CRM and follow-up for roofing: no lead goes cold, no estimate goes unconfirmed

What this is

Every new lead gets a text and a call attempt in under 60 seconds, in English or Spanish, whichever the homeowner writes in. After that it gets worked until it books a roof-replacement estimate, reschedules or says no. Reminders go out before the estimate, and nothing sits in an inbox waiting for someone to remember it.

The point isn't a CRM you have to feed. It's that the follow-up happens whether or not anybody in the office is having a good week. If you are still choosing one, here is what a roofing CRM has to do before it is worth paying for.

Right now we run this for residential roofers in Houston, together with the ads that bring the leads in, run in your own ad account. See the Houston roofing pilot.

What the follow-up does

1. First contact in under 60 seconds. Form, call-back request or message: a text and a call attempt go out straight away, seven days a week. We review every conversation. Why the first minute decides who gets the estimate.
2. Qualification. Owner or not, address inside your area, replacement or repair, insurance claim or retail, timing. The answers go into the booking note, so your estimator knows what he's walking into.
3. Booking inside your slots. Straight into your calendar, only in the windows you give us.
4. Reminders and reschedules. Reminder texts before the estimate. A homeowner who can't make it gets a new slot, not a dropped file. How to get more booked estimates held.
5. Leads that go quiet get worked. Sequences keep going until the homeowner books or says no, then stop.
6. Every estimate gets an outcome. Sold, lost or pending, logged in your CRM, so the weekly numbers point at signed jobs, not form fills. The follow-up on the quote is your team's: how to follow up after a roofing estimate.

What roofing owners tell us

• After a storm, out-of-town crews arrive with it. They get to the homeowner first because they answer first. You've roofed this area for years and you get there Thursday. Thursday doesn't sign.

• "Just checking prices" eats your estimators' week. Some of the roofs you climb belong to someone gathering quotes for an adjuster, a tenant, or a roof with years left in it. Every one is a morning and a truck roll you paid for.

• No-shows cost a truck roll each. The homeowner booked last week, forgot, and isn't home. Nobody texted the day before.

• Then storm season ends and the pipeline is empty. The leads from spring that never booked are still sitting in a spreadsheet nobody opens. What to do in the weeks between storms.

What counts as a qualified roof-replacement estimate

Agreed in writing before we start: the homeowner books and every decision-maker will be there, the property is residential and inside your zip codes, the job is a replacement (not a repair, unless you want those too), and they plan to do the work, by insurance claim or retail, inside the window you set. Anything that doesn't match that definition doesn't get booked onto your calendar, and doesn't count in the weekly report.

What you see every week

One page you can read in a minute: leads, response time, estimates booked, estimates held, no-show rate, outcomes, and what we're changing next week and why. The number we optimize is cost per held roof-replacement estimate, not cost per lead, and not clicks.

How we start

We don't promise a number of estimates or jobs. In Houston it starts as a 60-day pilot on a flat monthly fee, then runs month to month.

See the Houston roofing pilot or book a call.