Consumer Lead Flow

Top Tier Strategies · Launch Schematic

How a Lead Travels

A homeowner finds a vetted contractor in their area and starts a project. Every request lands in TTS back office first, where a real person confirms it before it ever reaches the contractor. One step, marking the lead qualified, is what routes it, bills it, and starts the contractor's clock, all at once.

Automatic A phone call Billing event Safety net Continues
Act 1

The Homeowner

On the public website, where they find a contractor and ask to start a project.
1
Step 01 · Public site

Find a Contractor Nearby

The homeowner chooses the work they need, then narrows to their state and city. They see the vetted member contractor serving that area, with the Licensed, Insured, Verified badge and their reviews.

ttscontractors.com/tx/dallas
Contractors Near You
Vetted residential pros serving Dallas, TX
Your Local Contractor
Licensed · Insured · Verified
★★★★★
View Profile
2
Step 02 · The mini-site

They Land on the Contractor's Page

The contractor's mini-site sells the work: real projects, real reviews, and a clear way to begin. The homeowner taps Start Your Project. Because they began here, the request is tied to this contractor from the first click.

ttscontractors.com/pros/your-contractor
Vetted
Residential Remodels · ADUs · Roofing
Built Right, By People You Can Trust
Decades serving local homeowners, with the proof to back it up.
Start Your Project
20+Years
★ 4.9Reviews
100%Licensed
3
Step 03 · Project request

They Post the Project Request

The homeowner fills out the request: their project, timeline, budget, financing interest, and contact details. On submit, the form posts straight into GHL and the journey crosses into TTS back office.

ttscontractors.com/request
 
 
Kitchen remodel
Dallas
TX
1 to 3 months
$25k to $50k
Yes, tell me more
Get Started
Act 2

TTS Back Office

The Top Tier Strategies LLC sub-account in GHL. The lead lands in the Marketing Pipeline here, the master record never leaves, and this is where a request becomes a real, qualified lead.
4
Step 04 · Marketing Pipeline · New Lead

The Lead Lands in the Pipeline

The form creates the master lead as an opportunity in the Marketing Pipeline, inside the Top Tier Strategies LLC sub-account, at the New Lead stage. It is tagged New Request and not yet assigned. This master record is the full audit trail from here on, and it stays in TTS no matter where the lead goes next.

Lands here
New Lead
After the call
Contacted
Verified
Qualified
Currently GHL's default Marketing Pipeline. The trailing stages (Proposal Sent, Negotiation, Closed) are defaults still to be tailored to the intake flow.
Website Lead New Request
5
Step 05 · Human · the qualifying call

Admin Calls and Verifies the Project

A person on the TTS team calls the homeowner to confirm three things: a real person, a real project, and real intent. They move the opportunity to Contacted while they work it. This is the promise that protects the contractor. He only ever pays for a lead a person has checked by hand.

A lead that does not qualify stays in intake. It never reaches a contractor and never bills.

TTS Lead Team
Calling the Homeowner
Confirming the project…
A real person
A real project
Real intent
6
Step 06 · The one action that does everything

Move It to the Qualified Stage

When the project checks out, the admin moves the opportunity to the Qualified stage in that same pipeline. That move is the green light, and two tags ride along behind it. Qualified lead is the permanent stamp that says "this is real." Assigned is the routing flag that fires the lead to the contractor. Keeping the tags separate is what lets a lead be re-routed later without losing its "real" stamp.

From
New Lead
From
Contacted
Move it here
Qualified
qualified lead · permanent assigned · fires routing
$
Triggered the instant it is qualified
Billing event · PR-1 tier rate

The Contractor Is Billed

At the moment of routing, the per-lead charge is recorded against the contractor at his tier rate. Qualified, assigned, routed, and billed are one motion.

Qualified Assigned Routed Billed
Act 3

The Contractor's Portal

His own sub-account receives a working copy of the lead and his clock starts ticking.
7
Step 07 · Routed to his pipeline

A Working Copy Lands in His Account

The lead creates a contact and an opportunity at the New Lead stage in the contractor's own sub-account, carrying the notes from the qualifying call. It stamps two deadlines and notifies him by email, SMS, and in-portal.

Enters here
New Lead
Stage 2
Contacted
Stage 3
Quoted
Stage 4
Won
or
Lost
Respond By · +24h target
Auto-Reassign · +48h backstop
8
Step 08 · Within 48 hours?

He Works It, or It Comes Back

The clock runs only while the lead is untouched. The moment he moves it to Contacted, the clock stops.

The path we want
He Calls It

The contractor calls the homeowner and moves the lead to Contacted, stopping the clock. From there it runs his normal sale, Quoted, then Won or Lost. The charge stands and the two of them take it from here.

Safety net
It Is Recalled

If it sits untouched past 48 hours, the system reverses his charge, deletes the working copy so he cannot call it late, and sends the lead back up to TTS to re-route. No homeowner ever gets two contractors calling.

Today, with one contractor per area, a recall goes to a manual TTS queue rather than a second contractor.
The Mechanics Underneath

Two Records

masterLives in TTS back office. The audit trail. Never leaves.
copyLives in the contractor's account. Disposable, and deleted on recall so a missed lead can never be called late.

The Tags

qualified leadThe permanent "this is real" stamp. Added once, never removed.
assignedThe routing flag. Adding it fires the lead; recall clears and re-adds it.
paidFrom the contractor's own ads. Goes straight to him, not charged as organic.

The Two Clocks

Respond By+24h from routing. The target the homeowner is told.
Auto-Reassign+48h from routing. Untouched at this point and the recall fires.
Both run only while the lead is uncontacted. Contacted stops them.
Top Tier Strategies · Consumer lead flow (W-series)
Grounded in W-2 §4 (locked lead flow) and the Lead Routing & Recall build design.
Forward routing and intake are built and live. Recall, charge-reversal, and the billing meter are designed, not yet built.