Contractor Lead Response Guide

1. List the jobs you want Define trades, project sizes, property types, locations, and any work the company does not perform.

2. Define the first conversation What must be known before the owner, estimator, or salesperson spends time on the lead. Keep the intake short.

3. Define field availability When can the responsible person realistically take calls. Where do leads go while they are on site, driving, or meeting customers.

4. Define response targets Phone, web, text, and email may need different service levels. Put the targets in minutes or hours, not soon.

5. Define follow up Write the sequence for voicemail, no answer, requested callback, wrong number, and no response.

6. Define scheduling Decide which leads can book directly and which require review.

7. Define the handoff Every qualified lead should reach the contractor with location, project, timing, qualification, and customer expectations.

8. Define exceptions Emergency calls, current customers, unusual technical questions, complaints, and commercial inquiries need specific paths.

9. Measure Track response time, contact rate, qualified leads, appointments, show rate, and source quality.

​CATCH CALL 24/7 THE LEAD PROTECTION PLAYBOOK

10. Improve from real calls Listen to where customers get confused and where the system creates rework. Change the process monthly.

A contractor lead system is successful when the field team receives fewer interruptions and better prepared opportunities.

​CATCH CALL 24/7 THE LEAD PROTECTION PLAYBOOK