Establish the county before you establish the budget
The first two questions on every call should be where the yard is and whether a pool is there now, because both answers change what happens next.
County determines the permitting office, the inspection rhythm, the drive time and, often, whether you want the job at all. Asking about budget before location means you can spend ten minutes qualifying a project you were never going to build.
Script it and hold people to it. Whoever answers the phone gets city and county into the record before price comes up. Without that field captured at first touch, nothing downstream can be measured by county and every report you run blends two different businesses.
Location also matters after the sale. Contract and dispute matters for Hillsborough work sit in the Thirteenth Judicial Circuit, while Pinellas and Pasco fall under the Sixth, so procedure differs between two jobs twenty minutes apart. Worth confirming the practical implications with your own counsel rather than assuming one process covers everything.
Add a single yes or no field for existing pool. New build and renovation follow different sales sequences, different visit lengths and different close rates, and mixing them in one pipeline hides both.