Example builds / Roofing company
EXAMPLE BUILD · ILLUSTRATIVE, NOT A CLIENT RESULT
Home services Roofing GoHighLevel Voice AI Zapier Google Reviews Gears 1–4

A roofing company that never misses a call.

What we build for a growing roofer whose crews are on roofs while the phone rings: every inquiry answered, every estimate followed up, every happy customer asked for a review.

01

The typical leak

Calls during jobs
The phone rings while the crew is on a roof. The caller tries the next roofer.
Web forms that wait
Forms sit in an inbox until someone is back at the office.
Estimates with no follow-up
The quote goes out, then nothing. The homeowner signs with whoever called back.
No review or referral ask
Happy customers are never asked, so word of mouth stays luck.
02

What we build, gear by gear

  1. GEAR 1 · DIAGNOSE

    Map every way a lead arrives (phone, web, Google, referrals) and where each one waits. Size the leak from your call logs, close rate and average job value.

  2. GEAR 2 · REBUILD

    One pipeline from first call to paid job, clean contact data, clear stages and an owner for every lead.

  3. GEAR 3 · AUTOMATE

    An after-hours voice AI receptionist, missed-call text-back, instant inspection booking, automatic estimate follow-up, and a review and referral request when the job closes.

  4. GEAR 4 · ACCELERATE

    A weekly look at response times, booked inspections and close rate; tune the scripts and add automations like maintenance-plan offers.

03

What we'd measure

MetricWhat it tells youWhere you see it
Speed to leadHow fast a new caller hears backOwner dashboard
Answer rateShare of calls answered by a person or AIWeekly report
Booked inspectionsHow many inquiries become appointmentsPipeline view
Estimate follow-upEstimates that got a second touchRep scorecard
Reviews and referralsRequests sent after completed jobsMonthly report
04

What your team learns

A recorded walkthrough of every workflow, a one-page plain-English playbook for each automation, and a live training session with your office team. If they can use email, they can run this.

More example builds

MSPHubSpotConnectWise
Every renewal has an owner →
Professional servicesSalesforce
Referrals that actually get followed up →
AUTOMATIONS IN THIS BUILD
Speed-to-lead, missed-call text-back, review and referral engine →

Want this built for your business?

Book your free diagnostic Email Dave Call 508.468.7829