Sales Systems for Residential Roofing Companies

You Paid for the Leads.
Why Are You Paying to Replace Them?

Get 5+ Qualified Roofing Appointments in 60 Days, or Your Next Month Is on Us.

From Your Existing Leads and Unsold Estimates. No Additional Lead Ad Spend Required.

We Reconnect With Past Roofing Prospects, Qualify Interested Homeowners, and Help Book Appointments Directly Into Your Calendar, so Your Team Can Focus on Closing Jobs Instead of Chasing Old Leads.

  • Recover Opportunities You've Already Paid For
  • Qualified Homeowners, Not Just Replies
  • Done-for-You Follow-Up and Appointment Booking
Book Your Free Revenue Leak Audit See How It Works
Opportunities Already in Your CRM Illustrative Example
Recovery Flow 12 Recovered
Sarah M.Estimate Sent
21 Days DormantRecovery Candidate
Marcus T.Storm Damage Inquiry
No ResponseFollow-up Active
Amanda K.Roof Replacement
Waiting on InsuranceInterested
Sarah M. / Dormant
Appointment Booked

The Flagship System

Turn the Opportunities Already Sitting in Your CRM Back into Sales Conversations.

Old Enquiries, Unclosed Estimates and Stalled Opportunities Do Not Need Another Spreadsheet. Zerion Finds the Opportunities Worth Recovering, Re-Engages Them and Routes Real Buying Intent Back to Your Team.

Recovery Flow Illustrative Workflow Example

Dormant Lead + Unsold Estimate

Revenue Recovery

Existing Opportunity. A Clear Next Step.
  1. 01

    Existing CRM

    Sarah M. Roof Replacement Estimate
    Mike R. Storm Damage Lead
    David T. No Response
    Amanda K. Estimate Sent
  2. 02

    Opportunity Filter

    • Contactable?
    • Real Roofing Opportunity?
    • Service Area?
    • Recent Estimate?
    • Previous Status?
    • Safe to Contact?
    Recovery Candidate Not Eligible
  3. 03

    Priority + Context

    Sarah M.

    High Priority Estimate Sent Retail Roof 21 Days Dormant Previous Reply: Later

    The Next Message Starts with the Previous Conversation.

  4. 04

    Personalized Reactivation

    Zerion

    Hi Sarah, Following up on the Roof Replacement Estimate from Last Month. Are You Still Considering Getting the Work Completed?

    Sarah M.

    Yes, We Are Still Interested. We Were Waiting on Insurance.

  5. 05

    Reply + Intent Routing

    Interested Needs Follow-up Not Now Do Not Contact Human Review

    A Reply Gets the Right Next Action. Contact Stops When Requested.

  6. 06

    Qualified Appointment

    Inspection / Sales Call Booked Thursday 2:30 PM

    Sarah M.
    Roof Replacement

    Qualified
  7. 07

    Human Handoff

    Ready for Sales Team

    Roofing Sales Rep Notified. Conversation, Project Context and Booking Recorded in the CRM.

    Sarah M. Assigned
Sarah M. / Existing CRM

The Cost of Letting Opportunities Die

What Are 5 Qualified Roofing Opportunities Worth to Your Business?

Use Your Own Job Value and Close Rate to See the Potential Value of Recovered Appointments.

$5,000 $50,000
10% 70%
1 20

5 Appointments Is the Qualifying Engagement Target.

Revenue at Risk

5 Opportunities Lost

$21,000 Potential Revenue at Risk

Potential Revenue from Recovered Opportunities

5 Qualified Opportunities Recovered

$21,000 Potential Revenue Opportunity

5 Appointments X 35% Close Rate X $12,000 Average Job = $21,000 Potential Revenue

Illustrative Estimate Based on the Values Entered. Actual Results Vary.

Supporting Recovery Systems

Close the Other Gaps in Your Roofing Sales Cycle.

Recovery Comes First. These Systems Keep the Next Opportunity from Slipping Away.

  1. Slow Lead Response

    New Enquiries Lose Value Quickly When Nobody Responds.

  2. Inconsistent Follow-up

    Good Prospects Disappear After One Call or One Voicemail.

  3. Unclosed Estimates

    High-Intent Homeowners Receive a Quote and Then Nobody Owns the Next Step.

  4. Missed Calls / After-Hours

    An Inbound Opportunity Should Not Die Because Your Team Was on a Roof.

  5. No-Shows / Cancellations

    Booked Opportunities Still Need Recovery When Momentum Breaks.

What Gets Installed

Recovery First. Support Across the Sales Cycle.

Start with the Leads and Estimates You Already Have. Add Supporting Systems Where Your Process Needs Them.

01 / THE FLAGSHIP

Dormant Lead & Estimate Recovery

Re-Engages Contactable Old Enquiries, Stalled Opportunities and Unsold Estimates, Then Routes Genuine Buying Intent Back to Your Sales Team.

02

Estimate Follow-up System

Gives Each Sent Estimate a Clear Next Step, with Follow-up Matched to the Homeowner's Response.

03

Lead Response System

Captures New Enquiries and Starts the Conversation While Your Team Is on a Roof.

04

Qualification System

Checks Roofing Need, Service Area and Decision-Maker Status Before Booking.

05

Missed Call / No-Show Recovery

Follows up Missed Calls and Helps Homeowners Reschedule Missed Inspections.

06

Storm Response System

Sorts Storm Enquiries by Location, Need and Urgency so Your Team Can Respond in Order.

07

Pipeline Reporting

Shows Which Opportunities Moved, Which Stalled and Which Need a Human.

Inside Zerion

Inside the Revenue Recovery System

Every Opportunity Is Tracked Through a Defined Recovery Path. The System Knows What Happened, What Should Happen Next and When a Human Needs to Step in.

Operations Flow Illustrative Workflow Example
4 Opportunities Reviewed
1 Booking
1 Human Task
1 Suppressed
Sarah M. Estimate Sent / 21 Days Dormant High Priority
  1. 1 CRM Opportunity
  2. 2 Eligibility Check
  3. 3 Recovery Priority
  4. 4 Personalized Follow-up
  5. 5 Reply Detected
  6. 6 Intent Identified
  7. 7 Booking
  8. 8 Human Handoff
Sarah M.
Appointment Booked Interested / CRM + Calendar Updated
Mike R. Storm Lead / 45 Days Dormant Storm Damage
  1. 1 CRM Opportunity
  2. 2 Eligibility Check
  3. 3 Recovery Priority
  4. 4 Personalized Follow-up
  5. 5 Reply Detected
  6. 6 Intent Identified
  7. 7 Booking
  8. 8 Human Handoff
Mike R.
Follow-up Paused Not Now / Follow-up Paused
David T. Old Lead / Invalid or DNC Not Eligible
  1. 1 CRM Opportunity
  2. 2 Eligibility Check
  3. 3 Recovery Priority
  4. 4 Personalized Follow-up
  5. 5 Reply Detected
  6. 6 Intent Identified
  7. 7 Booking
  8. 8 Human Handoff
David T.
Suppressed Contact Blocked / No Outreach
Amanda K. Estimate Sent / Call Tomorrow Human Review
  1. 1 CRM Opportunity
  2. 2 Eligibility Check
  3. 3 Recovery Priority
  4. 4 Personalized Follow-up
  5. 5 Reply Detected
  6. 6 Intent Identified
  7. 7 Booking
  8. 8 Human Handoff
Amanda K.
Human Task Created Call Tomorrow / Rep Notified
Sarah's Booking and Amanda's Callback Are Ready for the Sales Team.

Qualification and Commitment

How the Performance Commitment Works

The 5+ Appointment Commitment Applies to Qualified Appointments from Your Existing Leads and Unsold Estimates. No Additional Lead Generation Ad Spend Required.

What Counts as a Qualified Appointment

Qualification Is Confirmed in the Applicable Written Client Agreement.

  • The Appointment Qualification Standard
  • Eligible Lead Sources and Service Area
  • Required Contact and Project Information
  • Acceptable Appointment Types and Outcomes
  • CRM or Calendar Recording Requirements
  • Verification and Measurement Process

Exact Qualification Criteria Are Agreed in Writing Before the Performance Period Begins.

Who This Is for

Zerion Reviews Whether the Revenue Recovery Service Is a Practical Fit During the Audit.

Eligibility, Client Responsibilities and Any Exclusions Are Defined in the Applicable Written Client Agreement.

Performance Terms

Eligibility, Lead Qualifications, Client Responsibilities, Exclusions, Measurement Criteria and Remedies Are Governed by the Applicable Written Client Agreement.

Read the Performance Terms
Book Your Free Revenue Leak Audit

The Flagship Engagement

Turn Existing Opportunities Back into Revenue

A Focused 60-Day Engagement Built to Recover Existing Leads and Unsold Estimates.

The Roofing Revenue Recovery System

Put Existing Leads and Unsold Estimates Back into Conversation.

Founding Partner Rate

$1,697/month

$997 /month

Limited Founding Partner Availability Available to a Limited Number of Roofing Companies.

Get 5+ Qualified Roofing Appointments in 60 Days, or Your Next Month Is on Us. From Your Existing Leads and Unsold Estimates. No Additional Lead Generation Ad Spend Required. Performance Terms

  • Existing Lead Reactivation
  • Unsold Estimate Follow-Up
  • Automated Homeowner Outreach
  • Lead Qualification
  • Appointment Scheduling
  • Performance Tracking and Reporting

60-Day Initial Performance Window

Book Your Free Revenue Leak Audit

How It Works

A Simple Three-Step Recovery Process.

We Find the Right Opportunities, Restart the Conversation, and Help Your Team Take It From There.

  1. Identify Missed Opportunities

    We Review Your Existing Leads, Unsold Estimates, and Follow-Up Gaps to Find Opportunities Worth Reconnecting With.

  2. Reconnect and Qualify

    Our System Follows Up With Eligible Past Prospects and Identifies Homeowners Who Are Still Interested.

  3. Book Qualified Appointments

    Interested Homeowners Are Guided Toward Booking, While Your Team Receives the Details Needed to Follow Up and Close.

Questions

What Roofing Owners Ask.

The 5+ Commitment

What Counts as a Qualified Appointment?

Qualification Criteria, Eligible Appointment Types, Recording Requirements and Verification Are Defined in the Applicable Written Client Agreement. Review the Performance Terms For the Controlling Framework.

What If We Don't Hit 5 Appointments?

The Offer Is: Get 5+ Qualified Roofing Appointments in 60 Days, or Your Next Month Is on Us. Eligibility, Measurement and How the Remedy Is Applied Are Governed by the Applicable Written Client Agreement.

When Does the 60-Day Period Start?

The Applicable Written Client Agreement Defines the Start Event. Onboarding Records When the Agreed System, Integrations, Access, Testing and Live-Operation Approval Are Complete.

Are Software and Platform Costs Included?

Software and Platform Costs, If Any, and the Scope of the Performance Remedy Are Defined in the Applicable Written Client Agreement.

Your Leads & CRM

Do We Need to Buy More Leads?

No. The Flagship Recovery System Works Opportunities Already Inside Your CRM, Including Eligible Dormant Leads and Unsold Estimates. Fit Depends on Having Enough Contactable Opportunities and the Access Required to Operate the System.

What Kinds of Leads Can Be Recovered?

Old Enquiries, Unclosed Estimates, Stalled Opportunities, Previously Interested Homeowners and Contactable Leads That Have Not Reached a Final Outcome. Records Are Checked for Eligibility and Permission to Contact. Invalid Records and Do-Not-Contact Requests Are Suppressed; Not Every Old Record Can or Should Be Contacted.

What Do You Need from Us?

An Existing CRM Database with Enough Eligible Opportunities, CRM and Calendar Access, Project and Service-Area Context, Approval of the Recovery Setup, and a Sales Team Available to Handle Appointments. Exact Cooperation Conditions Are Agreed in Your Service Agreement.

Do We Need to Change CRM?

Usually Not. We Work Inside Your Existing CRM Where It Supports the Agreed Recovery Process. We Confirm Integrations and Access During the Audit.

Does This Work for Insurance and Retail Roofing?

Both Can Be Included. Segmentation and Messaging Account for Insurance Status, Retail Projects and the Previous Conversation.

Working with Zerion

What Happens After the 60 Days?

We Review Performance Against the Measurement Criteria in the Applicable Written Client Agreement. If the Agreed Target Is Missed, the "Next Month Is on Us" Remedy Is Applied as Defined in That Agreement.

What If We Already Have Someone Doing Follow-up?

The System Handles Repeatable Follow-up and Keeps the CRM Updated. Your Team Takes Buying Conversations, Exceptions and Appointments That Need a Person.

Do You Work with Roofers Outside the U.S.?

Zerion Primarily Serves U.S. Residential Roofing Companies. We Assess Other Locations and Operating Models During the Audit.

Get Started

Book Your Free Revenue Leak Audit

In 30 Minutes, We'll Identify Where Qualified Roofing Opportunities Are Getting Stuck Across Your CRM, Unsold Estimates and Follow-up Process, Then Show You Which Recovery Opportunities Are Worth Fixing First.

This Free Audit Is a Preliminary Assessment. It Is Not a Guarantee of Recoverable Revenue or a Full Technical Implementation.

  • Find Dormant LeadsIdentify Old Inquiries and Unsold Estimates Worth Reviewing.
  • Spot Follow-Up GapsSee Where Past Prospects May Be Falling Through the Cracks.
  • Identify Recovery OpportunitiesAssess Where Renewed Conversations May Be Possible.
  • Check System FitDetermine Whether Your CRM and Lead Database Suit the Service.
Book Your Free Revenue Leak Audit

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