90-Day Focused Setup

Test one follow-up lane before expanding.

A controlled first paid step after the free Quick Leak Scan. We set up one practical workflow around existing calls, forms, estimates, customers, referrals, or follow-up gaps. Scope and price are confirmed before work starts.

The 90-day path

Build one follow-up area, prove the workflow, then decide whether Core or Growth support is justified.

Days 1–7

Find the leaks

Review lead sources, old estimates, inboxes, phone alerts, website forms, review/referral gaps, and past-customer lists. Create approved scripts and handoff rules.

Days 8–30

Work the first follow-up areas

Begin missed-call/message follow-up, open estimate follow-up, appointment confirmations, and review/referral requests within agreed limits.

Days 31–90

Measure and improve

Report activity, refine scripts, identify bottlenecks, add past-customer/storm follow-up, and decide if the ongoing desk is worth keeping.

What the roofer gets

Concrete follow-up work, not a vague marketing promise.

Recovery checklist

Where leads are coming from, where they wait, and what needs a same-day, next-day, or weekly follow-up area.

Approved scripts

Missed-call, web lead, estimate, review, referral, storm, and past-customer language the roofer can approve before use.

Handoff rules

Clear points where the desk stops and the roofer handles pricing, technical roof questions, inspection results, contracts, permits, and warranty issues.

Weekly report

Follow-up items worked, estimates touched, appointments coordinated, reviews/referrals requested, past customers contacted, and next steps.

Start with a Free Quick Leak Scan

Show us where calls, estimates, reviews, referrals, and past customers are slipping away. We will tell you the first follow-up leak worth working.

This is built for roofers who already have some demand but are losing opportunities because nobody consistently works the follow-up pile. No ad spend is required to start.

  • No phone-system replacement required.
  • No new CRM required to begin.
  • We focus first on opportunities you already paid for or already earned.
  • We bring the roofer in when pricing, roof expertise, or a serious estimate conversation is needed.
Fast path:Fill in company, name, email, phone, and consent. The rest simply helps us spot the first leak faster.

English or Spanish: Tell us which language is best. We will keep the form simple and follow up in the clearest way we can.

Most fields are optional. Company name, your name, email, phone, and consent are enough to request the free scan.

Optional details: tell us where follow-up breaks down

You can send the basics now. These optional fields help us prepare a better audit if you already know where calls, estimates, reviews, referrals, or past customers are falling through.

Tools that may be needed
Roofing work you handle
Where is revenue leaking?

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