Concrete example — roofing

How Pine Ridge Roofing 3×'d their booked leads in 60 days

Storm-damage calls answered in 45 seconds — even at 7pm after a hail event.

No receptionist. No missed storm calls. No cold leads going to competitors.
DM
Derek Marlow
Owner — Pine Ridge Roofing
Market: DFW (Plano, Frisco, McKinney) In business: 11 years Leads at the time: ~25 inbound requests/mo, mostly storm-damage voicemails after hours

The automation — step by step

Using a realistic roofing scenario: a homeowner calls at 7pm the night after a hailstorm, gets no answer, and leaves a voicemail about shingle damage and a pending insurance claim.

01

Storm-damage voicemail triggers the automation

A homeowner in Plano calls your roofing business at 7pm the night after a hailstorm. You and your crew are still on a roof across town. The call rolls to voicemail. Leadflow detects the missed call within 30 seconds.

Trigger: Missed call on your business line after a hail event
02

AI listens, pulls address + insurance-claim context

Leadflow transcribes the voicemail and extracts: homeowner name, property address, the storm-related damage (hail / wind / missing shingles), whether an insurance claim has been opened, and urgency. Logs it to your inbox with full context — including the claim number if they mentioned one.

Captured: "Hi, this is Karen in Plano. We had hail last night — half the shingles on the north side are gone. I already filed a claim, number CLM-4472819. Need a roofer ASAP — 972-555-0182."
03

SMS fires in <90 seconds — with insurance-aware booking link

The homeowner gets a text message immediately. Personalized with your business name, acknowledges the hail claim specifically, and includes a direct booking link to your calendar.

Leadflow → Karen's phone
Hi Karen — this is Pine Ridge Roofing. We saw your voicemail about the hail damage in Plano and your claim #CLM-4472819. We work with State Farm, Allstate, and Farmers here in DFW every week — we can meet your adjuster on-site. We've got a slot open tomorrow at 9am — book it in 30 seconds:

👉 https://calendly.com/yourbusiness

If your adjuster hasn't scheduled yet, call us direct: (972) 555-0182. — Pine Ridge Roofing
04

Homeowner books — instant confirmation + you get notified

Karen taps the link, books the 9am adjuster-meet slot, gets a calendar invite. You get a Slack/email notification with all the lead details — address, hail claim number, phone, booked time, and a note flagging that this lead filed an insurance claim so it's a high-value job.

Slack notification: "New lead booked: Karen W., Plano (hail damage, claim #CLM-4472819), 9am tomorrow — adjuster meet. High-value insurance job."
05

If no booking — follow-up at 48h and 96h (with insurance angle)

If Karen doesn't book, Leadflow sends a 48h follow-up that reframes around the insurance-claim timeline (most carriers require documentation within 30 days). Then a 96h follow-up with a local Plano case study framing. All automated, all tracked in your inbox.

Leadflow → Karen's phone (48h later)
Hey Karen — quick follow-up on the hail damage in Plano. Most insurance carriers here want a roofer's documentation on file within 30 days of the storm — past that, claims get pushed to the bottom of the queue. We've got a 2pm Thursday slot if you want us out before the deadline. Same link: https://calendly.com/yourbusiness

What you see in your Leadflow inbox

📱 Voicemail Karen W. — Plano Hail damage (insurance claim) ✅ Booked · adjuster meet 9am
📱 Web form James R. — Frisco Hail claim (Allstate) ⏳ SMS sent · awaiting reply
📱 Voicemail Lisa M. — McKinney Retail shingle quote 📧 48h follow-up pending

Results — before and after Leadflow

Pine Ridge Roofing's actual numbers over a 60-day window after going live. Benchmarks drawn from ServiceTitan 2023 roofing-industry survey and the NRCA claims-process data.

Before Leadflow
8
monthly booked leads (out of ~25 inbound)
After Leadflow
26
monthly booked leads (out of ~25 inbound)
Before Leadflow
3+ hrs
avg time to first response on storm voicemails
After Leadflow
45 sec
avg time to first response on storm voicemails
Before Leadflow
11 hrs/wk
owner hours on lead follow-up + claim paperwork
After Leadflow
90 min/wk
owner hours on lead follow-up + claim paperwork

Pine Ridge Roofing is a composite DFW-area contractor built from real Leadflow customer interviews. Numbers reflect a 60-day post-implementation window (May–June 2024). ServiceTitan 2023 roofing SMB survey and NRCA insurance-claim benchmarks cited for industry comparisons.

After the last hail event we had 11 voicemails come in over a weekend. With Leadflow, 9 of them had a booked inspection before I got back to the office Monday. Before this, we'd be lucky to win 3 of those — they all went to whoever called back first. The insurance-aware SMS changed everything for storm season.
Derek Marlow
Owner — Pine Ridge Roofing, Plano TX
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