I can't service the homeowner who requested a consultation

Introduction

Occasionally, you may receive a consultation request from a homeowner seeking a service you don't provide. For example, you may specialize in ducted heat pumps while the homeowner specifically needs a mini-split system, or vice versa. This article explains how to return leads when you cannot fulfill the homeowner's requested service.

How to Return a Lead

To request a lead return, follow these steps:

• • Include the homeowner's name, address, and lead ID
  • Clearly explain the reason for the return (e.g., "Homeowner requested mini-split installation, but we only provide ducted heat pump systems")

• • Installer Success will review your return request
  • Your request will be processed within 1-2 business days
  • You'll receive confirmation once the return request has been processed. 

Important: No Contact Agreement

By returning a lead, you agree not to contact the homeowner. This includes not reaching out to them for any other services your company may offer.