Lead Credit Policy

Effective date: September 8, 2026

Most lead vendors keep their credit rules private until you have signed. Ours are here, in full, so you can read them before the first call. They apply to every lead Catalyst Consulting delivers, on every plan.

What you are buying

An exclusive lead: one homeowner, in your territory, who answered our survey and asked for an estimate for your trade, delivered to you and to nobody else, by text and email within a minute of the request. Before a lead reaches you it has already passed our filters: the homeowner confirmed they own the home, said what the job is and when they want it, and gave a phone number that formats as a real US number. Leads that fail those checks are never delivered and never billed. This policy covers the ones that get through anyway.

Leads we credit

Report the lead within 7 days of delivery and we credit it when any of these is true:

ReasonWhat we check
Wrong or disconnected numberThe number does not ring, or reaches someone who is not the person on the lead.
Not the homeownerThe person cannot authorise work on the property (a renter, a tenant, a job seeker).
Outside your territoryThe project address is outside the ZIP codes on your agreement.
DuplicateThe same homeowner was delivered to you within the previous 30 days.
Never requestedThe homeowner says they did not fill out the survey, or asks not to be contacted.
UnresponsiveYou made at least four documented attempts (two calls and two texts) within three days and got no reply.

Leads we do not credit

  • The homeowner was comparing prices or got other quotes.
  • The homeowner hired someone else, or decided not to do the project.
  • The job was smaller than you hoped, or the homeowner's timeline was later than you hoped.
  • You did not contact the lead within 24 hours. Speed is the biggest driver of whether a lead answers.

How many credits

Up to 3 credits per pack of 10 leads. Leads are billed ten at a time, and a pack can carry at most three credits. If a pack hits three, we pause delivery and call you, because at that point something upstream is wrong and the fix is on our side, not a fourth credit.

How to report a lead

Use the form at deals.catalystconsultingusa.com/dispute. Give the lead's name or phone number, the reason, and for an unresponsive lead the times you tried. We review every report by hand within two business days and reply by email with the decision.

What a credit is

An approved credit is a replacement lead, not a refund: the next pack of ten carries one lead at no charge for each approved credit. If you cancel with credits outstanding, we refund them at the price per lead on your agreement.

Contact

Questions about a specific lead or this policy: marc@catalystconsultingusa.com.