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HomeCase Studies › How a 3-Person Roofing Company Scaled with Automation

How a 3-Person Roofing Company Scaled with Automation

brandon sheriff··1 min read·2 views
Case Studies

When Marcus Johnson came to us, his roofing company was running on sticky notes and a whiteboard. Scheduling was done by phone, invoices were written by hand, and follow-ups happened whenever someone remembered. Revenue was solid — about $800K — but Marcus was working 70-hour weeks and still dropping balls.

“I felt like I was the business,” he told us. “If I took a day off, things fell apart.”

The Problem Wasn’t People — It Was Process

After a two-week audit, the issues were clear. Leads were coming in from four different sources with no unified inbox. Estimate turnaround was averaging 4.7 days — industry best practice is under 24 hours. Completed jobs had a 60% follow-up rate for reviews and referrals. Invoices were sent an average of 11 days after job completion.

None of these were people problems. They were process problems — and process problems are solvable with the right systems.

What We Built

Over 90 days, we implemented a unified lead intake form that routed all inquiries to a single CRM, an automated estimate follow-up sequence that triggered 4 hours after sending, a post-job review request that fired automatically 48 hours after invoice payment, and a referral request email at the 30-day mark.

The Results

Eighteen months later: revenue of $2.1M, estimate turnaround down to 18 hours, review count up 340%, and Marcus works 45 hours a week. “For the first time, I feel like I own a business instead of a job,” he said.

brandon sheriff
brandon sheriff

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