Lead Distribution Is Now Basic

Back when lead generation started, you could just send leads to one buyer and hope for the best. Not anymore!

Buyers know their stuff. Rules are stricter. And places like Standard Information have made speed, accuracy, and good results the standard.

That's why if you're serious about selling leads, you need a good system. Here's what you need:

✅ 1. Make a Ping Tree (With Backups)

Don't let leads sit around. A ping tree sends leads to different buyers until one says yes. Set:

• How important each buyer is
• How long they have to respond
• The minimum price you'll accept
• Backup buyers

With Standard Information, you can do all this visually. No programmers needed!

✅ 2. Set Up Rules for Buyers

Not every buyer wants the same leads.

Filters by:

• Location (state, ZIP code)
• Age
• Industry
• How good the source is
• Type of lead

SIO lets you make custom rules for each campaign. Plus, it gives you detailed records of why a lead was turned down.

✅ 3. Check Leads Right Away

Make sure phone numbers, emails, and do not call lists are good before sending a lead. Bad leads hurt your reputation. Standard Information connects to tools in the App Marketplace to:

• Check do not call lists
• Follow TCPA rules
• Check for duplicates
• Verify emails and phone numbers
• Enforce blocklists

✅ 4. Score Your Leads

Don't send bad leads to your best buyers. Score leads based on:

• Where they came from
• What they did on the form
• Whether they finished quizzes or funnels
• Extra data you've added

Then, send leads to different buyers based on their score. High scores go to the best buyers. Low scores go to backup options.

✅ 5. Adjust Bids Automatically

Let buyers bid higher or lower based on:

• Time of day
• Day of the week
• Where the lead came from
• The lead's score

SIO can change bids automatically based on the rules you set. No need to change prices yourself.

✅ 6. Let AmeliaAI Handle Things

AmeliaAI, Standard Information's AI helper, can:

• Watch how buyers are bidding
• Point out slow or bad buyers
• Suggest changes to where leads are sent
• Set up connections automatically

Amelia is useful. She'll show you where you're losing money and how to fix it.

✅ 7. Sell Appointments (If You Can)

If you sell calls or appointments (like insurance, solar, or debt), SIO's Ping Post Appointments can:

• Let buyers bid on appointment times
• Send leads based on who's available
• Book appointments in real time (in under 2 seconds)

This is something only Standard Information does—and it makes a big difference.

✅ 8. Keep Detailed Records (And Use Them)

With SIO’s Advanced Logs, you get:

• A full record of every ping and post for each lead
• Reasons why leads were rejected
• Bid amounts
• Response times
• Delivery results

No more wondering where a lead went. Everything is clear and easy to find.

✅ 9. Connect Your CRM (But Don't Depend on It)

You can send leads to your CRM, but don't use your CRM as a ping post system. It's not made for that.

Use SIO for:

• Bidding
• Following the rules
• Deciding which buyer gets the lead
• Making money

Use your CRM to follow up with leads, build relationships, or track your sales team.

✅ 10. Watch How Buyers Are Doing

Set up alerts and reports to track:

• How often they bid
• How often they win
• Refunds
• Response time
• How much money you make per lead

Standard Information lets you download or automate these reports. That way, you can get rid of bad buyers, move good ones, or reward the best ones.

Final Thoughts

Good lead sellers use tools like Standard Information because they've moved past spreadsheets, basic CRMs, and old ways of routing leads. Ping post is essential. And you need to design and manage every part of it. This checklist is your guide. Now go set it up!

Book a demo and see what SIO can do.

FAQs

Q: What do I need to start selling leads using the ping post method?
A: You'll need a ping post platform (like Standard Information), a ping tree, tools to check lead info, a way to score leads, and rules for buyers that work in real-time.

Q: Do I have to know how to code to get this going?
A: Nope! Standard Information doesn't need any coding. It's got visual tools, and the AI can help you set things up.

Q: Can I sell both regular leads and scheduled appointments?
A: Yep! With Ping Post Appointments, you can sell and send appointment bookings as they happen.

Q: How can I be sure my leads are following the rules?
A: Just use the app's built-in tools to screen against do not call lists, follow TCPA rules, and filter out blacklisted info.

Q: What happens if a buyer doesn't get back to me?
A: The ping tree has a backup plan. If one buyer doesn't respond, the lead automatically goes to the next buyer who's a good match.