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January 28, 2022 by Service Direct

What to Expect When You Sign Up With Service Direct

Updated on October 9, 2023

Service Direct has been in the pay-per-lead space for over 15 years and have learned a lot in that time. One of the biggest things we have learned is the importance of transparency and setting proper expectations. In that spirit, we want to help potential clients better understand what they can expect should they decide to join our Marketplace.

Let's start with a quick explainer of how our service works:

Timeline for Growth 

At Service Direct, we like to say that we have taken the complexity and risk out of online marketing. We take care of all the work that has to be done to find, attract, and convert potential customers into qualified leads, allowing you to focus on running your business and servicing those leads. Here’s a simple look at what growing with Service Direct looks like:

Marketplace Launch Timeline

Account Creation

The first step is creating your Service Direct Marketplace account. We strive to make it easy for you to create your account on your own, for free. The  process usually takes less than 5 minutes. We just ask for a few things, all of which can be changed after you have created your account, such as:

  • Account Info – Your name, company name, email address, etc.
  • Customer Info – What services you offer and your service area
  • Lead Info – Where do you want leads to go and how much will you pay for them (please note: you can always change your Cost Per Lead (CPL), and we will help you determine a competitive CPL during your Onboarding Call)
  • Billing Info – What credit card do you want to keep on file to pay for leads delivered

Onboarding Call

Once you have created your initial account, one of our Onboarding Specialists will reach out to you within 1-2 business days to complete your Onboarding Call. Usually lasting 20-30 minutes, this call is designed to accomplish a few key things:

  • Review how our Marketplace works
  • Ensure your account is set up to optimize initial success
  • Make sure we set proper expectations
  • Confirm whether we believe your company can see success within our Marketplace
  • Walk you through some of the key features you can use to manage your account
  • Determine when you want your account to go live so that you can start receiving leads
  • Answer any questions you have, including:
    • What should I set my cost per lead at?
    • What is a billable lead?
    • How can I pause my campaign(s)?
    • How can I get help if I need it?

The Onboarding Call is an opportunity for both of our companies to ‘meet’ and to make we're all on the same page, expectations are clear, and sure both parties believe that the partnership can be successful.

In some cases, after an Onboarding Call, it’s clear that moving forward doesn’t make sense, in which case we simply terminate the account, free of charge. But in the event moving forward does make sense, we can launch your campaign(s) when you are ready.

Optimization Period

We see the first month as an opportunity for you to get your feet wet with our Marketplace and hone in on how it works and how to make sure it’s working as best as possible for your business.

There are a few key things we focus on during that first month, including:

Lead Opportunities

One useful feature of our platform is Lead Opportunity Alert. Assuming our Marketplace is receiving leads that align with your campaign(s), this will help you get a sense for how many of those leads you are actually winning compared to how many available leads you missed out on.


If  our Marketplace is generating a lot of leads that you are not winning, rest assured your CPL isn’t competitive enough and will need to be raised in order to win a greater percentage of those calls.

Call Insights free trial

During your first 30 days in our Marketplace, we offer you a Free Trial of our Call Insights program. Call Insights is designed to give you deeper information about your leads in order to help you make smarter decisions and get new customers more cost-effectively.

During your Free Trial of Call Insights, our Quality Assurance team will proactively review and verify each call, while also capturing critical data points, which enables you to make smarter decisions and get the most out of your Campaigns.

Call Insights Free Trial Ending Example Email

Lead Management

While winning leads and getting some activity into your account is obviously important, it’s just as important to understand what impact those leads are having on your business.

To help you with that, we allow you to track your progress with any lead, including whether or not you answered the call, booked the appointment, and won the job. We also allow you to track any revenue from jobs that you did win. In this way, you’ll understand how well you are doing across the key metrics that determine success within our Marketplace.

Example Expanded Lead in mySD Lead Manager

Lead Performance Metrics

Assuming you are managing your leads, you will then have better insight into how well your account is performing through our Lead Performance Metrics. You’ll get an in-depth understanding of how well you are answering, booking, and winning leads, as well as get precise data in your Return On Investment with Service Direct.

Example of Lead Performance Metrics

These features, along with many others, are crucial to help you better understand how well you are doing with Service Direct. During this optimization period, you can make various changes to your account based on the results you are seeing, and chances are, you’ll get some insights into things you could be doing better to drive more value from our leads!


After the first 45-60 days, most clients have started to understand how our platform works, and what it takes to win leads and find success in our Marketplace. At this point, our focus moves toward finding ways to expand our partnership. Whether that’s helping you drive more leads to your business, expand with you as you add service offerings or new locations, or fine-tune around your profit margins/ROI, our goal is to understand what you are trying to achieve as a business and help you get there.


Do you feel like Service Direct is a good fit for your business?

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