Check attic, wall or crawl-space scope, access and removal needs. Confirm whether the customer wants a retrofit or insulation for a larger construction project.
Which area and installation method?
Match the area, access and installation method.
Write down the work you accept, service radius and available capacity before browsing. Assess the customer's actual request against those criteria.
| Requested work | Before committing estimating time |
|---|---|
| Attic upgrades | Establish: Area, access, current insulation and intended improvement. Decide whether this fits your team before booking the assessment. |
| Wall insulation | Establish: Construction type, accessible cavities and renovation stage. Decide whether this fits your team before booking the assessment. |
| Crawl spaces | Establish: Area, access, condition and requested work. Decide whether this fits your team before booking the assessment. |
| Removal and replacement | Establish: Existing material, removal scope and installation plan. Decide whether this fits your team before booking the assessment. |
Set a budget for the lead you are buying.
Insulation leads: $40–$100 for paid-social inquiries. All amounts are in US dollars.
Set a purchase ceiling from contribution after delivering the job, not from total revenue. Use the lead-cost calculator to estimate leads, paid jobs and revenue from your budget. The industry page has the full channel-by-channel price table.
Check these details before paying.
Read the available project information and use missing scope to decide what needs confirming. Check the original intent timestamp, current purchase price and ownership category.
| Check | Buying decision |
|---|---|
| Service fit | Attics · Retrofit · Crawl spaces |
| Location and timing | Match the address or service area and requested timing to your capacity |
| Original inquiry age | Use the customer's original request date when assessing freshness |
| Prior access | Check Normal or Value status and any disclosed prior access |
| Total acquisition budget | Include lead cost, contact effort, assessment and estimating |
Use the first conversation to resolve the buying decision.
Check attic, wall or crawl-space scope, access and removal needs. Confirm whether the customer wants a retrofit or insulation for a larger construction project.
Ask the customer to describe the requested result in their own words. Compare it with the preview, record any scope changes and agree whether the next step is a call, survey or estimate. Assign an owner and date to that step.
| Outcome | Record and act |
|---|---|
| Scope matches | Confirm the decision-maker and schedule the next step |
| Scope is incomplete | Ask the specific project questions above before estimating |
| No reply | Log the attempt and use the preferred contact time for follow-up |
| Material mismatch | Record the discrepancy and review the purchase terms promptly |
Compare two buying decisions.
For insulation, compare a request that fits your accepted work with one that needs a different service or unavailable appointment. The lower price does not compensate for a job your business cannot deliver.
Worked budget: a $600 contribution per paid job, 20% lead-to-paid-job conversion and $20 sales effort per lead gives a $100 break-even purchase ceiling. At $70 per lead, expected contribution is $30 per purchased lead before overhead. These are planning inputs; use your own costs when setting a purchase ceiling.
Track the same intake group through contact, assessment, quote and paid work. Review acquisition cost after allowing time for the sales cycle. Keep different job types separate so one large project does not hide weak buying decisions.
Read the ownership terms before checkout.
Review the current price and purchase category on the opportunity. For eligible Normal purchases, refund requests with supporting evidence must be submitted within 22 hours of the original successful purchase. Value purchases are non-refundable.
Use the shared ownership and refund guide for the complete process. Record contact attempts and outcomes so a later review has a clear account of what happened.
Common questions
What should I check before buying insulation leads?
Check attic, wall or crawl-space scope, access and removal needs. Confirm whether the customer wants a retrofit or insulation for a larger construction project.
What should an attic insulation lead include?
Approximate area, access, existing material, requested improvement, location and timing.
Does new insulation always include removal?
Removal is a separate scope decision after assessment. Record it explicitly in the proposal when required.
How should I compare two lead prices?
Match the requested work, service area, original intent age, purchased unit and prior access. Then compare acquisition cost per paid job, including follow-up and estimating.
