01
Keep four different pipeline stages separate
PLG does not phone-verify leads before delivery. Separate these stages in your reporting so inquiries are never counted as booked appointments or installed customers.
| Stage | What it tells you |
|---|---|
| Submitted inquiry | Contact details and a stated interest were submitted |
| Phone verification | A conversation occurred, only if explicitly included |
| Booked appointment | A specific meeting time has been agreed |
| Completed installation | The installer sold and fulfilled the job |
02
What PLG captures, and what it doesn't
PLG captures submitted contact info and the homeowner's interest from benefit-led creative. We do not collect detailed water source, home type, water issues, timing, or test results on every form. Targeting is by the service area you agree with us — not independent ownership or address verification.
Any additional campaign filters (for example, treatment interest, existing system, or timing) are optional and agreed before launch. Submission is not independent verification of each answer.
- ✓Service ZIP codes and acceptable property types, when included
- ✓City water versus private well, when relevant to the campaign
- ✓Treatment interests supported by your team, when agreed
- ✓Existing treatment, available tests or timing, when included
03
What happens after an inquiry arrives
Review the submitted details, contact the homeowner, confirm the concern and area, then agree the next step. Treatment design still requires suitable testing and professional assessment. A symptom report is not proof of a contaminant or system requirement.
Track delivery, successful contact, assessments, proposals and customers separately. Share useful fit and outcome feedback so targeting can be adjusted.
- ✓Assess invalid leads against the applicable written agreement.
- ✓Check published plan information and confirm credit terms on the strategy call.
- ✓A credit policy is not a guarantee of appointments or installation revenue.
Frequently asked
Questions installers ask
Does a qualified lead mean phone verified?
No. PLG captures submitted contact info and interest through forms and does not phone-verify leads before delivery.
Does PLG collect detailed water source, home type, issues and test results?
No. PLG captures contact info and interest from benefit-led creative. Any additional campaign criteria are optional and agreed before launch. Your on-site assessment determines the rest.
Does exclusivity guarantee an appointment?
No. Exclusivity describes distribution. The installer still needs to contact the homeowner and agree the next step.