Roofing Resources

Roofing Lead Source Review Checklist

Know what the provider is offering before you commit.

A practical working guide

Prepare.
Ask.
Confirm.

Use this as a planning checklist. Confirm specific terms and requirements with the business or provider involved.

Ask whether the charge is for a click, call, contact record, booked appointment or completed job. Get the definition in writing.

Ask whether leads are exclusive, shared or resold, and whether the same homeowner can be charged again.

Confirm the geographic coverage and roofing work included. Ask how unrelated, out-of-area or duplicate inquiries are handled.

Request the current pricing, service fees, minimum spend, contract term, cancellation terms and any limits on volume.

Confirm delivery method, available contact details, response expectations and what happens if your office cannot answer.

Ask for the source of performance claims and the period measured. Track inquiries, qualified opportunities and booked inspections separately.