Practical tools for recovering missed leads
A worksheet, a sample review, a checklist and guides for owner-led home-service businesses that suspect follow-up is slipping. Most are free to use without giving an email address.
Tools and samples
Roofing Revenue Leak Worksheet
Put your own numbers against missed calls, quotes that went quiet and old leads to see what follow-up could be worth. It runs in your browser and the figures you type are not sent anywhere.
- Who it is for
- Roofing owners and estimators
- Helps you decide
- Whether follow-up is worth fixing first
Sample Revenue Leak Snapshot
A fictional example of the written review a Lead Leak Check produces, with the verified findings, possible risks and unknowns kept apart.
- Who it is for
- Anyone deciding whether to ask for a check
- Helps you decide
- What you would actually receive
Lead Leak Checklist for Home Services
Review calls, forms, estimates, stale opportunities, and follow-up gaps.
- Who it is for
- Owners and operators
- Helps you decide
- Where your follow-up is most likely slipping
Guides
Where Roofing Companies Actually Lose Jobs
Jobs that were already the roofer's to close can be lost to a follow-up gap: missed calls, stale estimates and old leads with no re-engagement.
- Who it is for
- Roofing owners
- Helps you decide
- Which stage of your sales process to look at first
Estimate Follow-Up Process
Build a reviewable rhythm for estimates that went quiet after the quote was sent.
- Who it is for
- Service teams
- Helps you decide
- How often and how to follow up on a quote
Find Stale Opportunities in Your CRM
Identify old records, missing owners, duplicates, and opportunities without a next action.
- Who it is for
- Sales and operations
- Helps you decide
- Which old records deserve a second look
Why Website Leads Stop Responding
The practical reasons a good form submission loses momentum.
- Who it is for
- Owners and marketers
- Helps you decide
- Where the first reply is being lost
Missed-Call Text-Back Is a First Reply, Not Follow-Up
A missed-call text is a good first reply. It is not a system for finding every stalled opportunity in the business.
- Who it is for
- Owners weighing a text-back tool
- Helps you decide
- Whether a text-back tool alone closes the gap
Prefer a direct review?
The Lead Leak Check is a free written review of your own follow-up. The resources above help you decide whether to ask for it.