Pre-Call Overview
Everything you need to know before we talk
Who This Video Is For
This video is for you if:
- You sell a high-ticket offer ($3K+) and take sales calls
- You generate inbound leads via paid ads, organic content, or referrals
- You're tired of your sales team wasting time on leads who can't actually afford to buy
If that's you, keep watching. If that's not your situation, this probably isn't a fit right now.
The Problem We Solve
You're selling blind.
Your leads fill out forms, book calls, and tell you they're "ready to invest" - but a significant percentage of them physically cannot afford your offer.
- They don't have the credit
- They don't have the cash
- They don't have the income
You don't find this out until your closer has already invested 30-45 minutes in the call.
The result of selling blind:
- Wasted calendar capacity
- Frustrated closers
- Wasted ad spend on unqualified leads
- Revenue left on the table
What Doesn't Work
People lie. They tell you what they think you want to hear. They don't know their actual credit score. They inflate their income to avoid feeling judged.
Still based on self-reported information. Still takes time from your team. Still no objective data.
Your closers can't close someone who can't pay. This is a lead quality problem, not a skills problem.
What SimpleCheck Does
When a lead submits their Name, Email, and Phone Number (the same info you're already collecting), we instantly return real financial data:
This is a SOFT PULL - no impact on the lead's credit score. They don't know it happened. Fully FCRA compliant.
What You Do With This Data
Inform Your Sales Process
Your team sees financial data before picking up the phone. Know exactly what you're working with before "hello." Route qualified leads to closers, everyone else elsewhere.
Fix Your Ad Targeting
Fire conversion events for qualified leads (tell Meta: more of these). Add unqualified leads to exclusion lists (tell Meta: stop spending on these). Your pixel learns who actually has money, not just who clicks.
Liquidate Spend via SmartRoute
Unqualified leads automatically routed to downsell offers. Recover ad spend without wasting closer time. Dynamic funnel that adapts to each lead's actual financial situation.
Technical Requirement
SimpleCheck requires inbound leads opting in to something.
This works if you generate leads via:
- Paid ads (Meta, Google, YouTube, etc.)
- Organic content
- Referrals
- Webinars, VSLs, lead magnets, etc.
This does NOT work for:
- Exclusively cold outbound (cold email, cold calling lists)
- Purchased lead lists
- Any situation where leads haven't opted in
You must have leads voluntarily submitting their information.
Compliance & Legal
What this requires:
- FCRA-compliant consent language on your forms
- Consent record storage for every lead
Whether you do a Custom Build or use SmartForm, we handle all of this for you.
- Consent language is built in
- Records are stored automatically
- You stay fully compliant
We've processed hundreds of thousands of reports over 2+ years with zero compliance issues.
Common Questions
No. Worst case we've ever seen: 4.6% reduction with over-the-top consent language.
That company still nearly doubled their close rate. They were happy to make that trade.
Average impact: ~2.67% reduction in opt-ins
Average result: 30% reduction in no-shows, 2x close rate
- No changes at all
- Installs invisibly behind existing systems
- Your forms stay the same
- Our team handles installation
- One change
- Replace your opt-in or booking form with SmartForm widget
- Everything else stays the same
Two Ways To Work With Us
- You have a tested, proven tech stack you don't want to change. Maybe you've split-tested forms and funnels rigorously. You want to optimize what's working without risking your current results. Custom Build installs invisibly behind your existing setup.
- You're already generating 827+ leads per month (or you're close and scaling). At that volume, it's just simple math - Custom Build becomes the cheaper option on a per-report basis.
What's Included
- Full done-for-you deployment
- Integrates invisibly with existing tech stack
- Lifetime maintenance
- Unlimited revisions
- Dedicated Slack channel (Mon-Fri)
- 1-on-1 strategy & scaling calls
- Trigger reports on ANY event (not just form submissions)
- You don't meet either of those Custom Build criteria, but you're still ready to solve the unqualified leads problem right now.
- You're comfortable with a simple DIY setup, or want to test the concept before a bigger commitment.
- You can always upgrade to Custom Build later as you scale.
What's Included
- Drag-and-drop form builder
- SmartRoute dynamic routing
- Webhook integration to your CRM
- Help desk support
- Weekly Zoom office hours
One-time $197 - Our team will jump on Zoom and help you configure your settings so you're set up for success from day 1. No learning curve.
Important Distinction
SmartForm is NOT a self-serve Custom Build.
There are real limitations to SmartForm:
- Reports can ONLY be triggered by SmartForm submissions
(not by other events like purchases, webinar registrations, application answers, etc.) - Requires replacing your existing opt-in/booking form
(Custom Build works invisibly behind what you already have) - Self-serve support vs. dedicated Slack channel
For some businesses, SmartForm is genuinely the right fit.
For others, Custom Build will be significantly better.
If you're doing volume, or have an established funnel that's already working and you don't want to change anything - Custom Build is what makes the most sense for you.
How To Decide
Two simple ways to know which option fits:
Do you have a tested, proven tech stack you don't want to change?
Maybe you've split-tested forms and funnels rigorously. You want to optimize what's working without risking your current results.
→ Custom Build (works behind your existing setup)
Do you do more than 827 leads per month?
At 827+ leads/month, Custom Build is actually cheaper on a per-report basis than SmartForm.
If you're close to that and scaling, Custom Build probably makes sense anyway.
If you're nowhere near that number, SmartForm may be the better fit for now.
Below that number? SmartForm makes financial sense. Above it? Custom Build pays for itself.
More Common Questions
Yes. 100%.
- Soft pull - zero impact on lead's credit score
- FCRA compliant consent language (we handle this)
- Consent records stored automatically
- 2+ years, 450+ clients, zero compliance issues
(we handle everything)
(you set it up)
On your call, we can pull YOUR data live.
You enter your own name, email, and phone. You see your own credit score, available credit, and income come back in real time.
When you see how accurate it is, you'll understand exactly why this works.
All of them.
GoHighLevel, HubSpot, Salesforce, Close, Zoho, Pipedrive, Calendly, ClickFunnels, Kajabi, Kartra, Zapier, Make, custom APIs, and more.
If you use it, we can integrate with it.
What Happens On Your Call
Your call is a consultation, not a pitch.
We'll be advising you on the best way to solve the unqualified leads problem for your business specifically.
We'll discuss:
- Your specific tech stack and funnel
- Your lead volume and goals
- Which option (Custom Build or SmartForm) fits best
- Any questions specific to your situation
If it's not a fit, we'll tell you.
Come ready to have a real conversation about your business.
Before Your Call
After watching this video, reply to the confirmation text you received:
If this clearly isn't for you right now, cancel your call. No hard feelings.
We can reconnect when timing is better.
If SmartForm is obviously the right fit, start your trial.
You can cancel the call or keep it if you have questions.
If Custom Build might make sense, keep your call.
Come ready to talk through your specific business.