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Free pool lead scorecard: should you book the estimate?

Short answer

Rate a homeowner on six things: budget, timeline, decision makers, yard access, HOA and permits, and pool type. The scorecard tells you whether to book the estimate, keep in touch, or decline politely. It runs in your browser and nothing is sent anywhere.

Budget

Is the homeowner's budget at or above your minimum for the project?

Timeline

Do they want to build within the window you take on?

Decision makers

Can everyone who signs attend the walkthrough?

Yard and access

Is there equipment access, and a workable slope?

HOA and permits

Are approvals clear, or already started?

Pool type

Is it a pool you build?

Answer the six questions to see a suggestion.

Not sure how to ask these? How to qualify a pool lead before you drive out. To have every inquiry checked for you, see qualification and appointment setting.

Questions pool builders ask

How does the scorecard decide?

If the budget or pool type doesn't fit, it suggests declining politely. If the timeline is later than you build, it suggests keeping in touch. If budget and timeline fit and nothing is flagged, it suggests booking the estimate. Anything unsure gets a prompt to ask more first.

Is any of my information saved or sent?

No. The scorecard runs in your browser, and nothing is sent or stored.

How do I ask these questions?

See how to qualify a pool lead, which has the wording and what good answers look like.

Find out if your market can support it

20-minute call. We look at your service area and average job size, give you a realistic range of booked estimates, and tell you straight if it isn't worth doing.

Book a free strategy call

No contract for the call. One builder per service area.