ServiceConsulting.io

Confirmation

Show-up instructions are clear after booking intent.

Your Roofing Qualified Lead Pack demo request is held for manual review. Bring one good roofing lead example and one bad-fit inquiry that should not count.

  • Bring the owner or manager who defines roofing lead quality.
  • Bring one good lead and one bad-fit inquiry.
  • Know the service areas, job types, and exclusions you want filtered.
  • Expect a qualification desk, not a raw lead report.

AI backend recovery

Manual-review follow-up drafts plug the booking bucket.

  • Draft only: You started the Roofing Qualified Lead Pack demo request but did not choose a time. Want us to review the fit filter leak and hold a manual-review demo slot?
  • Draft only: Your Roofing Qualified Lead Pack demo request is queued. Please bring the current path, the owner/operator, and the main leak you want reviewed first.
  • Draft only: We missed you for the Roofing Qualified Lead Pack demo. If the same leak is still active, reply with a better window and we will reset the manual-review request.
  • Draft only: Based on the Roofing Qualified Lead Pack demo, the next step is a reviewed close packet covering fit, scope, proposal readiness, Square payment readiness, and onboarding handoff.
  • Draft only: Checking back on route roofing demand through a qualified-lead desk before contractor handoff. If this is still a constraint, we can reopen the demo and compare what changed since the last review.

Qualified feedback

The event map avoids raw-lead optimization.

Raw leads are not enough because cheap junk, duplicates, and out-of-area requests would train the funnel toward low-quality volume.

Qualified event

qualified_roofing_lead_review_ready

{
  "eventName": "qualified_roofing_lead_review_ready",
  "route": "/funnel/lead-pack-roofing",
  "source": "review_mode_preview",
  "mutationAllowed": false,
  "payload": {
    "offerSlug": "lead-pack-roofing",
    "qualifiedEvent": "qualified_roofing_lead_review_ready",
    "fitCriteria": [
      "owner_or_operator_present",
      "offer_pain_confirmed",
      "service_area_or_website_present",
      "manual_review_booking_intent"
    ],
    "rejectedRawLeadOptimization": true,
    "previewLabel": "Workflow preview. Results vary."
  }
}

Sales close path

Demo to proposal, Square readiness, signing, and onboarding handoff.

  • Confirm WHO: Contractors buying leads or running search/social campaigns where junk inquiries pollute the report.
  • Confirm WHAT: They want a clear qualified-lead definition and proof that bad-fit inquiries are rejected.
  • Show HOW: SC.io applies an ICP checklist, reject reasons, qualified packet, and delivery ledger before anything is counted.
  • Walk the three-step funnel from /funnel/lead-pack-roofing to booking to confirmation.
  • Decide fit, disqualification, proposal readiness, Square readiness, and onboarding handoff.

Fit checklist

  • Owner or authorized operator attends.
  • Pain matches the offer-specific leak from the ad.
  • Current intake, booking, quote, or proof path can be described clearly.
  • Team is willing to track qualified outcomes instead of raw inquiry volume.
  • Manual review and approval gates are accepted before live sends, writes, payment creation, or event feedback.

Disqualifiers

  • Wants cheap raw inquiries without qualification.
  • Cannot attend with a decision-maker.
  • Refuses to improve response, booking, tracking, proof, or owner review.
  • Needs live external mutations before approval gates are complete.
  • Has no capacity to fulfill the appointments the offer is designed to protect.

Proposal step

If fit passes, prepare a reviewed proposal packet with scope, rollout, approval gates, proof requirements, and next owner decision. No public pricing is shown from the funnel.

Square readiness

  • Confirm fit and scope on the sales demo.
  • Prepare proposal and signing packet for operator review.
  • Prepare Square manual-payment or payment-link readiness after exact approval.
  • Create no Square checkout, invoice, or payment link from the public funnel.

Onboarding handoff preview

  • Owner-approved offer scope.
  • Source, booking, proof, and follow-up assets to collect after signing.
  • First-week install checklist and approval gates.
  • Manual-review follow-up and qualified-event feedback plan.