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Ready to collect leads?

2-minute door survey · No selling · Just gathering data.

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Agent
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Canvasser
Step 1 of 6Address
Step 1
What's the address here?
Enter the address visible on the property — do this before knocking
The PitchGet their interest
📋 Say to resident:
"Hey there, how's it going? Real quick — my name is [NAME], I'm with Liberty Analytics. We're a customer advocacy group."
"We bring homeowners together to negotiate better rates on home services — kind of like group buying power. The more people in the neighborhood that join, the better the deals."
"It's totally free, no commitment. I just need to know what kinds of home projects you might be thinking about — even stuff down the road — so we can include you when we negotiate pricing in your area."
Step 2 of 6Services
📋 Then ask: "So what's on your radar? Roofing, windows, solar... anything you've been putting off?"
Step 2
Which home services are they interested in?
Select all that apply — even stuff down the road
🪵 Flooring
🪟 Windows
🏠 Siding / Exterior
🏗️ Roofing
🧱 Concrete / Driveways
🌿 Landscaping / Lawn
🐛 Pest Control
❄️ HVAC / Heating
🌧️ Gutters
🎨 Interior / Exterior Paint
☀️ Solar Panels
🔐 Home Security
Step 3 of 6Timeline
📋 Say: "Is any of that something you'd want to look at soon, or more of a down-the-road thing?"
Step 4 of 6Contact Info
📋 Say: "Great — what's the best name and number for you? And how would you prefer to be contacted — phone call, text, or email? They can also stop by in person if you want to get some quotes right away."
Step 4
Resident contact info
Name + phone required. Email optional — mention it as a contact method.
Step 5 of 6Consent
📋 Say: "Last thing — just take a quick look at this and sign. It says we'll only share your info with vetted providers for the services you picked, and you can opt out any time."
Step 5 · Required
Resident Consent & Authorization
Please read to resident and obtain signature
✍️ Resident Signature
Step 6 of 6Your Notes
Step 6 · Fill after leaving
Canvasser observations
Fill this out after the conversation — don't rate the property to their face
ReviewVerify & Submit
Final Review
Verify lead info before submitting
Check everything looks right — tap Edit to go back and fix
Account
👤 Identity
Username
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✏️ Profile
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💬 Message Templates

Pre-filled greetings when contacting leads. Use {{name}} for the lead's first name.

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🗺 Territory Map

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Survey Callback Follow-Up Revisit Left Card Not Interested Vacant You
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