In the early days of lead gen, you could pass leads to one buyer, cross your fingers, and call it a day. But now?
Buyers are savvier. Compliance is tighter. And platforms like Standard Information have raised the bar for speed, precision, and performance.
That’s why every serious seller needs to set up the right foundation — and this checklist will help.
Don’t leave leads hanging. A ping tree lets you route leads through multiple buyers in milliseconds until one accepts. Set:
With Standard Information, you can do all of this visually — no devs needed.
Not every buyer wants every lead.
Set filters by:
SIO lets you create custom buyer rules on a per-campaign basis — with detailed logs when a lead is rejected.
Validate phone numbers, emails, and DNC compliance before a lead goes out. Every bad lead hurts your credibility. Standard Information connects directly to 3rd-party tools in the App Marketplace for:
Don’t send unqualified traffic to premium buyers. Score leads based on:
Then, route differently based on score range — high-scoring leads go to top-tier buyers; lower score leads go to fallback buyers or longtail monetization.
Allow buyers to bid more — or less — depending on:
SIO supports rule-based bidding that adapts automatically — no need for manual price changes.
AmeliaAI, Standard Information’s built-in AI assistant, helps you:
Amelia isn’t just smart — she’s practical. She’ll show you where your margins are leaking and how to fix them.
If you’re selling calls or running appointment-based campaigns (insurance, solar, debt), SIO’s Ping Post Appointments can:
This is unique to Standard Information — and a huge differentiator.
With SIO’s Advanced Logs, you get:
No more “where did that lead go?” Everything is transparent — and searchable.
You can push accepted leads to your CRM, but don’t treat your CRM like a ping post system — it’s not built for that.
Use SIO for:
Use your CRM after the lead is sold or routed for follow-up, nurturing, or sales team tracking.
Set up alerts and reports that track:
Standard Information lets you export or automate these insights — so you can prune, reassign, or reward high-performing buyers.
There’s a reason top lead sellers use tools like Standard Information — they’ve outgrown spreadsheets, duct-taped CRMs, and outdated routing logic. Ping post is infrastructure. And every part of it needs to be intentionally designed and optimized. This checklist gives you the blueprint. The next step? Go set it up.
Book a demo and see what SIO can do.