Sales
Roofing leads qualified by text
A Phoenix roofing contractor's agent reads each inbound form lead the moment it arrives, asks four qualifying questions by text, books a site visit for real leads, and only pings the owner on Slack for serious jobs. The agency that built it says his close rate doubled because good leads stopped sitting unanswered until end of day.
How it wentThe agency says the close rate doubled once good leads stopped sitting unanswered until end of day.
Try it · based on the source's workflow
When a new lead form arrives from [source], text the lead within one minute: introduce yourself as [name] from [company], then ask these four questions one at a time: roof type and age, leak or full replacement, property address, and timeline. If the job is over [minimum job size], offer two site-visit times from my calendar [link] and book their pick. Notify me on [Slack or email] only for booked visits or jobs over [amount]. Show me the full conversation script first for approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.