Lead marketplace and purchasing

The lead marketplace is where you find and purchase customer requirements to work on. This guide explains how leads work, what information is visible before and after purchase, and how pricing and billing work.

What a lead is

A lead is an active requirement posted by a business looking for telecoms services. Each lead represents a real procurement decision, not a contact list entry.

Leads are categorised by:

Bundle type — mobile contracts, SIM-only, broadband, or mixed
Volume — number of connections or devices
Urgency — how quickly the customer needs a decision
Estimated value — approximate contract value based on their specification

Before and after purchase

Before purchasing, you can see the lead summary: bundle type, volume, urgency, and estimated value. The customer's contact details and full specification are hidden.

After purchasing, you gain access to the customer's full specification and can submit a proposal. Purchased leads appear in your list with a Purchased badge.

Saving leads

You can save a lead to return to it without committing to a purchase. Saved leads appear in your saved list. Saving does not reserve a lead — other providers can still purchase the same lead.

Lead pricing

Each lead has a price that reflects its estimated value, based on factors like:

Bundle volume — more connections means a higher-value opportunity
Bundle type — device-and-plan bundles are worth more than SIM-only
Customer size — larger organisations tend to represent higher deal values
Urgency — shorter deadlines can affect pricing

The price you see on a lead is the price you pay. Prices are calculated at the point of purchase and shown upfront before you confirm.

Purchasing a lead

Open a lead from the marketplace.
Review the visible summary to assess fit.
Select Purchase lead to begin.
If this is your first purchase, you will be prompted to set up billing — this redirects you to a secure Stripe page to enter your payment details. Once complete, you are returned to the lead.
Confirm the purchase price in the dialog.

Once confirmed, the lead is unlocked immediately and you can start working on your proposal.

You must have billing set up before purchasing. See Billing and invoicing for details on the one-time setup process.

How you are billed

Lead purchases are added to your monthly invoice, not charged individually. At the end of each billing cycle, Planpath collects all lead purchases into a single invoice.

You are only billed for leads you choose to purchase
If you do not purchase any leads in a month, you are not invoiced
Each invoice itemises every lead purchased, with the customer name and bundle count
Invoices are collected automatically via your saved payment method

To view your invoices and manage payment details, go to Settings → Billing. See Billing and invoicing for more details.

After purchase

Open the purchased lead and select Submit proposal to begin your proposal. See Creating winning proposals for guidance on what makes proposals stand out.

Lead expiry

Leads have a response deadline set by the customer. Once the deadline passes, the lead is removed from the marketplace and can no longer be purchased. Check the days remaining indicator on each lead to plan your time.

FAQs

Can I get a refund on a purchased lead? Lead purchases are non-refundable. Evaluate the summary carefully before buying.

Can multiple providers purchase the same lead? Yes — leads are not exclusive. Multiple providers can purchase and submit proposals for the same requirement.

Who in my team can purchase leads? Any member with the Owner, Admin, Billing Manager, or Lead Purchaser role can purchase leads from the shared organisation account.

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