Pre-Qualifying Surveys

Although a pre-qualifying survey is definitely possible for your client's lead acquisition, we do not automatically input these into our snapshots. Here are the the reasons why we err on the side of not including them:

If you’re talking about DR, that’s not a good idea because surveys reduce appointment volume and just by nature of needing to go to the place of business or have an estimator come to your house, there’s already enough friction.

If you’re talking about for client acquisition, don’t implement a qualifying survey till you have more appointments than you can possibly meet with (5+ per day regularly).