HOME-SERVICES LEAD VENDOR RFP
Adsora buyer worksheet | Published September 19, 2026
https://adsora.com/blog/home-services-lead-vendor-rfp

Replace the bracketed fields. This is a planning worksheet, not a contract or
an Adsora price, inventory commitment or service guarantee. Do not include
credentials or homeowner information in this document.

BUYER BRIEF
Company and website: [ ]
Program owner and role: [ ]
Requested launch window: [ ]
Trades and accepted project types: [ ]
Excluded work and property types: [ ]
Service ZIPs and branch owners: [Attach versioned list]
Requested intake range and pilot purchase limit: [ ]
Staffed hours, timezone and pause owner: [ ]
Current delivery platform or CRM: [ ]
Required fields and acceptable unknown values: [ ]

VENDOR RESPONSE
For each section mark: supported / requires discussion / unavailable.
Name the supporting document, open question and responsible person.

1. PRODUCT AND SOURCE
What event does the buyer purchase?
Who controls the ad campaign and the capture page?
What offer does the homeowner see before entering contact details?
Which qualification questions are completed before delivery?
What representative page and redacted record can we review?
How do additional publishers or source changes enter the program?

2. DISTRIBUTION
How many buyers receive each record?
Can the record be sold again later?
Are territory rights separate from per-record exclusivity?
What duplicate matching and lookback rules apply?

3. EVIDENCE AND REVIEW
Which capture records accompany or reference delivery?
How are they linked, checked, retained and retrieved?
Who owns approval of the source and contact workflow?
How are material source changes communicated?

4. COVERAGE AND CAPACITY
Which requested trades and ZIPs can the proposed program serve?
Which exceptions remain open?
What purchase limits, pacing and delivery hours are proposed?
Who can pause intake, and how are in-flight records handled?

5. DELIVERY
Which account-specific posting specification applies?
What fields and accepted values are required?
What distinguishes ping approval, final acceptance and an error?
How are timeouts, repeated requests and uncertain outcomes handled?
Which synthetic acceptance and rejection tests will be run?
How will accepted IDs be traced into the correct CRM queue?
Who owns delivery incidents on each side?

6. COMMERCIAL TERMS
Quote and currency, with scope and volume assumptions: [ ]
Billable event: [ ]
Payment terms: [ ]
Credit reasons, evidence, request window and response timeframe: [ ]
Reconciliation format and cadence: [ ]
Pilot, pause, expansion and termination terms: [ ]

7. PILOT APPROVAL
Initial trade, market and receiving-team scope: [ ]
Launch requirements and negotiable preferences: [ ]
Test evidence and outstanding issues: [ ]
Delivery review date: [ ]
Sales-outcome review dates and observation windows: [ ]
Outcome definitions, including pending work: [ ]
Approval owners and effective version: [ ]
Decision after review: [Expand / revise / pause]

Discuss an Adsora program: https://adsora.com/become-a-buyer