RoofRep

The Problem

A territory is not a plan.

Roofing reps need to know which homes are worth a visit, what to say and who owns the lead. Separate tools leave them doing research, planning routes and repeating work before they knock on a door. Managers cannot listen to every pitch. They need to know who needs help and where the pitch is going wrong. Reps need that help before the next conversation.

Our Solution

We used our proprietary SalesIQ platform and built RoofRep as a custom white labelled solution to help small roofing companies improve sales. The platform significantly enhances how salespeople work. We combined property records, geographic data, storm exposure and roof-age signals plus our own AI-powered RoofVision analyzer into an intelligent targeting queue. Each morning, reps get the most qualified targets and an optimized route adjacent to their location. The day starts with an actionable plan, not a planning session.

We put property briefs, lead claims and coaching in the same system. Audio refreshers help reps prepare for a knock. AI trained on sales effectiveness grades recorded pitches and gives specific feedback. We designed manager alerts to flag a drifting or weak pitch so a leader can step in. Points, quests and streaks make progress visible and give reps a reason to keep using the system.

Built to Operate

• Geospatial data with a known source. We joined county records and storm feeds, standardized property types and coordinates, and kept the source of each signal. Preliminary storm reports remain distinct from verified data.
• Targeting with reasons behind it. Lead scores account for storm distance, severity, recency and roof age. Missing data lowers confidence. Daily assignment selects targets and orders nearby stops.
• AI coaching that scales. We built audio sales refreshers for pitches and objections. AI grades delivery, rapport and interest, records the history and gives next steps. The manager-alert design uses that feedback to direct coaching.
• Progress worth tracking. To encourage active use, we gamified it using points, levels, quests, streaks and earned lead rewards into the work. They are there to encourage steady participation.
• RoofVision AI. We built systems to batch process and assess aerial roof images for visible condition and signs of damage. It records findings, confidence and the model used, then feeds those signals into lead ranking.
• Clear lead ownership. Claims enforce quotas and time limits. Access follows role, team and claim ownership. An event history records changes.
• Automated recovery when services fail. Coaching jobs are saved and retried. Shared image acquisition and caching coordinate concurrent requests and limit repeat purchases.

The Value

Reps are armed with qualified targets, a route and the facts for each visit. They can refresh their pitch and learn from the last one. Managers get a basis for focused coaching. The system supports the sales process instead of adding another job to it.