For roofing companies

Where are your calls, forms and estimates going quiet?

Count five numbers from records you already keep. The worksheet does the arithmetic and shows its working. It runs in your browser and sends nothing anywhere.

Showing Example Ridge Roofing, a fictional company, so you can see how it works. Replace every number with your own.

From your phone system's call log.
No answer, and no call or text back within one business day.
From the inbox or tool that receives your website requests.
Count a form as replied only if a dated reply exists.
From your estimating tool or spreadsheet.
A dated call, text or email. Not a good intention.
The price on paper, added up. Not money you will collect.
Sort your CRM or spreadsheet by last activity.
Yours, not ours. Nothing here assumes a close rate, and leaving it blank is fine.

What the numbers show

  • 22 of 148 calls with no callback (15%)
  • 9 of 37 forms with no first reply (24%)
  • 19 of 54 estimates with no follow-up (35%)

$187,400 is written on 19 quiet estimates, an average of $9,863 each. That is the listed price, not expected revenue.

126 CRM leads untouched for 90 or more days.

Largest pile to look at first: quiet estimates.

No close rate entered, so no revenue figure is shown. The records alone cannot say how many of these would have bought.

Run Free Lead Leak Check

How to count each number in about 30 minutes

Calls

Export or screenshot your phone system's call log for the last 60 days. Count the calls nobody answered, then check whether each number was called or texted back within one business day.

Forms

Open the inbox or tool that receives your website requests. Note the time of the first reply on each one. A form with no dated reply has no first reply.

Estimates

Export from your estimating tool, or sort your spreadsheet by the date sent. Follow-up logged means a dated call, text or email, not a good intention.

Old leads

Sort your CRM or spreadsheet by last activity and count what is older than 90 days.

Use the same definition every time you count, or the numbers will not compare. Texts and calls on a personal phone often never reach the log. If your team follows up that way, your real numbers are lower than the log shows.

What this does not tell you

The example is a fictional company, the same one used in the sample Revenue Leak Snapshot and in the article Where Roofing Companies Actually Lose Jobs They Already Paid For. It is not a customer result.