For Briggs Gregory
Roofing is feast or famine. A storm rolls through and the phones explode, and the rest of the year you're trying to stay in front of every estimate that didn't close. The goal of automation here is to keep the operation running through both extremes without leaning on Briggs.
A few automations you could put in place this quarter. Each one streamlines a workflow that probably runs through someone on your team today.
Hail and wind events are the biggest swing in a roofer's year. Automating storm-triggered outreach (geo-targeted ads, AI-handled inbound calls, instant scheduling) means you're booking inspections while competitors are still pulling team members in.
Photos taken during the inspection can be assembled into a branded PDF report with line items and recommendations, ready to send to the homeowner and adjuster before the inspector is back at the truck.
Most quotes that don't close are quotes that never got a follow-up. Automated touch sequences over the first two weeks, written so the homeowner doesn't feel pestered, consistently lift close rate.
Most of your business comes from referrals, but the ask itself is usually ad hoc. After a job is done and the homeowner is happy, an automated request with a clear path to send a friend takes referrals from luck to system.
Automations only stick if someone owns them. Here's how we'd run it together.
Salty Air builds these systems for owner-operators in Salt Lake. We start with a 30-minute call. No pitch deck. We pick the highest-leverage automation and prove it out.
