We act like one of your door knockers, but Digital. No payroll. No management headaches.
We locate local homeowners in your zip code(s) through cold texts/emails, targeted ad campaigns, and a few other digital
avenues
All leads are qualified through a process tailored to your business, so you only get high-intent appointments, no tier kickers.
We rely mainly on our commission, sending only appointments guaranteed to show up
You just show up and close jobs
Best part, you only pay for the qualified appointments that show up, no cancellations or no shows.
We also do zip code exclusivity, which means all appointments from your zip codes go to you only.
Duration: 2 Weeks
Guaranteed Appointments: 6-10 high intent appointments scheduled directly into your calendar
Cost: $350 upfront
Commissions for pilot: $100 per appointment show, commissions paid at end of pilot if minimum appointments met
Zip Code Exclusivity: All pilot appointments go only to you
Limited Availability: Only 4-6 spots -- first come, first served
Why try the pilot?
Confirm appointment quality and show rates
Lock in exclusive access to your chosen zip-codes
Minimal upfront risk, maximum insight
Bronze: $750 monthly retainer (exclusive access to 2-3 zip codes of your choice),
$125 per qualified appointment that shows,
8-18 appointments/month
Bronze is the entry level plan - enough volume to consistently feed your sales pipeline without upfront risk beyond the monthly retainer
Silver: $1,500 monthly retainer(4-6 zip codes),
$110 per qualified appointment that shows,
19-28 appointments/month
Silver is designed for businesses that want higher volume and lower appointment show cost
Gold: $2,500 monthly retainer(6-10 zip codes),
$90 per qualified appointment that shows,
29-45 appointments/month
Gold is for businesses ready to invest in consistent, high volume appointments.
For all Clients
Monthly retainer covers everything:
Campaigns, ads, outreach, and lead qualification
Zip code exclusivity:
No local competition for your potential customers
Guaranteed minimum number of qualified appointments per tier
Commissions are halved if guaranteed minimum appointments aren't met
Minimum requirements for the guarantee stated above are as follows:
Bronze: 6 appointments/month
Silver : 15 appointments/month
Gold : 24 appointments/month
For New Clients
No commission obligation and second months retainer waived if minimum appointments aren't achieved the first month
We're confident in our systems - if you're a new client and we don't hit the guaranteed minimum appointments,
you pay no commission and the second month is completely free. Our way of sharing the risk with our clients!
Effective date: 03/10/2026
Summit Ridge Advisory Group ("we", "us", or "our") respects your privacy.
This policy explains how we collect, use, and protect your information.
Information we collect:
Name, Phone Number, and Email Address
Optional Details about your companies services
How We Use Your Information:
To schedule Demo calls to go over our services
To help with onboarding should you choose to go with our services
To send confirmations, reminders and updates via email or SMS
Sharing Your Information:
We Do Not Sell, Trade, or Share your personal information with third parties.
Your Rights:
You may opt out of emails, texts, or calls at any time.
You may request deletion of your personal information/data by contacting us at [email protected]
Security:
We implement reasonable measures to protect your information from unauthorized access.
Contact Us:
Email: [email protected]
Phone: +1 (863) 388-2998
Effective date: 03/10/2026
By using Summit Ridge Advisory Group's website, forms, or services, you agree to the following terms:
Services:
We provide lead generation and appointment booking services for Buisness contractors.
User Responsibility:
You agree to provide accurate information when submitting forms. You are responsible for any actions taken as a result of scheduling appointments.
No Guarantees Beyond Stated:
We strive to generate 8-15 appointments for all our bronze tier members, 16-25 for our silver tier, and 26+ for our gold tier per month, however results may vary.
Prohibited Use:
You may not use our services to spam, harass, or send unsolicited messages beyond the agreed upon campaigns.
Limit of Liability:
Summit Ridge Advisory Group is not liable for indirect, incidental, or consequential damages arising from use of our services.
Changes to Terms:
We may update these Terms Of Service at any time. Continued use of our services constitutes acceptance of the updated terms.
Our Contact Information
Email: [email protected]
Phone: 1+ (863) 388-2998