FOR ESTABLISHED ROOFING CONTRACTORS
Don't lose the next job after the estimate.
You already worked to earn the opportunity. Make the follow-up just as dependable, without a full software replacement.
Proposal-stage service. Not an off-the-shelf automation already running for customers.
Nothing falls between the cracks.
Click through an example of how a team could manage follow-up and exceptions.
✓ Send only with the proper permission
✓ Stop on any customer reply or opt-out
PILOT AT A GLANCE
Start small. Track what
actually changes.
We first confirm you have enough eligible opportunity volume, a real follow-up gap, appropriate permissions and a team able to respond.
+ $2,000 one-time implementation
- One agreed source and workflow
- One approved follow-up sequence
- Up to 100 new eligible records monthly
- Up to three approved follow-ups per eligible record
- Weekly activity and exception summary
- Monthly 30-minute review of actual outcomes
- Up to $75/month approved supplier-cost usage allowance
Proposed only for up to three suitable founding clients. Taxes and separately approved extra usage are additional. No guaranteed revenue or appointments.
Human ownership, safe exceptions.
Automated steps are permission-based. Replies, opt-outs and closed opportunities stop the sequence. Exceptions move to the assigned staff member.
No promise of a 24/7 sales desk.
Your team still owns pricing, scheduling, emergency calls, customer commitments, and any unsupported integrations. This is not a Jobber replacement.
Does a clear follow-up gap exist?
We compare your current system against the proposed workflow before recommending another tool or charging for an implementation.
LET'S START WITH THE PROCESS
Are open estimates
getting stuck?
Tell us what you're using today, who follows up, and what happens when a homeowner answers.
Three useful questions
- Where do sent estimates live today?
- Who owns the next action?
- What tells your team to stop follow-up?
Read the conversation checklist (plain text, opens in your browser).
Prefer email? hello@seibelforge.com