Every roofing job follows the same path: lead → site visit → estimate → follow-up → close → kickoff. Most roofers do some steps well and skip others. The ones who close the most jobs do every step consistently.

Here's the full process with the AI prompt for each stage.

Stage 1: Lead Response
Within 5 minutes of first contact
"Write a response to [NAME] who just contacted me about [ROOFING NEED]. Confirm receipt, schedule a site visit, make them feel confident. Under 100 words."
Stage 2: Same-Day Estimate
Day of site visit
"Write a brief, warm cover letter for a roofing estimate to [NAME] for $[AMOUNT] at [ADDRESS]. Recap what we found, express confidence in our approach, set a clear next step. Under 150 words."
Stage 3: Day-1 Confirmation
Same day as sending estimate
"Write a 2-sentence text confirming I just sent [NAME] their roofing estimate to [EMAIL]. Let them know I'm available for questions."
Stage 4: Day-3 Follow-Up
3 days with no response
"Write a follow-up text to [NAME] who got a $[AMOUNT] roofing estimate 3 days ago. Mention storm season and schedule availability. Friendly, under 60 words."
Stage 5: Day-7 Final Touch
7 days with no response
"Write a final follow-up to [NAME] about the roofing estimate. Very brief, no pressure. Leave the door open. Under 40 words."
Stage 6: Objection Handling
When they push back on price
"A homeowner said my roofing quote of $[AMOUNT] is too expensive. Write a confident response holding the price, explaining value (quality shingles, licensed crew, warranty), not apologizing. Under 150 words."
Stage 7: Kickoff Confirmation
When they accept — confirm the start
"Write a message to [NAME] confirming they accepted our proposal for $[AMOUNT]. Confirm start date [DATE], what to prepare, who their contact is. Professional and warm."
Stage 8: Job Day Reminder
Night before job start
"Write a text to [NAME] confirming our roofing crew starts tomorrow at [TIME]. What to expect on Day 1. Brief and reassuring."

Every stage handled. Nothing dropped. Consistent experience every time.

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The AI Starter Pack for Roofers has all 8 stage prompts plus 12 more for reviews, storm response, and team management.

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