We're excited to guide you through the key expectations for accounts on our Pay-Per-Sale (PPS) model. Our mission is to foster a successful partnership with each account, and these expectations are designed to help us achieve mutual success.
Understanding the Pay-Per-Sale Model
Before we dive into the specific requirements, let's clarify what the Pay-Per-Sale model is all about. This model is built on trust and partnership! It's not just about us delivering leads, it's about working together to optimize your account and lead quality.
Dashboard Users: Keeping it Updated
For accounts that actively use our dashboard, here are the key expectations:
Status Updates: When you receive an appointment, please ensure that the appointment status is updated and moved out of "New" or "Confirmed" within 48 hours. This is crucial to maintain accurate data.
Bid Working: Appointments should be moved out of "Bid Working" if no result is achieved within 30 days of the appointment. If the appointment is still being worked on, move it to "Bid Lost" using the "Follow Up" reason.
Marking Sales as "Hired": Sales must be updated to “Hired” as soon as they meet the following criteria:
Contract Signed
Past Rescission
Funding Approved
*Please note that this does not include "Awaiting Payment" (Customer or Insurance).
Bid Amount: When marking a sale as "Hired," the Bid Amount must be updated immediately to reflect the full contract total without any deductions for dealer fees.
Failure to update statuses/bid amounts correctly or in a timely manner will trigger automated notifications and result in the account getting paused if action is not taken promptly. If your account gets paused, make sure to update all statuses first and then reach out to our Support Team at support@contractorappointments.com.
Accounts on Weekly Reports: Sending Essential Data
For accounts that send us weekly reports, here's what we expect:
Reporting Frequency: Weekly reports must be sent every Thursday to your account manager. Automating this process, if possible, is highly encouraged.
Data Inclusion: Weekly reports should always include lifetime leads dating back to your PPS Start Date. The following data points are required:
Name, Phone, Email, Entry Date, Product, Market, Result, Result Reason, Set, Issue, Demo, Sold, Gross Amount, and Net Amount
Marking Sales as "Net": Sales must be marked as "Net" on your reports as soon as they meet the criteria of:
Contract Signed
Past Rescission
Funding Approved
**Please note that this does not include "Awaiting Payment" (Customer or Insurance).
Net Amount: The Net Amount should reflect the full contract total without any deductions for dealer fees.
Failure to send weekly reports as expected will trigger automated notifications and result in the account getting paused if action is not taken promptly. If your account gets paused, make sure to send an updated report to your account manager as soon as possible.
All Accounts: Consistent Requirements
Here are a couple of expectations that apply to all accounts:
Revenue Per Appointment (RPA) Requirement: To sustain and scale volume effectively, we require a minimum RPA of $165+ (this may vary by market) to maintain an active status. If your RPA falls below this requirement, our system will notify you, prompting you to connect with an account manager to optimize your account. If the RPA continues to stay below our requirement, your trade/market may be paused, or alternate options will be provided to resume volume. Read more about Revenue Per Appointment HERE.
Duplicates: All leads delivered to the contractor are included in the terms of this agreement unless the customer was considered an issued and/or demoed appointment within 60 days of the lead being delivered.
We hope that these expectations help provide clarity on how we can work together for success within the Pay-Per-Sale model. Our aim is to create a partnership where we can collaborate with the same goal in mind - mutual growth and success! One can’t exist without the other. If you have any questions or need assistance, please don't hesitate to reach out to your account manager or our Support Team at support@contractorappointments.com.
Thank you for being a valued partner with Contractor Appointments. We look forward to achieving great results together!