Case Study — 03Home Services

Crestview Roofing Co.

Lead Automation — A Dallas roofing company was losing jobs to slower competitors. Automated follow-ups changed their close rate permanently.

$48K

New contracts in 60 days

4 min

Avg lead response time

62%

Lead-to-quote rate

The Problem

Leads going cold while the team was out on jobs.

Crestview was running paid ads and getting form submissions — but their sales team was on rooftops all day. By the time someone called back, the homeowner had already gotten a quote from a competitor. Speed-to-lead in home services is everything, and they were averaging 6+ hours on first contact.

The Solution

Automated pipeline — from form submission to booked estimate in minutes.

We built a complete lead automation system. The moment a form is submitted, a personalized SMS and email go out within 4 minutes — while the owner is still on their roof. A 5-step nurture sequence handles follow-ups, objections, and appointment booking automatically.

✦Instant SMS + email within 4 minutes of form submission
✦Personalized by job type: repair, replacement, storm damage
✦5-step follow-up sequence over 14 days if no response
✦One-click estimate booking via Calendly integration
✦Slack notification to sales team for every new hot lead
✦Monthly report: lead source, close rate, revenue attributed

The Results

$48K in new contracts. Without hiring anyone.

$48Kin new signed contracts within the first 60 days of automation going live

4 minaverage time from form submission to first personalized outreach

62%of leads that received the automated sequence booked an estimate

6h → 4mreduction in speed-to-lead — the single biggest driver of close rate improvement

Ready to start?

Stop losing jobs to faster competitors.

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