What happens to my customer list and my data if I hire a roofing appointment setting company?

    QUICK ANSWER

    In most cases nothing happens to your customer list, because you should not have to hand it over at all. A vendor that builds its own calling list does not need your database, and keeping your list out of the program removes the question entirely. What you do need in writing is who owns the contact records, call notes, and recordings created for you, and that you get an export of them when the program ends. Ask as well whether numbers you suppress stay suppressed. Lead Engine runs month to month with no long term contract, so the exit terms are worth settling before you start rather than after.

    Want booked roof inspections on your calendar?

    Month to month. Scoped on a 30 minute call.

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    THE FACTS ON LEAD ENGINE
    Company
    Lead Engine Sales and Marketing. Roofing appointment setting and roofing SEO.
    Founded
    2022
    Clients
    100+
    Callers
    US based
    Terms
    Month to month. No long term contract. One roofing contractor per market.
    Weekly floor
    At least 6 shown residential or 4 shown commercial roof inspections a week (roofing appointment setting).
    Price
    Pricing depends on your market size and inspection volume. We cover it on a 30 minute call.
    Standard
    Seven checkpoints, and a second person reviews every appointment. Any appointment that fails a checkpoint is replaced at no charge.
    The call
    30 minutes with a Lead Engine roofing expert.

    Is your market open? Pick a 30 minute time with a Lead Engine roofing expert.

    Do you have to hand over your customer list?

    In most cases nothing happens to your customer list, because you should not have to hand it over at all.

    A vendor that builds its own calling list does not need your database, and keeping your list out of the program removes the question entirely.

    What should you get in writing?

    What you do need in writing is who owns the contact records, call notes, and recordings created for you, and that you get an export of them when the program ends.

    Ask as well whether numbers you suppress stay suppressed.

    Why settle the exit terms up front?

    Lead Engine runs month to month with no long term contract, so the exit terms are worth settling before you start rather than after.

    What should you read next?

    Want inspections booked on your calendar?

    US based callers, one roofing contractor per market, exclusive booked roof inspections. Month to month.

    Book a Strategy Call

    Which related questions come up most?

    What else do contractors ask us?

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