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EPIC Roofing Pros Snapshot
A comprehensive solution for roofing professionals, offering automated lead generation, project management workflows, and client retention systems.
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What's included
Marketing Materials
- Client communication email sequences
- Social media content calendar for 12 months
- Ad templates optimized for roofing keywords
- Seasonal promotion campaign frameworks
- Client education guides and resources
Operational Systems
- Project scheduling and capacity management
- Material tracking and procurement logs
- Client assessment and progress forms
- Crew scheduling and availability system
- Proposal and contract generation tools
Automations
- Appointment booking confirmation and reminder system
- Missed appointment follow-up workflow
- Client milestone achievement recognition
- Maintenance plan renewal and upgrade sequences
- Client reactivation campaigns
Sample workflows
Lead Acquisition & Onboarding
- Automated lead capture forms
- Immediate follow-up email sequences
- Client qualification and needs assessment
- Appointment scheduling integration
- Customized proposal generation
Project Management
- Dynamic project scheduling calendar
- Crew assignment and availability tracking
- Material order and delivery coordination
- Real-time project status updates
- Quality assurance checklists
Client Experience & Retention
- Regular project progress reports
- Post-project follow-up communications
- Client satisfaction surveys
- Referral program automation
- Seasonal maintenance reminders
Business Operations & Growth
- Financial tracking and invoicing tools
- Performance metrics and KPIs dashboard
- Marketing campaign management
- Employee training and certification tracking
- Compliance and safety documentation
Pricing
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$3997 + $1470/year
Get this SnapshotSnapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$3997 + $147/month
Get this Snapshot“We went from spreadsheets and chaos to fully automated lead tracking, reminders, and scheduling. Clients are impressed by how smooth the process is—this Snapshot gave us our evenings back.”