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Lead management: every lead owned, from every source
Five inboxes, or one list
Leads where they land
- 01Ad and marketplace leads in emails nobody checks on busy days
- 02Referrals passed on by text
- 03The same customer called back by two people
- 04No way to tell which source brings booked jobs
You keep paying for leads, and nobody can say how many got a call back.
Every lead in one list
- 01Every source lands in the same place, in seconds
- 02An owner for every lead, and a backup if they're busy
- 03Duplicates merged before anyone calls twice
- 04Booked jobs counted by source, every week
Leads stop waiting, and you can see which ones are worth paying for.
The rules, written with you
Three leads, handled properly
Same customer: ad lead, then a phone call
- done
Ad lead arrives
owner: office lead
- done
Customer calls an hour later
matched by phone number
- not needed
Second lead
not created; the call joins the first one
- with your team
Call back
office lead, with both contacts in front of them
One person calls back once, already knowing what the customer asked for.
Marketplace lead, 40 minutes away
- done
Service area checked
outside the area
- done
Reply
polite note, same day
- not needed
Owner
nobody's time spent
The customer gets an answer, and your team's time goes to jobs you can do.
Website quote for a new water heater
- done
Owner
comfort advisor, within minutes
- done
First call
visit booked for Thursday
- not needed
Follow-up
stopped automatically once booked
- done
Source
counted as website → booked
Booked, and counted toward the source that brought it in.
A good fit if you pay for leads in more than one place
Good fit
- Leads come from calls, forms, ads, referrals and marketplaces.
- You've found leads days later that nobody called.
- You can't say which sources bring booked jobs.
Not the right fit yet
- Nearly all your work comes from one source and one person handles it.
- You need more leads first. Start with digital growth systems.
Stop paying for leads nobody calls
Tell us where your leads come from today. We'll show you how one list with clear owners would work for your team.