What the written plan looks like.
This is a sample plan for “Example Roofing Co.”, a company we made up to show the format. Every number in it is invented. Yours is built from your site, your Google profile, your phones and your own books.
Example Roofing Co.'s biggest gaps are between the phone and the quote. The website hides the number, two of our three test calls went to a full voicemail, and 31 quotes worth about $212,000 sit unanswered. Fix those three things before you spend more on lead marketplaces.
Website
What we found
The home page loads in 4.1 seconds on a phone and the only phone number is in the footer, as plain text. The quote form has nine fields and asks for an address before it asks what the job is. The title tag reads “Home”. There is no page for storm damage, which is the search that spikes every spring.
What to fix
- Phone number in the header, tap-to-call, on every page
- A three-field quote form (name, phone, what you need) on the home page and each service page
- Home page title: “Roof Repair and Replacement in Dayton | Example Roofing Co.”
- A storm damage page written for the week after a hail storm: what to do first, how inspections work, what insurance covers
- Compress the 14 hero images (3.2 MB to about 300 KB) and set width and height on each
Who does it: Us. Two days of work. Nothing changes on your side except where the calls come from.
Google Business Profile
What we found
The profile lists “Roofing contractor” but none of the secondary categories (gutter service, siding). Hours say “Open 24 hours”, which isn't true, and Google's guidelines ask for your regular customer-facing hours. The last post is from 2024. Eleven photos, all exterior shots, none with the crew or the trucks. Reviews: 23, average 4.7, last one five months ago, none answered.
What to fix
- Add secondary categories and the services list with a sentence each
- Real hours, plus “emergency service” as a service rather than fake 24-hour hours
- Reply to all 23 reviews in your own voice (we draft, you edit)
- A review request text after every completed job, sent from the CRM, with the direct review link
- Twelve new photos: crew, trucks with lettering, before and after, one of you
Who does it: You take the photos; we do the rest in a week.
Phones
What we found
We called three times at 7:40 p.m., 12:10 p.m. and 8:15 a.m. Two went to a personal voicemail that was full. One was answered on the fourth ring by someone on a roof. Google shows 61 calls from the profile last month, and nothing on your side records how many of them were answered.
What to fix
- A business number that rings the office first, then two cell phones, then an AI receptionist that takes the job details and texts them to you
- Missed-call text-back within 30 seconds (“Sorry we missed you, what's the address and what's going on with the roof?”)
- Voicemail transcribed to text so nothing waits until tonight
Who does it: Us. Set up in two days. You keep your existing number; it forwards.
Leads and spend
What we found
You're paying about $1,900 a month across two lead marketplaces. Your own books show 7 jobs from 44 leads last quarter, so each paying job from those sources cost about $814 before you drove anywhere. Your own website produced 9 jobs in the same quarter, with no per-lead charge.
What to fix
- Cut the weaker marketplace now; keep the other for 90 days as a control
- Track every job's source in the CRM so this math updates itself
- Put the saved $950 a month into the storm page, the review flow and one neighborhood mailer with a real offer
Who does it: Your decision. We set up the tracking so you can see it.
Follow-up
What we found
Unsold quotes get no follow-up. Your quote log shows 31 open quotes older than two weeks worth about $212,000.
What to fix
- A four-message follow-up by text and email, timed to the claim stages, not the calendar
- A monthly “roof check before winter” email to past customers (you have 640 addresses in old invoices)
Who does it: Us, from your quotes and invoices. You approve the wording once.
Do first, this week
- Phone number in the header, tap-to-call (an hour)
- Missed-call text-back on the business line (a day)
- Reply to the 23 reviews and text the last 40 customers for new ones (an afternoon)
General information for the owner of this fictional company. A real plan is specific to you and comes with the numbers we read on your own pages. If you then ask us to do the work, the quote looks like this sample quote.
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