Important: this is an internal review worksheet, not legal, advertising-platform, or reimbursement advice. Always follow the platform's current policy and keep screenshots/call records only where your business is allowed to store them.
1) Copy/paste lead dispute review card
LSA / marketplace lead review
Lead source:
Platform lead ID:
Date/time received:
Customer name or masked identifier:
Phone/email visible in CRM:
Service requested:
Service area match: yes / no / unsure
Duplicate of existing lead? yes / no / unsure
Reached customer? yes / no / pending
Evidence links/screenshots/call notes:
Reason code: spam / duplicate / out of service area / wrong service / no contact / price-only / valid lead / needs manager review
Recommended action: work lead / request more info / dispute according to platform rules / close as lost / keep monitoring
Owner:
Due time:
Reviewer signoff:
2) STOP AUTOMATION guardrails
- STOP AUTOMATION: do not let AI invent call outcomes, customer intent, platform policy, refund/credit eligibility, service area fit, pricing, appointment availability, warranty status, or prior contact history.
- NEEDS OWNER REVIEW: any lead-dispute decision involving billing, platform credits, legal/compliance wording, reviews, threats, chargebacks, or account health.
- Keep internal dispute notes separate from customer-facing replies; do not blame the platform or customer in a reply template.
- Use only verified CRM/call-center/source evidence; if evidence is missing, mark it as missing instead of filling the gap.
3) Safe customer reply snippets
Need one detail:
Thanks for reaching out — we can help check fit. What city is the job in, and what service are you looking for?
Out of service area:
Thanks for contacting us. Based on the location you shared, this appears to be outside our current service area. If that changes, we will update you before scheduling anything.
Wrong service:
Thanks for the details. We do not want to overpromise — this request may be outside the services we currently handle. I am marking it for review before anyone gives a quote or booking window.
4) AI summary prompt for internal review
You are helping a local-service business review a paid marketplace lead.
Use only the source notes below. Do not invent customer intent, platform policy, credit eligibility, call outcomes, service area, price, diagnosis, or appointment availability.
Return:
1. One-sentence lead summary
2. Missing evidence
3. Suggested CRM reason code
4. Recommended next owner/action
5. Customer-safe reply draft if more information is needed
Source notes:
[PASTE CRM NOTES, CALL SUMMARY, PLATFORM FIELDS]
5) Weekly lead-quality review questions
- Which paid sources created the most valid booked leads, not just the most raw inquiries?
- Which reason codes repeat: out-of-area, wrong service, duplicate, unreachable, price-only, or incomplete intake?
- Which intake fields would prevent the same dispute next week?
- Which customer replies need to be faster, clearer, or safer?
For broader scripts and CRM workflows, start with the free Speed-to-Lead Swipe File. The paid Local Lead Rescue System expands this into follow-up templates, lead labels, and human-review workflows.