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Appointment setting for roofing contractors

Booked roofs. Not a list of phone numbers.

No ads. We build the list, put a human on the phone with every homeowner, and drop confirmed roof appointments on your calendar. Retail or insurance, storm season or the quiet months in between.

This week

Sample week

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Booked
7
Qualified
7
In territory
7
Budget confirmed
7

No-shows are rebooked at no charge. They do not count against your package.

Roofing results

And counting

114+

Roof appointments booked

62%

Closed from appointments sat

$650K+

In roofing revenue attributed

93%

Booked appointments kept

Where it leaks

What actually costs you roofing jobs.

Leak 01

Retail and insurance are two different sales

A homeowner paying cash for a new roof and a homeowner with hail damage and a carrier are not the same conversation. Send a rep in with one pitch and he will lose half of them. Most lead vendors cannot even tell you which one they sold you.

Leak 02

Storm chasers poison the market, then leave

Out-of-state crews flood a market after a hailstorm, knock every door, and are gone by spring. The homeowners they burned are still there when your rep shows up — already suspicious, already told a version of your pitch by someone who never came back.

Leak 03

Supplements never get collected

Money the carrier already approved sits uncollected because nobody chased the adjuster, nobody filed the documentation, and the job closed out short. That is margin you earned and did not bank.

Leak 04

Between storms, the calendar goes quiet

Storm work covers a lot of sins. When the weather stops, so does the pipeline, and the crews you hired in the busy season are suddenly a payroll problem. Retail demand has to be running before you need it.

We speak your trade

The things a marketing company will not ask you.

Retail vs insurance

We ask on the call. Whether the homeowner is paying out of pocket or has a claim changes the qualification, the objection and the rep you send. It is a field on the appointment, not a surprise in the driveway.

Roof age and condition

A twenty-two year old three-tab is a different appointment than a six-year-old architectural with one damaged slope. We capture age and what the homeowner thinks is wrong before booking.

Storm cycles

The list moves with the weather. After a hail event we work the affected grid hard and qualify for claim status. In a quiet market we call replacement-age roofs instead, because a roofer with idle crews cannot wait for the sky.

Supplements

Not something we run for you, but something we ask about on the audit call. If you are closing jobs short of what the carrier approved, that is usually a bigger number than the appointments — and it is a process problem your CRM can fix.

Adjuster meetings

On insurance appointments we confirm whether the claim is filed, denied, or not yet opened, so your rep knows whether he is walking into a sale or a claim conversation.

The program

How we run a roofing program.

Day 0

01

Territory and offer

We map your service area against roof age and storm history, and agree what a qualified roof appointment means for your shop — retail only, insurance only, or both with a flag on each.

Days 1–4

02

The list built

Property records filtered to roofs old enough to be a real conversation. Storm grids where the weather warrants it, replacement age where it does not. No ad account, no creative, no media budget.

Days 5–7

03

Human qualification

Every name on the list gets a call from a person, not a dialler leaving voicemails. Ownership, service area, roof age, claim status, budget and timeline — confirmed before anything reaches your calendar.

Weeks 2–4

04

Sat rate, not booked rate

We track whether homeowners actually sat with your rep, and we rebook the ones who did not, ourselves. A booked appointment nobody kept is not a result.

Weeks 6–8

05

A repeatable week

Enough weekly roof appointments to keep your closers busy, with retail demand running underneath the storm work so the calendar does not empty when the weather turns.

Run your own numbers

Don't take our word for it. Take yours.

Move the sliders to your close rate, your average job, your margin. The model runs against the Standard package — twelve qualified appointments a month at $5,000, plus a share of up to 10% on the backend revenue we help produce.

3

One cycle equals one month of appointments.

112
30%

What your reps close when they're in front of a qualified homeowner.

5%100%
$18,000

Your typical contract on a full replacement.

$6,000$45,000
35%

Revenue left after materials, labor and crew cost.

5%100%
Appointments per month
12
Package price per month
$5,000
Backend revenue share
UP TO 10%
No-shows rebooked
NO CHARGE

Net gross profit after Stratify

$33,600

Over 3 months · 36 appointments · 11 jobs closed

Appointments delivered
36
Jobs closed
11
Contract revenue produced
$194,400
Your gross profit on that revenue
$68,040
Package cost
−$15,000
Backend share (up to 10%)
−$19,440
Return per $1 invested
$1.98

You cover the entire investment at 4 closed jobs. Everything after that is margin.

This is a projection built entirely from numbers you entered, not a forecast and not a promise. We guarantee appointment volume and the qualification standard. We do not guarantee close rates or installs — what happens in the living room depends on your pitch, your pricing and your reps.

The backend share is calculated on collected contract revenue from appointments we set. Where a backend share applies it is agreed in writing before work starts, and the rate is on your agreement. Gross profit uses the margin you entered and does not include your overhead, sales commissions, or financing costs.

Proof

From no website to $550,000 in tracked revenue

A residential roofer who was buying lists and driving to homeowners who were not ready. We took over the demand, qualified every homeowner on the phone, and worked the aged database nobody had touched.

$500K+

In roof replacement revenue

100+

Replacement appointments booked

30+

Repair jobs booked

$50K+

Added from repairs and online sales

Questions

What roofing owners ask us.

Pricing, the appointment standard and the guarantee are the same as everywhere else on this site. See the packages.

Do you book insurance work, retail, or both?

Both, and we tag every appointment so your rep knows which one he is walking into. If you only want retail we will run retail. If you only take claims we will qualify for claim status and filter the rest out. What we will not do is hand you a mixed list and let your team sort it in the driveway.

My market just got hit. Can you run storm work fast?

Yes, and speed is the whole game there — the grid gets worked by everyone within days. We can have our team dialling the affected grid inside a week. The honest caveat is that storm markets are crowded and expensive, so the qualification standard matters more, not less.

What happens between storms?

That is the part most roofers get wrong. We run retail replacement demand against roof age and neighbourhood, so there is a pipeline when the weather is quiet. If your only demand plan is the next hailstorm, you are running a seasonal business whether you meant to or not.

Do you help with supplements?

Not as a service we sell. But we ask about it on the audit call, because roofers closing jobs short of what the carrier approved are usually leaving more on the table than the appointments would add. If that is happening, it is a documentation and process problem, and it belongs in your CRM build.

How do you qualify a roof appointment?

The homeowner owns the property, is inside your service area, has confirmed a budget or a filed claim, and has agreed to a specific time with your rep. We also capture roof age and what they think is wrong. Miss any of the four and it does not count against your package.

Free 30-minute audit

Bring us a market and we’ll tell you what it will book.

Thirty minutes on your service area, your close rate and what you are paying for leads today. If retail demand in your market will not carry a crew, we will say so.