Home/Process
How It Works

From Forge
to Close

Four steps from your first conversation with us to qualified leads arriving in your pipeline. Most clients are fully onboarded and receiving leads within 48 hours.

The Four Steps

A Process Built
for Results

Every step is designed to reduce friction, maximize lead quality, and get your team talking to qualified buyers as quickly as possible.

01
Step One

Define Your Ideal Buyer

The quality of your leads starts with the precision of your targeting criteria. In your onboarding conversation, we work through exactly who you want to be talking to — not just demographics, but intent signals, geography, home ownership status, service interest, timeline, and budget indicators. The more precisely we define your buyer, the higher your contact and close rates will be.

What We Capture
Geographic filters (state, city, zip radius), homeowner vs renter, service type, income bracket, and urgency indicators
What You Get
A documented filter profile that becomes the blueprint for every lead delivered to your account
02
Step Two

We Source & Qualify

Our sourcing network spans paid search, social media, content platforms, and outbound call channels. When a prospect matches your criteria, they don't simply get added to a list — they go through our qualification layer first. We verify contact information, confirm service interest, and in many cases speak directly with the prospect to confirm intent before the lead ever reaches your team.

Multi-Channel Sourcing
Google, Facebook, Instagram, native advertising, and direct outreach campaigns targeted to your buyer profile
Qualification Layer
Contact verification, intent confirmation, and TCPA consent documentation before any lead enters your pipeline
03
Step Three

Real-Time Delivery

Leads are delivered to your sales team the moment they're qualified — not batched at the end of the day, not queued for processing. Speed matters enormously in lead response. Studies consistently show that leads contacted within 5 minutes have dramatically higher connection rates than those contacted an hour later. Our infrastructure is built to get leads to your team while the prospect is still thinking about their need.

Delivery Methods
Webhook to CRM, API push, direct portal, email notification, or SMS alert — your choice, configured during onboarding
Average Delivery Time
Under 60 seconds from qualification to delivery into your system. Live transfers are connected in real time with no lag.
04
Step Four

Optimize & Scale

The first 30 days are about dialing in your filter profile based on real-world performance data. Your account manager reviews your lead quality, contact rates, and close rates with you on a regular cadence and adjusts filters accordingly. Once your performance metrics are where they need to be, scaling volume is straightforward — we simply increase throughput within your existing filter profile.

Performance Reviews
Regular check-ins with your account manager to review metrics, address quality issues, and optimize filter criteria
Scaling
Volume can be increased or decreased with short notice. No long ramp periods, no minimum scale-up timelines.
Onboarding Timeline

From Sign-Up to First Lead

Hour 0
Intro Call
15-minute call to review your business, target market, and goals
Hour 2–4
Filter Setup
We document your buyer profile and configure your lead filters
Hour 4–8
CRM Integration
Connect your CRM or set up delivery preferences in your portal
Hour 8–24
Test & Confirm
We run a test lead through your pipeline to confirm delivery is working
Hour 24–48
Live & Delivering
Your campaign is active and qualified leads are flowing to your team
Setting Expectations

What You Can Count On

We believe in transparency. Here is exactly what you should expect when working with Lead Forge — including the things most lead gen companies won't tell you upfront.

Verified, Intent-Based Contacts

Every lead has verified contact information and confirmed service interest before it reaches your team. You will not receive disconnected numbers, duplicate contacts, or leads with no interest in your service.

Speed Matters — You Must Be Fast

Lead quality degrades with response time. We deliver leads in real time — but your team must have a process to contact them within minutes, not hours. The faster you move, the higher your close rate. This is on your team, not ours.

TCPA Compliance, Always

Every lead we deliver has provided proper consent for contact. We maintain documentation on all consent records. Your calls to our leads are compliant. We take this seriously and so should you.

Performance Data in Real Time

You have access to a live dashboard showing every lead delivered, its current status, your contact rate, and your cost per acquisition. There are no black boxes. You see exactly what we see.

A Dedicated Account Manager

Growth and Scale plan clients have a named account manager — not a support ticket queue. Your account manager knows your business, monitors your performance, and proactively reaches out when something needs attention.

Continuous Optimization

Month one is not the ceiling — it is the floor. As we accumulate performance data on your account, your filters get sharper, your contact rates improve, and your cost per closed deal decreases. The system gets better the longer you use it.

See the Difference

Lead Forge vs Industry Standard

Feature Lead Forge Typical Lead Vendor
Lead exclusivity cap3 buyers max (shared) / 1 (exclusive)Often 5–10+ buyers
Real-time delivery Under 60 secondsOften same-day batches
TCPA compliance built-in Standard on all leadsVaries — often an add-on
Contact verification before delivery Every leadRarely included
Dedicated account manager Growth & Scale plansSupport ticket only
Onboarding time24–48 hoursOften 1–2 weeks
Long-term contract required No lock-in on starter plansOften 6–12 month contracts
Live performance dashboard Real-timeWeekly PDF reports
Quality dispute process 48-hour review & creditComplex or non-existent
48-Hour Onboarding

Ready to Get
Started?

The first conversation costs nothing. Tell us about your business and your target buyer and we will build you a custom plan the same day.