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.
What the numbers show
$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 CheckHow 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
- It does not estimate revenue. The dollar figure is the price written on quotes, not money you will collect.
- It does not know your close rate. If you type one, the worksheet only multiplies by it and says so.
- It cannot tell whether an unanswered caller reached someone another way, or who owns follow-up on a quiet estimate.
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.