This is the complete system built for Stormline: one connected machine that catches a lead the second it arrives, chases every estimate for you, and turns finished jobs into reviews and referrals. No new app to learn. It runs behind your existing phone, forms, and inbox.
Read it like a walk through your own business. Follow one homeowner from their first click all the way to a five-star review, and see exactly what happens at each step, and what it saves you.
You are good at roofing. You are not sitting by the phone at 8pm, and you do not remember to follow up on a three-week-old quote. This system does both, on every single customer, without fail. Here is the whole thing, one stage at a time.
Within seconds they get a warm text and email, an invitation to book an inspection, and a gentle chase-up if they go quiet. They are only marked lost if they never respond at all.
They get an instant confirmation, then a reminder the day before and an hour before, timed to their real slot. If they no-show, a short recovery sequence nudges them to rebook instead of vanishing.
The homeowner is thanked while the visit is still fresh and told exactly when their estimate will land. Your team gets a heads-up to prep the quote, so nothing sits waiting.
The estimate is delivered, then followed up automatically up to three times with a friendly reminder. This is the exact step most contractors skip after a long day of work.
Two more gentle nudges go out over a few days, then it hands off to you or a rep to close it personally. The system never marks a deal won or lost on its own. A human always makes that call.
The customer is congratulated, the build dates get locked in, and the job moves from your sales track into the build track automatically. Nothing gets dropped in the handoff.
They get a kind parting message, then a 30-day pause and a seasonal check-in. If they ever come back around, the system catches them and pulls them back in.
The homeowner is welcomed into the build, told how to prep their property, and given the dates. Your crew is alerted on their end at the same time.
The homeowner gets reassuring updates while the work happens, and has a clear way to flag a problem the moment one comes up, before it becomes a complaint.
They get their warranty details and a friendly request for a Google review, with one polite nudge if they forget. The ask lands right when they are happiest with the work.
A thank-you turns that happy customer into a referral source, with a standing offer to send their neighbors your way. The best moment to ask is captured, not missed.
Seasonal care reminders and a standing referral incentive keep a one-time customer coming back and sending others, long after the roof is done.
Behind those twelve steps, your customers sit on one of two tracks. It keeps selling and building cleanly separated, so nobody in the office ever loses track of where a customer actually is.
From a brand-new lead to a signed job. Every stage moves the customer forward on its own.
From a scheduled build to a retained, referring customer who calls you first next time.
The one bridge between them: the moment you mark a job won, that customer slides from the Sales track onto the Build track by itself. That handoff is usually where things get dropped in a busy office. Here, it cannot be.
You only ever see the twelve steps above. Underneath, every stage is a fully mapped workflow with its own reminders, timing, and hand-offs, engineered so nothing is left to memory.
This plan is the plain-English walk-through, built for you. There is also a complete engineer level blueprint of the exact same system, every workflow, trigger, and step, ready to hand a build team.
No lead unanswered, no quote forgotten, no happy customer left un-asked. That is the whole point: the parts of the business that used to depend on you remembering, now just happen.