Lead Qualification & Site Assistants
Spend less time sorting the wrong inquiries.
Managed forms can collect useful job details now; guided site assistants are a separate planning-stage option whose readiness is confirmed for each implementation.
When this can help
An operating contractor business that regularly receives out-of-area inquiries or incomplete job information.
Your next step
Write down the areas, job types, and routing rules you use today. Assistants do not independently assess safety, accept jobs, or promise appointments.
Book Engagement ↗What your service can include
- Design, integrate and manage custom contact, estimate-request or project-intake forms as agreed.
- Collect approved trade-specific job details and plan coverage checks where appropriate.
- Plan emergency routing to your approved phone number when in-area.
- Route non-emergency details using your business rules and approved intake options.
Done-for-you lead forms for contractors
DealDot Media can design, build, integrate and manage a custom contact, estimate-request or job-intake form around your approved services and follow-up process. A roofer may need roof type and project timing; an HVAC team may need equipment and service-area details; restoration requests may need a prompt human escalation; a remodeling inquiry may need project goals and budget context. We agree the questions, routing, collection and ongoing changes for each custom-quoted engagement. Contact us about a form or intake workflow.
Built for the next stage of your business
An established contractor can receive plenty of interest while its team still spends time chasing incomplete or unsuitable inquiries. A clear intake process helps people explain the work they need and helps the business separate useful opportunities from requests it cannot serve.
How DealDot approaches the work
Start with the rules your business already uses: geography, accepted jobs, capacity and the right human next step. A structured form may be enough; an assistant needs additional knowledge, privacy, oversight and escalation decisions. This remains a planning-stage service, and readiness is confirmed for the actual implementation.
A practical working sequence
- 01
Document current intake, coverage and follow-up responsibilities.
- 02
Define useful questions, qualification criteria and unsupported requests.
- 03
Plan destinations, permissions, fallback and any integrations.
- 04
Confirm readiness and test approved rules before an authorized launch.
What to prepare
Supply genuine coverage, job types, inquiry destinations, approved contact details and someone responsible for follow-up. Explain which situations must go directly to a person. Keep sensitive customer records out of public forms.
Scope and expectations
A location check is not a site inspection, safety judgment or accepted job. Automated answers can be wrong and must stay within approved authority. A form submission is not guaranteed delivery, appointment or conversion. Provider data use, training settings and retention must be verified before an AI implementation.
Availability, deliverables, fees and dates are agreed for your business. Candidate base terms are organized through Service Agreements.
Services are scoped to your business. Search rankings, lead volume, and revenue are not guaranteed.