Know exactly what the $350 founding-pilot audit reviews and delivers.
This is the purchase-decision page for independent roofing businesses that want one bounded post-estimate workflow reviewed before adding more software, messages, or lead spend. The current one-time offer is $350 for the first three verified pilots.
A verified pilot means Arbor has confirmed the business identity, one eligible supported workflow, an accountable owner, and a written scope; it does not mean verified performance. A request does not reserve a pilot place or confirm the $350 price. Availability and price are confirmed in writing before payment.
Start when the operating problem is clear enough to inspect.
The audit is a small diagnostic and handoff, not a substitute for sales judgment, legal review, a CRM migration, or an acquisition campaign.
This is a fit when
- Written estimates are already delivered and some remain undecided.
- A person can confirm the current workflow, approved offer facts, and who owns replies.
- The business can use one supported email workflow and review aggregate evidence.
- The team is willing to stop automation immediately on reply, opt-out, suppression, or a known decision.
Wait when
- The primary need is more leads, paid advertising, SMS, a new CRM, or full sales outsourcing.
- No accountable person can approve facts, permissions, timing, or reply handling.
- The requested scope depends on customer records in an initial inquiry.
- A guaranteed number of replies, jobs, revenue, payments, or profit is required.
The $350 audit produces six inspectable pieces.
Each deliverable is bounded to the agreed current workflow. Final facts, sending basis, approval, and operation remain with the roofing business.
Current-path audit
A documented view of estimate delivery, open decisions, existing follow-up, ownership, and visible stop states.
Email-only purpose map
One 14-day workflow that assigns a purpose to each approved follow-up moment without treating cadence as a guarantee.
Template draft set
Drafts for delivery confirmation, questions, blockers, timing, next steps, and respectful closeout for business approval using confirmed facts.
Stop and handoff rules
Reply, opt-out, suppression, wrong-recipient, known-decision, and human-ownership controls documented before configuration.
Tracking specification
Fields that separate sent activity, replies, decisions, accepted work, collected revenue, verified payment, and attribution.
Configuration and review
One supported configuration guide plus a 14-day measurement review that begins only after the business approves and starts operating the workflow.
Begin with public business details and aggregate facts.
An initial request should identify the business, public website, and aggregate monthly estimate range. Do not send homeowner names, addresses, contact details, claim information, estimate documents, or customer records.
The roofing business confirms
- Current workflow facts, approved offer details, brand voice, and accountable owners.
- The appropriate basis, permissions, timing, suppression state, and tools for any later sending.
- Final template approval, reply handling, negotiated decisions, accepted work, and payment evidence.
Arbor documents and prepares
- The current-path audit, bounded email workflow, and approved draft set.
- Stop, suppression, human-handoff, tracking, and configuration specifications.
- The measurement review without converting sends or estimates into revenue claims.
Five gates keep the pilot small and reversible.
The request starts a fit review; it does not authorize work, sending, platform changes, or access to customer records.
Request fit review
Submit public business details and aggregate estimate volume through Arbor's consented form.
Confirm scope
Before payment, Arbor confirms one eligible supported tool and email workflow, required inputs, availability, price, responsibilities, exclusions, delivery window, and written guarantee language.
Collect approved facts
After fit is confirmed, the business provides only the agreed workflow facts, approved language, ownership, and control requirements through an appropriate private path.
Deliver the audit package
Arbor provides the documented workflow, drafts, tracker specification, stop rules, and configuration handoff within the agreed delivery window.
Review measured evidence
The business operates approved work and keeps human ownership. The 14-day review separates activity, replies, decisions, payments, and unknown attribution.
The audit does not quietly expand into a larger engagement.
- Paid advertising, media spend, or lead generation
- Platform, sending, messaging, or CRM fees
- CRM migration or broad systems integration
- SMS, calling, or homeowner outreach
- Ongoing inbox, sales, or negotiation management
- Legal, regulatory, or deliverability certification
- A guaranteed cadence, reply, accepted job, or payment
- Guaranteed revenue, attribution, contribution, or profit
Review the method, sample, and handoff boundaries.
These are original Arbor materials and illustrative operating aids. They do not represent customer work, a case study, a testimonial, demand, or a commercial result.
Resolve the boundary before sending a request.
Does requesting the audit authorize work or payment?
No. It starts a fit review only. Scope, required information, delivery window, authorization, and any payment step are confirmed separately.
Does the initial audit send follow-up messages?
No. It documents and prepares the workflow. Any later sending requires separate business approval, appropriate permissions, tools, and stop controls.
Is 14 days a promised or best cadence?
No. It is Arbor's current bounded measurement review and email-purpose map. Final timing must reflect approved facts and controls; no cadence guarantees an outcome.
Can an agency request the audit for a roofing client?
Yes, when the agency and client can confirm roles, facts, permissions, ownership, and the inquiry boundary. Review the agency handoff first.
What should the first request include?
Use public business details, a public website, and aggregate monthly estimate range. Do not include customer or homeowner records.
When does the 14-day review begin?
Only after the business approves and starts operating the workflow. If launch is delayed, the review does not begin; if the workflow never launches, no measurement outcome is represented.
Does the audit guarantee replies, jobs, or revenue?
No commercial outcome is guaranteed. Messages, replies, accepted work, collected revenue, verified payments, and attribution remain separate evidence.
Request the $350 audit with public, aggregate details only.
Arbor reviews the request during U.S. Eastern business hours. The privacy notice explains the submitted form fields, Arbor page or resource source attribution, timestamps, and limited anti-abuse metadata.
Do not include homeowner names, addresses, contact details, claim information, estimate documents, or customer records. A request does not authorize work, sending, platform access, or payment.