The roofing industry is highly competitive, and for this reason, roofers invest heavily in roofing leads. With a plethora of choices available to homeowners, standing out in the crowd is paramount to success. One significant way to ensure you’re at the forefront of potential clients’ minds is by mastering the art of lead follow-up. By refining this process, roofers can significantly enhance their Return on Investment (ROI). Here’s how:

1. Understand the Value of Immediate Response

Studies have shown that leads are more likely to convert when they’re contacted promptly. Ideally, you should reach out within an hour of receiving an inquiry. The sooner a potential client hears from you, the fresher your company is in their mind, and the higher the chances of securing the job.

2. Use a CRM System

A Customer Relationship Management (CRM) system can be a game-changer for roofers. Not only does it help organize lead information, but it can also automate follow-up processes, ensuring no lead falls through the cracks.

Here are three quality CRM (Customer Relationship Management) systems that are popularly used by roofing companies, along with descriptions:

1. JobNimbus:
   • Description: JobNimbus is a leading CRM solution designed specifically for home service industries, including roofing. It combines project management and CRM functionalities into one integrated platform. Roofing companies can easily manage their leads, tasks, workflows, and documents in a streamlined manner. With its intuitive interface, it’s easy to track job progress, schedule tasks, manage contracts, and monitor expenses. The software also offers seamless integrations with other tools, such as QuickBooks, to facilitate smoother business operations.
2. AccuLynx:
   • Description: AccuLynx is a specialized CRM software crafted for the roofing industry. It provides comprehensive tools to streamline the entire roofing process, from lead management to final invoicing. Features include detailed job dashboards, automated communication tools, digital contract signing, and accurate reporting. AccuLynx also offers integration with popular applications like EagleView for accurate roof measurements, as well as material ordering directly through the platform. It emphasizes collaboration, allowing teams to stay connected, communicate effectively, and ensure everyone is aligned throughout the project’s duration.
3. RoofersCoffeeShop (RCS) CRM:
   • Description: RCS CRM is a part of the RoofersCoffeeShop platform, which has been a staple in the roofing community for years. The CRM system is designed to cater specifically to the nuances of the roofing business. It facilitates lead tracking, appointment setting, and follow-ups. A significant feature is its ability to provide roofers with insights on potential customers before even meeting them, allowing for more personalized and effective interactions. Additionally, it integrates well with other RCS tools, making it a comprehensive suite for roofing business management.

3. Personalize Your Communication

While automated messages can be helpful, personalizing your communications to nurture your leads can make a significant difference. Address the lead by their name and reference specifics from their inquiry. This shows attentiveness and a genuine interest in their needs.

4. Multi-Channel Follow-Up

Different clients prefer different communication channels. While some may appreciate a phone call, others might respond better to an email or even a text message. Use a diversified approach, but always ensure it’s in line with the client’s expressed preferences.

Multi-channel lead follow-up refers to engaging potential customers (leads) across various communication platforms. The goal is to enhance engagement, create multiple touchpoints, and cater to the preferred communication methods of different demographics. Here are some examples and the associated benefits:

1. Email:
   • Example: Sending a personalized email shortly after a lead inquires about your services, followed by a series of informative and promotional emails over the next few weeks.
   • Benefits:
     • Reach: Almost everyone has an email, making it a broad-reaching communication method.
     • Automation: Email campaigns can be automated, allowing for timely and consistent follow-ups.
     • Detailed Information: You can share detailed information, offers, and attachments seamlessly.
2. Phone Calls:
   • Example: Calling a lead the day after they’ve shown interest to address any questions they might have.
   • Benefits:
     • Personal Touch: Direct conversations can establish trust and rapport quickly.
     • Immediate Feedback: You can gauge a lead’s interest immediately and adjust your approach based on their reactions.
     • Clarification: It’s easier to clarify doubts or misunderstandings in real-time.
3. Text Messaging (SMS):
   • Example: Sending a thank you text after an inquiry, followed by reminders about promotions or appointments.
   • Benefits:
     • High Open Rates: Most text messages are read within minutes of receipt.
     • Convenience: Many people prefer quick text interactions over longer phone calls or emails.
     • Instant Engagement: Allows for quick feedback or confirmations.
4. Social Media:
   • Example: Engaging with leads through direct messages on platforms like Facebook, Instagram, or LinkedIn.
   • Benefits:
     • Relevance: Engaging on platforms where leads spend their leisure or professional time increases relevance.
     • Engagement: Rich media options (like videos, GIFs, or images) can boost engagement.
     • Brand Presence: It allows businesses to showcase their brand personality and culture.
5. Live Chat on Website:
   • Example: Engaging with website visitors in real-time when they have queries or need assistance.
   • Benefits:
     • Immediate Assistance: Potential customers can get instant answers, increasing the chances of conversion.
     • Convenience: It allows leads to multitask while getting the information they need.
     • Lead Qualification: It can help quickly determine the intent and quality of a lead.
6. Retargeting Ads:
   • Example: Displaying ads on platforms like Google or Facebook, targeting users who’ve previously visited your website but didn’t convert.
   • Benefits:
     • Top-of-Mind: Keeps your brand or product on the lead’s radar.
     • Higher Conversion Rates: Retargeted leads are more likely to convert as they’ve shown prior interest.
     • Customization: You can customize ads based on the pages or products a lead viewed, making them more relevant.

Overall Benefits of Multi-channel Follow-Up:

• Flexibility: Companies can cater to a wide variety of customer preferences.
• Increased Touchpoints: Engaging on multiple platforms increases the chances of conversion.
• Data Collection: Interactions across channels provide varied data, enabling better marketing decisions and strategies.
• Competitive Advantage: Companies that excel at multi-channel engagement often stand out in crowded markets.

The key to multi-channel follow-up is ensuring consistent messaging across all channels while respecting the user’s preferred mode of communication.

5. Provide Valuable Information

Instead of merely pitching your services, offer valuable information. This could be advice on roof maintenance, the benefits of specific roofing materials, or even seasonal roofing tips. By providing value, you position your company as an industry expert.

6. Set Up a Follow-Up Schedule

Consistency is key. Set up a schedule that dictates when to send follow-up messages. For instance:

• 1 day after initial contact
• 3 days with a valuable piece of content
• 7 days with a promotional offer
• 14 days with a testimonial or case study

7. Seek Feedback

If a lead decides not to choose your services, take the opportunity to ask why. Their feedback can provide invaluable insights into areas of improvement, ensuring better conversion rates in the future.

8. Build a Referral System

A satisfied client can be your best marketing tool. Encourage clients to refer friends and family by offering incentives. Additionally, always remember to follow up with these referrals, as they come with an inherent level of trust.

9. Educate Your Team

Everyone involved in the lead generation and follow-up process should be well-versed with the company’s best practices. Regular training sessions can ensure your team is always up-to-date and consistent in their approach.

10. Track and Analyze Performance

You can’t improve what you don’t measure. Regularly analyzing your follow-up methods and their results can highlight areas for enhancement. Adjust your strategies based on this data for continuous improvement.

Lead follow-up is more than just a step in the sales process for roofers; it’s an art that, when mastered, can significantly boost ROI. By employing best practices and continuously refining your approach based on data and feedback, you can ensure that your roofing business remains a top choice for potential clients.

Get Roofing Leads And Grow Your Business

Now that you’ve learned how to properly maximize your return on investment with these best practices for lead follow up, let Get Contractor Leads help you get started with new leads, so you can build your pipeline today!