1. Pick the first list
Choose one starting list: missed calls, old estimates, old web leads, reviews/referrals, storm follow-up, no-shows, or past customers.
How follow-up gets worked
After the scan, we work one follow-up list at a time.
The scan finds the first list worth working. Then we collect the list, confirm permission and wording, contact homeowners, record replies, hand roofing decisions back to your team, and report what happened.
The steps
Seven simple pieces of follow-up work.
2. Receive the list
Collect or paste the list safely with source, permission, do-not-contact notes, and current status.
3. Approve the wording
Prepare the call, text, or email wording and confirm what Roofing Growth Desk can say before homeowners are contacted.
4. Record every contact attempt
Track each call, text, email, reply, no-answer, opt-out, callback request, and next step.
5. Show the current status
Show what is new, contacted, waiting, booked, sent to the roofer, closed, won, lost, or opted out.
6. Roofer handoff rules
Separate follow-up/admin work from roofing judgment, pricing, technical scope, contracts, permits, and warranty decisions.
7. Weekly proof report
Summarize what was worked, what happened, what needs the roofer, and what should be worked next.
Keeps the roofer in control
We do not become the contractor.
Roofing Growth Desk works approved follow-up. The roofer remains responsible for roofing judgment, inspection decisions, estimates, pricing, scope, materials, permits, contracts, warranties, safety, and workmanship.
We do not promise
- Guaranteed jobs or revenue
- Guaranteed reviews or referrals
- Technical roofing advice
- Pricing or estimates
- Permit, warranty, insurance, or legal answers
The owner test
The owner should always be able to answer: what was worked, what happened, and what needs me?
Worked
Calls, leads, estimates, reviews, referrals, or past customers touched.
Moved
Booked, revived, waiting, closed, lost, or sent to roofer.
Needs owner
Pricing, scope, technical answers, inspection timing, or contract decision.
Next list to fix
What should be worked next week.
Start small