forexcryptoreach

FREE PROCUREMENT WORKSHEET

Lead Supplier Evaluation Scorecard

Compare forex, crypto and investor lead suppliers using the same eight evidence questions. A clear paper trail matters more than a promise in a sales pitch.

What this scorecard measures

Mark each item only after you have checked the actual proposed order. The worksheet counts documented responses; it cannot independently verify authenticity, consent, reachability or regulatory compliance. Use it to find unanswered questions before committing money or contact data.

No account is required. Your choices remain in this browser tab and are not sent to ForexCryptoReach.

Lead source and enquiry event

Can the supplier identify the campaign, form or source that generated this specific type of enquiry?

Request the acquisition channel, what the person actually submitted, and the intended contact purpose.

Permission to contact

Is the intended use and recipient of the contact information explained with supporting records?

Ask to review the relevant consent/permission wording, timestamp and any restrictions. Obtain legal review where needed.

What the lead type actually means

Are terms such as FTD, depositor, qualified, live and recovery defined in terms of evidence and delivered fields?

An enquiry about funding is not a verified funded account. Avoid paying for a label without an agreed definition.

Record age and freshness

Does the quote define freshness using an enquiry or capture timestamp and a specific acceptable date range?

Fresh, live, recent and aged are not interchangeable. Record the agreed window before paying.

Exclusivity and duplicates

Is there an explicit answer about shared vs exclusive supply, duplicate identifiers and the lookback period?

Clarify whether exclusivity applies by customer, market, campaign, time window or lead record.

Market and qualification fit

Are country, language, permitted offer, required fields and acceptance rules detailed in writing?

Different locations have different promotion and privacy requirements. Your receiving team needs to match the intended audience.

Delivery format and handover

Are delivery timing, time zone, file/API format, file-security responsibilities and receiving contact agreed?

Confirm how timestamps are reported and who handles any failed transfer, especially for real-time enquiries.

Pricing, disputes and support

Do the quote and terms state the unit definition, total cost, invalid-record review, issue window and contact route?

A price alone does not tell you how a duplicate, wrong-market record or failed delivery will be handled.

YOUR EVIDENCE SUMMARY

What is documented?

0 of 8 questions assessed

Review the eight checks before comparing suppliers.

Questions that still need written evidence

  • Begin the worksheet to see your evidence gaps.

This is an evidence-completeness check, not a vendor ranking, safety rating, certification, a statement about ForexCryptoReach orders, or legal advice. A signed document can still be inaccurate. Evaluate the actual data and terms independently.

How to use the result before an order

Save your questions and request the missing documents from each potential supplier. Compare their written definitions, not marketing labels. A comprehensive answer can still be unsuitable if the proposed audience, permission or product does not match your business.

For an FTD-related campaign, ask whether the quote concerns an enquiry about onboarding or an actual, independently verifiable first-funding event. For a recovery service, verify that the enquiry specifically requests a consultation and never assume the person has authorised the transfer of sensitive financial records.

Once you know the audience and minimum acceptable information, prepare a forex lead order. The team must confirm your market, fields and commercial terms before any payment.