What qualifies as a public case study
A public case study must name the participating company with written approval, define the baseline and measurement periods, identify traffic sources and spend, document the deployed GeoQuote path, and reconcile requests, whether the homeowner entered the code sent to the submitted phone number, actual contact, qualification, confirmed appointments, attendance, sold jobs, collected revenue, gross profit, cancellations, refunds, and staff time.
Required source systems
Website analytics can establish eligible sessions and source. Firebase or the production request store establishes submitted records and whether the homeowner entered the code sent to the submitted phone number. Stripe establishes positive payment. The contractor CRM, calendar, proposal, invoice, and payment records establish downstream outcomes. No single dashboard is allowed to stand in for all of them.
Required exclusions
Founder, staff, admin, demo, preview, smoke-test, duplicated, bot, refunded, canceled, and otherwise ineligible activity must be excluded. Paid-media, pricing, offer, seasonality, device, service-area, or sales-process changes during the comparison period must be disclosed.
Submitted-number code-entry meaning
Entering the code records that the code sent to the submitted number was returned during that session. It does not prove identity, homeowner status, consent for every contact method, future reachability, project fit, qualification, exclusivity, appointment readiness, or a sales outcome.
Why outside examples are not GeoQuote proof
Another company’s case study may explain a workflow pattern, but it cannot be presented as evidence that GeoQuote produces the same result. GeoQuote will not borrow another product’s speed, conversion, or revenue result as a GeoQuote performance claim.
Publication rule
Until a customer approves the facts and the source records reconcile, GeoQuote may describe product capabilities and measurement definitions but will not publish a customer name, testimonial, conversion lift, ROI, payback period, booked-job count, or revenue result.