Choose the first list
We do not try to rebuild the company. We start with the list most likely to produce useful activity: calls, estimates, reviews/referrals, storm follow-up, or past customers.
How it works
How the follow-up desk works for a roofing company.
No phone-system replacement is required to start. We can begin with the alerts, inboxes, forms, lists, and CRM views roofers already use, then add better tools only when the work justifies it.
Simple work model
Get the list. Approve the wording. Contact homeowners. Hand roofing decisions back. Report every week.
The desk is designed so a roofing owner can understand exactly what happens without learning another complicated tool.
1Connect sources
Phone alerts, voicemail-to-email, web forms, email, text, CRM alerts, Google/Facebook messages, and old estimate lists.
Phone alerts, voicemail-to-email, web forms, email, text, CRM alerts, Google/Facebook messages, and old estimate lists.
2Approve scripts
Missed-call wording, estimate follow-up wording, appointment confirmations, review/referral asks, and handoff rules.
Missed-call wording, estimate follow-up wording, appointment confirmations, review/referral asks, and handoff rules.
3Contact homeowners
We call, text, and email with approved wording, ask basic intake questions, record replies, coordinate next steps, and hand off roofing decisions.
We call, text, and email with approved wording, ask basic intake questions, record replies, coordinate next steps, and hand off roofing decisions.
4Report weekly
You see what was contacted, booked, revived, waiting, closed out, or needing roofer attention.
You see what was contacted, booked, revived, waiting, closed out, or needing roofer attention.
First-week setup
Start small so the roofer sees useful work quickly.
Approve the language
The roofer approves what we can say, what channels we can use, what counts as qualified, and when to hand the conversation back.
Work and prove it
The weekly proof report shows activity, outcomes, owner handoffs, and remaining leaks so the roofer can decide whether to expand.
What can be connected first
Start with whatever the roofer already has.
Existing business phone or missed-call alerts
Voicemail-to-email and inbox notifications
Website forms and quote request forms
Google Business Profile and Facebook lead/message alerts
CRM, JobNimbus, Jobber, AccuLynx, Housecall Pro, spreadsheets, or shared inboxes where practical
Old estimate lists, past-customer lists, completed-job lists, and storm inquiry lists
What we need to start
You do not need a perfect CRM. We need enough access, exports, or lists to work one leak cleanly.
One owner contact
Someone who can approve scripts, answer scope questions, and receive handoffs when roof expertise is needed.
One lead source
Missed-call alerts, web forms, CRM leads, inboxes, old estimates, past customers, or completed-job lists.
One place to start
Start with calls, estimates, reviews/referrals, past-customer recall, storm follow-up, no-shows, or web messages.
One report rhythm
A weekly check-in showing what was touched, booked, revived, closed out, waiting on the roofer, or still open.
The handoff rule
We do not let the desk become fake roofing expertise.
Desk handles
Contact attempts, basic intake, appointment coordination, review/referral asks, follow-up updates, and status reports.
Roofer handles
Roof assessment, pricing, technical answers, insurance details, estimates, contracts, permits, workmanship, and warranties.
Escalate when needed
If a homeowner asks technical questions, pricing questions, damage questions, permit questions, or warranty questions, the roofer gets the handoff.
Follow-up board
The working process is simple: find, work, hand off, report.
Find
Identify the calls, forms, estimates, no-shows, reviews, referrals, storm messages, and past-customer lists that need follow-up.
Work
Use approved follow-up scripts and cadences through calls, texts, emails, and messages.
Hand off
Escalate pricing, inspections, technical roofing questions, insurance, contracts, permits, and warranty issues back to the roofer.
Report
Summarize booked, revived, closed-out, still-open, and next-step opportunities every week.
Weekly proof of work
The work is judged by visible activity, not vague marketing talk.
Contacted
Who was touched and through which approved channel.
Outcome
Booked, revived, waiting, no answer, not a fit, closed out, or needs roofer handoff.
Next action
The next follow-up date, owner task, or handoff requirement.
What still needs fixing
Where data, tools, speed, or handoffs are still slowing follow-up.
Start with a 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.