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Twelve questions before you sign a lead agreement

Quick answer

Ask who generates the traffic, how the phone is verified, how many buyers each lead has and for how long, what the consent disclosure says, what the replacement policy covers, how delivery works, what the pacing is, what happens to an undelivered balance, whether they scrub, what the payload contains, whether they sell aged data, and who owns the record afterwards. Ask in writing — a vendor who answers by phone only is telling you something.

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

Lead agreements are short and lead sales calls are long, which is the wrong way round. The questions below take a vendor ten minutes to answer honestly and are the whole of the diligence most brokers never do.

AskWhat a good answer sounds like
Who generates the traffic?We run our own ads, on these platforms
How is the phone verified?A one-time code the merchant types back
How many buyers per lead?One, permanently
What does the disclosure say?They send the text and a screenshot
What is replaced, and how?A written policy with examples
How does delivery work?Webhook POST, shaped to your fields
What pacing can I set?Daily cap and a delivery window
What if you under-deliver?Refund the difference
Do you scrub?Yes, at generation, and here is the provider
What is in the payload?A sample JSON, immediately
Do you sell aged data?A straight yes or no
Who owns the record after?You do, exclusively

The three that separate vendors

  • **Buyers per lead, and for how long.** "Exclusive" often means exclusive for thirty days. Ask for the number and the duration, and get both in the agreement.
  • **The consent disclosure text.** A vendor who cannot send you the exact wording under the submit button does not have a defensible consent record, and you are the one who places the call.
  • **What under-delivery does.** An agreement silent on a short order is an agreement that expects to be short.

What we answer

Our own answers are on the buy page and in the criteria page, including the ones that are not flattering: no free trials, no revenue share, no aged data, and a benchmark of two to four funded per fifty rather than the best number we have recorded. If a vendor’s answers to the twelve questions are vaguer than that, the vagueness is the finding.

Questions brokers ask

Who generates the traffic, how the phone is verified, how many buyers each lead has and for how long, the exact consent disclosure text, the replacement policy, delivery method, pacing controls, what happens if they under-deliver, whether they scrub, what the payload contains, whether they sell aged data, and who owns the record afterwards.

No, and this is the most common gap between what is said and what is meant. Exclusive frequently means exclusive for a window — thirty days is common — after which the record is resold. Ask for the number of buyers and the duration, and get both in writing.

Because you place the call and the consent record is your defence. A vendor who can send the exact wording, a screenshot of the page and a sample record has one; a vendor who describes their process instead does not.

Disconnected numbers, provably false contact details and bounced emails, replaced on proof without argument. It should not cover a merchant who simply did not answer — that is a dialling outcome, not a defective lead.

Yes. An agreement silent on a short order is an agreement written by someone who expects to be short. The undelivered balance should be refundable.

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