The vetting guide
Every seller says the leads are exclusive. One question proves it.
A free ten-question guide that tells you who you are really buying leads from — what a good answer sounds like on each question, the red flags, and a scorecard to take on every sales call.
Written for law firms, insurance and mortgage agencies, financial advisers, clinics, contractors and home services — any business that pays, or is about to pay, for leads.
The ten questions Twelve pages · free PDF
- 01Where does this lead come from?
- 02Can I see the consent record?
- 03Who else gets this lead?
- 04How old is it when it reaches me?
- 05What did they actually ask for?
- 06What happens with a bad lead?
- 07What filters can I set?
- 08How does the arrangement end?
- 09What volume can you deliver?
- 10What do you expect from my side?
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Until then — run your numbers in the calculator.
Every pitch uses the same four words.
Exclusive. Qualified. Real-time. Guaranteed. The words cost nothing, which is why every seller uses them — so the guide does not grade the pitch. It grades the answers. Ask two sellers the same question and listen to the shape of what comes back:
Seller B never lies. Every answer is warm, plausible and completely unverifiable — an adjective where a document should be. The guide walks all ten questions this way: what a good answer sounds like, and the red flag, on each.
Leave with a scorecard, not a feeling.
Twelve pages, about twelve minutes — and the page you keep is the last one: all ten questions as a fill-in card, one column per seller. Date it, ask everyone the same ten, and compare answers instead of memories.
- The question behind the questions3
- Where does this lead come from?4
- Can I see the consent record?5
- Who else gets this lead?6
- How fresh — and what did they ask for?7
- The paperwork that protects you8
- Honest expectations, both directions9
- Two sellers, then the scorecard10
Nothing in it requires you to buy anything from us. And the sibling worksheet, What a Customer Is Worth, computes the other half of the decision — the most you can afford to pay per inquiry.
“We sell leads for a living. These are the questions we think you should ask everyone who does — including us.”
The guide’s opening page — and a standing offer. Bring the ten to a free call and ask us first, or read the client stories.
Stop buying leads on adjectives.
Ten questions, one phone call per seller — and you will never again discover the answer in your close rate.
