Free audit deliverable

Free Quick Leak Scan result template

This is the simple result format a roofer receives after the free scan. It shows the first leak to work, why it matters, what we need, what we will not do, and the recommended plan.

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Sample audit result

Simple leak score: Serious

First leak to workUnsold estimate follow-up

Why it mattersOpen estimates are warm opportunities. If nobody follows up, they leak to competitors.

Recommended start90-Day Missed Revenue Setup

Weekly proofFollow-up items worked, replies, booked items, owner handoffs, closed-out items.

What we found

Missed calls are sometimes handled, but follow-up is not documented consistently.
Open estimates do not appear to have a clear 3-day / 7-day / 14-day follow-up rhythm.
Completed jobs create review and referral opportunities that are not being worked every week.
Past customers could be recalled for post-storm or seasonal roof checkups.

What we need to start

One owner contact who can approve scripts and answer escalation questions.
One list to work first: missed calls, open estimates, past customers, or completed jobs.
Approved wording and handoff rules.
Tool access or the simplest starter tools.

What stays with the roofer

Roofing judgment, pricing, technical roof answers, estimates, contracts, permits, insurance discussions, warranties, workmanship, scheduling commitments that require estimator judgment, and customer disputes.

Download quick scan result template PDF