times as it takes. A no-show never counts toward your number.
- Met your estimator, qualified, didn't sign.
- Held. That's your close rate, not our problem to fix.
The words
What each one means.
Booked
A date and time the prospect agreed to, on your calendar, confirmed by text. Every introduction starts here. It is not what you pay for.
Held
They were there when your estimator arrived or the call started. This is the promise and the only thing that counts toward your number. A no-show is rebooked or replaced free until it is held. Your estimator late, lost, or absent: held. No outcome reported in 72 hours: held.
Replaced
An introduction that didn't meet your criteria, or didn't show, comes off your count and we book another one at no charge.
What counts as a DQ
Facts, written down first.
An introduction is a DQ only if it fails a criterion that was on your approved sheet before the month started, and the miss is a fact about the prospect at booking that the recording or the introduction itself can show.
You can put on the sheet
- Owns the building, manages it, or decides on the roof, or that person will be there
- Inside the service area on your sheet
- Property type, building size, roof age, roof system
- Role: property manager, building owner, business owner, industrial complex owner, facility director
- Agreed to a roof assessment, not something else
- Not a current customer, no open bid from you, not on your do-not-call list
The test: can the prospect answer it yes or no on a call, or does the list data already say it?
Never a DQ
- Didn't sign, wanted another bid, "just wanted the assessment"
- The offer was a roof assessment. That is what they agreed to.
- Budget, or where the roof sits in the capital plan
- Unless a budget question is on your sheet and we asked it.
- Rude, difficult, "not motivated"
- Held. That is your close rate.
- Changed their mind after booking
- A cancel or a no-show. Rebooked or replaced free, and it never counts. Not a DQ.
- Sold the building, hired another roofer the day before
- Circumstances after booking are nobody's miss.
- Your estimator was late, lost, or did not show
- Held.
- A criterion added after the booking or changed mid-month
- Criteria change at the start of a month, in writing.
Name the failed criterion within 72 hours. We check the recording inside two business days. If it holds, it comes off your count and the replacement is booked from the same campaign. If we never asked the question, that is our miss and it is replaced. If we asked and the prospect answered falsely, it is replaced anyway. The recording decides disputes. If more than a quarter of a month's introductions get marked DQ, we reopen the sheet together, because either the criteria are wrong or something else is.
Your side of it
Three conditions.
They are the same three in the agreement. Nothing hidden, nothing added later.
- 01 /
Outcomes reported within 72 hours
Tell us what happened on each introduction within three days. Held, no-show, rescheduled, closed. Without it we cannot replace anything.
- 02 /
Criteria unchanged mid-month
The criteria you sign off at kickoff are the criteria we book against for the month. Change them at the start of the next one.
- 03 /
Calendar open as agreed
The hours you gave us at kickoff stay open. If the calendar closes, the number pauses with it.