Stop guessing which leads are worth the money. Know your real cost per booked job, by source.
A complete client acquisition and profitability operating system for roofing and remodeling contractors — real lead-source ROI, job costing, break-even lead spend, and a full implementation guide. Not a generic CRM, not a 5-column lead tracker.
- Instant digital download
- Secure checkout via Stripe
- One-time purchase, no subscription
See exactly what's inside
A real page from the actual file you receive — roofing-remodeling-client-acquisition-system.xlsx — not a mockup, not a stock screenshot.
What's actually going wrong
Roofing and remodeling leads are expensive — commonly $60-300+ per lead depending on channel and market, with exclusive leads running higher — and close rates vary sharply by source and lead type (roughly 3-7% site-wide, but 10-40%+ for pre-qualified or storm/insurance leads). Most contractors track total revenue by source, or use a free 5-column lead tracker, neither of which answers the real question: after accounting for cost per lead, appointment rate, and close rate, which lead source is actually producing profitable jobs, and which one is quietly losing money every month. Full CRM/ops software (ServiceTitan, JobNimbus, Housecall Pro) costs $200-800+/month and solves scheduling and job management, not this specific profitability-visibility gap, and requires a real onboarding investment.
What Roofing & Remodeling Client Acquisition & Profitability System does
A complete client-acquisition-to-profit operating system: real lead-source ROI tracking (cost per lead, appointment rate, close rate, cost per booked job, ROI%), a proposal win-rate tracker, job-level costing and margin tracking, a speed-to-lead analysis sheet, a referral-value tracker, crew capacity and backlog planning, and a break-even calculator that tells you the maximum you can profitably spend per lead — one-time purchase, no monthly software fee, built specifically around how roofing and remodeling contractors actually sell and deliver work.
Everything included with Roofing & Remodeling Client Acquisition & Profitability System
- Contractor Dashboard & KPIs
- Lead Source ROI Tracker
- Lead & Appointment Log
- Speed-to-Lead Analysis
- Proposal & Estimate Tracker
- Job Costing & Margin Tracker
- Crew Capacity & Backlog
- Break-Even & Marketing Budget
- Referral & Repeat Business
- Monthly Review Checklist
- Revenue & Pipeline Forecast
- Setup & Instructions
From purchase to using it this week
- 1Buy — secure checkout via Stripe, instant confirmation.
- 2Download — get the real spreadsheet and the full written guide immediately.
- 3Follow the guide — work through all 12 sections in order, each one a real, usable part of the system.
- 4Use it — built to run every week, not to be read once and closed.
Built for
Owners of residential roofing and remodeling contracting businesses running roughly 3-40 crew members, generating $500K-$5M+ in annual revenue, who buy leads from more than one paid or referral source and need to know which sources actually make them money.
Not the right fit if
This is a self-implemented spreadsheet-and-guide system — not done-for-you software, not a subscription, and not a substitute for professional legal, tax, or medical advice.
Manufacturer-backed roofing sales training certifications commonly cost $500-2,000, and full CRM/ops platforms for contractors run $200-800+/month ($2,400-9,600+/year) — both real, established price points in this market. At $299 one-time, this system sits well below both while solving a narrower, specific problem neither directly addresses: which lead source is actually profitable once its full cost is accounted for. Given average job values of $10,000-80,000+ in this trade, a single additional closed job or a single lead source correctly cut for losing money pays for this system many times over — the same economic logic that supports the $299 Agency Financial Operating System, applied to a different vertical with even higher per-transaction value.
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Frequently asked questions
What is this?
A 12-sheet spreadsheet system built specifically around how roofing and remodeling contractors acquire and win jobs — lead-source ROI, appointment and close rates, cost per booked job, proposal win rate, job costing and margin, speed-to-lead analysis, referral tracking, crew capacity and backlog, and a break-even calculator for lead spend — plus a full written implementation guide.
How much does it cost?
Manufacturer-backed roofing sales training certifications commonly cost $500-2,000, and full CRM/ops platforms for contractors run $200-800+/month ($2,400-9,600+/year) — both real, established price points in this market. At $299 one-time, this system sits well below both while solving a narrower, specific problem neither directly addresses: which lead source is actually profitable once its full cost is accounted for. Given average job values of $10,000-80,000+ in this trade, a single additional closed job or a single lead source correctly cut for losing money pays for this system many times over — the same economic logic that supports the $299 Agency Financial Operating System, applied to a different vertical with even higher per-transaction value.
Who is this for?
Owners of residential roofing and remodeling contracting businesses running roughly 3-40 crew members and $500K-$5M+ in annual revenue, buying leads from more than one source (referral, paid ads, storm/insurance canvassing, home shows, shared-lead platforms) and needing real visibility into which source is actually profitable.
How do you know this solves a real problem?
Built directly on real, cited industry data: roofing/remodeling lead costs commonly run $60-300+ depending on channel, close rates vary from roughly 3-7% site-wide up to 10-40%+ for pre-qualified or storm/insurance leads, and referral leads typically close at meaningfully higher rates than paid sources — the same lead-source-ROI and cost-per-booked-job math used across the trade, applied to your own numbers, not a generic CRM.