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High Value Lead Description

You may receive a lot of contact requests and sorting through them quickly and surfacing the most important ones may be a challenge.

To help surface potential high value requests, you can set a high value lead description that will then be used to train the AI to better classify these types of requests.

For example, if you are a plumber, you want to prioritize people needing a new hot water heater or a repipe versus somebody that has a running toilet. You may even have jobs that your business is better versus others that you want to include, beyond the typical high value jobs for your industry.

When creating the description, think of how you would explain to a new customer service representative that is answering your phone. Customers calling won't necessarily tell you that they need a new hot water heater, instead they will give symptoms like "water is heating up" and "our unit is 20 years old".

Another thing to consider is urgency around the request, if you charge premiums for work done quickly, you will want to include this in the description.

Example High Value Lead Descriptions​

Providing a well-crafted high value lead description allows our AI to better prioritize leads that align closely with your business goals. Below are examples tailored to various industries. Customize these examples to fit your unique needs and operational priorities.

HVAC Example​

Prioritize customers reporting no heating or cooling in their homes, unusual noises from their HVAC system, or frequent breakdowns. Leads from customers mentioning older units (15+ years) needing replacement or those with energy efficiency concerns are high priority. Emergency calls for extreme weather conditions (e.g., heatwaves, cold snaps) should also be prioritized, especially for customers mentioning health concerns or households with young children or elderly residents.

Symptoms to Listen For:

  • "No air conditioning, and it’s over 90 degrees outside."
  • "The system is 18 years old and needs constant repairs."
  • "The heating just stopped, and we have small children."

Roofer Example​

High-value leads include customers needing full roof replacements, major repairs due to storm damage, or emergency leak repairs. Prioritize inquiries from customers experiencing severe issues like water intrusion, visible structural damage, or large areas of missing shingles. Leads mentioning older roofs (15+ years), interest in high-quality materials (like metal or tile), or customers seeking comprehensive inspections before a property sale should also be prioritized.

General Handyman Example​

Prioritize leads for projects that require multiple skills or longer durations, such as home renovations, remodeling, or repairs in high-use areas like kitchens and bathrooms. High-value leads include clients needing urgent repairs to prevent further damage, such as fixing leaks, electrical issues, or structural concerns. Requests for ongoing maintenance plans, especially for rental properties or commercial spaces, are also valuable. Clients mentioning time-sensitive needs, like preparing a property for sale or a new tenant, should be prioritized.

Auto Repair Shop Example​

Prioritize calls regarding major mechanical issues, such as engine trouble, transmission failure, and brake system problems. Customers experiencing urgent or unsafe driving conditions, such as brake failure or steering issues, are high priority. Customers needing a comprehensive diagnostic or mentioning that their vehicle has failed state inspections should also be prioritized.

Symptoms to Listen For:

  • "My check engine light has been on for a while, and the car is making strange noises."
  • "The brakes are squealing loudly and feel soft when pressed."
  • "My car failed the state inspection, and I need it fixed quickly."

Landscaping Company Example​

Focus on leads mentioning large landscaping projects, such as full garden design, hardscaping, or irrigation system installations. High-value leads also include customers interested in ongoing maintenance plans, particularly for commercial properties. Any inquiries around seasonal preparation or storm damage repairs for large properties are priority leads.

Symptoms to Listen For:

  • "We need a complete redesign of our backyard."
  • "I’m interested in a maintenance plan for our office grounds."
  • "Our yard was damaged by a recent storm and needs extensive cleanup."

Real Estate Agency Example​

High-value leads are clients ready to buy or sell within the next 1-3 months, especially those looking for properties in high-demand areas or price ranges. Leads from clients relocating for work or family reasons, or those looking for investment properties, are particularly valuable. Urgent needs, such as clients needing to close quickly or facing lease expirations, should be prioritized.

Symptoms to Listen For:

  • "I need to move within the next two months."
  • "We’re looking to buy an investment property."
  • "My lease is expiring soon, and I want to buy instead of renting again."

Law Firm Example​

High-value leads include clients facing urgent legal issues, such as criminal charges, divorce proceedings with immediate custody concerns, or personal injury cases with significant medical expenses. Leads mentioning complex estate planning, high-value real estate transactions, or business contracts are also priority cases. Clients indicating immediate deadlines or facing financial/legal consequences without swift action should be prioritized.

Symptoms to Listen For:

  • "I need a lawyer for a custody hearing coming up next month."
  • "I've been injured in an accident, and the bills are piling up."
  • "We have a contract that needs legal review before signing."

Veterinary Clinic Example​

Prioritize leads mentioning emergencies (e.g., vomiting, difficulty breathing, or injuries), new client inquiries for pets with chronic conditions, and clients needing preventive procedures like spaying or neutering. Urgent cases should be prioritized, especially for pets showing symptoms that indicate immediate medical attention.

Symptoms to Listen For:

  • "My dog has been throwing up and seems really lethargic."
  • "Our cat has trouble breathing and might have asthma."
  • "I need to get my new puppy vaccinated and checked out."

Digital Marketing Agency Example​

High-value leads include businesses seeking full-service marketing campaigns, rebranding, or monthly retainer services. Leads mentioning specific goals like increasing online conversions, launching a product, or expanding into new markets are priority. Urgent inquiries from clients looking to achieve results within a short time frame should also be prioritized.

Symptoms to Listen For:

  • "We’re looking to launch a new product and need a full campaign."
  • "Our website needs to be optimized for better conversion rates."
  • "We want a complete rebrand to appeal to a new demographic."

These examples offer a starting point for crafting high value lead descriptions that resonate with the specific services and unique priorities of your business.