How to Combine Canvassing, Direct Mail, and CRM Into One Roofing Workflow
Most roofing shops run canvassing, mail, and the CRM as three disconnected silos. Here is how to wire them into one loop that compounds instead of leaking.
Home Maintenance Editor
Building science degree from Virginia Tech. Covers roof lifecycle, ventilation, and preventive care. Based in Richmond, VA.
Most roofing shops run canvassing, mail, and the CRM as three disconnected silos. Here is how to wire them into one loop that compounds instead of leaking.
A working roofer's breakdown of hail mailing list providers: how the data is actually built, what separates a good list from a junk one, and the mail-to-inspection workflow that converts it.
A working playbook for commercial roofers: where flat roof age data comes from, how to read its accuracy honestly, and how to turn it into a route of buildings that actually need a new roof.
Carriers approve full roof replacements on evidence, not arguments. Here is the photo-and-estimate workflow that documents a roof so well the file practically reads itself.
A field-tested method for separating hail bruising from wind creasing on a roof, plus the photo and estimate workflow that makes your documentation hold up.
EDDM is cheap per piece but blind to which roofs are due. Data-driven mail costs more upfront and targets roofs by age and storm exposure. Here is how to run the math and pick the right tool per route.
Where roofing contractors actually source homeowner addresses, how to clean and filter the list so you stop mailing new roofs, and how to turn a flat list into a ranked mail route.
Adjusters work a checklist. Learn exactly what they look for on hail, wind, and age claims, then document the roof so your scope is solid before they ever climb a ladder.
The 10x10 test square is the most misused tool in hail documentation. Here is how sharp crews mark it, count functional hits per slope, and hand over a packet a desk reviewer cannot wave off.
A practitioner's walkthrough on finding the roofs that are actually old enough to replace, building a mailing list around them, and getting a real response rate instead of papering the whole ZIP.
Mail too early and you look like a chaser; mail too late and the out-of-town crews have already papered the block. Here is the timing, the list, and the workflow that actually books inspections.
Most roofers chase brand-new leads while a year's worth of paid-for jobs sits dead in their CRM. Here's how to mine that list, rank it by roof age and storm exposure, and win back the homes that are finally due.
Realtors touch dozens of roofs a year before anyone buys. Here is how to become the contractor they call first, and how to keep the referrals coming.
Most roofers mail entire ZIP codes and pray. Here is how to score and rank ZIPs (and the carrier routes inside them) so your postage lands on roofs that are actually due.
Software, an in-house estimator, or an outsourced supplement service? Here's the operational math, the accuracy trade-offs, and a decision framework built from how roofing companies actually run.
Scoping is where an insurance estimate is won or lost, long before any money is discussed. Here is the slope-by-slope workflow pros use to document every condition and build a number that holds up.
Most roofing mailers lose money because the list is wrong, not the postcard. Here's how to build a list of addresses that are actually due for a roof.
Most roofing direct mail bombs because it goes to roofs that are five years old. Here is how to score addresses by roof age, layer storm exposure on top, and mail only the doors that are due.