Your leads are paid for.
The schedule still has gaps.
In-home appointment setting for home improvement, roofing and solar companies. A dedicated caller works only your own inbound leads and books in-home estimates that match criteria you approve in writing. Calling starts in month 1, once you approve the script. Programs start at $4,200 a month plus a fee from $95 per sat appointment (the homeowner was home and your rep ran the estimate). Not-home appointments, cancellations and mismatches are never billed.
Never billed: not-home appointments, cancellations, mismatches · stop at the end of any month · pilots end on their own
Most companies that sell in the home face the same choice when leads pile up: let a busy office call back when it can, or hire and manage setters. Each lead is already paid for: $25 to $300 or more, depending on the channel (ActiveProspect, 2026). Yet in a survey of 124 home improvement call centers, only 54 percent reached new leads within 5 minutes, and 63 percent called a quoted lead just 1 or 2 times (Hatch, 2024). This works differently: one dedicated caller works only your own inbound leads, and the sat fee is charged only when the homeowner was home and your rep ran the estimate.
Director-led: a director checks the consent language on your lead forms before the first call, scores recorded calls every week and reports the reason for every lost lead.
You pay for the caller, and for estimates that sit
Three parts: a monthly program fee, a one-time launch fee in month 1, and a fee for each sat appointment that matches your written criteria.
- Dedicated caller: full time on calling hours we agree with you, recruited, trained and supervised by us, and working only your leads
- Follow-up cadence: up to 8 touches over 14 days by call, text and email, inside the homeowner’s local calling hours, never more than 3 calls to a number in 24 hours, and texts only where your form’s consent covers them
- Consent and do-not-call work: your form consent checked and kept on record, a do-not-call list for your company, opt-outs honored the same day, and national and state do-not-call scrubs before any call more than 3 months past an inquiry
- Calling, texting and CRM work: a dialer seat with every call dialed by hand and recorded when the homeowner agrees, registered numbers branded with your company name (never rotating local numbers), carrier-registered business texting, and every call, text and booking logged in your CRM
- Program management: confirmations the day before and the morning of every estimate, recorded calls scored every week by a director, and a weekly report
A consent audit of your lead forms and sources, with opt-out handling tested end to end. The call script, texts and written sat criteria for your approval, the dialer, texting and CRM setup, and recruiting and onboarding your caller. If a state filing is needed for your program, it is passed through at cost.
Set by your trade and market, and confirmed on a short scoping call. It includes the caller’s commission. A sat means the homeowner was home and your rep ran the estimate. Not-home appointments, cancellations, mismatches and leads your office booked before our first call are never billed.
Under a spending cap you set. Total fees never pass it unless you raise it in writing, and the pilot ends on its own, with no auto-renewal.
What you get
- A caller who works only your leads: the web forms, ad forms, quote requests and missed calls that came to you, each called by hand from a script you approved, on calling hours we agree with you.
- Sat criteria in writing before the first call: the homeowner of record, every decision maker present, a job that fits your products, scope and service area, and a timeline you accept, so “sat” means the same thing to both sides.
- Notes with every appointment: who will be home, what they want done, their timeline and how each criterion was checked, logged in your CRM before your rep arrives.
- Confirmations before every visit: each estimate confirmed the day before and again that morning, and a not-home rebooked once.
- Calls you can hear: calls are recorded when the homeowner agrees at the start. A director scores recorded calls every week, and you can listen to any of them.
- A weekly report: leads in, how fast each was first called, sets, sats and not-homes, and the reason for every lost lead.
You can stop at the end of any month
- Minimum one month. Either side can stop at the end of any month with 7 days’ notice.
- A pilot runs 30 or 60 days under a spending cap you set and ends on its own, with no auto-renewal. Continuing takes a new signed order.
- The monthly fee is paid before each month starts and is not refunded once the month starts. If calling stops for more than 5 business days on our side, those days are credited.
- The sat fee is charged only for sat appointments that match your written criteria. Not-home appointments, cancellations and mismatches are never billed.
- A sat counts only if our caller booked it, as the call logs show. Leads your office booked before our first call are never billed.
- You have 5 business days after an appointment to dispute it. An upheld dispute is settled by credit or refund; a replacement appointment is only ever your choice.
- You approve the criteria, the call script and every text and email in writing before calling starts.
- We call only your own inbound leads, homeowners who asked you to contact them, under the consent your forms collected. Never cold calls to homeowners, and never purchased, shared or aged lead lists.
Three questions to ask any appointment-setting vendor
Ask these before you sign with anyone. Our answers are on this page, in writing:
- “What does my monthly fee pay for?” A retainer with nothing listed behind it is hard to judge. Here: one dedicated caller, the follow-up cadence, the consent and do-not-call work, the calling, texting and CRM tools, and program management.
- “Do I pay for sets or for sits?” A set is only a booked appointment, so paying per set means paying for not-homes. Here: the sat fee applies only when the homeowner was home, your rep ran the estimate and the appointment matches your written criteria.
- “Whose numbers do you call?” A seller can be held liable for unlawful calls a vendor makes on its behalf (FCC, 2013). Here: only your own inbound leads, under the consent your forms collected. Never cold calls, and never purchased, shared or aged lead lists.
Ask us all three on the call. A vague answer to any of them means do not buy, from us or anyone.
Frequently asked questions
How much does it cost?
Three parts: a monthly program fee, a one-time launch fee in month 1, and a fee for each sat appointment that matches your written criteria. Programs start at $4,200 a month and the sat fee starts at $95. Both depend on your trade and market, so we confirm them on a short scoping call. A pilot runs 30 or 60 days under a spending cap you set.
What counts as a sat appointment?
One where the homeowner was home, your rep ran the estimate, and the appointment matches the criteria you approved in writing. A not-home, a cancellation or a mismatch is never billed, and neither is a lead your office booked before our first call. The definitions are in the agreement, not a conversation after the fact.
How many sat appointments will we get?
We do not promise a number, a sit rate or a close rate. Volume depends on how many leads you get, where they come from and how many open slots your reps have. On the scoping call we give you a planning estimate, never a guarantee, and the weekly report shows the real numbers as they come in.
Do you cold call homeowners or call bought lead lists?
No. We call only your own inbound leads: homeowners who asked you to contact them through a web form, an ad form or a quote request, under the consent your forms collected, and homeowners whose call you missed. We never cold call homeowners and never call purchased, shared or aged lead lists. Your own leads still need care: one home improvement company settled a class action for $1,347,500 over prerecorded calls and calls to numbers on the do-not-call registry, numbers that came from its own Facebook ad campaign (Open Class Actions, 2022). So before the first call we check that every form names your company and covers calls and texts.
How do you handle do-not-call lists, calling hours and opt-outs?
Every call is dialed by hand by a person: no robocalls, no prerecorded or AI voices, no ringless voicemail. We call only inside the homeowner’s local calling hours, 8 a.m. to 9 p.m. under federal rules or the stricter window where a state sets one, and never more than 3 times to a number in 24 hours. A single opt-out, by any means, ends calls and texts to that homeowner the same day. A record more than 3 months past the homeowner’s inquiry is called only after a scrub against the national and state do-not-call lists, or with the homeowner’s written permission. We do not give legal advice, and we recommend your lawyer reviews your form consent language and the script before the first call.
What will the caller say about insurance, prices or savings?
Nothing that sells. The caller books the estimate and leaves the presentation, prices and financing to your rep. On roofing calls the caller never says insurance will pay for a roof, never offers to cover or waive a deductible, never offers anything of value for an inspection and never interprets a policy or a claim. On solar calls there are no savings promises, no talk of free panels or no-cost solar, and no tax credit claims. No call promises free products or mentions a government program, and every script is yours to approve in writing.
We tried a call center before. The appointments did not sit.
Appointments that do not sit often come from paying per set, with no written criteria and no confirmations. Here your sat criteria are written down and approved before the first call, every estimate is confirmed the day before and again that morning, and the sat fee is charged only when the homeowner was home and your rep ran the estimate. You have 5 business days after an appointment to dispute it, and an upheld dispute is settled by credit or refund.
We already have people calling our leads.
Keep them. Our caller takes the overflow: leads that arrive while your office is on other calls, leads that come in after your office closes, and quoted homeowners nobody has followed up with yet, while they are still within 3 months of their inquiry. A sat counts only if our caller booked it, as the call logs show, so your own team’s bookings are never billed.
Why a monthly fee instead of paying only per sat?
Because the caller, the tools and the compliance work cost the same whether a month goes well or not. Without a monthly fee, a vendor has to price that risk into a higher fee per appointment or cut the work when appointments are slow. Here the monthly fee pays for the caller, the consent and do-not-call work, the tools and program management, and the sat fee is charged only when the homeowner was home and your rep ran the estimate.
Tell us how many leads you get a month, where they come from and how many open slots your reps have, and we will tell you whether a dedicated caller fits your lead volume and what a 30 or 60 day pilot under your cap would cover. We confirm both fees after the call.
Never billed: not-home appointments, cancellations, mismatches · stop at the end of any month