Good fit
- You already get calls, web forms, estimates, storm inquiries, referrals, or past customers.
- Your team knows some follow-up is late, inconsistent, or invisible.
- You want one practical leak checked before buying more leads or software.
Free Quick Leak Scan
The scan is the first step for a roofer who suspects calls, web leads, old estimates, reviews, referrals, storm inquiries, no-shows, website/form response, visibility gaps, or past customers are slipping away - but does not want to commit to a big package first.
No pressure start
We look for the lowest-friction place to start: calls, estimates, reviews/referrals, past-customer recall, storm follow-up, messages, website/form response, or visibility gaps. If there is not enough existing demand to work, the honest answer may be to wait or fix lead flow first.
Questions before the form? Call (800) 363-4719. We keep the owner email private and route requests through the site/server.
Good-fit check
What you get back
We keep the output practical so an owner, office manager, or sales lead can understand it quickly.
The follow-up gap that looks most urgent or easiest to prove.
The cleanest first list or system to review: calls, forms, estimates, completed jobs, or past customers.
The script or handoff language we would need before any customer follow-up starts.
Wait, fix it internally, start a 90-day test, or move into a Core/Growth Desk plan only if the volume supports it.
Why audit, not free trial?
The audit shows where the first serious leak appears to be, then recommends whether the 90-Day Setup, Core Desk, Growth Desk, or Storm Mode makes sense.
If we cannot identify at least one meaningful leak in the current call, estimate, review/referral, storm, or past-customer follow-up process, we will say the roofer may not need us yet.
We do not guarantee jobs, reviews, referrals, rankings, revenue, or profit. We do provide honest scoping and practical follow-up recommendations.
What we check
Voicemails, after-hours calls, delayed callbacks, and service-area screening.
Website forms, Google/Facebook messages, emails, texts, and photo requests.
Quotes that went quiet, stalled, or were never followed until a clear answer.
Happy customers who were never asked for reviews, referrals, or neighborhood introductions.
Customers who could be invited back for storm, seasonal, warranty, or roof-age checkups.
Surge periods where speed, triage, photo intake, and appointment coordination matter.
Visitors, Google profile clicks, and forms that do not turn into fast follow-up or booked conversations.
Places where the owner cannot see what was worked, where deals died, or what still needs an answer.
What to have ready
Where you want jobs and which jobs you prefer: repairs, replacements, storm, gutters, commercial, or flat roofing.
Phone calls, website forms, Google/Facebook messages, CRM alerts, old lead lists, or email inboxes.
Any estimates that went quiet, are waiting on homeowner response, or have no clear next step.
Completed jobs, review opportunities, referral opportunities, storm follow-up lists, or warranty/checkup dates.
Follow-Up Lane Selector
What makes the audit useful
Which lane is probably costing the most: calls, estimates, reviews/referrals, storm follow-up, or past customers.
What can be worked first with the least tool friction and the clearest handoff rules.
Whether existing phone, CRM, calendar, review, photo, or inbox tools are enough to start.
Whether the roofer should stay with a free scan, test the 90-day setup, use Core, or wait until volume justifies it.
Start with a Quick Leak Scan
This is built for roofers who already have some demand but are leaking opportunities because nobody consistently works the follow-up pile. No ad spend is required to start.