Follow-up · Roofing
The estimate from the hail week still needs a human close. Follow-up is the gap.
Roofing front doors catch the storm. Money is lost later: inspects that never got a second touch, photos that sat, adjuster meetings that slipped. Follow-up is not another receptionist. It is the unfinished estimate.
EXCEL writes the cadence you already wish someone ran: after inspect, after quote sent, after ‘waiting on insurance.’ It stops when a person is in a live thread. It does not settle a claim.
Storm intake without a second call is a hobby
Crews inspected 40 roofs. Three were called back. Adjuster dates passed. Homeowners hired whoever followed up. The receptionist is not the system that should be poking a quiet quote.
What roofing follow-up actually does
Work from the inspect list you already have. Sequences you approve: thank-you, quote sent, waiting-on-adjuster, last-touch. Channel: call, SMS where consented, email. Stop on reply. Hand a live thread to a salesperson.
Follow-up is not the first leak call
Quote sent, no reply
A short check-in, offer to walk numbers, stop if they hired someone else.
Waiting on the adjuster
Ask whether a date exists. Do not coach claim strategy.
They replied ‘call me Thursday’
That is a live thread. Follow-up stands down. A person owns it.
The record follow-up needs
Where they are
Inspected, quoted, insurance, lost, hired.
Last human touch
If a salesperson is in it, do not pile on.
Consent
SMS only where you have it. Quiet hours.
Storm vs retail
Hail lists and quiet retail quotes may use different cadences.
Hypothetical: quote sent after hail, day six
Hypothetical. Not a live storm list and not insurance advice.
Inspect completed last week. Quote emailed. No reply. SMS consented.
This is [Company]. We sent the roof estimate after last week’s inspect. Did you have questions, or should we close the file?
Still waiting on the adjuster. Can you talk to them?
I will not speak for the carrier or promise an outcome. I can note ‘waiting on adjuster’ and have a person call you about what you want us to do next.
Reply received. Sequence stops. A salesperson owns the insurance conversation.
Follow-up hard stops
- Promise an insurance result or that you ‘handle the adjuster’ beyond your script
- Keep texting after a stop or a hire-elsewhere
- Re-open an interior-leak emergency as if it were a quote
- Stack messages on a live salesperson thread
- Invent a price change to force a close
Roofing follow-up configuration
- Cadence after inspect vs after quote vs insurance-wait
- SMS consent and quiet hours
- What ‘close the file’ means in your CRM
- Who gets the live-thread handoff
- Storm-list vs retail-list differences
Sales still closes roofs
Price negotiation, insurance strategy, any angry homeowner, any new leak that is actually an emergency.
Plan details live on the pricing page. Current plans are listed there.
Parent pages
This page is the intersection. The service and industry pages still stand on their own.
Related EXCEL services
- AI ReceptionistA custom AI receptionist that answers calls, handles approved questions, captures leads, routes callers, and supports scheduling around how the business already works.
- AI Texting / Messaging AgentSMS and messaging follow-up that uses approved copy, captures replies, and hands the thread to a person when the conversation needs one.
- AI Sales AgentA sales and intake agent that responds to inquiries, gathers information, qualifies opportunities, and keeps leads moving.
Related guides
Questions for this workflow
Is this the same as the roofing receptionist page?
No. The receptionist catches the first leak or quote. This page is the unfinished estimate after the inspect.
Will it text people who did not opt in?
SMS is only where you have consent, on Professional and Custom plans, with opt-out and quiet hours.
Can it talk to the adjuster?
Not as a claim representative. A person can, if that is your process.
When does it stop?
On reply, on hire-elsewhere, on your max touches, or when a salesperson takes the thread.
Do storm lists need a faster cadence?
Often. Retail quotes can wait longer. You write both.
Can it talk to the insurance company?
It can collect claim numbers you ask for. Adjuster conversations stay with your team.
How aggressive is the cadence?
You set it. Typical builds use a short, polite sequence and stop on reply, booking, or opt-out.
Will it transfer a caller to a person?
Yes. Routing and escalation rules are defined with you. Anything outside approved scope can go to a person, a voicemail workflow, or a callback request.
Bring the list of inspected roofs that never got a second call. That is the follow-up build.
Bring the real call types. We will tell you what belongs in an agent and what should stay with people.