NEW APPT. UPLOAD

TAKE A PICTURE OF SIGNED APPT. SLIP BEFORE GIVING IT TO HOMEOWNER.

DON'T FORGET TO CLEARLY VERIFY HOME OWNERSHIP NOT RENTERS.

NEITHER IS A FULL TIME STUDENT, RIGHT?

NO EXISTING WHOLE HOUSE FILTERS.

DID THEY CONFIRM THAT BOTH WOULD BE THERE AND PARTICIPATE THE WHOLE TIME WINDOW, NO DISTRACTIONS OR WORK STUFF, & GIVE THEIR HONEST OPINIONS & FEEDBACK?

DID YOU VERIFY THEIR PHONE NUMBER IS REAL AND CONFIRM ADDRESS, ETC. BEFORE SUBMITTING?

Marketer Name * Required

YOUR NAME OR THE ENTITY WHO GENERATED THE OPPORTUNITY

Lead Source Type * Required

Water Test Date * Required

6 DIGIT MO./DAY/YR. THEN 3 LETTER DAY (01/01/25 WED)

Arrival Window- Earliest Time * Required

Arrival Window- Latest Time * Required

Was A Gift Offered? * Required

If So, How Much? OR Select "No Gift". * Required

DOESN'T MATTER IF VISA OR BIZGIFT OR SPECIFIC RETAILER

Appt. Setter Name * Required

WHO DID YOU COORDINATE WITH TO SCHEDULE THIS?

Appt. Setter Notes, If Any

IF WTS CALL CENTER, PLEASE PUT NAME OF AGENT

Name * Required

BOTH FIRST THEN LAST OF PRIMARY CONTACT (JOHN SMITH)

Phone Of Primary Contact Person * Required

DON'T FORGET AREA CODE. XXX-XXX-XXXX

IF KNOWN, OTHERWISE LEAVE BLANK

Co-Owner First Name (MARY)

LEAVE BLANK IF SINGLE HOMEOWNER

Co-Owner Last Name (SMITH)

LEAVE BLANK IF SINGLE HOMEOWNER

Co Owner Relationship

ONLY LEAVE BLANK IF SINGLE

Co Owner Phone #

Address * Required

Do they OWN the or rent the home?

Housing Type * Required

Water Source Type * Required

Has Existing Whole House Filtration? * Required

Age Group of Primary Adults (If Known)

# Adults In Household * Required

# Kids In Household * Required

Initial Rating of Water Quality

Monthly Bottled h2o Spend? * Required

Avg. Amount Spent Annually on Fridge Filters

Has or Uses...

Fridge Filter

Sink Filter

Berkey or Similar

Reverse Osmosis

NON R.O. Undersink

Water Softener

Whole House Filtration

Unknown / Left Blank

Does Anyone In Home Have Eczema or Dry Skin?

Any Conditions Experienced?

Chlorine Smell

Sulfur Smell

Other Odors

Cloudy Water

Water Spots

Foul Taste

Gunk/Buildup

Other

Lead Notes, If Any

FLYER ON DOOR, MAILER, SPOKE TO A GUY AT DOOR, ETC.

UPLOAD- Lead Form, Appointment Slip (Signed If Applicable), or the Bottle Drop Slip * Required

OR A PIC OF THE TYPE OF MKTG PIECE THEY CALLED YOU OFF OF.