Example project
Northline Roofing & Exteriors
Connect local ads to estimate requests and follow-up.
Medium project. Typically six to twelve weeks, often with ongoing support afterward. Integration and automation work with a defined scope, built around the tools you already pay for. The figures are illustrative.
The problem
worth solving.
Ad inquiries arrive in separate inboxes, making it hard to see which neighborhoods produce booked estimates.
The system behind the solution
Spend where the crew can deliver
Connect neighborhood campaign spend with estimate capacity, signed work and job costs to prepare a better weekly advertising plan.
A proposed system. The working example covers part of it.
Bring the information together
- Campaign spend and source IDs
- Estimator calendars and service boundaries
- Signed jobs, cancellations and job costs
The decision it supports
Consider more spend only where estimates have room, completed-job margin meets the owner’s threshold and the attribution window is complete.
When a person steps in
Hold budget changes when job costs are missing or a storm changes the available crew plan.
What happens next
A manager approves a capped change; retain the previous budget and reconcile each accepted platform update.
How to measure the improvement
Compare qualified estimates, collected job margin after ad spend and unused estimate capacity over matched periods.
Build it in stages
- Group search and social campaigns by service area.
- Send each visitor to a page for the relevant roofing service.
- Keep the ad source with the inquiry and its next follow-up.
- Compare qualified requests and booked estimates by campaign.
Make the next decision yourself
Turn local searches into booked visits
Trace ad spend through service-area checks, qualified inquiries and booked roof inspections.
Try the working application- Choose the service area
- Review the inquiries
- Book the qualified visits
- Compare spend with booked work
The working example covers the steps above.
Example numbers
What improvement
could look like.
These are example figures, not results or guarantees.
- New inquiries
- +164%
- Cost per qualified inquiry
- −41%
- Booked estimates
- +73%
- Monthly booked value
- $180k → $310k
From example
to your business.
Start with the actual workflow
Confirm how your team works today, which systems contain the records and how you measure the result. Test the idea against your real constraints before agreeing the scope.
Build, connect and test
Start with one complete workflow. Connect approved systems, test permissions and failures, and review the result with the people who will use it. The examples on this site do not connect to business accounts.
Keep the system useful
Agree who owns access, monitoring and day-to-day changes. Document the handover and define the maintenance and improvement work that fits the engagement.