Playbooks / Roofing

Roofing playbook

Start with what the owner already pays for, then move to the build with the clearest measured gap.

Seasonality: time your pitch

Common pattern: surges after hail and wind storms, plus spring and fall inspection seasons. Winter work is mostly leaks.

These are general patterns, not verified. Ask the owner for 12 months of call logs and job history and use those instead.

Suggested order

  1. Set up what you already pay for (quick win)
  2. Post-storm lead intake (modest lift + time saved) | Lead intake & qualification
  3. Inspection appointment confirmations | Dispatch & scheduling
  4. Roof replacement estimate follow-up | Quote follow-up
  5. Review requests after install (setup service) | Review requests
  6. Annual roof check reactivation (email first) | Seasonal reactivation
Roofing 路 Lead intake & qualification

Post-storm lead intake (modest lift + time saved)

After a storm, calls spike and some leads slip through before anyone calls them back.

Roofing 路 Dispatch & scheduling

Inspection appointment confirmations

No-shows for inspections waste sales reps' time.

Roofing 路 Quote follow-up

Roof replacement estimate follow-up

Homeowners collect several bids, and follow-up is inconsistent.

Roofing 路 Review requests

Review requests after install (setup service)

Reviews matter, and customers rarely leave one unless asked.

Roofing 路 Seasonal reactivation

Annual roof check reactivation (email first)

Past customers forget the company between replacements.

All trades 路 Set up what you already pay for

Set up what you already pay for: on-my-way texts, invoice reminders, and native follow-ups

The owner pays for a job-management app but has its automations switched off.

One buildable use case a week

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