Accountable response
A clear owner and next action for each qualified inquiry, with an agreed response standard and escalation when a callback is missed.
FOR ESTABLISHED RESIDENTIAL ROOFING COMPANIES
Win more of the roofing work you’ve already quoted.
Booked & Sold installs a consistent process for inquiry response, inspection booking and estimate follow-up, so your team can turn more existing opportunities into profitable jobs and track the results.
Apply for a Roofing Revenue Leak ReviewOne 30-minute call. A clear fit/no-fit recommendation.
Paid 90-day implementation. Pricing discussed on the review call.
THE PROCESS WE INSTALLFROM INQUIRY TO OUTCOME
Every viable opportunity.
A clear next step.
- 01CaptureRecorded
One pipeline for legitimate inquiries.
- 02ContactAssigned
A person accountable for the response.
- 03BookScheduled
A clear inspection or consultation.
- 04Follow throughManaged
Viable estimates get a next action.
- 05VerifyMeasured
Sold, completed and collected are each tracked separately.
A defined 90-day engagementImplementation + focused staff coachingNo mandatory ongoing subscription
01 / THE GAP
A CRM is useful.
Clear ownership makes it work.
When a homeowner calls, who owns the callback? When an estimate goes out, what happens next? When the homeowner goes quiet, does the opportunity stay open forever?
You may have a CRM and still lack clear answers. The review checks whether the gap is real in your business and whether fixing it could reasonably pay for itself.
Start with the opportunities you already have.
02 / WHAT WE INSTALL
Roofing sales coaching.
A process your team can run.
Focused staff coaching alongside response, booking and follow-up implementation, connected by a simple outcome scorecard.
Consistent booking
A practical booking script and appointment reminders to help turn real homeowner conversations into the appropriate next step.
Estimate follow-through
A follow-up process for viable replacement estimates, with human handoffs and stops when a homeowner replies, buys or opts out.
Visible outcomes
A simple scorecard connecting inquiries, estimates, sold jobs and completed-job profit, with staff training and focused reviews.
You keep your marketing relationships, your prices and your salespeople.The engagement has a defined scope and ends after 90 days unless you choose ongoing reviews.
See the workflow example, deliverables and team responsibilities
03 / THE 90-DAY ENGAGEMENT
Review. Install. Run. Hand off.
Check the economics
Review your current pipeline, job profit, team ownership and available capacity. Recommend implementation only when the opportunity justifies it.
Install and test
Set up the agreed workflows, scripts, staff handoff and scorecard. Target: live within 21 days after required inputs and sending channels are ready.
Run it with your team
Review response, booking and estimate outcomes. Make focused adjustments while your people handle real homeowner conversations.
Leave you equipped
Review the outcomes and hand over documentation and access. Continued review is optional; operating the installed process does not require a subscription to us.
04 / WHO IT FITS
Existing opportunity.
Room to do more work.
This is for established retail residential roofers with regular replacement inquiries and estimates.
Apply for a Roofing Revenue Leak ReviewA useful starting point
- Regular replacement inquiries and delivered estimates.
- An office or sales team member who can own follow-up.
- Capacity to complete additional profitable jobs.
- Usable records and willingness to track outcomes.
It may not fit if…
You primarily need new leads, have no spare capacity, rely on long insurance-claim decisions, or already run and measure this process consistently.
Revenue alone does not determine fit. Your actual pipeline, margins and capacity do.
05 / WHY WORK WITH DAVID
Built around the work
after the inquiry.
David Melvin FOUNDER
I’m David Melvin. I’ve operated a roofing business and managed roofing projects. This implementation focuses on a practical part of the business: what happens after a homeowner shows interest.
The first engagements are paid pilots. I don’t yet have case studies for this specific program, and I won’t promise a revenue number the evidence can’t support.
A clear recommendation, even when the answer is “this isn’t the right purchase.”
More about David and the approach06 / SCOPE & PROTECTION
A defined project.
A clear scope.
One business, one location/team, one service focus: retail residential replacements.
Required software and usage are quoted separately before enrollment. Compatibility is checked before you buy.
90 daysA defined engagement
21-day targetAfter required inputs are ready
Six sessions30 minutes each, focused on the work
PAID PILOT / 90 DAYS
Built around your
current pipeline.
We discuss pricing on your review call, after checking fit. Required software and usage are quoted separately.
- Pipeline and baseline review.
- Four scoped workflows, scripts and scorecard.
- Six focused 30-minute sessions.
- Testing, documentation and day-90 handoff.
Installation protection
Apply for a Roofing Revenue Leak ReviewThe second installment is due only after the agreed installation passes its acceptance checks. If we miss the installation deadline, you do not owe it. We have ten business days to correct the issue; if we still cannot deliver, we refund the first installment.
The agreement defines readiness, deliverables and documented client-caused pauses. Third-party fees are separate. We guarantee installation, not sales or homeowner decisions.07 / BEFORE YOU APPLY
Good questions.
Straight answers.
What happens on the review call?
We spend 30 minutes reviewing your inquiry and estimate process, capacity and job economics. You receive a one-page finding with the addressable gap, a conservative economic assessment and a fit/no-fit recommendation. If the records are insufficient, we identify what is missing. Pricing is discussed after checking fit.
Will you run our ads?
This engagement covers the process after an inquiry arrives. Ad management is outside its scope.
We already use a CRM. Does that matter?
Yes. We’ll inspect your existing process first. If it already does the job, we’ll say so. Any required setup compatibility is checked before enrollment.
Do we need an AI receptionist?
No. Automation supports your people. AI call analysis is optional where recordings and permissions allow it.
What will my team have to do?
Assign one process owner, handle real homeowner conversations, attend the launch, review the daily queue and update job outcomes. Initial setup effort is scoped before you buy.
How soon will we see results?
We aim to have the agreed process live within 21 days after required inputs are ready. Responses and bookings may change first. Completed-job profit takes longer and depends on your sales cycle and installation schedule.
What do we keep after day 90?
Documentation and access/export rights for the installed process. Your people continue to run it. Third-party software and usage may still have their own fees. See the deliverables and responsibilities.
Is ongoing coaching required?
No. The 90-day program includes documentation and handoff. Continued review is optional.
YOUR NEXT STEP
Find out whether your current roofing
pipeline has a fixable revenue leak.
Apply for a Roofing Revenue Leak ReviewOne 30-minute call. A clear fit/no-fit recommendation.