ENGAGE
Respond while the opportunity is fresh.
Capture incoming leads, respond quickly, follow up on missed calls, and start the conversation without waiting for someone to notice first.
ROOFING LEAD CONVERSION OS™
We Help Convert More of the Leads You Already Generate Into Customers.
A done-for-you Lead Conversion Operating System that helps roofing companies respond faster, follow up consistently, keep opportunities moving, and reduce repetitive work throughout the lead-to-sale process.
Book a Lead-to-Sale Review→
We'll talk through what happens after a lead comes in and see where RLCOS could help.
HOW RLCOS HELPS MOVE LEADS FORWARD
01A NEW LEAD ARRIVES↓
02RLCOS RESPONDS↓
03QUALIFIES THE LEAD↓
04ROUTES IT TO THE RIGHT PERSON↓
05FOLLOWS UP↓
06HELPS COORDINATE WHAT HAPPENS NEXTLike scheduling, follow-up, or the next step in your sales process.↓
07CONTINUES FOLLOWING UP AS NEEDED✓
You're Paying for Leads. But What Happens After They Come In?
A lead comes in.
Response takes too long.
A missed call isn't followed up on.
Follow-up depends on someone remembering.
An opportunity isn't routed consistently.
An estimate goes quiet.
CRM information falls behind.
Nobody can clearly see where opportunities are getting stuck.
The solution isn't always generating more leads. Sometimes, getting more value from the leads you already have means improving what happens after they come in.
THE TRANSFORMATION
A Better System for What Happens After the Lead Comes In.
Getting more value from your leads doesn't necessarily mean generating more of them. Sometimes, it means building a better system around what happens after they arrive.
MANUAL-DEPENDENT PROCESS
01Lead comes in
02Someone has to respond
03Someone has to qualify it
04Someone has to route it
05Someone has to remember the follow-up
06Someone has to coordinate the next step
07Someone has to update the CRM
08Someone has to piece together the full picture
SYSTEMATIC PROCESS WITH RLCOS
RLCOS coordinates and automates the predictable parts of that process.
✓Lead comes in
✓Captured
✓Engaged
✓Qualified
✓Routed
✓Followed up
✓Next Step Coordinated
✓Tracked
The goal isn't to remove people from the process. It's to automate the predictable work that doesn't need human judgment. Your team stays involved where their judgment, relationships, and expertise create the most value.
Less dependence on memory. More systematic execution throughout the lead-to-sale process.
One System for Responding to Leads, Following Up, and Keeping Them Moving.
RLCOS helps handle the critical steps after a lead comes in—so your team can respond faster, keep opportunities moving, and spend less time on repetitive work.
PROGRESS
Keep opportunities from quietly stalling.
Qualify leads, route them to the right people, coordinate follow-up and scheduling, and keep the next step from being forgotten.
REDUCE MANUAL WORK
Take repetitive work off your team's plate.
Automate predictable admin work so there are fewer routine tasks to remember and handle manually.
SEE WHAT'S HAPPENING
Know what's happening with opportunities.
Keep a record of important activity as opportunities move, making it easier to see what happened and what may need attention.
Built Around Your Team, Tools, and Sales Process.
RLCOS isn't dropped into your business with a one-size-fits-all setup. We learn how your company handles leads, connect the tools you already use, and configure RLCOS for your business.
01
CONNECT YOUR BUSINESS
Connect the tools your team already uses. CRM, email, calendar, website forms, and communication systems.
→02
CONFIGURE YOUR PROCESS
Set the rules. Services, service areas, business hours, team members, routing rules, scheduling rules, communication preferences, and your sales process.
→03
PUT RLCOS TO WORK
Once connected, configured, and tested, RLCOS automatically handles predictable work based on your company's rules—including lead response, follow-up, routing, scheduling coordination, record updates, and activity tracking.
THE IDEAKeep What Works. Improve What Doesn't.
WHY RLCOS IS DIFFERENT
The Right Tool for Each Part of the Process.
RLCOS doesn't start with a piece of technology and force your business to change how it works.
We start with how your company handles leads, where opportunities can get stuck, and what needs to happen to keep them moving.
01
KEEP WHAT ALREADY WORKS
If your existing tools and processes already do their job well, there's no reason to replace them.
02
AUTOMATE WHAT SHOULD BE PREDICTABLE
When a predictable step doesn't require human judgment, RLCOS can handle it automatically.
03
KEEP PEOPLE WHERE JUDGMENT MATTERS
Your team stays involved where conversations, relationships, expertise, and decisions need a person.
EXISTING TOOLSKeep What Already Works
+
RLCOSHandles Predictable Work
+
YOUR TEAMHandles Human Judgment
WORKING TOGETHER THROUGHOUT YOUR LEAD-TO-SALE PROCESS
The goal is simple: use the right tool for each part of the process instead of forcing the entire process into one tool.
VISIBILITY & IMPROVEMENT
See Where Opportunities Are Getting Stuck.
RLCOS tracks how opportunities move through your lead-to-sale process. That makes it easier to see where opportunities are progressing, slowing down, or dropping off.
SEE HOW OPPORTUNITIES MOVE
See how leads progress through your process instead of relying on memory, scattered information, or assumptions.
SPOT WHERE THEY GET STUCK
Identify stages where opportunities are slowing down, stalling, or dropping off so you know where to look first.
KNOW WHERE TO FOCUS
RLCOS uses performance data to help identify which parts of your lead-to-sale process may need the most attention.
OPPORTUNITY SNAPSHOTSee where opportunities may need attention.
ILLUSTRATIVE EXAMPLENEW LEAD
✓ NormalCONTACTED
✓ NormalQUALIFIED
✓ NormalSALES CALL
⚠ Opportunities slowing herePROPOSAL
● Opportunities getting stuck hereFOCUSProposal may need attention first.
See what's happening. Find where opportunities are getting stuck. Focus improvement where it matters most.
FOUNDING CLIENT OFFER
Founding Client Pricing for the First 3 Roofing Companies.
3 FOUNDING CLIENT POSITIONS
$2,000Setup
$1,500/ Month
Ongoing RLCOS serviceYour $1,500 monthly rate is protected for your first 12 months.
WHY FOUNDING CLIENT PRICING EXISTS
You get Founding Client pricing. We get real-world experience and feedback that helps us improve RLCOS.
We're starting with only three roofing companies so we can give each of our first RLCOS clients the attention needed to get their system set up properly.
Once all three positions are filled, Founding Client pricing closes.You Already Generate the Leads. Let's Help More of Them Become Customers.
We'll talk through what happens after a lead comes in and see where RLCOS could help.
Book a Lead-to-Sale Review→