Roofing estimate follow-up
Roofing estimate follow-up workflow for quotes that go cold
Make every roof inspection, photo set, estimate, proposal, financing note, and follow-up task visible before good leads disappear into inboxes and text threads.
From CAD 6,500 · fixed before we start · 10 business days · 6 deliverables
How the sprint works →Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.
What usually breaks
Where roofing contractors lose time or revenue
The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.
- Open estimates have no consistent next follow-up date.
- Photos, measurements, inspection notes, and proposal versions are scattered.
- Customers ask the same questions because proposal context is hard to find.
- Lost quotes are not categorized, so pricing, timing, financing, and competitor objections never become useful data.
Readiness Sprint
A fixed first step before any larger automation build
Before anyone builds, we map one costly workflow end to end, decide what AI should draft and what people must approve, and write the pilot brief. You keep every document whether or not we build together.
- From CAD 6,500, fixed before we start
- 10 business days
- 50% to start, 50% at readout
- English or French
Six things you keep
Workflow map
Current state end to end: steps, handoffs, systems, volumes and where time goes.
Intake and status schema
The fields and states a system would read and write, agreed with the people who do the work.
Exception taxonomy and decision rights
What goes wrong, how often, and who is allowed to decide each case.
Review-first prototype spec
Exactly what AI drafts, what a person approves, and what is never automated.
Pilot and measurement brief
Scope, baseline, success metric, stop conditions and a fixed-fee build quote.
Executive readout
Findings and a clear build / don't-build recommendation, with one round of revisions.
Offer path
Revenue Follow-Up Workflow
A visible queue for open opportunities, next follow-up owner, customer context, and review-first follow-up drafts.
First build could be
A small workflow your team can review
Quote-age dashboard with next follow-up owner and stale-estimate alerts.
Not this
Clear scope boundary
This is not generic lead generation; it is the workflow after a roofing opportunity already exists.
Workflow map
The audit follows the real work, not a generic AI checklist
The audit focuses on the revenue workflow after the estimate, where small admin gaps can cost real jobs.
Lead source, property, damage/repair context, inspection appointment, and estimator assignment.
Inspection notes, photo set, measurements, material options, financing/insurance details, and proposal generation.
Follow-up cadence by quote status, age, job value, seasonality, and customer objection.
Won/lost reasons, production handoff, deposit status, scheduling, and customer communication.
Automation candidates
Likely first builds
The right first build is usually small, specific, and close to revenue or deadline pressure.
Quote-age dashboard with next follow-up owner and stale-estimate alerts.
AI-assisted proposal follow-up drafts that reference roof type, inspection notes, financing, and customer concerns.
Lost-quote tagging that turns objections into sales coaching and offer changes.
Production handoff checklist from signed proposal to materials, crew scheduling, permits, and customer expectations.
Audit output
What you get back
The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.
- A quote lifecycle map from lead to inspection to signed job.
- A stale-estimate and follow-up risk report.
- A recommended CRM/spreadsheet automation plan.
- Follow-up message templates tied to actual proposal status.
Request a fit review
Send the workflow that is costing time, deals, or deadline confidence
Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.
What happens next
I review every workflow personally and usually reply within two business days. If there is a fit, the next paid step is the AI Readiness Sprint.
From CAD 6,500 · fixed before we start · 10 business days · 6 deliverables
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