Your Lead Integration Is Live in 48 Hours — Here's the Process

You're not signing up for a software project. You're handing us five pieces of information on a 20-minute call, then going back to work.

Here's the full list of what we need from you:

• Platform credentials — access to whichever lead accounts you're running: Yelp, Angi, HomeAdvisor, Thumbtack, Facebook. We walk you through how to share access during the call. Two minutes per platform.
• Your service list — the exact jobs you take: water heater replacement, HVAC tune-up, emergency drain clearing, panel upgrades. We write qualifying questions and response templates around your actual trade, not a generic "home services" bucket.
• Service area zip codes — which areas you dispatch to and which you turn down. Every inbound lead gets tagged by location before it hits your pipeline.
• Calendar access — we connect directly to your existing booking calendar. New appointments land there automatically. No new software to learn.
• Your business phone number — emergency escalations route to your cell, after-hours leads go to text, routine bookings go straight to the calendar.

That's the full intake. No homework, no forms to fill out solo. The call ends and we get to work. Understand what the full lead integration system does if you want to see the complete scope before you commit to the call.

While you're under a sink or on a rooftop, the first 12 hours are infrastructure.

We connect your lead source accounts — Yelp, Angi, HomeAdvisor, Thumbtack, Facebook, or any combination — directly into a unified pipeline. Every lead from every channel lands in one place, tagged by source. No more asking whether that call came from Angi or Yelp.

Here's what's delivered by hour 12:

• Platform connections live — each active lead source integrated and pulling leads into a single pipeline
• Pipeline stages built — new lead → contacted → quote sent → booked → job complete, structured for your workflow
• Lead source tags active — every record stamped with its origin channel automatically, so you know what's working
• Deduplication rules configured — if the same homeowner submits on Angi and Yelp the same afternoon, you get one record, not two separate leads competing for your attention
• Auto-assignment rules set — leads route to you, your dispatcher, or your office manager based on job type and zip code

You're doing jobs. We're building your pipeline. Nothing arrives in your inbox until it's organized, tagged, and routed correctly.

Speed-to-lead wins the job. The homeowner who posts on Angi at 9pm gets a response in under 90 seconds — not tomorrow morning when they've already booked your competitor.

Hours 12–24 are where we build the response layer. Every automated message is written for your specific trade, not a generic

We don't hand you a live system without running every scenario first.

Hours 24–48 are QA. We submit test leads through each platform — Yelp, Angi, HomeAdvisor — and trace exactly what happens. Does the lead land in the pipeline? Does the automated response fire within 90 seconds? Does the dedup rule catch the duplicate? Does the emergency flag ring your cell?

The QA checklist:

• Test lead submitted through each active platform, response timing logged
• Deduplication logic verified — duplicate test leads collapse to a single record
• Booking flow tested end-to-end — lead arrives, response fires, calendar invite confirmed
• Emergency escalation tested — a flagged emergency lead triggers your cell within 60 seconds
• Lead source tagging verified across all channels
• After-hours path confirmed — leads at midnight and on weekends get handled correctly

"Done" means every path has been walked and every response has been timed. If QA turns up a configuration issue, we fix it before you go live — not after you miss a real job.

At the 48-hour mark, we flip the switch. Here's what that looks like from your end.

You don't log into a dashboard. You don't touch settings. Your calendar is the only interface you need.

Here's a real-world example of what happens when the first lead arrives: a homeowner submits a quote request on Angi at 7:30am. By 7:31am they've received a text confirming their request and offering two available booking times. By 7:32am, if they pick a slot, it's blocked on your calendar with their name, phone number, address, and job type already filled in. Your phone gets a notification: new booking.

No chasing. No calling back an hour later to find they already hired someone else. The lead arrived, the system responded, the job is on the calendar.

The handoff call takes 15 minutes. We walk you through what the homeowner's response looks like and confirm you can see the bookings landing in your calendar. Then you go back to work. To book your setup call — live in 48 hours, pick a time that works and we'll start the clock.

You're not buying software and getting left alone with it. We run this system for you.

After go-live, we monitor your pipeline weekly — response rates, booking conversion by source, lead quality. If Angi leads convert at 40% and HomeAdvisor leads convert at 12%, we dig into why and adjust the qualifying questions or response copy. You don't have to notice the problem or ask us to fix it.

What this looks like week-to-week:

• Weekly summary to your inbox — leads received, responded to, booked, and revenue recovered from what would have been missed calls
• Proactive configuration adjustments — if response rates drop or lead quality shifts, we catch it before it costs you jobs
• Seasonal updates — before summer AC season or a winter storm, we update routing priorities and response templates without you asking
• New platform additions — want to add Thumbtack or Facebook leads? We add the integration without disrupting what's already running

What runs on autopilot: every response, every routing decision, every booking, every dedup check. What we actively manage: performance monitoring, copy optimization, and keeping the system calibrated as your business grows.

The 48-hour timeline is real. But three client-side issues can slow it down, and all three are easy to prevent.

Platform account access delays. If you don't have your Angi or HomeAdvisor credentials before the onboarding call, setup stalls while you track them down. Fix: pull your logins before the call. Two minutes of prep saves 24 hours.

Incomplete service list. If we don't know exactly which jobs you take — and which you turn down — we can't write the right qualifying questions. Fix: spend five minutes writing your top 10 job types before the call.

Calendar integration issues. If you're on a non-standard booking system, there may be an extra configuration step. Fix: tell us your calendar during booking and we'll flag any issues before the clock starts.

Avoid those three and your pipeline goes live in 48 hours. Every delay we've seen traces back to one of them.