3 Ways to Optimize Your Roofing Lead Management Process

It should come as no surprise to roofing professionals that the faster you respond to a new lead, the more likely you are to get the job bid. In fact, Neil Patel conducted a study that showed 35 to 50 percent of sales go to the business who responds to the inquiry first. If leads aren’t managed properly or are disorganized, it can take you longer to follow up with the customer and cause you to lose additional revenue to your competitors. However, there are some easy steps you can take to make sure your lead process is efficient and effective.

Keep reading to learn how you can optimize your roofing business’s lead management process.

1. Keep leads in a central location

With your roofing business’s presence available on so many different platforms (company website, social media, review sites, etc.), your customers are likely to send work requests in a variety of ways. While these different sources get you more visibility, it can be difficult to keep track of all of them. For example, if you forget to check your incoming messages on Angi for a couple of days, you could potentially miss out on additional sales and connecting with new customers. Implementing a system to house all of your leads, new and old, helps prevent any job opportunities from falling through the cracks.

Roofing business management software like Jobba can ensure your roofing leads stay organized and are easy to access. Our innovative API integrations allow roofing contractors to connect to other lead channels and automatically import incoming lead details into Jobba’s roofing software platform. No more jugging multiple systems or having to check various channels numerous times a day. You’ll be able to access real-time updates no matter where you are.

2. Instantly deliver leads to your Sales team

Once your roofing lead sources have been connected to roofing CRM, your process should ensure that all incoming leads are assigned to a salesperson and that they are notified immediately. Failure to follow-up with new leads in a timely manner typically stems from unclear sales process details, such as:

  • Who is responsible for contacting a new lead
  • How leads are prioritized
  • Who assigns leads to a salesperson

Project management solutions can help your sales cycle operate smoothly and allow your sales team members to take more initiative.

Thanks to Jobba’s roofing lead management tools, you can create a straightforward process that allows you to easily prioritize and assign new roofing job requests. In Jobba’s system, there are separate files for each lead and/or job where you can view important details and the roof’s health history to quickly qualify the lead. You also have the ability to set parameters or specifications and have leads automatically assigned to a particular salesperson. The assigned sales team member will receive a notification that a new lead is in need of their attention. 

3. Use data reports to refine your process

Most contractors notice instant improvement when adding new tools or techniques to their roofing business plan. However, over time many begin to experience inconsistencies in their number of sales and/or overall performance. While implementing roofing lead management tools and creating a streamlined sales process are sure to take your roofing business to the next level, it is important to have access to in-depth information that will allow you to monitor and maintain effective workflows to remain successful.

Jobba’s reporting tools offer contractors the ability to stay up to date with their business’s performance. These tools allow you to generate customized reports for every area of your roofing company and analyze where things are going right or what needs to be improved. For example, if you are noticing that your amount of incoming leads has increased but your number of closed sales is down, you can retrieve data to show you specific sales information, including:

  • Average time from initial inquiry to follow up
  • Average time from initial contact to closed sale
  • Individual salesperson performance
  • And much more  

Jobba’s data insights will provide you with a full-picture view of where your process needs work.

Lead management is a key factor for running a successful roofing business. By adding a roofing software solution like Jobba to your business plan, you will have access to the most revolutionary, innovative roofing tools that are guaranteed to help you meet all of your performance goals. Get a customized demo of Jobba today by filling out the form below!


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