Windows Roofing Siding Bath AI Meeting Checklist

Windows / Roofing / Siding / Bath AI Meeting Checklist

Private prep for Dad's Thursday, June 4, 2026, 9:30 AM meeting.

Status: internal research and meeting prep only. No outreach, publishing, account connections, CRM edits, phone changes, paid tools, or client promises without Dad approval.

Quick Meeting Goal

Walk into the meeting ready to find one expensive leak in the company, then pitch one safe AI worker that helps with that leak.

Best first angle: Missed Lead + Estimate Follow-Up Recovery for exterior/remodeling contractors.

Why: every video/source pointed back to speed, follow-up, repeatable sales process, quote discipline, and proof from the field.

1. Opening Questions

• What do you sell most: windows, roofing, siding, bath remodels, or a mix?
• What is the average job value for each service?
• Where do leads come from: phone, website, Google LSA, Angi/HomeAdvisor, referrals, Facebook, ads, door knocking, past customers?
• Who answers the phone during the day?
• What happens after-hours?
• How fast does a new lead get a text/call back?
• What percentage of leads book an estimate?
• What percentage of estimates close?
• How many estimates are still open right now?
• What system tracks jobs today: paper, spreadsheet, JobNimbus, ServiceTitan, Hatch, GoHighLevel, CompanyCam, QuickBooks, other?
• Where do job photos live?
• Who follows up after estimates, no-shows, old leads, and finished jobs?

2. Business Operations Checklist

• [ ] One lead inbox exists for every source.
• [ ] Phone calls are answered or routed during business hours.
• [ ] Missed calls trigger a callback/text task.
• [ ] After-hours calls have a response path.
• [ ] Website forms ask service type, address/city, urgency, photos, budget/timeline, and preferred callback time.
• [ ] Sales team has a repeatable call script before scheduling in-home visits.
• [ ] Bad-fit leads can be filtered before wasting truck time.
• [ ] Estimate appointments get reminders 3 days, 1 day, and 1 hour before.
• [ ] No-shows trigger a rebook path.
• [ ] Every estimate has a next follow-up date.
• [ ] Old/canceled leads are tagged for reactivation.
• [ ] Pricing uses real overhead, margin, labor, materials, subs, warranty, and admin time.
• [ ] Job photos are organized by customer/job/service.
• [ ] Finished jobs produce review requests and before/after proof.
• [ ] Owner can see stalled leads, stalled estimates, pending follow-ups, and jobs under margin.

3. Trade-Specific Checks

Windows:

• [ ] Track window count, type, sizes, frame material, install access, financing interest, and manufacturer preference.
• [ ] Ask whether the homeowner wants repair, replacement, efficiency improvement, or whole-house upgrade.
• [ ] Follow up hard after the quote because window decisions often sit while the homeowner compares options.

Roofing:

• [ ] Track storm/insurance vs retail, roof age, leak status, pitch/access, material, photos, and urgency.
• [ ] Use appointment reminders and no-show recovery because inspection truck rolls cost money.
• [ ] Consider database reactivation for old inspections, old quotes, repairs, and past customers.

Siding:

• [ ] Track material type, damaged areas, full replacement vs repair, exterior photos, color/style questions, and adjacent work like gutters/trim.
• [ ] Build a photo-proof library because siding sells visually.
• [ ] Use prequalification before site visits so sales time is not burned on vague "how much" calls.

Bathroom remodeling:

• [ ] Confirm scope: wet area only, tub-to-shower, full bath, accessibility, plumbing/electrical, tile, fixtures, demo, permits.
• [ ] Make overhead and margin explicit before quoting.
• [ ] Use a selections checklist so change orders and delays do not eat profit.

4. AI Worker Options

• [ ] Missed-call / after-hours AI receptionist: answers basics, captures job info, books or alerts human.
• [ ] Speed-to-lead responder: texts/calls new leads within minutes, confirms interest, asks intake questions.
• [ ] Estimate follow-up worker: follows up open estimates on schedule until won/lost/stale.
• [ ] No-show recovery worker: sends reminders before appointments and rebook messages after missed appointments.
• [ ] Old lead reactivation worker: wakes up old quotes/past customers with approved, compliant copy.
• [ ] Field photo report worker: turns job photos/voice notes into reports, summaries, checklists, and customer updates.
• [ ] Sales call coach: records/transcribes sales calls where legally allowed, flags missed booking opportunities and objections.
• [ ] Company knowledge bot: answers internal SOP/product/process questions from approved docs.
• [ ] Review/proof worker: asks for reviews after completed jobs and drafts before/after social proof for human approval.

5. Best First Build

Pick this first unless the meeting reveals a bigger pain:

AI Lead Recovery Worker

Job:

• Capture every call/form/lead source.
• Text back within minutes.
• Ask approved qualifying questions.
• Notify the owner/salesperson when a lead is hot.
• Create or update the CRM/contact record.
• Remind customers before estimate appointments.
• Follow up on open estimates.
• Hand off pricing, objections, angry customers, legal/insurance, and unusual job conditions to a human.

Why it fits:

• Low risk compared with AI pricing or AI technical advice.
• Easy to prove with a before/after log.
• Applies to windows, roofing, siding, and baths.
• Directly attacks the biggest contractor problem: calls and quotes falling through the cracks.

6. Meeting Scorecard

Score each from 0 to 2:

• [ ] Calls answered fast: ___ / 2
• [ ] After-hours covered: ___ / 2
• [ ] Lead sources captured in one place: ___ / 2
• [ ] Quote intake questions complete: ___ / 2
• [ ] Estimates delivered quickly: ___ / 2
• [ ] Open estimates followed up: ___ / 2
• [ ] Appointment reminders working: ___ / 2
• [ ] Old leads reactivated: ___ / 2
• [ ] Job photos organized: ___ / 2
• [ ] Reviews/proof requested after jobs: ___ / 2
• [ ] CRM/job board clean: ___ / 2
• [ ] Owner dashboard exists: ___ / 2

Score guide:

• 0-8: start with missed-call and lead capture.
• 9-16: start with estimate follow-up and appointment reminders.
• 17-24: start with reporting, AI call coaching, and photo/proof automation.

7. Demo To Bring

• Show a simple lead path: form/call -> AI text-back -> intake questions -> owner alert -> appointment reminder -> estimate follow-up.
• Show a sample dashboard with statuses: New, Contacted, Booked, Estimate Sent, Follow-Up Due, Won, Lost, Stale.
• Show sample customer-safe messages, not aggressive spam.
• Show a human approval gate for price, disputes, legal/insurance, technical edge cases, and public testimonials.
• Show photo-to-report idea for job proof: field photos + voice note -> customer update / internal job recap / social draft.

8. Questions That Close The Meeting

• Which leak bothers you most right now: missed calls, slow estimates, no follow-up, job photo chaos, or reviews?
• If we fixed one thing in 7 days, which would make your week easier?
• Can we test on sample data or one lead source first?
• Who approves customer-facing messages?
• What tool do you already use that we should not disturb?
• What would count as a win after 30 days: faster response, more booked estimates, fewer no-shows, cleaner follow-up, better job documentation?

9. Sources Watched / Crawled

YouTube watch/caption crawl:

• Hamza Automates, "I Built a $5000 AI Automation for Roofing Companies You Can Copy" - https://www.youtube.com/watch?v=jCVEs3NFobI
• The STRONG Roofer, "18 Ways to Use AI to Sell More Roofs, Save Time, and Wow Customers" - https://www.youtube.com/watch?v=3i6_0Y1CCj8
• The Professional Builder, "How To Mark Up Bathroom Renovations (So You Actually Make Money)" - https://www.youtube.com/watch?v=S3P6PKlA1WM
• RR Buildings, "Top 10 Tips to Running a Successful Construction Business" - https://www.youtube.com/watch?v=LUhHIvIoc0Y
• Contractor Fight TV, "CONTRACTOR SALES TIPS: How to Sell More Jobs Without Meeting up with Clients" - https://www.youtube.com/watch?v=C7DNdgm4LKQ

Official/vendor pages checked:

• JobNimbus roofing/contractor CRM: https://www.jobnimbus.com/
• ServiceTitan AI for the trades: https://www.servicetitan.com/features/ai
• Hatch AI for home improvement: https://www.usehatchapp.com/home-improvement
• CompanyCam AI features: https://companycam.com/ai-features

10. Cletus Verdict

Do not lead with "we can AI your whole company."

Lead with: "Let's find the one repetitive lead or follow-up job that is leaking money and build a human-approved worker around it."

For this company type, the cleanest first worker is not fancy. It is fast response, estimate follow-up, appointment reminders, old lead reactivation, and organized job proof.