Illustrative case study · Kansas City roofing

Stopped losingjobs to slowfollow-up.

How a Kansas City roofing company went from a 6-hour response time and a shared inbox to a pipeline that responds, follows up, and asks for reviews on its own — on the System tier.

The situation

11 years in, leaking jobs at the top.

Summit Roofing had been in business for 11 years. Good reputation, solid crew, consistent referrals. But their close rate on inbound leads was lower than it should have been — and the owner knew it.

Leads would come in through the website, sit in an inbox, and by the time someone called back the homeowner had already booked a competitor.

The problem

No system. Just an inbox.

Leads came in through a contact form and went to a shared email. Response time averaged 6–8 hours on a good day, next morning on a bad one.

Estimates that didn’t close immediately never got followed up on. Reviews only came in when a customer felt strongly enough to leave one unprompted.

What we built

A site, then the full System.

We started with a new conversion-focused website built specifically to capture and qualify leads. Then we layered in the full System tier — Nate responds to every new lead within 90 seconds with a personalized message, and a 3-step follow-up sequence fires for anyone who doesn’t respond.

Every closed job triggers an automatic review request 48 hours after completion. Estimate follow-up runs on a 3-day cadence until the prospect responds or opts out.

The result

From hours to minutes.

<2min
Lead response time,
down from 6+ hours
3-step
Automatic follow-up
for unresponsive leads
48h
Review request after
every completed job
1/day
Dashboard check,
replacing a shared inbox

Summit’s owner now checks a dashboard once a day instead of managing a shared inbox — and spends that time on the roof instead of the phone.

In their words

“I used to lose jobs and not even know why. Now I know every lead got a response and every estimate got followed up. That alone changed everything.”

Owner, Summit Roofing · Kansas City, MO

Illustrative scenario. Summit Roofing is a composite example built to show how the System tier works in practice — not a named current client, and the quote above is illustrative.

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