Lead access · 4 min read

Exclusive or shared leads?

Understand who receives a request and what each model means for your team.

Choose an access model around your sales process, capacity and budget. Compare the same project and qualification specification in both plans.

Exclusive: one business receives the request

In the exclusive model, LeadAccess sends a request only to your team. Your written proposal confirms the qualification specification and price for that access model.

Exclusive delivery describes how the request is distributed by LeadAccess. It does not mean the homeowner has spoken to nobody else or guarantee a sale. Your team still needs to establish the project, answer questions and agree the next step with the customer.

Shared: up to three businesses receive it

A shared LeadAccess request can go to up to three businesses. That allows the customer to speak with more than one team. Shared and exclusive pricing differ, so compare each price alongside its access model.

Discuss whether your team has a practical follow-up routine before choosing shared access. Give customers a clear reason to consider your business: relevant experience, availability and a straightforward explanation of what happens next.

Compare like with like

A cheaper request is only a meaningful comparison when you understand what is included. Check the trade, project scope, territory, contact checks and number of recipients. A written inquiry, live call and booked appointment are different handoffs.

The homepage’s trade-specific price ranges provide planning context. Your proposal confirms the specification and price for your area. Keep any separate advertising, campaign-management or sales costs visible when comparing offers.

  • The same project and territory
  • The same contact and qualification checks
  • The number of recipient businesses
  • Any costs outside the lead price

Use your own numbers to assess the trade-off

Cost per won job depends on both the lead price and how many delivered requests become jobs. To calculate lead spend per won job, divide total lead spend by jobs won. If there are no won jobs yet, that measure is not available.

The budget and economics tools on the pricing section let you explore assumptions. Their results are planning calculations, not a forecast. A higher exclusive lead price would need enough additional conversion or project value to justify the difference for your business.

Choose a plan your team can follow through on

Consider capacity as well as price. The right number of requests is one your team can review and follow up consistently. Discuss your available crew capacity, preferred jobs and territory when building the brief.

Choose an initial model, record what happens after each handoff and review the fit with the team. Keep changes to your qualification criteria visible so you can understand what changed between campaign periods.

Your next step

Compare your trade’s exclusive and shared options, then include your preference in the lead plan request.

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