For retail & storm roofing contractors
The inspection isn’t where you lose the job.
You already paid to generate the lead, send someone out, and inspect the roof. Then the homeowner gets instructions, has to understand an insurance process they rarely deal with, and has to take the next step themselves. That’s where good inspections quietly stall.
The expensive part has already happened.
By the time the inspection is complete, you’ve already invested:
Marketing spend
You paid to create the opportunity.
Sales effort
Someone canvassed, called, qualified, or followed up.
Field time
Someone drove out and inspected the property.
Losing the homeowner after that point is one of the most expensive places in the funnel to lose them.
What we saw inside one roofing workflow
The company didn’t have a lead problem. They didn’t have an inspection problem.
The gap opened afterward: an email went out with insurance instructions, a separate text might tell the homeowner to check it, and the team still had to remember who needed another touch.
What we’d build around it
One trigger
Inspection completed or job status changes.
One clear next step
Turn the information into a simple, branded explanation of exactly what the homeowner needs to do.
Multiple channels
Email + text rather than hoping one email gets opened.
Automatic follow-through
No action after a defined period → follow-up or internal alert.
It’s making it harder for a good, inspected lead to disappear simply because the homeowner didn’t know what to do next.
Show us where it breaks.
We’ll map what’s manual, what should stay human, and what we’d build around it.