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Lead replacement policies: fair, and dodge

Quick answer

A fair policy replaces disconnected numbers, provably false contact details and bounced emails on proof, without argument and without a quota. It does not replace merchants who declined, did not answer, or turned out not to want funding after all — those are dialling outcomes. The dodge to watch for is a policy with a percentage cap, a short claim window, or a requirement to prove a negative.

Alex MakowskiFounder, Infinite BookingsUpdated 2026-08-302 min read

Replacement policy is where a vendor’s confidence in their own product becomes contractual. The generous ones are usually generous because the claim rate is low, which is itself the useful signal.

ClaimShould be replaced?
Number disconnected or not in serviceYes
Email hard-bouncesYes
Contact details provably falseYes
Duplicate of a lead already deliveredYes
Outside the agreed qualification criteriaYes
Merchant did not answer three callsNo
Merchant said they are not interestedNo
Merchant was declined by a funderNo
Merchant funded elsewhere firstNo

The terms that make a policy decorative

  • A cap expressed as a percentage of the order. If 5% is the ceiling, the sixth bad lead in a hundred is yours.
  • A 48-hour claim window, which is shorter than the cadence you should be running.
  • A requirement to submit call recordings for each claim, which prices the claim above the lead.
  • Credits toward a future order rather than replacements on this one.
  • Sole discretion language, which converts the policy into a request.

What we do

Spam, dead numbers and bounced emails are replaced on proof, with no cap and no argument, and anything failing the qualification criteria is never sent in the first place so it cannot be billed. A short order is refunded for the difference rather than credited. Those are narrow terms, which is the point — a policy you can rely on beats one that sounds larger.

Questions brokers ask

Disconnected numbers, hard-bounced emails, provably false contact details, duplicates and anything outside the agreed qualification criteria — replaced on proof, without a cap and without argument.

No. A merchant not picking up the first few calls is a normal dialling outcome, not a defective lead. A vendor who replaces those is pricing it into the lead or will stop once you scale.

A percentage cap, a claim window shorter than your follow-up cadence, a requirement to submit recordings for each claim, credits instead of replacements, and sole-discretion language that turns the policy into a request.

At least as long as your cadence runs — three weeks is reasonable. A 48-hour window guarantees that leads you have not finished working expire before you could have claimed on them.

The undelivered balance should be refunded rather than credited toward a future order. An agreement that is silent on this was written by somebody who expects to be short.

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