Lead Partner Operational Policy

Effective: 2026-07-25
Provider: Swesan Pathmanathan (sole proprietor)

This page describes operational rules for the Lead Partner program. The signed Lead Partner Agreement remains the binding contract. Provider may update this policy with notice as described in Section 16 of that agreement.

Policy URL: https://vendorintake.ca/lead-partner-policy

1. Qualified Lead definition

A Qualified Lead is an inbound phone inquiry that meets all of the following:

1. Duration: Bridged call lasts more than 60 seconds after parties are connected.
2. Acceptance: Partner presses 1 on the contractor leg when prompted, before the bridge.
3. Genuine inquiry: Caller is seeking services within Partner's trade and service territory.

Not Qualified Leads: wrong numbers, spam, robocalls, solicitations, duplicate callbacks for the same job, or test calls.

2. Call flow

1. Partner receives a whisper identifying the lead source.
2. Partner is prompted to press 1 to accept (default gather window: 10 seconds).
3. On acceptance, Partner is bridged to the caller.
4. Duration is measured on the bridged leg after acceptance.

System timestamps, acceptance flags, and recordings are prima facie evidence for billing, subject to Partner's dispute rights.

3. Free trial

New partners receive two (2) Qualified Leads at no charge before the initial wallet deposit applies. Trial leads use the same Qualified Lead definition.

4. Prepaid wallet

Lead Price = max(floor $150 CAD, 5% of stated minimum project size, niche floor if applicable). See Schedule A in the signed agreement.

5. Disputes

Dispute a billed call in writing within 7 calendar days of the charge. Include call timestamp and reason. Send to inbox@vendorintake.ca. Provider reviews logs and recordings. Undisputed amounts remain due.

6. Recordings and retention

Calls may be recorded for quality, billing verification, and dispute resolution. Recordings and lead metadata are confidential. Provider may use anonymized aggregates for analytics.

7. Pause and redirect

Provider may pause or redirect routing for operational, quality, fraud-prevention, non-payment, or strategic reasons. Non-payment pauses are immediate. Other pauses may be communicated by email when practicable.

8. Google Business Profile (operational)

Provider may create and manage Google Business Profile and similar listings for lead generation using Partner's business information, with Partner cooperation for verification. Provider does not guarantee Map Pack rankings or listing visibility. Legal authorization is in Section 7 of the signed agreement.

9. Provider contact (CASL identification)

Fill contact details before production program launch. Transactional messages about billing and routing may be sent to partners as required to perform the agreement.

Last updated: 2026-07-25