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Lead Policy

Last Updated: January 2026

1. What Constitutes a Lead

A lead is defined as a contact or prospect that has been identified and qualified according to the criteria agreed upon between Deal Bird and the client. Specific qualification criteria are established before each campaign begins.

2. How Leads Are Generated

Leads are generated through targeted outbound calling and prospect identification based on agreed-upon criteria. Our team conducts strategic outreach to identify prospects that match your specified requirements.

3. Qualification Criteria

Lead qualification criteria are agreed upon with each client before campaigns begin. These criteria may include geographic location, property type, budget range, investment interest, and other relevant factors as specified by the client.

4. Delivery Process

Qualified leads are delivered through the agreed-upon method, which may include direct transfer, CRM integration, or other specified delivery channels. Delivery timelines and formats are established in writing with each client.

5. Duplicate Lead Policy

Duplicate lead policies are established with each client on a case-by-case basis. Specific terms regarding duplicate identification and handling are outlined in client agreements.

6. Invalid Lead Process

Leads that do not meet agreed-upon qualification criteria may be reviewed. The process for addressing invalid leads is established in writing with each client and may include replacement or credit at Deal Bird's discretion.

7. Contact Information Requirements

Leads include contact information that has been verified to the extent possible. However, Deal Bird cannot guarantee that all contact information remains current or that all prospects will respond to outreach.

8. Replacement/Refund Policy

Replacement and refund policies vary by client agreement. Specific terms regarding lead replacement, credits, or refunds are established in writing with each client based on the scope and terms of the engagement.

9. Exclusivity/Recycling Policy

Exclusivity and recycling policies are established with each client on a case-by-case basis. Specific terms regarding lead exclusivity, data sharing, and recycling are outlined in client agreements.

10. Client Responsibilities

Clients are responsible for promptly following up with delivered leads, maintaining accurate records, and providing feedback on lead quality. Timely follow-up is essential for maximizing conversion opportunities.

11. Contact Information

For questions about our Lead Policy or to discuss specific terms for your engagement, please contact us through the contact form on our website.

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