Lead Journeys are designed to qualify the traffic you already generate, not replace your existing client relationships or CRM.
A verified lead opportunity is only counted (and charged) when all three conditions are met:
- The prospect enters through your Lead Journey (website, link, or campaign)
- They complete the journey and verify their contact information
- The system creates a new Lead Journey opportunity with a full analysis
If someone is already working with you and simply reaches out directly (call, text, email, referral, etc.), that is not a Lead Journey opportunity and is not billable.
What about existing clients or repeat visitors?
- If an existing client goes through a Lead Journey (for example, a refinance), that is treated as a new qualified opportunity because it’s a new transaction with new data and a fresh analysis.
- Importantly, you are not paying twice for the same lead. You’re only paying when the Journey creates new, structured, analysis-ready data that saves you time and drives a new deal forward.
Why is this fair
The fee is not for "ownership of the client." The fee is for the qualification, analysis, and automation work the Journey performs for that specific opportunity.
In practice, this means:
- You’re never charged for direct inquiries you already handle
- You’re never charged for partial or abandoned journeys
- You’re only charged when the system delivers a fully qualified opportunity that would normally take significant manual work to produce
Our goal with attribution is simple: you should only pay when the Journey clearly added value and saved you time.