DEALDOT MEDIA
Leads & inquiry handling
What an inquiry means, how qualification helps, and where human responsibility begins.
Is a lead the same as a customer?
No. A lead is an inquiry or record meeting the agreed definition. A qualified lead meets specified criteria, but may still be unreachable, decide against the work or choose another contractor. Appointments, accepted jobs and revenue are later outcomes.
What can a guided intake process ask?
Approved questions may cover real service area, job type, context and contact information needed for follow-up. Keep the form proportionate. Collecting more personal data does not automatically improve an inquiry, and sensitive records should not be requested without a defined need and suitable handling.
Who defines which inquiries qualify?
Your business provides and approves the coverage, accepted jobs, capacity and routing rules. The engagement defines minimum information, duplicates, spam and any validation process. These rules should reflect actual operations and be updated when they change.
Does an intake system automatically book or accept a job?
Not by default. A submitted form or successful handoff is not a confirmed appointment, price or job acceptance. Any booking integration needs explicit authority, current availability, clear visitor expectations and agreed testing.
Who follows up with inquiries?
Your team remains responsible unless another authorized service is expressly included. Assign a person and process before generating more inquiries. DealDot’s scoped routing or workflow work does not automatically provide a staffed call center or a fixed response time.
What happens if email or an integration fails?
The engagement should define destinations, tests, failure handling and any included monitoring. Email delivery, CRM receipt and human follow-up are separate steps. Spam filters, outages or wrong contact details can affect routing; universal delivery is not guaranteed.
Does DealDot sell exclusive leads or promise replacement credits?
Those arrangements are not established by the current site. Any future purchased-lead service would need confirmed availability, source permissions, exclusivity definition, validation criteria and express credit terms. A draft lead schedule does not create them.
Can an assistant handle emergency trade requests?
It may guide a visitor to a clearly approved route, but it does not assess hazards or provide emergency dispatch. A website intake system should not imply immediate attendance or a safety determination. Your emergency contact instructions and coverage must be accurate.
Scope and availability are confirmed for your engagement. Discuss your business or visit the Service Agreements directory.
