Audit the handoff
Map what happens from estimate delivery through acceptance, loss, or no decision.
For independent residential roofers
Stop letting ready-to-buy jobs die in the estimate inbox.
Arbor installs a measurable 14-day quote-follow-up workflow inside the tools you already use—clear messages, stop-on-reply rules, and tracking that shows which estimates move.
No new ad spend. No revenue guarantee. First we measure and improve the estimates already in your pipeline.
Existing demand firstImprove follow-up before paying to generate more leads.
Works with your processDocument the workflow around supported tools instead of forcing a platform migration.
Measured, not magicalSeparate sent messages, replies, approvals, and verified revenue.
Where good estimates go quiet.
Homeowners compare options, delay projects, miss messages, or simply need a clearer next step. The Quote Recovery Sprint creates a respectful sequence that keeps the decision moving without pretending every estimate will close.
Build the sequence
Create roofing-specific email-only drafts, timing, ownership, opt-out, suppression, and reply rules. SMS is not included in the founding pilot.
Track the result
Use one simple status view to measure contact, response, approval, value, and next action.
Founding pilot
The Arbor Quote Recovery Sprint
- Current estimate and follow-up workflow audit
- Trade-specific 14-day message sequence
- Stop-on-reply, opt-out, and human-handoff rules
- Quote-status and outcome tracker
- Configuration guide for one supported workflow
- 14-day measurement review
First three verified pilots
$350One-time pilot. Advertising and platform fees are not included.
This pilot validates the workflow with a controlled scope. It does not promise a specific number of jobs or revenue.
Delivery guarantee: if Arbor does not provide the documented workflow, templates, tracker, and handoff plan within the agreed delivery window after receiving the required information, the pilot fee is refunded.
Request the audit first
Questions before changing your workflow.
The pilot is designed to be small, observable, and reversible.
Do we need to change CRMs?
No. Arbor first documents your existing process and designs around one supported workflow. A platform migration is outside the founding pilot.
Will Arbor contact homeowners?
Only after the business approves the messages, authorization, tools, and sending rules. The initial audit does not send anything.
Is more lead generation included?
No. Lead generation comes later, after response time, quote tracking, attribution, and follow-up are functioning.
Do I have to take a sales call?
No. The pilot can be evaluated and purchased asynchronously. A short call is available when the workflow needs clarification.
Useful before you buy.
Start with the system guide, then inspect the focused implementation resources. Agencies serving roofers can also evaluate the bounded handoff.
What the $350 roofing estimate follow-up audit includesReview fit, required inputs, six deliverables, exclusions, ownership, proof, and the request boundary before deciding.
Roofing estimate follow-up system guideConnect eligibility, a 14-day email-only purpose map, stop rules, human ownership, and evidence-safe measurement.
14-day roofing estimate follow-up checklistA practical sequence with stop-on-reply, consent, ownership, and measurement rules.
7 roofing estimate follow-up email templatesAdaptable email-only drafts for delivery confirmation, questions, blockers, timing, next steps, and respectful closeout.
Free roofing estimate follow-up trackerDownload a privacy-conscious CSV for status, next actions, human ownership, suppression, and verified outcomes.
Roofing quote follow-up break-even calculatorUse aggregate, same-period assumptions to see the contribution threshold a follow-up cost would have to clear.
Roofing estimate follow-up opportunity calculatorUse aggregate, human-reviewed records to identify eligible estimates missing an owner, a dated next action, or both.
Sample roofing quote recovery auditSee an illustrative, generic version of the $350 pilot deliverable—never presented as client work or results.
For roofing agencies and consultantsAdd quote-recovery delivery after lead generation without replacing your core offer.
Roofing agency client-fit checklistClear seven ownership, authorization, data, control, and evidence gates before introducing one roofing client.
Local self-audit
Check the controls behind your quote follow-up.
Answer eight process questions with yes, no, or not sure. The result is calculated only in this browser and is not sent to or stored by Arbor. It is not a benchmark, forecast, or promise of more replies, jobs, or revenue.
Review these first:
Start with evidence
Request a Roofing Estimate Follow-Up Audit.
Share the public business details and a rough estimate volume. Arbor will first determine whether this pilot fits—without accessing customer data or sending messages.