What matters

The service area affects travel, availability and delivery. Define the locations and exceptions that the sales team can explain before promoting an offer to a broader audience.

Put it into practice

  • List locations served
  • Define how exceptions are handled
  • Confirm location in qualification

An example in practice

A contractor receives a request outside its normal area. The team checks whether a visit is practical before booking the estimate.

What to track

Track qualified and out-of-area inquiries separately.

Related reading from our blog