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Buying Appointments

How to Vet a Roofing Appointment or Lead Vendor Before You Sign

Quick answer

Vetting a roofing lead or appointment vendor means checking five things before you commit a dollar: whether what you are buying is exclusive or shared, whether the price is published in writing or hidden behind a "custom quote," what the no-show and replacement policy actually says, what counts as a "qualified" appointment and who enforces it, and what the contract says about minimum orders, auto-renewal, and cancellation fees.

Ask a vendor to answer all five in writing on the first call. A vendor who dodges more than one of them is telling you something.

Start With Exclusive or Shared, Because It Changes Every Other Answer

Before you compare a single price, find out if the lead or appointment is sold to you alone or sold to whoever answers the phone fastest. Shared marketplaces like Angi, HomeAdvisor, Networx, and CraftJack sell the same homeowner inquiry to three to eight contractors at once. Angi roofing leads run $15 to $85 or more on the low end and $40 to $120 for higher-value jobs, on top of an annual membership fee of roughly $300 to $400. HomeAdvisor charges an annual fee plus $45 to $110 per lead sent, shared among three to eight pros.

Exclusive appointment sellers work differently: the lead or appointment goes to you and nobody else. That distinction alone explains most of the close-rate gap in this market. Shared leads close at roughly 8% to 20% once every dead lead in the batch is counted, versus 25% to 35% for exclusive. If a vendor is vague about which model you are buying, that is the first question to pin down, not the last.

Ask for the Price in Writing, Not a Custom Quote

Some vendors publish real numbers. The Lead Giants runs tiered per-appointment pricing at $200 for entry volume, $190 at mid-volume, and $175 at high-volume, all public on their pricing page. Minyona publishes $75 to $150 per booked appointment (or $41 to $99 per lead if you buy that way instead), plus a one-time $2,000 setup fee and no monthly retainer. Other vendors, like 33 Mile Radius, quote custom pricing only after a sales call.

Published pricing is still the exception in this market, not the rule, which is exactly why it is worth asking for in writing before the first call ends. A vendor who cannot or will not put a number on paper makes it harder to compare them against anyone else, and that is sometimes the point.

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Read the No-Show and Replacement Policy Before the Pricing Page

The price per unit only tells you what you will pay if everything goes right. The replacement policy tells you what happens when it does not. The Lead Giants publishes a 24-hour replacement guarantee on its pricing page, a specific, checkable commitment. HomeAdvisor's policy runs the other direction: credits only, no cash refunds, and early-termination fees that can run up to 30% of the remaining contract or, per contractor complaints tracked by the BBB and a documented lawsuit writeup, exceed $1,500.

Ask exactly what triggers a replacement (wrong number, no answer, not a real prospect) and how long you have to claim it. A full breakdown of what these policies actually guarantee, and what they do not, is worth reading before you sign anything.

Get Qualification Criteria in Writing, Not a Verbal Promise

"Qualified" means different things to different vendors, and if it is not defined before the appointment ships, you will find out what it means the hard way. Does qualified mean the homeowner confirmed a real need, or just that someone answered the phone? Does it account for whether the property is in your actual service area, or whether the homeowner is even the decision-maker? Get the specific criteria in writing, and get them defined separately for storm, retail, and commercial work if you sell into more than one segment.

Check the Contract for Minimum Orders, Auto-Renewal, and Early-Termination Fees

The line items that hurt most are rarely the per-unit price. Angi stacks an annual membership fee of roughly $300 to $400 on top of its per-lead pricing. HomeAdvisor's early-termination fees can run up to 30% of the remaining contract. Minimum order requirements can lock you into a volume before you know your own conversion rate. None of these show up on the vendor's homepage pricing table, they show up in the contract, so read that section before you sign, not after your first invoice.

A Five-Question Vetting Script for the Vendor's Own Sales Call

  1. "Is this lead or appointment exclusive to me, or is it shared with other contractors?"
  2. "What's the per-unit price, in writing, including any setup or membership fees?"
  3. "What's your replacement or credit policy, and what's the claim window?"
  4. "What specifically has to be true for an appointment to count as qualified?"
  5. "What's the minimum order, contract length, and early-termination fee if this doesn't work out?"

Five questions, five answers, in writing. If you get all five clearly, you can compare that vendor against anyone else on an apples-to-apples basis. If you do not, you are buying on trust alone.

What this means for you

  • Exclusive versus shared changes your real close rate, not just your sticker price: 25% to 35% for exclusive against 8% to 20% for shared.
  • A vendor who will not put price, replacement terms, or qualification criteria in writing is telling you something before you have spent a dollar.
  • The line items that hurt most, membership fees, minimum orders, early-termination fees, live in the contract, not the pricing page.

Sources

The external data in this guide draws on the sources below. Figures described in the text as estimates or industry triangulations are directional and are not attributed to a single dataset.

FAQ

What is the difference between a shared lead and an exclusive appointment?
A shared lead is sold to three to eight contractors at once, so you are racing competitors to reach the same homeowner. An exclusive appointment or lead is sold to you alone. That difference is the main reason exclusive close rates run 25% to 35% against 8% to 20% for shared leads once every dead lead is counted.
Should I trust a vendor who will not publish pricing?
Not automatically disqualifying, some legitimate vendors quote custom pricing because scope or service area varies. But it does mean you cannot compare them against a published-price vendor like The Lead Giants or Minyona without asking directly, so get the number in writing before you decide.
What should a replacement or credit policy actually guarantee?
A strong policy states a specific claim window (The Lead Giants publishes 24 hours), a specific list of valid reasons (wrong number, no real interest, no answer), and either a free replacement or a real credit, not just vague "we will work with you" language.
How do I know if a "qualified" appointment vendor is actually qualifying leads?
Ask for their specific qualification criteria in writing before you buy, then check your first month of appointments against it. If appointments consistently miss the stated criteria, that is a contract issue to raise immediately, not something to absorb quietly.
Is a $2,000 setup fee normal for a roofing appointment vendor?
It is documented as a real, published fee at at least one vendor (Minyona), separate from that vendor's zero monthly retainer. Setup fees exist across this market in different forms, so treat the total first-month cost, setup plus per-unit price, as the number to compare, not the per-unit price alone.

Get every answer in writing before you sign.

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