01 · Front-of-house
Calls, lead intake, and appointment setting.
Answer inbound calls, run your qualifying questions, log every lead into your CRM before you hear about it, and book inspections directly to your calendar.
I run the phones, the CRM, the follow-ups, and the admin for small-to-mid roofing companies, so you can spend your day estimating, closing, and running crews instead of chasing quotes and updating pipelines.
I run the operating functions of your business end-to-end, and report the numbers back to you every week.
Answer inbound calls, run your qualifying questions, log every lead into your CRM before you hear about it, and book inspections directly to your calendar.
Nothing slips. Every quote chased on cadence until they book, cancel, or ghost. No more $10K jobs disappearing because nobody followed up on Tuesday.
Pipelines maintained, contacts tagged, automations built and monitored. My portfolio includes a 10-workflow GoHighLevel build for a real estate operator, and the same discipline applies to your shop.
I take your rough scope and numbers, format them into a clean, on-brand proposal, package the right attachments (job photos, warranty info, terms), and get it out to the homeowner before end of day. Your estimator stops spending nights formatting Word docs.
Lead flow, close rate, revenue booked, pipeline health, delivered every Friday. I run SQL and Power BI dashboards for a fintech day job, so this part is home turf.
Post-job review requests, referral follow-ups, annual maintenance outreach. The revenue that's already yours, captured instead of forgotten.
Every morning by 8am your time, you get one email. Every Friday, a full weekly rundown. You always know what's happening in your business, without hopping into another tool.
One recent build. A US roofing operator wanted their after-hours calls to stop going to voicemail. I built the system that fixed it.
Deployed a conversational voice AI receptionist on Vapi that handles inbound calls outside business hours. It qualifies the caller (roof type, storm or non-storm, urgency), captures the details a human agent would ask for, and pushes the qualified lead straight into the CRM with a full transcript attached.
Built with call recording, structured logging, and a human-handoff path for edge cases the AI shouldn't handle alone. Same discipline I bring to the operational side of any client engagement.
Book a 20-minute intro call. Tell me what's slowing you down, and I'll tell you honestly what I'd handle first, what I'd build, and whether we're the right fit. No pitch, no pressure.