SOP Templates > Roofing > Sales > Lead Qualification Process

Lead Qualification Process for Roofing

This Lead Qualification Process helps roofing contractors quickly identify which prospects are worth pursuing. It includes documenting the type of roof, current condition, customer budget, and urgency of the project. By using a standardized checklist, sales teams can avoid wasting time on mismatched leads and instead focus on profitable opportunities. The process ensures homeowners receive clear communication upfront, reducing misunderstandings later. For roofing companies, this system creates efficiency, improves close rates, and builds trust by showing professionalism from the first interaction. With consistent qualification practices in place, roofers can protect margins and grow their business sustainably.

Receive initial inquiry or lead

Record lead information in CRM or lead tracking system

Conduct preliminary review of project type and location

Assess alignment with service area and trade scope

Evaluate project timeline and potential scheduling fit

Contact lead to gather more project details

Ask qualifying questions (e.g., budget, decision timeline, permitting status)

Determine lead source and referral origin

Score or rank lead based on pre-set qualification criteria

Decide whether to pursue, nurture, or decline the lead

Assign qualified lead to sales or estimating team

Schedule site visit or consultation if moving forward

Archive or categorize unqualified leads for future reference

Track outcome for continuous improvement in lead evaluation