The first appointment has to be a video walk, because the owner is not coming to the house
An intake process that assumes everyone can meet you in the backyard disqualifies a large part of the market before you quote.
Absentee owners and property managers buy on remote approval. If the only path forward on your site and on your phone script is scheduling an in person consultation, those inquiries stall at the first step and nobody records why.
Add a second path. A scheduled video call where someone at the property, often a cleaner or a manager, walks the pool and deck while the owner watches. It takes less time than a site visit, it can be booked sooner, and it produces a recording your estimator can review.
Ask for what you need before the call so the time gets used well. Recent photographs, the pool's approximate age, equipment labels, and any inspection or maintenance report the owner already has.
Track the booked rate on this path separately. It is the clearest single indicator of whether your intake fits the market you are actually selling into.