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How It Works

From your goals to your next opportunity.

A straightforward process built around your industry, service territory, customer criteria, and available capacity.

How it works

Simple to start. Built around your business.

Our approach is tailored to your service area, customer criteria, and the opportunities your team is prepared to handle.

01

Define Your Goals

We start by understanding your industry, service territory, ideal customer, and desired lead or appointment volume.

02

Connect With Homeowners

We develop homeowner acquisition and outreach around your market. For appointment clients, we also qualify prospects against the agreed criteria.

03

Deliver Opportunities

Choose direct lead delivery or qualified appointments scheduled into your connected calendar, according to your availability.

Your market. Your criteria. Your capacity.

Discuss My Lead Strategy

Your delivery path. Your sales process.

Homeowner Leads

Receive homeowner inquiries directly as they come in. Your team owns the follow-up and appointment setting.

  • Industry and service-area targeting
  • Direct lead delivery
  • Your sales process and closing

Booked Appointments

Choose a monthly appointment package. Oakridge qualifies interested homeowners and schedules around your agreed availability.

  • Agreed homeowner qualification criteria
  • Connected calendar and available capacity
  • Your team handles the consultation and sale

Start with a conversation about your business.

Tell us about your service area and the opportunities your team is ready to handle.

Discuss My Lead Strategy ↗