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Modern Craftsman

393 Grading Leads Before They Grade You

Modern Craftsman

Modern Craftsman

Entrepreneurship, Education, Business, Self-improvement

4.81.2K Ratings

🗓️ 15 February 2026

⏱️ 62 minutes

🧾️ Download transcript

Summary

Most leads sound "good" until you start pulling on the threads. Nick and Tyler roleplay four common inquiry types and show how to spot risk early, protect your time, and decide whether it's pre-con, a small feasibility study, or a hard pass.

Show Notes: 
00:00 Cold open
00:31 Why decision makers matter
01:54 Sponsor: Anderson
05:30 Sponsor: Harness Workwear
09:13 Feasibility vs pre-con
09:35 Lead intake template & newsletter
22:36 Call 1: Referral lead
28:27 Call 2: Tight budget lead
39:47 Call 3: Facebook rush job
48:41 Call 4: Dream home lead
53:37 When the timeline is a deal-breaker
01:01:10 Wrap

Video Version:
https://youtu.be/aBTqwssCt80

 

Partners: 

Andersen Windows

Harnish Workwear 

Use code H1025 and get 10% off their H-label gear

 

Transcript

Click on a timestamp to play from that location

0:00.0

Understanding the role of decision makers early on is the most important things for us.

0:09.3

Guys, we have a little different format today.

0:12.9

We're going to role play.

0:14.7

It's role play Monday.

0:17.2

And I was surprised by this because usually I get some notes from Tyler and it's a topic base and I open it up and it's 13 pages of notes.

0:26.6

And I'm like, okay.

0:28.3

But we are going to walk through four client scenarios.

0:32.9

They're calling you with a new potential project.

0:36.5

And all four of them, especially the fourth one I relate with.

0:42.0

But you're going to hear these and be like, oh, my God, that client reached out to me,

0:45.4

you know, last week or, hey, I've had six of those inquiries.

0:49.4

And we're going to walk through what's a green flag flag what's a red flag and why what my green

0:55.8

and red flags might be different than what tylers are and what yours might be so this is not

1:01.9

just for contractors or builders if if you're a client or a designer or somebody who's not

1:08.2

selling the jobs like we are contractors to these clients and you want to

1:12.5

understand what you should and shouldn't say or what makes a high percentage, high caliber,

1:19.1

high quality lead, give a listen because I feel like we spell that out pretty clearly as far

1:25.5

as what's a green flag and what's a red flag. So if you want to

1:29.4

know how to approach a contractor, how to establish a new relationship, it's not any different.

1:34.9

It could be with an architect. It could be with an interior designer. How do you engage with

1:40.4

these professionals within the service industry? It's a really great tool that you can use to understand what that process should look like for you.

1:53.4

Well, before we get into it, thanks to our sponsor, Anderson Windows, you got your windows.

...

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