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
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