Ping and Post: Explaining the Two-Step Lead Routing Process

Ping Post is a two-step lead delivery process. This lead distribution method improves revenue, buyer match quality, and reduces rejection rates.

Aug 4, 2025

4 min. read

You’ve probably heard the phrase “ping and post” tossed around in lead gen circles — usually quickly, often without explanation, like everyone just gets it.

But if you’ve ever paused and thought, “Wait… what exactly is that?” — this is for you.

Ping and post isn’t complicated. But once you understand the mechanics, you’ll see why this two-step process powers some of the most efficient (and profitable) lead distribution systems out there.

🔁 The Short Version

Ping and post is a lead delivery method used to match leads with buyers in real time. It works like this:

  1. You ping potential buyers with partial lead data — enough to evaluate it, but not personally identifiable info.
  2. Buyers respond with a bid, or pass.
  3. If a buyer accepts (or wins), you post the full lead data to them.

It’s a fast, dynamic auction — and it happens in milliseconds.


🧠 Why Use a Two-Step Process?

Let’s say you’ve got a lead: 32-year-old in Texas looking for life insurance. If you’re using direct post, you just send it to Buyer A, whether they want it or not. That’s a gamble.

With ping and post, you preview it to multiple buyers. If they’re interested, they bid — and then you send it to the best match.

So now, you’ve got competition, pricing flexibility, and a better shot at matching leads to the right buyer.

⚡ Ping = The Preview Phase

During the ping phase, you send limited info to buyers so they can evaluate the lead:

  • Location (ZIP code, state)
  • Product type (auto, Medicare, solar, etc.)
  • Maybe a credit tier or age range
  • Lead source or intent type

No name. No email. No phone. Just the basics.

This helps protect the lead’s privacy and ensures buyers only see what they need to make a bid decision.

📩 Post = The Full Delivery

Once a buyer says “Yes, I want it” — either by accepting a fixed ping or winning an auction — you post the full lead details:

  • Name
  • Contact info
  • Full form data
  • Appointment time (if relevant)

At this point, the lead is considered sold — and you can send it to the buyer, into a CRM, or wherever it needs to go.

🎯 Why This Matters for Lead Sellers

Let’s be real: selling leads is a margins game. You’re trying to earn as much as possible per lead, while minimizing rejects and returns. Here’s how ping and post helps:

  • More control: Buyers see what they’re getting before they pay
  • Fewer rejections: They opt-in before receiving the full lead
  • Higher payouts: You can auction leads to the highest bidder
  • Better buyer fit: Leads go to the best-matched buyer, not just whoever’s next in line

💸 Why Buyers Love It Too

From the buyer’s perspective, ping and post gives them choice. They can:

  • Only buy leads that match their filters
  • Bid more for high-value segments (like certain ZIPs)
  • Adjust volume or pricing dynamically based on performance
  • Stop wasting money on irrelevant or unqualified leads

It’s the difference between shopping for leads vs just being handed whatever comes in.

🛠️ What Tech Makes It Work

This all sounds great in theory — but none of it works without the right platform. Here’s what powers a solid ping and post setup:

  • Lead distribution engine that can ping multiple buyers instantly
  • Bid logic (flat or auction-based)
  • Routing rules (e.g., geo-targeting, vertical segmentation)
  • Validation (to catch fraud, dupes, or bad data before posting)
  • Reporting + feedback loop (to improve over time)

Platforms like Standard Information offer these features built-in — no need to custom-code or cobble together five tools.

📊 Ping and Post vs Direct Post

Quick visual for comparison:



Direct post still works in some cases — like exclusive partnerships or guaranteed buys — but ping and post gives you way more flexibility.

🚫 Common Misunderstandings

Let’s clear a few things up:

  • Ping ≠ spam: You’re not blasting full leads — just a preview
  • It’s not just for big networks: Smaller publishers can benefit too
  • You don’t need to build it from scratch: Modern platforms make setup easy
  • It’s not “set and forget”: You still need to optimize ping data and buyer logic

🧩 Bonus: Appointment-Based Ping Post

One thing Standard Information does differently is support ping-post for appointments. That means you can:

  • Ping buyers with available appointment slots
  • Let them claim time blocks
  • Auto-assign scheduled leads in real time

It’s huge for solar, insurance, legal, and other consultative verticals.

📌 Final Thoughts

Ping and post isn’t just a tech feature. It’s a mindset — shifting from static, one-size-fits-all lead selling… to something smarter, faster, and way more profitable. Once you understand the flow, the use cases start to click:

  • Want to earn more per lead? Use ping post.
  • Want to reduce lead returns? Use ping post.
  • Want to match leads better? You get the idea.

In 2025, ping and post is no longer optional — it’s the default for performance-driven lead gen.

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