From a submitted lead to a booked call
Here's the exact path a lead takes through the system, step by step.
1
Lead submits the form
Use your existing intake form if it's compatible, or I build you a new one. Either way, I connect it and handle the technical setup.
2
The system scores and qualifies it
Usually within a minute, it checks the same things you'd ask on a call: homeowner status, roof exposure, bill size, timeline. Every lead gets ranked, not just logged.
3
You get hot leads first
Every lead reaches you, ranked by priority, so hot ones get called first instead of waiting in a pile.
BUILT-IN SAFETY NETS
✓
If the system hits an error, it alerts me automatically, so many problems reach me before they reach you.
✓
Every lead is written to two independent places, so a problem with one doesn't have to mean a lost record.
✓
A hot lead left unhandled for an hour during business hours triggers an alert to a manager.
✓
If a call gets canceled, you're notified right away so you can follow up. New bookings and reschedules are confirmed and logged automatically.
✓
Duplicate submissions from the same person don't flood your team twice, and a sudden spike in submissions is throttled automatically.
GETTING SET UP
1
Discovery call
Day 0
2
Build & connect
Week 1
3
Testing
Week 2
4
Live
Week 2
Typical timeline, counted from when setup is paid. It shifts if access or approvals take longer.