For partners · Lead quality

What a CostQuote enquiry looks like.

Every enquiry is self-qualified, with consent captured on the form, before it reaches a partner. These are anonymised samples, never real customer data.

Energy

Sample lead

Fields captured

Business postcodeCurrent supplierAnnual spendContract end dateRecent bill if availableContact nameEmailPhoneConsent version

Consent: Captured on the form, recorded with the lead
Delivery: Email, webhook or CRM push, as agreed

Self-qualified on current supplier, spend band and contract timing, so you quote against a real renewal, not a cold postcode.

Broadband

Sample lead

Fields captured

Business postcodeCurrent providerNumber of usersContract end dateSpeed or service issuesContact nameEmailPhoneConsent version

Consent: Captured on the form, recorded with the lead
Delivery: Email, webhook or CRM push, as agreed

Postcode-led with user count and current provider, so serviceability and fit can be assessed up front.

Insurance

Sample lead

Fields captured

Business typeCover neededTurnoverEmployee countClaims historyContact nameEmailPhoneConsent version

Consent: Captured on the form, recorded with the lead
Delivery: Email, webhook or CRM push, as agreed

Trade, cover type, turnover and claims context captured before it reaches you. Fewer unworkable enquiries.

Finance

Sample lead

Fields captured

Amount neededUse of fundsTrading historyTurnoverBasic credit positionContact nameEmailPhoneConsent version

Consent: Captured on the form, recorded with the lead
Delivery: Email, webhook or CRM push, as agreed

Amount, use of funds, trading history and basic position captured. Every finance lead carries a record of the single buyer it was passed to.

Banking

Sample lead

Fields captured

Monthly card takingsCash depositsPayments in & outAccounting softwareTime tradingContact nameEmailPhoneConsent version

Consent: Captured on the form, recorded with the lead
Delivery: Email, webhook or CRM push, as agreed

Anonymised samples only; no real customer data is shown. Delivery is agreed with each partner individually: email, webhook or CRM push.