Practical marketing resources
Plan the roofing jobs you want to win.
A practical roofing lead worksheet: select services and areas, qualify inquiries, track inspections and compare accepted jobs with marketing costs.
A repair call, planned replacement and commercial roof inquiry have different timelines. Use this worksheet before buying more traffic. It complements the roofing marketing plan and the roofing local-search guide; it focuses on capacity and the handoff after an inquiry.
1. Set the job and service-area boundaries.
Write the services you can fulfill, the locations you actually cover and the inspection slots available. Separate repair, replacement and commercial work. Identify requests you should decline or refer rather than counting every contact as a lead.
Fill in: target service; accepted ZIP codes; weekly inspection capacity; person responsible for the first response.
2. Give each source a destination.
Send a repair campaign to useful repair information and an appropriate contact action. A replacement visitor needs to understand scope, project evidence and the estimate process. Keep claims, financing information and service areas accurate. Review the Perkins Roofing project walkthrough for a public website example.
Record: source; destination page; approved budget; service; inquiry method. For purchased leads, record whether the supplier says they are shared or exclusive and the dispute terms. Do not assume exclusivity.
3. Define a suitable inquiry.
Ask for the property location, service needed, timing and a reliable way to respond. Collect only what you need at that stage. Give urgent problems a route your team can support. Avoid promising immediate attendance if no one is available.
4. Track the inspection and estimate separately.
A scheduled inspection can be cancelled. An estimate can remain undecided. Record received, qualified, booked, held, quoted and accepted as separate events, with dates. Assign the next action to a person and respect communication preferences.
| Situation | Next decision |
|---|---|
| Many inquiries outside your area | Review targeting and the location question before increasing spend. |
| Suitable inquiries but few held inspections | Review response handling, scheduling and no-shows. |
| Inspections but few accepted estimates | Review fit, scope, pricing and the sales conversation with your team. |
5. Review cost against accepted work.
Include the management fee, ad spend and agreed extras. Match cost and customer timing as closely as your records allow; a long sales cycle can distort a single month. Use gross profit after direct job costs rather than the full contract price in a budget scenario. Mark missing outcomes as unknown.
Download the blank lead-planning worksheet ↓
Keep homeowner names and addresses out of worksheets you share publicly. The download uses a private record reference instead.
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