TopShield Roofing: Automated Follow-ups and Customer Nurturing

TopShield Roofing is a residential roofing contractor owned by David, specializing in roof repairs and replacements for 9 years.

The Challenge

David's sales cycle was long—typically 3-6 months from initial inquiry to job completion. Many leads went cold because he wasn't consistently following up. He estimated that 30% of potential customers who requested quotes ended up hiring competitors simply because they didn't hear from him regularly. His sales pipeline was unpredictable, making business planning difficult.

The AI Solution

Zen Companies implemented an automated nurturing system that sent personalized follow-up emails and SMS messages to leads at optimal times. The system tracked lead engagement (email opens, website visits, quote views) and adjusted communication frequency based on interest level. High-engagement leads received more frequent contact, while cold leads were re-engaged with special offers. The system also sent seasonal reminders (spring storm season, winter preparation) to past customers.

Results

• Sales Pipeline: Increased by 30%.
• Lead-to-Customer Conversion: Improved from 18% to 28%.
• Sales Cycle: Shortened from 4.5 months to 2.5 months.
• Repeat Customer Revenue: Increased by 40%.
• Time on Follow-ups: Reduced by 70%.
• Annual Revenue: Increased by $65,000.

"The automated follow-up system keeps my business top-of-mind without me lifting a finger. Leads that would have gone cold are now converting. I've essentially added a full-time sales person to my team without the salary."