INSIDE BOOKED & SOLD

A roofing sales process
your team can actually run.

A 90-day implementation connecting inquiry response, inspection booking, estimate follow-up and outcome tracking. Here’s what that work looks like.

Apply for a Roofing Revenue Leak Review

SEE THE HANDOFF

A homeowner replies.
The process changes.

The next action should follow the actual conversation. Choose a scenario to see the difference.

ILLUSTRATIVE EXAMPLE · NOT A CLIENT RESULT OR CONNECTED CRM

Estimate delivered. No reply yet.

An eligible retail replacement estimate remains open. The agreed follow-up cadence is active.

Automation
Schedule the next approved follow-up and flag overdue tasks.
Your team
Check that the estimate is still viable and keep a named owner accountable.
Outcome record
Open estimate. No sale or revenue is assumed.

The actual cadence, channels, permissions and staff routing are agreed and tested before launch. This demonstration sends no messages.

WHAT YOUR TEAM RECEIVES

The tools behind
the daily work.

A usable pipeline

Defined stages, clear ownership and a next action for each qualified opportunity. One business, one location/team and one service focus.

Four scoped workflows

Inquiry escalation, appointment confirmation, estimate follow-up, and reply/opt-out/sale suppression with human handoffs.

Scripts and a daily queue

Intake, callback, booking, estimate handoff and objection scripts, plus a staff operating procedure and a queue for exceptions.

A baseline and scorecard

Review recent records, document what’s missing and track response, booking, estimates and completed-job economics using agreed definitions.

Six focused sessions

Kickoff, staff launch and four reviews around days 30, 45, 60 and 90. Each session lasts 30 minutes and supports the installed process.

Documentation and handoff

At day 90, review outcomes and hand over documentation and access/export rights. Continued review is optional; third-party tools may still carry their own fees.

Compatibility, records, communication permissions and the initial setup effort are checked before enrollment. Pricing is discussed on the review call; required software and usage are disclosed separately.

MEASURE THE RIGHT THINGS

Activity is useful.
Outcomes are the test.

We establish a baseline and keep unknowns visible. A reminder sent is not a conversation, and a signed job is not collected profit.

Human response
Time from inquiry to the first human attempt, with two-way contact tracked separately. Automated acknowledgement is a different event.
Inspection booking
Qualified inquiries that book an inspection or consultation, compared with equivalent sources and periods.
Estimate outcomes
Won, lost and still-open estimates in a dated cohort with an agreed outcome window.
Completed-job economics
Signed, completed and collected jobs kept separate. Actual direct costs and additional program, tool and staff costs inform the financial review.

CLEAR RESPONSIBILITIES

We install and test.
Your team operates.

David’s responsibility

  • Review the baseline, scope and supported setup.
  • Configure and test the agreed workflows, scripts and scorecard.
  • Train your team and lead the six focused sessions.
  • Document the process and complete the day-90 handoff.

Your team’s responsibility

  • Name one accountable process owner.
  • Provide usable records, approvals and account access.
  • Handle homeowner conversations, pricing and commitments.
  • Review the daily queue and update job outcomes.

This engagement excludes ad management, lead purchasing, answering your calls, technical estimating, insurance-claim negotiations, recruiting, crew management and CRM migration. It is a defined sales-process implementation.

YOUR FIRST CONVERSATION

A review with
a real decision.

In one 30-minute Roofing Revenue Leak Review, we examine your inquiry and estimate process, available capacity and job economics.

You receive a one-page finding: the addressable gap, a conservative economic assessment with assumptions made clear, and a fit/no-fit recommendation. If the records cannot support a decision, we identify what is missing.

Bring rough monthly inquiry and estimate counts, typical completed-job gross profit and your next-90-day capacity. Invite the person who would approve the engagement. No private homeowner records are needed for this first conversation.

The review is a focused fit assessment. The full pipeline baseline and installation belong to the paid engagement.

START WITH FIT

Is this the right gap
to fix in your business?

Apply for a Roofing Revenue Leak Review

One 30-minute call. Pricing discussed after checking fit.

START WITH THE BASICS

Check your current estimate follow-up.

Use a practical checklist to review ownership, next actions, handoffs and outcomes before adding more tools.

Read the roofing lead response guide
Read the roofing estimate follow-up guide