Sales automation for roofing: the whole front end, running without you

What this is

Ads, response, qualification, booking, reminders, reporting. The front end of a roofing business is a sequence of steps that each fail quietly, and automating them is how the owner stops being the bottleneck on all of them.

You keep the judgement calls: pricing, scope, which jobs you want. The system handles everything that shouldn't need a human at 11pm on a Sunday, and the unit it delivers is a qualified roof-replacement estimate on your calendar.

Right now we run this for residential roofers in Houston. See the Houston roofing pilot.

The front end, step by step

1. Ads in your account. Pay-per-lead ads on Google where you're eligible, Google Search where it makes sense. Your card, your account, every dollar visible.
2. A page for roof replacement. One landing page for replacement work in your service area, with your own reviews on it. What that page needs to turn clicks into estimates.
3. First contact in under 60 seconds. Every new lead gets a text and a call attempt straight away, in English or Spanish, seven days a week. Roofing lead follow-up, from the first text to the booked estimate.
4. Qualification. Owner, address, replacement or repair, insurance claim or retail, timing. Written into the booking note.
5. Booking and reminders. Into your calendar, inside the slots you give us. Reminder texts before the estimate. Reschedules handled, not dropped. Roofing appointment reminders: what to send and when.
6. Weekly scoreboard. One page, once a week, that you read in a minute. What to track to get to cost per signed job, and how many leads you need for each signed job. The numbers come from wherever you keep your leads: what a roofing CRM has to track.

Roofing appointment reminders: what gets sent and when

Every estimate we book is confirmed in writing and gets a reminder text before the visit, in the language the homeowner used, English or Spanish. The timing is set with you before we start.

• What every message says. Who is coming, the date, the time and the address.
• What it asks. Whether everyone who decides on the roof will be there.
• How the time gets moved. A one-line reply, not a phone call. The new time goes on your calendar, inside the slots you give us.
• Who gets it. Only homeowners who asked to hear from you, and it stops when they ask.

You report whether each estimate was held, so the show rate shows up in the weekly scoreboard, by lead source. Sample confirmation and reminder texts, in English and Spanish.

What roofing owners tell us

• After a storm, out-of-town crews arrive with it. You've roofed this area for years and you're losing streets to a rented truck and a door knocker who'll be gone by Christmas. They get there Monday. You get there Thursday. Thursday doesn't sign.

• The owner is the dispatcher. Every call-back, every reschedule, every "did anyone get back to that lady on Elm" runs through one phone, and that phone is on a roof half the day.

• "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.

• Then storm season ends and the pipeline is empty. You built a crew for the busy months and now you're carrying them on retail work you never systematically chased.

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: ad spend, leads, response time, estimates booked, estimates held, quotes sent, jobs sold, 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, with the ad spend in your account, then runs month to month.

See the Houston roofing pilot or book a call.