Every lead followed up. Automatically.

1. 1

   Instantly

   A new lead comes in

   To your client

   SRSummit Roofingto Sarah · your clientInstantly

   Subject: Thanks for reaching out

   Hi Sarah, Thanks for getting in touch about your roofing project. We've got your request and someone from our team will call you shortly to find a time for your roof inspection.

   Thanks,
   The Summit Roofing team

   For leads from your website form, Facebook lead ads, or added by your team. Jackie answers her own chats in seconds.

2. 2

   Instantly

   A new lead comes in

   To your team

   Text to your teamInstantly

   New lead: Sarah (Website form) Roof, 42 Oak St Open: app.smplcontracting.com/leads/…

   Sent from your own number once texting is switched on.

3. 3

   Instantly

   The visit is booked

   To your client

   SRSummit Roofingto Sarah · your clientInstantly

   Subject: Your roof inspection is booked

   Hi Sarah, You're booked for your roof inspection at 42 Oak St. We'll take a good look, answer your questions and measure up, so we can put together an accurate quote. It usually takes under an hour, and there's no obligation.

   Thanks,
   The Summit Roofing team

4. 4

   1 hour later

   The quote stage starts

   To your client

   SRSummit Roofingto Sarah · your client1 hour later

   Subject: Your quote is on the way

   Hi Sarah, Thanks for having us out. We're putting your quote together now. If anything comes to mind in the meantime, just reply to this email.

   Thanks,
   The Summit Roofing team

5. 5

   Day 3

   Quote sent, no answer yet

   To your client

   SRSummit Roofingto Sarah · your clientDay 3

   Subject: Any questions about your quote?

   Hi Sarah, Just checking in on the quote for your new roof. Happy to walk through any of it, change the options, or answer questions. Reply here or give us a call.

   Thanks,
   The Summit Roofing team

6. 6

   Instantly

   They say yes

   To your client

   SRSummit Roofingto Sarah · your clientInstantly

   Subject: You're booked: what happens next

   Hi Sarah, Thank you for choosing us for your new roof! Here's what happens next: we'll confirm your start date, order anything we need, and let you know before the roofing crew arrives.

   Thanks,
   The Summit Roofing team

7. 7

   Instantly

   The job is ready to start

   To your client

   SRSummit Roofingto Sarah · your clientInstantly

   Subject: The roofing crew is coming

   Hi Sarah, Everything's ready for your roofing project. The roofing crew will be at 42 Oak St as scheduled. Please make sure we can get to the work area, and let us know about pets, gate codes or parking.

   Thanks,
   The Summit Roofing team

8. 8

   Next day

   The job is marked complete

   To your client

   SRSummit Roofingto Sarah · your clientNext day

   Subject: Thank you, and a quick favour

   Hi Sarah, Thank you for trusting us with your new roof. If you're happy with the work, a short review helps other homeowners find us: [your review link] And if anything isn't right, reply here and we'll make it right.

   Thanks,
   The Summit Roofing team

Built in from the first day

These run in the background for every company, on top of the journey.

• ReviewDay 2 after the job

  30 seconds to help a neighbour

  The job is marked complete

  How did we do, Sarah? Reviews are how homeowners find a roofer they can trust. If we earned it, a quick review helps the next family make a confident choice. Tap a star to rate your experience.

  A one-tap star rating, plus a text once texting is switched on.

• WarrantyDay 7 after the job

  Your Summit Roofing warranty is attached. Keep this one

  The job is marked complete

  Your roof is backed in writing. Your warranty is attached as a PDF. Here is the short version, and what to do if you ever need us.

  Your warranty record, branded with your logo, as a PDF.

• Repeat business1 year later

  Checking in a year later, Sarah

  A year since the job was finished

  Hi Sarah, It's been a year since we finished your roof. We wanted to check in and see how it's holding up. If you're thinking about another project, or know anyone who could use our help, we're always a call away.

• Win-back90 days later

  Still thinking about your roof?

  A lead went quiet after 3 unanswered calls

  Hi Sarah, It's been a little while since we last connected about your roof. We wanted to check in: are you still interested in moving forward, or has anything changed?

  Once per lead. Switch it off any time in Campaigns.

• Repeat businessBefore each visit

  Your next visit: Tuesday, May 12 at 9:00 AM

  A job is set to repeat

  Hi Sarah, Your next visit from Summit Roofing is booked for Tuesday, May 12 at 9:00 AM at 42 Oak St. Tap below to confirm, or to ask for another day.

  The visit goes on your calendar and the customer confirms with one tap.

• Quote72 hours before

  The deal moves to “72hr Before Presentation”

  A quote presentation is coming up

  Deals with a quote presentation in the next 72 hours move forward on your pipeline by themselves, so your team sees what to prepare. Anything you attach to that stage goes out too.

• Estimate visitThe day before

  Appointment reminder

  A visit on your sales calendar

  Hi Sarah, this is Summit Roofing: you have an appointment Tuesday 9:00 AM at 42 Oak St. See you then! Reply here if you need to reschedule.

  Sent from your own number once texting is switched on.