How to Reach Out to Roofing Leads Before Your Competition Does

Estimated reading time: 5 minutes

With so many roofing contractors vying for a homeowner’s attention, lead follow-up time is more crucial than ever. Studies estimate that between 35 to 50 percent of sales go to the vendor that responds first. So if you hesitate too long when responding to new residential roofing leads, you could be losing out on sales to your competitors. But shortening that follow-up time can be tricky, especially with so many other tasks on your plate. Here are a few ways you can improve your lead follow-up and reach homeowners before your competition does.

Read: Best Practices to Manage Insurance Restoration Leads

3 Ways to Streamline Residential Roofing Lead Follow-Up

#1: Keep Your Leads in a Single Location

Your roofing business most likely gets leads from a variety of sources: your website, door-to-door canvassing, consumer review sites, and many more. With all these different sources generating contacts, it can be easy to lose track of leads or miss an opportunity for follow-up. Creating a process to add all your leads to a single database will ensure that none of your leads slip through the cracks.

Business management software like AccuLynx can help you keep your residential roofing leads organized and easily accessible. AccuLynx integrates with programs like HomeAdvisor, SalesRabbit, Zapier, and Spotio so you can automatically import your lead records into your AccuLynx account. Our API also enables you to easily import leads from your website, social media, and other online forms. Instead of having to sift through multiple lead sources and records to find contacts to follow up with, you’ll be able to see all your leads in one place, no matter where they originally came from. And our cloud-based software platform means that once your leads are in AccuLynx, you and your teams will be able to view them from anywhere.

#2: Prioritize and Assign Your Leads

Lead follow-up often stalls because of confusion about who is responsible for contacting a lead and which leads should be contacted first. Flagging high-priority leads, adding qualifying information to your lead records, and assigning leads to specific salespeople will help follow-up run more smoothly and allow your sales teams to take ownership of the process.

With business management software like AccuLynx, it’s easy to prioritize and assign your residential roofing leads. In AccuLynx, every lead and job has its own individual file where all related information is stored. Within these digital files, you can add information to help qualify the lead, such as the type of project or the homeowner’s main concerns with their existing roof. You can also flag leads as high or normal priority and assign them to your sales representatives with just a few clicks. The assigned salesperson will receive a notification so they can get started on follow-up right away.

AccuLynx also makes it easy to see the status of all your leads at a glance. By filtering your job records, you can see a list of assigned leads, their priority, the sales representative assigned to the lead, and even when a lead was last touched. This helps you keep track of how follow-up is progressing and ensure no leads are falling through the cracks. It also makes it easy to find unassigned leads and hand them off to a salesperson for follow-up.

#3: Automate Follow-Up Messages

Many roofing businesses understand the importance of prompt follow-up, but don’t have enough hours in the day to reach out to all of their leads in a timely manner—especially if they have a lot of leads in the pipeline. Sending relevant, compelling messages to residential roofing leads shortly after they enter the pipeline seems aspirational rather than achievable.

One way to follow up promptly with your leads without adding to your busy schedule is to take advantage of automated messaging technology. Instead of having to reach out to each individual lead directly and craft a new message every time, you can set up messages that will be automatically sent to these leads as they enter your system.

In AccuLynx, our Automation Manager allows you to set up customized triggers that will launch automated emails and text messages. To automate your lead follow-up, you can create a message that is sent whenever a new contact is marked as a lead in AccuLynx. Automated emails use dynamic tags so you can include custom information to make your follow-up more personalized. By setting up these automated messages ahead of time, you can guarantee that you’ll never forget to follow up with a lead. You’ll also significantly reduce the time spent on follow-up, without sacrificing potential sales.

Read: 4 Better Ways for Roofers to Keep Leads and Sales Organized

Get Ahead of Your Competition With Faster Residential Roofing Lead Follow-Up

With roofing sales on the line, there’s a lot of pressure to be the company that responds first to a homeowner’s concern. But when you have a streamlined, efficient process for lead follow-up, you can reach out to homeowners before your competitors. By compiling your leads in a single location, promptly prioritizing and assigning your leads, and automating your communications, you’ll save time on follow-up, reduce the likelihood of any leads falling through the cracks, and get ahead of the competition.

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