1. First leak selection
Pick one starting area: missed calls, old estimates, stale web leads, reviews/referrals, storm follow-up, no-shows, or past customers.
Revenue leak system
What we actually set up after the audit.
The audit finds the first leak. The system is the practical follow-up setup that helps stop missed calls, old estimates, stale leads, reviews, referrals, storm inquiries, and past customers from disappearing.
The setup
Seven practical pieces, not a bloated software stack.
2. List intake
Collect or paste the list safely with source, permission, opt-out, and status tracking.
3. Script approval
Prepare the message, get roofer approval, and make clear what staff can and cannot say.
4. Follow-up work log
Track each action so the roofer can see what was worked instead of just hearing a vague update.
5. Opportunity board
Show what is new, contacted, waiting, booked, sent to 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 still leaks.
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.
Still leaking
What should be fixed next week.
Start small