The buyer checklist
- Billable event: call, qualified call, transfer, lead or appointment
- Billable duration and where the timer starts
- Qualification rules and exclusions
- Territory: states, counties, cities or ZIPs
- Hours, holidays, daily caps and concurrent call limits
- Delivery: phone number, routing rules or RTB endpoint
- Price, duplicate window, return rules and payment terms
- Who reviews recordings and how disputes are settled
Running the first test
Begin with technical test calls to confirm routing. Then open a small daily cap during hours your team is fully staffed. Review every recording in the first days, give specific dispositions back to the publisher, and change the rules if the calls are close but not right. Increase the cap only when the cost per sale works.