Appointment Qualification Policy
The comprehensive qualification standards applied to every delivered appointment to ensure genuine service intent, verified territory, and appropriate decision-makers.
Introduction
This Appointment Qualification Policy explains what constitutes a valid qualified appointment delivered by SEO Ads Services. Unless different qualification requirements are agreed in writing before fulfillment begins, the standards below apply.
01.Definition of a Qualified Appointment
A “Qualified Appointment” is a scheduled conversation, consultation, estimate, inspection, or on-site visit with a genuine prospective customer who meets the applicable service, geographic, contact, decision-maker, intent, and appointment confirmation requirements.
The relevant qualification is determined based on the information reasonably available at the time the appointment is qualified and scheduled.
02.Genuine Service Interest
The prospective customer must have expressed genuine interest in receiving information, an estimate, inspection, consultation, or service relating to one of the client's approved services.
The customer does not need to have made a final purchasing decision. A customer may still qualify while comparing service providers, obtaining multiple estimates, reviewing options, determining project scope, considering timing, discussing financing, or establishing a final budget.
The customer must, however, have a genuine current interest in the requested service.
03.Approved Service
The requested service must reasonably fall within the services approved by the client before fulfillment begins.
The client is responsible for clearly identifying the services they accept, services they do not accept, project types they handle, and any material restrictions.
04.Geographic Qualification
The service or project location must fall within the client's approved geographic area. Qualification may be based on ZIP codes, cities, counties, states, mileage radius, or other agreed territories.
The physical location where the customer needs the service will normally determine qualification. The area code of the customer's telephone number does not determine eligibility.
05.Valid Contact Information
The customer must provide usable contact information. This will generally include a valid telephone number and may also include the customer's full name, email address, service address, and preferred contact method.
A customer is not automatically invalid because they fail to answer later calls.
06.Decision-Maker Requirement
Residential Services
The customer should normally be the property owner, co-owner, spouse or partner involved in the decision, authorized family member, or another person authorized to arrange the work.
Commercial Services
An appropriate contact may include a business owner, property manager, facilities manager, general manager, building manager, authorized employee, or other authorized representative.
If a client requires stricter criteria, such as property owners only, this must be agreed before fulfillment begins.
07.Consent to the Appointment
The customer must knowingly agree to speak or meet with the client regarding the requested service and must have agreed to be contacted in connection with the requested service where such consent is required.
An appointment may take the form of an in-home consultation, on-site estimate, property inspection, telephone consultation, video consultation, showroom appointment, or another agreed consultation format.
The customer must agree to a date, time, or defined appointment window.
08.Project Timing
Unless a different standard is agreed, a customer does not need to be ready to begin work immediately. A future project may qualify.
If the client requires projects to fall within a specific period, such as within 30, 60, or 90 days, that requirement must be established before fulfillment begins.
09.Budget
A fixed minimum budget is not required unless it forms part of the client's approved qualification criteria.
An appointment does not become invalid solely because the customer has not finalized a budget, the budget changes, the customer expects a lower price, the client's estimate exceeds the customer's expectations, the customer requires financing, or the customer later decides the project is too expensive.
Minimum project value or budget requirements must be agreed before fulfillment begins.
10.Financing
A prospective customer does not need to have financing approved unless financing qualification is specifically included in the client's written criteria. Failure to obtain financing after a valid appointment does not invalidate the appointment.
11.Multiple Estimates and Competitors
A customer may speak with multiple businesses or obtain multiple estimates. The appointment remains valid if the customer otherwise satisfies the qualification requirements.
Unless separately agreed in writing, SEO Ads Services does not guarantee that a prospective customer is speaking exclusively with the client.
12.Existing Customers and Duplicates
An appointment may qualify as a duplicate if SEO Ads Services previously delivered the same customer and substantially the same project to the same client within the preceding 90 days.
A customer may still qualify as a new appointment where there is a different property, different project, materially different service, or a new request after the duplicate period.
13.Rescheduled Appointments
A customer may reschedule an appointment. A rescheduled appointment remains valid as long as the customer continues to satisfy the applicable qualification criteria.
Rescheduling does not count as another appointment and does not create an additional charge.
14.Canceled Appointments
If the customer cancels before the scheduled appointment and no longer wishes to proceed with the requested service, the appointment may qualify for replacement under the Refund & Replacement Policy.
If the customer cancels because of circumstances caused by the client, the appointment may remain valid.
15.No-Shows
A customer who completely fails to attend a confirmed appointment may qualify for replacement. The client must have made reasonable efforts to attend or conduct the appointment as agreed. Replacement requests are governed by the Refund & Replacement Policy.
16.What Qualification Does Not Mean
A Qualified Appointment is not a guarantee that the customer will purchase, sign a contract, accept an estimate, select the client, begin work, spend a particular amount, have a predetermined budget, obtain financing, or generate a particular amount of revenue.
The service purchased from SEO Ads Services is the delivery of qualified customer appointments, not guaranteed sales.
17.Client-Specific Criteria
Clients may request additional qualification standards, including minimum project value, minimum budget, homeowners only, specific property types, residential only, commercial only, specific services, specific ZIP codes or territories, or specific project timelines.
Additional requirements must be accepted by SEO Ads Services before fulfillment begins. Requirements added later do not apply to appointments already qualified or delivered.
18.Qualification Records
SEO Ads Services may maintain reasonable records relating to qualification and scheduling. Depending on the method used and applicable law, these may include qualification notes, call information, call recordings, customer responses, appointment confirmations, CRM entries, and messages.
These records may be used when reviewing a replacement request.
19.Final Qualification Determination
If qualification is disputed, SEO Ads Services will make a reasonable determination based on this policy, the client's approved criteria, available qualification records, available customer communications, and available client communications.
Any approved invalid appointment will be handled through replacement rather than a cash refund.
20.Contact
Questions regarding appointment qualification should be sent to: info@seoadsservices.com
Website: seoadsservices.com
Have questions regarding our legal policies?
Our compliance and support team is available to assist you with any inquiries or replacement requests.