When something is wrong
When a delivered inquiry is wrong, how long does sorting it out take?
The review window, evidence, and resolution terms are agreed before launch.
A missed call or an unsigned client is not automatically a screening failure.
Raised in writing · Measured against your standard · Resolution recorded
When a lead misses the criteria
Without a process, every disagreement is settled by whoever argues longest.
Disputes are settled by whoever argues hardest.
There is no deadline, so complaints are simply outlasted.
Credit terms are invented after the fact.
How a review runs
Raise it, compare it to the criteria, record the outcome.
The same steps every time, whichever way the review goes.
- 01
Raise the mismatch
Identify the qualification criterion the lead did not meet.
- 02
Compare to the record
The lead information is checked against the agreed criteria.
- 03
Apply the agreed terms
Resolution follows the written terms, not a new negotiation.
The credit terms
A clear credit window and remedy
- 01
A review window
A defined period in which a delivery can be questioned.
- 02
An evidence standard
What your firm submits and what the qualification record must show.
- 03
Resolution terms
Credit or replacement eligibility, agreed in advance rather than negotiated later.
Illustrative credit example
How a lead is checked against the agreed criteria
| Raised issue | Assessed against |
|---|---|
| Outside agreed market | Recorded jurisdiction |
| Already represented | Recorded screening answer |
| Unreachable caller | The agreed contact terms |
| Declined by the firm | Not a criteria failure |
Illustrative example. Not a record of past performance or results.
Agree on the credit window and remedy before launch.
07 - Start here
Set clear credit terms for delivery.
Share your criteria, examples of recent rejected inquiries, intake notes available for review, and the commercial ceiling for a pilot.
- 01
Review standard
- 02
Credit evidence
- 03
Review context
- 04
Terms contact
Ready to agree credit terms
What your firm needs to provide
This is for you if
- A person responsible for raising issues
- Notes that support a discrepancy
- Agreement on the window before launch
- A record-based rather than tone-based process
This is not for you if
- You do not want qualification criteria agreed before launch.
- You do not want to submit the reason an inquiry was rejected.
- You expect every unwanted inquiry to be credited regardless of the agreed criteria.
Questions about credits
All questions for this offer →- What if an inquiry fails the criteria?
- Raise the mismatch with the record inside the agreed window. Terms are set in advance. Read the full answer
- Is a bad call a credit?
- Only where the agreed criteria were not met. Outcome alone is not the test. Read the full answer
Next step
Set the credit terms before launch.
We will agree which lead issues qualify, the time allowed to raise them, and the credit or replacement terms.