Trigger time-sensitive offers and countdown expired quotes to create urgency
Re-activate customers with SMS/email blasts for post-storm inspections or expiring .
Showcase completed projects
Auto-send before/after galleries to prove quality & reliability.
Stay in the loop while they make decisions, or file their insurance claim
Notify crews when a lead views hail-damage photos
or looks at solar savings calculators.
Sort the highest responsive customers to the top
.
Spend most of your time working with customers ready to buy
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Automated follow-up gets power bills and switchboard photos without picking up the phone or having to chase day after day
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Position your company as the best provider, so customers see you as the obvious choice and don't bother to go elsewhere
.
Neighborhood social proof
Share case studies to engage homes near your location that went solar/roof with us last month + map.
Only do onsite inspections that are fully qualified, saving less time
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Qualify onsite inspection customers automatically for the next stage in the sales process
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SMS alerts to your project managers when leads reply—no app needed.
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Talk with high value responders and window shoppers are nurtured until they engage, or are disqualified from your sales process
.
Mr. Smith asked about Tesla Solar vs. Panels → Send this comparison [Link]." Automated triggers based on clicks
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CRM task automation when a quote is required or accepted
Roofing Testimonial
"After big storms, we’d get buried in leads—then half would ghost. This sequence saved us. Now, when we text ‘free inspection before insurance adjusters arrive,’ leads BOOK. Our crew gets instant alerts, so we can focuson the interested leads, then show up first. No more chasing ghosts."
- Jake R.

Solar Testimonial
"Solar leads used to take forever to decide. The automated emails sharing about our company give us credibility over everyone else chasing the same business. We’ve closed deals 6 months later because leads remembered us when they were ready. Zero extra effort from my sales team."
- Mark K.

Combined Service Testimonial
"My project managers live on roofs—not emails. Getting SMS alerts when a lead texts back their info means we followup in minutes, not days. The ‘free setup’ was unreal; they used our past project photos as social proof to new customers causing a snowball."
- Priya S.

1: Will automated follow-ups work for visual services like roofing or solar?
Absolutely. Our sequences include:
- A Welcome Email with Photos or videos integrated: Auto-send before/after then direct the customer back to project galleries, or drone footage to reignite interest.
- Personalized triggers: Messages tied to local events (e.g., "Preparing for storm season?" or "Beat the heat with solar").
-Trust builders: Testimonials + case studies showing your expertise.
We segment sequences based on lead behavior:
-Urgent roofing leads: Trigger immediate SMS/email blasts (e.g., "Free inspection before insurance adjusters arrive").
-Solar considerers: Slow-drip education (financing options, tax credits) over 90 days.
-Internal alerts prioritize hot leads (e.g., roof leaks flagged for same-day calls).
100%. We ensure:
-TCPA adherence: Auto-opt-out links in SMS, no cold spam.
-Local regulations: License numbers in signatures (e.g., "Licensed & Insured: #12345").
-No misleading claims: Avoid "guaranteed savings" (solar) or "free roofs" (roofing).
We reignite them with:
-Price revalidation: "Material costs dropped 10%—update your quote?" (roofing).
-New incentives: "New federal tax credits available!" (solar).
-Social proof: "3 neighbors went solar with us last month" + map.
*After 90 days, leads enter a "maintenance mode" with quarterly check-ins.*
Real-time mobile alerts:
-Texts to project managers when leads reply.
-CRM sync: Assigns tasks in your tools (ServiceTitan, JobNimbus, etc.).
-Scripted talking points: "Mr. Smith just saw hail damage pics → Call with insurance tip: [link]."
Not at all. We:
-Build sequences using proven roofing/solar templates (e.g., handling insurance claims or solar ROI doubts).
-Set up everything free—just share your past quotes/project photos.
-Train your team in 20 minutes.