CRM & Lead Follow-up · Roofing

CRM and follow-up for roofing: no inquiry goes cold, no appointment goes unconfirmed

What this is

Every inquiry gets worked until it books, reschedules or says no. Text and email sequences run on their own, reminders go out before the roof inspection, and nothing sits in an inbox waiting for someone to remember it.

The point isn't a CRM you have to feed. It's that the follow-up happens whether or not anybody in the office is having a good week.

What roofing owners tell us

  • The hail hits and forty out-of-state crews hit with it. You've roofed this county for fifteen years and you're losing streets to a rented truck and a door knocker who'll be gone by Christmas. They get there Monday. You get there Thursday. Thursday doesn't sign.

  • Canvassing is the most expensive appointment you buy. Pay a crew to knock all day, come back with three maybes and one homeowner who turns out to be renting. Calculate your real cost per signed job. Most shops never have.

  • “Just checking prices” is eating your estimators alive. Half the roofs you climb belong to someone gathering quotes for an adjuster, or a tenant, or a roof with eight good years left. Every one is a morning and a truck roll you paid for.

  • Then winter comes and the pipeline is empty. You built a crew for the season and now you're carrying them on retail work you never systematically chased.

What counts as a qualified roof inspection

Agreed in writing before we start: verified homeowner, single-family property in your service area, roof age or storm damage in scope, decision-maker present. Anything that doesn't match that definition doesn't get booked onto your calendar, and doesn't get billed. It's the whole difference between this and a marketplace lead sold to four contractors at once.

What you see every week

One page you can read in a minute: spend, leads, roof inspections booked, roof inspections held, no-show rate, and what we're changing next week and why. The number we optimize is cost per held roof inspection — not cost per lead, and not clicks.

We don't promise a roof replacement count. Anyone who does is either pricing that risk into your fee or planning to book you anything with a pulse.

Published industry benchmark — US market

US market averages. Roofing is the most expensive trade to buy leads in.

Source: Google LSA cost-per-lead study, 888 contractors / $6.72M tracked spend

Cost per roofing lead, Google Local Services Ads
$55–90
$124–149 on non-branded paid search
Homeowners who hire the first contractor to respond
78%
exactly why door knockers work — and how you beat them
Companies that failed to reply within five minutes
95%
study of 466 home-services companies

Results from clients we've worked with

Paid campaigns + landing page + automated follow-up · clients not named

Lead → in-home appointment (patio roofs & verandas)
17%
1,081 leads · 187 in-home appointments
First week of a campaign (facade cleaning)
19 leads
same campaign landed their first hotel and theatre contracts
Showroom appointments & closed deals (custom feature walls)
134+ / 30+
from 1,292 leads

Roofing: see how this would run for you

Start with the free diagnostic or book a strategy call directly.

Frequently asked questions

Do you have results from other roofing companies?

No roofing case in our numbers yet. What we have is residential exterior work — patio roofs, verandas, facade cleaning — which is the same sale at the same kitchen table.

What does a lead cost?

Published US benchmarks put roofing leads in the ranges shown above, and yours will depend on your market, your season and how competitive your zip codes are. It's also not the number to optimise for: cost per held roof inspection is, because that's the one that turns into revenue.

What happens if an appointment isn't really a roof replacement?

It doesn't get billed. The definition — verified homeowner, single-family property in your service area, roof age or storm damage in scope, decision-maker present — goes into the agreement before we start, precisely so there's nothing to argue about at invoice time.

We already have a CRM. Does this replace it?

No. We wire the follow-up into whatever you already run. Replacing a CRM is a three-month project that fixes nothing on its own; the problem isn't where the records live, it's that nothing happens automatically when one goes quiet.