SAMPLE STRUCTURE · NOT A COMPLETED CUSTOMER REPORT

Qualified Inquiry Pilot

Acceptance criteria + verified inquiry handoff

This outline makes the proposed handoff concrete. It contains no customer findings or claim that this service is currently connected. Agree on scope, price and delivery before an order.

Deliverables

1. Service-area and job-fit specification
2. Accepted inquiry records with consent and source notes
3. Acceptance, replacement and outcome tracker

Inputs

• Trade, service area and minimum project scope
• Available capacity and exclusions
• Agreed qualification and replacement rules

Preparation

1. Define fit and acceptance before sourcing inquiries.
2. Verify contact permission, recency, source and project fit.
3. Submit only accepted records; track disputes and outcomes.

Review before delivery

• Do not sell invented, duplicate or unverified leads.
• Lead qualification is not a guarantee of a booked job.

Scope boundary

No live lead inventory is currently offered. Outreach and acquisition channels require approval.