The property
- Postcode sits inside your service area.
- The person owns the home or has authority to arrange the work.
- The property and project match what your team supplies.
For home energy & improvement teams
The project paused.
The need might not have.
An old enquiry can still be a real opportunity. The proposed Second Look service would reopen suitable conversations, check what has changed and book a visit only when the homeowner is ready for one.
Windows & glass · Heating · Solar · Roofing & loft improvements
A useful appointment starts here
Right home. Right project.
Right people in the room.
Agree a qualification checklist before any outreach. This is a starting point for your team to adapt.
The need
- They confirm an active need, rather than a completed project.
- The work they want is clear enough for a useful conversation.
- Their intended timeline fits your agreed criteria.
The visit
- The decision maker and person paying are identified.
- They understand the purpose of the appointment.
- A suitable time is agreed and the lead confirms it.
Illustrative journey, not a customer result
From “maybe next year”
to a clear next step.
A homeowner asked about replacement windows last winter but postponed the work. A new conversation checks whether the windows still need replacing, whether they are still at the property and when they want to act.
If the enquiry meets your agreed criteria, the next step could be a survey or sales appointment. If the work is already done, the address is outside your area or the homeowner does not want contact, the enquiry is closed without an appointment fee.
Good list fit
Historical enquiries with a known source, usable contact details, an appropriate basis for contact and a clear link to your current services.
Good team fit
Available appointment capacity, reliable follow-up and a way to record no-shows and outcomes in your CRM.
Good economic fit
Work from contribution after delivery costs and a realistic close rate. A large installation price alone does not establish what an appointment is worth.
Explore the economics ↗S
[Your company]Illustrative SMS conversation
Hi Priya, it’s the automated assistant for [Your company]. You asked about a new boiler last spring. Is that still on your list? Reply STOP to opt out.
We patched the old one up, but it’s on its last legs.
That’s common. A surveyor can check it and give you a written quote, with no obligation. Do you own the property?
Yes, we do.
Tuesday 6pm or Saturday 10am for the visit?
Saturday please.
Need, ownership and timing checked before booking.Example only. Not a customer conversation or a reported result.
Illustrative economics
Price the visit from profit,
not from the quote.
Contribution break-even ceiling, not our price or a result
£6,000 × 30% × 25% = £450An illustrative £6,000 installation at 30% contribution and a 25% close rate supports up to £450 per confirmed booking. A £150 repair at the same rates supports about £11, which is why small jobs are a poor fit.
Leads we would exclude
- Completed or cancelled installations.
- Live quotes and open deals your team is working.
- Tenants without the owner’s authority to arrange work.
- Addresses outside your service area.
- Opted-out or suppressed contacts.
- Bought-in lists, or enquiries with no valid basis for contact.
Proposed terms, agreed before launch
Pay for qualified bookings
the lead confirmed.
£0 standard setup. No retainer. An agreed fee for each qualified booking the lead confirmed, with qualification and no-show rules agreed before launch. No-shows replaced free.
Unconfirmed bookings, duplicate live deals, wrong numbers and opted-out contacts would not be billable.
Check your fit ↗