Roofing Lead Leak Checklist

Roofing Lead Leak Checklist

Status: lead magnet / sales conversation draft. No public posting until Dad approves.

Headline

Roofers do not always need more leads first. A lot of money is already leaking from calls, forms, old estimates, and missed follow-up.

Use this checklist to find the leaks before spending more on ads.

The 15-Point Leak Check

Score each item:

• 0 = not handled
• 1 = partly handled
• 2 = handled cleanly

• Missed calls get a fast text/callback path.
• After-hours calls still capture name, address, job type, urgency, and best callback time.
• Storm/leak language is escalated to a human quickly.
• Website forms are seen within 15 minutes during business hours.
• Quote forms ask enough to route the lead, but not so much that homeowners quit.
• Phone leads and form leads land in one visible place.
• Every new lead has a next action.
• Every new lead has an owner.
• Every new lead has a deadline.
• Estimates have follow-up tasks after 1 day, 3 days, 7 days, and 14 days.
• Old unsold estimates can be reactivated without sounding pushy.
• No-show appointments get a polite rescue sequence.
• Warranty/service calls are not accidentally treated like new sales leads.
• Completed jobs trigger review requests and proof/photo collection.
• The owner can see what is stuck today without digging through texts, email, and voicemail.

Score

• 0-10: Leads are probably leaking every week.
• 11-20: The business has pieces working, but follow-up is still fragile.
• 21-30: Strong base. The opportunity is automation, reporting, and cleaner handoffs.

Fastest Fix

Start with one worker:

Missed Call + Estimate Follow-Up Worker

It does not replace the sales team. It catches repetitive intake and follow-up so the team can spend more time on valuable homeowner conversations.

Demo Offer

We can run a Lead Rescue Blueprint and show a simple demo board with five lead cards:

• missed after-hours call
• urgent storm/roofing lead
• website quote form
• old unsold estimate
• warranty/service issue

Each card gets the thing most contractors are missing: next action, owner, and deadline.