PrizeSEO · The menu

Every system that gets calls.

Each line is one system: a trigger, a process, and the number it moves. Start with one. Add the next when the first one pays for itself.

Systems128
Channels7
Packages11

No prices on this page. We price off your market and your numbers, after the call.

1 · The door

Start with the site.

One site swap gets you off WordPress, fast, and built to turn visits into calls. Everything else on this menu plugs into it.

2 · À la carte

Pick the systems you need.

Filter by channel or stage. Every system names what starts it, what you give us, and the number it moves.

Channel
Stage
Trade

Showing 128 of 128 systems

SEO20

  • S1Runs on its own

    Service pages build-out

    One page per service: replacement, repair, storm damage, gutters, siding, metal, flat/commercial; written to rank and convert

    Runs when
    Onboarding
    You give
    Approve copy
    Billing
    One-time per page (batches)
    Moves
    Organic leads
  • S2Runs on its own

    City / county location pages

    One page per town or county served, with local proof, reviews and jobs

    Runs when
    Onboarding; new territory
    You give
    Approve the territory list
    Billing
    One-time per page
    Moves
    Organic leads
  • S3RoofingRuns on its own

    Programmatic neighborhood / zip pages

    Templated pages for zips and neighborhoods (storm zips first) with local proof and photos

    Runs when
    Territory list
    You give
    QA sample
    Billing
    One-time + monthly refresh
    Moves
    Organic leads
  • S4Runs on its own

    On-page SEO sprint (existing pages)

    Titles, headers, internal links, content gaps, cannibalization fixed across the site

    Runs when
    Audit
    You give
    Approve
    Billing
    One-time
    Moves
    Organic leads
  • S5Runs on its own

    Technical SEO audit + fix sprint

    Crawl, Core Web Vitals, indexing, redirects, broken links; fix list executed, not just reported

    Runs when
    Quarterly or on demand
    You give
    Approve fixes
    Billing
    One-time
    Moves
    Organic leads
  • S6Runs on its own

    Citations / NAP cleanup + directory listings

    Build and clean listings (Yelp, BBB, Angi, Houzz, Nextdoor, manufacturer directories); suppress duplicates

    Runs when
    Onboarding
    You give
    Verify business data
    Billing
    One-time + annual check
    Moves
    Map-pack rank
  • S7Runs with a check-in

    Local link building

    Chambers, sponsorships, suppliers, local press; outreach and placements tracked

    Runs when
    Monthly
    You give
    Relationship intros
    Billing
    Monthly or per link
    Moves
    Rank
  • S8Runs with a check-in

    Digital PR / published articles

    Pitch stories (storm data, local roof stats from the MIR) to local and regional media

    Runs when
    Monthly
    You give
    Spokesperson quotes
    Billing
    Per placement
    Moves
    Rank, brand
  • S9Runs on its own

    AIO / AEO / GEO package

    FAQ and entity schema, llms.txt, consistent facts everywhere, brand mentions in AI answers, Brand Radar tracking

    Runs when
    Onboarding; monthly
    You give
    Approve FAQs
    Billing
    One-time + monthly
    Moves
    Leads from AI answers
  • S10Runs on its own

    Content hub (guides, cost pages, claim guides)

    2-4 long-form pages a month answering the questions buyers search

    Runs when
    Monthly
    You give
    Expert review
    Billing
    Monthly
    Moves
    Organic leads, authority
  • S11RoofingRuns on its own

    Lead-magnet tools on site

    Roof cost calculator, instant-estimate tool, hail-damage checker; result delivered in exchange for contact

    Runs when
    Site
    You give
    Pricing inputs
    Billing
    One-time + monthly
    Moves
    Capture rate
  • S12Runs on its own

    GBP optimization (one-time)

    Categories, services, description, photos, hours, attributes, service areas, Q&A seeded

    Runs when
    Onboarding
    You give
    Verify
    Billing
    One-time
    Moves
    Map-pack leads
  • S13Runs on its own

    GBP posts + photo uploads (weekly)

    Scheduled posts, offers and job photos every week

    Runs when
    Weekly
    You give
    Photos from crew
    Billing
    Monthly
    Moves
    Map-pack rank, calls
  • S14Runs on its own

    GBP review responses

    AI-drafted reply to every review within 48 hours, approved before posting

    Runs when
    New review
    You give
    Approve
    Billing
    Monthly
    Moves
    Rank, trust
  • S15RoofingRuns on its own

    Multi-location / service-area GBP management

    Satellite offices, service-area setup, per-location posting and tracking

    Runs when
    Per location
    You give
    Nothing. It runs.
    Billing
    Monthly per location
    Moves
    Leads
  • S16Runs on its own

    Map-pack grid rank tracking + report

    Geo-grid rankings by town; calls, directions and clicks from GBP

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Measurement
  • S17Runs on its own

    Competitor gap report

    Competitors' keywords, links, reviews, ads and offers vs ours

    Runs when
    Quarterly
    You give
    Nothing. It runs.
    Billing
    Quarterly
    Moves
    Strategy
  • S18Runs with a check-in

    YouTube channel + video SEO

    Channel setup, titles, chapters, embeds on service pages

    Runs when
    Per video
    You give
    Footage
    Billing
    Monthly
    Moves
    Leads, trust
  • S19Runs on its own

    Job-photo geo SEO

    Crew photos auto-tagged by location and published to project pages and GBP

    Runs when
    Job complete
    You give
    Crew uploads
    Billing
    Monthly
    Moves
    Rank, trust
  • S20Runs on its own

    Review schema + testimonial pages

    Structured testimonials with schema and a live review feed on the site

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    One-time
    Moves
    Conversion rate

Paid ads19

  • S21Runs with a check-in

    Google Search Ads launch

    Account build: keywords (service, emergency, storm), ads, extensions, negatives, budgets, conversion tracking

    Runs when
    Onboarding
    You give
    Budget approval
    Billing
    One-time launch
    Moves
    Leads
  • S22Runs with a check-in

    Google Search Ads management

    Weekly optimization, bids, search terms, ad tests, monthly report (leads, booked jobs, cost per job, ROAS)

    Runs when
    Monthly
    You give
    Budget
    Billing
    Monthly (+% above $15K spend)
    Moves
    Cost per lead
  • S23Runs with a check-in

    Google Local Services Ads (Google Guaranteed)

    Setup, background check, lead-dispute automation, bid and budget tuning, review sync

    Runs when
    Onboarding
    You give
    License and insurance docs
    Billing
    One-time + monthly
    Moves
    Leads (pay per lead)
  • S24Runs with a check-in

    Performance Max / Demand Gen

    Asset groups, audience signals, feed, exclusions

    Runs when
    Monthly
    You give
    Creative
    Billing
    Monthly
    Moves
    Leads
  • S25Runs with a check-in

    Meta ads (Facebook / Instagram)

    Lead-form campaigns straight into the CRM, storm-response campaigns, retargeting

    Runs when
    Onboarding; monthly
    You give
    Creative approval
    Billing
    One-time + monthly
    Moves
    Leads
  • S26Runs with a check-in

    YouTube ads (local pre-roll)

    Video campaigns targeted by zip and affinity

    Runs when
    Monthly
    You give
    Video asset
    Billing
    Monthly
    Moves
    Brand, leads
  • S27Runs with a check-in

    Nextdoor ads / neighborhood sponsorships

    Nextdoor local ads and sponsored posts by neighborhood

    Runs when
    Monthly
    You give
    Creative
    Billing
    Monthly
    Moves
    Leads
  • S28Runs on its own

    Microsoft (Bing) Ads mirror

    Import Google campaigns, manage separately

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Leads
  • S29Runs on its own

    Cross-platform retargeting

    Audiences from site visits, video views and engagers; sequenced ads until they book

    Runs when
    Monthly
    You give
    Creative
    Billing
    Monthly
    Moves
    Close rate
  • S30Runs on its own

    Campaign landing pages

    One offer, one form, call tracking, built to the ad

    Runs when
    Per campaign
    You give
    Approve
    Billing
    Per page
    Moves
    Conversion rate
  • S31Runs with a check-in

    Ad creative production

    Monthly creative refresh: statics, video cuts, UGC-style from job footage and reviews

    Runs when
    Monthly
    You give
    Footage
    Billing
    Monthly
    Moves
    CTR, cost per lead
  • S32Runs on its own

    Offline conversion import / value-based bidding

    CRM 'job sold' and job value pushed to Google and Meta; bid on job value, not form fills

    Runs when
    Job sold
    You give
    CRM hygiene
    Billing
    One-time + monthly
    Moves
    ROAS
  • S33Runs on its own

    Lead marketplaces (Angi, HomeAdvisor, Thumbtack, Networx)

    Account setup, auto-response, routing into CRM, win-rate tracking, budget caps

    Runs when
    Onboarding
    You give
    Budget
    Billing
    One-time + monthly
    Moves
    Leads
  • S34RoofingRuns on its own

    Storm-triggered ad automation

    Hail or wind event in a zip switches storm campaigns on, shifts budget, swaps landing pages

    Runs when
    Weather feed (S121)
    You give
    Approve thresholds
    Billing
    One-time + per event
    Moves
    Storm leads
  • S35RoofingRuns with a check-in

    Geofencing ads

    Mobile ads to devices in storm-hit neighborhoods, competitor lots, supplier yards, home-improvement stores

    Runs when
    Monthly
    You give
    Targets
    Billing
    Monthly
    Moves
    Leads
  • S36RoofingRuns on its own

    Direct mail automation (EDDM / targeted postcards)

    Storm zips, aged-roof homeowners from property data, neighbors of active jobs; QR and tracked number on every piece

    Runs when
    Job start; storm; monthly
    You give
    Approve design
    Billing
    Per drop
    Moves
    Leads
  • S37RoofingHands-on

    Broadcast / streaming buys (radio, TV, OTT/CTV)

    Media plan, creative, tracked numbers and promo codes; bought through a vendor

    Runs when
    Quarterly
    You give
    Budget, vendor
    Billing
    Pass-through + management fee
    Moves
    Brand, leads
  • S38RoofingRuns with a check-in

    Manufacturer co-op ad funds

    Claim GAF / Owens Corning / CertainTeed co-op dollars for qualifying ads

    Runs when
    Quarterly
    You give
    Certification
    Billing
    Per claim
    Moves
    Lower cost per lead
  • S127Runs on its own

    Past-customer audience ads

    Uploaded customer and estimate lists as custom audiences: maintenance, cross-sell and referral offers

    Runs when
    Monthly
    You give
    Offers
    Billing
    Monthly
    Moves
    Repeat, referral

Content12

  • S39Runs on its own

    Social posting engine

    Monthly calendar, designed posts on FB, IG, LinkedIn, TikTok, Shorts, Nextdoor; auto-publishes unless vetoed

    Runs when
    Monthly
    You give
    One-click approval
    Billing
    Monthly
    Moves
    Brand, trust
  • S40Runs on its own

    Job-site content engine

    Crew uploads from the phone become before/after posts, drone clips and reels automatically

    Runs when
    Job complete
    You give
    Crew uploads
    Billing
    Monthly
    Moves
    Content volume, trust
  • S41Hands-on

    Video production (shoot day + content engine)

    Half-day on-site shoots, hero video, 8 shorts a month, raw footage handed over

    Runs when
    Monthly
    You give
    On-site crew
    Billing
    One-time + monthly
    Moves
    Ad and landing-page conversion
  • S42Runs on its own

    Educational series

    Roof lifespan, claims 101, financing explainers; scripted, repurposed to site, email and social

    Runs when
    Monthly
    You give
    Expert review
    Billing
    Monthly
    Moves
    Trust, leads
  • S43Runs on its own

    Email newsletter

    Monthly send to customers and leads: seasonal tips, offers, recent projects

    Runs when
    Monthly
    You give
    Approve
    Billing
    Monthly
    Moves
    Repeat, referral
  • S44Runs on its own

    Case study / project pages

    One page per notable job, geo-tagged, photos, the review

    Runs when
    Job complete
    You give
    Nothing. It runs.
    Billing
    Per page
    Moves
    Rank, trust
  • S45RoofingRuns on its own

    Lead-magnet library

    Claim guide PDF, storm map, roof-age lookup, financing explainer; gated, straight into CRM and nurture

    Runs when
    Site
    You give
    Approve
    Billing
    One-time
    Moves
    Capture rate
  • S46RoofingRuns with a check-in

    Webinars / live Q&A for property managers and HOAs

    Quarterly session, recording repurposed

    Runs when
    Quarterly
    You give
    Presenter
    Billing
    Per event
    Moves
    Commercial leads
  • S47Runs on its own

    Review highlight graphics

    Every new 5-star review becomes a branded graphic for social and GBP

    Runs when
    New review
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Trust
  • S48Runs with a check-in

    Brand assets kit

    Logo, wrap design, yard sign, door hanger and jobsite templates with tracked codes built in

    Runs when
    Onboarding
    You give
    Approve
    Billing
    One-time
    Moves
    Enables OOH
  • S49Hands-on

    Local media / podcast PR calendar

    Owner pitched as the local expert after storms and each season

    Runs when
    Monthly
    You give
    Owner time
    Billing
    Monthly
    Moves
    Brand
  • S128Runs on its own

    Follow-up content kit

    Video answers to the top objections, financing explainer, 'what happens next' video, sent by the nurture sequences

    Runs when
    Onboarding
    You give
    Owner on camera once
    Billing
    One-time
    Moves
    Close rate

Out of home8

  • S50RoofingRuns with a check-in

    Yard sign program

    Sign at every job with QR and tracked number; placement log; pickup reminders; 'refer a neighbor' on the sign

    Runs when
    Job start
    You give
    Crew places sign
    Billing
    Setup + per sign
    Moves
    Neighbor leads
  • S51Hands-on

    Truck / van wraps

    Wrap design with tracked number and QR

    Runs when
    One-time
    You give
    Vendor install
    Billing
    Pass-through + design
    Moves
    Brand, leads
  • S52RoofingRuns on its own

    Door hangers / neighbor flyers at active jobs

    'We're on your street' hangers with QR to an offer page

    Runs when
    Job start
    You give
    Crew drops
    Billing
    Per job
    Moves
    Neighbor leads
  • S53RoofingRuns with a check-in

    Canvassing / door-knocking system

    Route app (SalesRabbit-type), territory assignment, lead capture into CRM, storm canvassing playbook

    Runs when
    Storm; daily
    You give
    Canvassers
    Billing
    One-time setup + monthly
    Moves
    Leads
  • S54RoofingHands-on

    Billboards (digital, storm season)

    Buys and creative with a tracked number

    Runs when
    Seasonal
    You give
    Vendor
    Billing
    Pass-through
    Moves
    Brand
  • S55Runs with a check-in

    Home shows / events lead capture

    Booth kit, QR-to-form, instant follow-up sequence

    Runs when
    Per event
    You give
    Staff
    Billing
    Per event
    Moves
    Leads
  • S56RoofingHands-on

    Jobsite branding kit

    Banners, dumpster branding, crew apparel with tracked QR

    Runs when
    Job start
    You give
    Crew
    Billing
    One-time
    Moves
    Neighbor leads
  • S57RoofingRuns on its own

    'Just in your neighborhood' trigger

    Job location triggers mail and ads to the surrounding homes

    Runs when
    Job complete
    You give
    Approve radius
    Billing
    Per job
    Moves
    Neighbor leads

Outbound10

  • S58RoofingRuns on its own

    Commercial cold email

    List build, verified sends, sequences and reply handling to property managers, HOAs, facilities

    Runs when
    Monthly
    You give
    Approve copy
    Billing
    Monthly
    Moves
    Commercial leads
  • S59RoofingRuns with a check-in

    Cold calling / dialer campaigns

    Dialer lists (storm zips, aged roofs, commercial), scripts, call QA

    Runs when
    Monthly
    You give
    Callers
    Billing
    Monthly
    Moves
    Leads
  • S60Runs on its own

    Compliant SMS outbound (10DLC)

    Consented lists, campaigns, opt-out handling on the client's registered number

    Runs when
    Monthly
    You give
    Consent records
    Billing
    Monthly
    Moves
    Leads
  • S61RoofingRuns with a check-in

    LinkedIn outbound (commercial)

    Connection and message sequences to property and facility managers

    Runs when
    Monthly
    You give
    Owner profile
    Billing
    Monthly
    Moves
    Commercial leads
  • S62RoofingRuns on its own

    Aged-roof homeowner list building

    Property data (year built, permits, roof age, home value) turned into target lists

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Lead quality
  • S63RoofingRuns on its own

    Post-storm outreach (compliant)

    Storm zips get mail, calls and door visits with a free inspection offer

    Runs when
    Storm event (S121)
    You give
    Approve
    Billing
    Per event
    Moves
    Storm leads
  • S64RoofingRuns on its own

    Real-estate transaction triggers

    New listings, inspections and sales trigger outreach to agents, buyers and sellers (pre-listing roof cert)

    Runs when
    Daily feed
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Leads
  • S65RoofingRuns on its own

    Permit-data prospecting

    Re-roof and new-construction permits, competitor activity, turned into targeting

    Runs when
    Weekly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Leads
  • S66RoofingRuns on its own

    Commercial bid-board monitoring

    Public RFPs and plan-room leads with alerts

    Runs when
    Daily
    You give
    Estimator review
    Billing
    Monthly
    Moves
    Commercial leads
  • S67Runs on its own

    Ringless voicemail drops (where legal)

    Voicemail campaigns to consented lists

    Runs when
    Per campaign
    You give
    Compliance check
    Billing
    Per campaign
    Moves
    Leads

Referrals9

  • S68Runs on its own

    Review acquisition system

    Post-job SMS and email ask, QR cards, review funnel (happy to Google, unhappy to a private form)

    Runs when
    Job complete
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Reviews: rank and close rate
  • S69Runs on its own

    Review response automation (all platforms)

    AI-drafted replies, approved, posted everywhere reviews appear

    Runs when
    New review
    You give
    Approve
    Billing
    Monthly
    Moves
    Trust
  • S70Runs on its own

    Review velocity campaign

    One send to the whole past-customer list asking for reviews

    Runs when
    One-time
    You give
    List
    Billing
    One-time
    Moves
    Reviews
  • S71Runs on its own

    Referral program

    Automated ask after every job, tracked links and codes, reward fulfillment, leaderboard

    Runs when
    Job complete
    You give
    Reward policy
    Billing
    One-time + monthly
    Moves
    Referral leads
  • S72Runs with a check-in

    Testimonial video capture

    Crew prompts the customer at completion; auto-upload and edit

    Runs when
    Job complete
    You give
    Crew
    Billing
    Monthly
    Moves
    Trust
  • S73RoofingRuns with a check-in

    Employee lead-getter program

    Crew referral codes and bonuses; recruiting landing page and ads for canvassers and reps

    Runs when
    Monthly
    You give
    HR policy
    Billing
    One-time + monthly
    Moves
    Leads via staff
  • S74RoofingRuns on its own

    Maintenance / annual inspection plan

    Recurring inspection offer, auto-scheduling, renewal reminders

    Runs when
    Annual
    You give
    Tech visit
    Billing
    Monthly or annual
    Moves
    Repeat revenue, upsell
  • S75RoofingRuns on its own

    Neighbor referral at completion

    'Refer your neighbor' offer and a group discount for the street

    Runs when
    Job complete
    You give
    Nothing. It runs.
    Billing
    Per job
    Moves
    Neighbor leads
  • S76Runs on its own

    NPS / satisfaction survey automation

    Survey after every job; routes to a review ask or a save call

    Runs when
    Job complete
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Reviews, retention

Affiliations12

  • S77RoofingRuns with a check-in

    Realtor partner program

    Pre-listing roof certs, inspection-repair referrals, agent portal, co-branded materials

    Runs when
    Monthly
    You give
    Relationship
    Billing
    One-time + monthly
    Moves
    Leads
  • S78RoofingRuns with a check-in

    Home inspector partnerships

    Referral pipeline from inspection findings

    Runs when
    Monthly
    You give
    Relationship
    Billing
    Monthly
    Moves
    Leads
  • S79RoofingHands-on

    Insurance agent / adjuster network

    Claim-referral relationships and agent education content

    Runs when
    Monthly
    You give
    Relationship
    Billing
    Monthly
    Moves
    Storm leads
  • S80RoofingRuns with a check-in

    Property manager / HOA program

    Preferred-vendor status, maintenance contracts, partner portal

    Runs when
    Monthly
    You give
    Relationship
    Billing
    Monthly
    Moves
    Commercial leads
  • S81RoofingRuns with a check-in

    Manufacturer certification + directory listings

    GAF / OC / CertainTeed certification, directory profile optimization, warranty upsell

    Runs when
    Onboarding
    You give
    Certification process
    Billing
    One-time + annual
    Moves
    Leads, close rate (warranty)
  • S82RoofingRuns on its own

    Financing partner integration

    Hearth / GreenSky / Wisetack pre-qual on site, '$0 down, $X a month' as a lead magnet, follow-up

    Runs when
    Site
    You give
    Partner account
    Billing
    One-time + monthly
    Moves
    Close rate, job value
  • S83Runs with a check-in

    Complementary-trade cross-referral

    Gutters, siding, solar, HVAC, restoration partners; tracked swaps

    Runs when
    Monthly
    You give
    Relationships
    Billing
    Monthly
    Moves
    Leads
  • S84RoofingHands-on

    Public adjuster relationships

    Claim-side referrals and shared content

    Runs when
    Monthly
    You give
    Relationship
    Billing
    Monthly
    Moves
    Storm leads
  • S85Runs with a check-in

    Local business cross-promotion

    Co-branded offers with suppliers, hardware stores and local businesses

    Runs when
    Quarterly
    You give
    Nothing. It runs.
    Billing
    Per campaign
    Moves
    Leads
  • S86Runs on its own

    Partner portal

    Partners submit and track referrals; payouts automatic

    Runs when
    One-time
    You give
    Payout policy
    Billing
    One-time + monthly
    Moves
    Referral leads
  • S87Runs with a check-in

    Agency / white-label partners

    Other agencies resell the engine at wholesale

    Runs when
    Monthly
    You give
    Contracts
    Billing
    Monthly
    Moves
    Volume
  • S88RoofingRuns on its own

    Dealer / franchise network listings

    Listings across a network's sites for multi-brand operators

    Runs when
    Onboarding
    You give
    Nothing. It runs.
    Billing
    One-time
    Moves
    Leads

Cross-channel38

  • S89Runs on its own

    Speed-to-lead (60-second response)

    New lead gets an instant text and a call attempt; round-robin to reps; escalation if unanswered

    Runs when
    New lead
    You give
    Reps answer
    Billing
    One-time + monthly
    Moves
    Contact rate
  • S90Runs on its own

    Missed-call text-back + IVR routing

    Missed call gets a text within seconds; tracked numbers; routing by service and office

    Runs when
    Missed call
    You give
    Nothing. It runs.
    Billing
    One-time + monthly
    Moves
    Contact rate
  • S91Runs on its own

    AI phone agent / after-hours answering

    Answers, qualifies, books, transfers; call summary into the CRM

    Runs when
    Inbound call
    You give
    Escalation rules
    Billing
    Monthly + per minute
    Moves
    Booked rate
  • S92Runs on its own

    AI chat / SMS agent on site

    Qualifies and books from web chat and SMS

    Runs when
    Site visit
    You give
    Escalation rules
    Billing
    Monthly
    Moves
    Booked rate
  • S93Runs on its own

    Appointment booking + reminders

    Calendar, confirmations, reminders, reschedule, no-show recovery

    Runs when
    Booked
    You give
    Nothing. It runs.
    Billing
    One-time + monthly
    Moves
    Show rate
  • S94Runs on its own

    New-lead nurture sequence (14-30 days)

    Text and email sequence by lead type until booked or opted out

    Runs when
    New lead
    You give
    Approve copy
    Billing
    One-time + monthly
    Moves
    Booked rate
  • S95Runs on its own

    Estimate follow-up sequence

    Unsigned proposal gets reminders, objection answers, financing nudge

    Runs when
    Estimate sent
    You give
    Nothing. It runs.
    Billing
    One-time + monthly
    Moves
    Close rate
  • S96Runs on its own

    Long-term 'no decision' nurture (90-365 days)

    Seasonal touches to open leads until they buy or opt out

    Runs when
    Estimate aged
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Close rate
  • S97RoofingRuns on its own

    Insurance-claim guidance sequence

    Storm leads get claim steps, adjuster-meeting prep, contingency explainers

    Runs when
    Storm lead
    You give
    Nothing. It runs.
    Billing
    One-time + monthly
    Moves
    Close rate (storm)
  • S98Runs on its own

    Lead scoring + routing

    Score by job size, urgency and zip; route to the right rep or office

    Runs when
    New lead
    You give
    Rules
    Billing
    One-time
    Moves
    Close rate, speed
  • S99Runs on its own

    Lead-marketplace auto-responder

    Angi / Thumbtack leads answered and booked in seconds

    Runs when
    Marketplace lead
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Win rate on paid leads
  • S100RoofingRuns on its own

    Instant online estimate (satellite measurement)

    Address to roof measurement to price range to booking

    Runs when
    Site
    You give
    Pricing inputs
    Billing
    One-time + per report
    Moves
    Capture and booked rate
  • S101Runs on its own

    Digital proposal + e-sign with options

    Good / better / best proposals with upsells (gutters, skylights), e-sign, auto follow-up

    Runs when
    Estimate
    You give
    Estimator
    Billing
    One-time + monthly
    Moves
    Close rate, job value
  • S102Runs on its own

    Call recording + AI call scoring + scripts

    Every booking call scored; reps coached; scripts updated

    Runs when
    Each call
    You give
    Manager review
    Billing
    Monthly
    Moves
    Booked rate
  • S103RoofingRuns on its own

    Weather-triggered nudges to open leads

    Storm or pre-winter triggers messages to open estimates

    Runs when
    Weather feed (S121)
    You give
    Nothing. It runs.
    Billing
    Per event
    Moves
    Close rate
  • S104Runs on its own

    Job-completion trigger chain

    Completion fires review ask, referral ask, neighbor campaign, warranty schedule

    Runs when
    Job complete
    You give
    Crew marks complete
    Billing
    One-time
    Moves
    Reviews, referrals, repeat
  • S105Runs on its own

    Database reactivation campaign (one-time)

    Offer to past customers and old estimates by text and email; reply handling; booked jobs logged; review asks to happy replies

    Runs when
    One-time
    You give
    List, offer
    Billing
    One-time
    Moves
    Repeat revenue, reviews
  • S106Runs on its own

    Quarterly / seasonal reactivation

    Tune-ups, inspections, gutter cleaning, storm season

    Runs when
    Quarterly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Repeat
  • S107RoofingRuns on its own

    Warranty follow-up campaigns

    Year 1 / 5 / 10 check-ins and warranty registration

    Runs when
    Anniversary
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Repeat, reviews
  • S108RoofingRuns on its own

    Cross-sell sequences

    Past customers get the next job: gutters, siding, insulation, solar

    Runs when
    Job complete + 30 / 90 days
    You give
    Offers
    Billing
    Monthly
    Moves
    Job value, repeat
  • S109Runs on its own

    Lost-estimate win-back

    Quoted but went elsewhere: 6- and 12-month check-ins

    Runs when
    Estimate lost
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Close rate
  • S110RoofingRuns on its own

    Install-anniversary touches

    Yearly 'roof birthday' with an inspection offer

    Runs when
    Anniversary
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Repeat
  • S111Runs on its own

    List hygiene + segmentation

    Dedupe, validate phones and emails, segment by job, zip and value

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Deliverability
  • S112Runs on its own

    Tracking stack

    GA4, GTM, dynamic number insertion, form tracking, lead source end to end

    Runs when
    Onboarding
    You give
    Nothing. It runs.
    Billing
    One-time + monthly
    Moves
    Attribution
  • S113Runs on its own

    CRM build

    Pipeline stages, fields, contacts imported and cleaned, web forms and calls routed in

    Runs when
    Onboarding
    You give
    Data export
    Billing
    One-time
    Moves
    Everything downstream
  • S114Runs on its own

    Admin dashboard / scorecard

    Leads, booked, closed, cost per lead, ROAS and reviews by source, weekly

    Runs when
    Weekly
    You give
    Nothing. It runs.
    Billing
    One-time + monthly
    Moves
    Decisions
  • S115Runs on its own

    Market Intelligence Report (MIR)

    County map: roofs, replacement demand, competitors and who captures the work

    Runs when
    Per market
    You give
    Nothing. It runs.
    Billing
    One-time per market
    Moves
    Strategy
  • S116Runs on its own

    Competitor monitoring

    Ads, rankings, reviews and offers watched monthly with alerts

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Strategy
  • S117Runs on its own

    Attribution model + lead-source reporting

    First and last touch; cost per job sold by channel

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    ROAS
  • S118Runs on its own

    CRO testing program (heatmaps, recordings, A/B)

    Monthly tests on the site and landing pages

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Conversion rate
  • S119Runs on its own

    Reputation monitoring + alerts

    Every review site watched; negative-review alert in minutes

    Runs when
    Continuous
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Trust
  • S120Runs on its own

    Brand monitoring in AI answers

    Mentions and citations tracked in ChatGPT, Gemini and AI Overviews (Brand Radar)

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    AIO strategy
  • S121RoofingRuns on its own

    Storm / weather intelligence feed

    Hail and wind maps feeding S34, S36, S63, S103

    Runs when
    Continuous
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Storm leads
  • S122RoofingRuns on its own

    Property-data intelligence

    Roof age, permits, ownership and home value feeding lists and pages

    Runs when
    Monthly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Targeting
  • S123Runs on its own

    Pipeline forecast reporting

    Leads to booked to closed projections; capacity planning

    Runs when
    Weekly
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Planning
  • S124Runs on its own

    Audit products ($25 SEO audit, speed, GBP, ads)

    Fill-in audit becomes a branded PDF, updated as fixes land

    Runs when
    On demand
    You give
    Nothing. It runs.
    Billing
    One-time
    Moves
    Lead magnet (ours)
  • S125Runs on its own

    Tracked numbers and QRs per channel

    Unique numbers and QR codes so signs, wraps, mail and ads are measurable

    Runs when
    Onboarding
    You give
    Nothing. It runs.
    Billing
    Monthly
    Moves
    Attribution
  • S126Runs on its own

    Monthly client report + strategy call

    One-page scorecard and a 30-minute call

    Runs when
    Monthly
    You give
    Account manager
    Billing
    Monthly
    Moves
    Retention (ours)

3 · Packages

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