Roofing snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the snapshot and brand it for a roofer

Load the snapshot into a sub-account and make every message sound like the roofer's own company.

In the agency view, go to Sub-Accounts and choose Load Snapshot on the roofer's account
Go to Settings > Business Profile and set the business name, address and time zone
Go to Settings > Custom Values and fill in business name, owner name, phone and service area
Set the roofing offers in Custom Values: lead offer, guarantee, referral reward and seasonal offer
Go to Settings > Email Services and verify a dedicated sending domain

Agency → Snapshots → Load

Lesson 2 of 6

Make sure every roofing lead from the website, ads or phone gets an instant response.

Go to Sites > Forms > Builder and open Request a Quote
Confirm the Damage Type, Roof Age and Insurance Claim Status questions and the consent checkbox
Embed the form on the website or map it to Facebook lead ads under Settings > Integrations
Go to Automation > Workflows, open 01 New Lead and point the team alerts at the sales rep
Open 02 Missed Call and test it by calling the business number and hanging up
Publish both workflows

Workflow 01 · Speed-to-Lead

Lesson 3 of 6

Fill the inspection calendar and keep reps from driving to empty driveways.

Go to Calendars > Calendar Settings and open Free Roof Inspection
Assign the inspector, set availability and add buffer time for drive time between homes
Copy the booking link into the booking_link custom value
Open workflow 04 under Automation > Workflows and review the confirmation and reminder texts
Open workflow 05 and publish it so missed inspections get rescheduled automatically

Calendars

Lesson 4 of 6

Move every roofing deal from inspection to signed contract without anything slipping.

Go to Opportunities > Pipelines and review the Sales Pipeline stages
Drag a test deal to Estimate Sent and confirm workflow 07 starts
Fill in Insurance Claim Status and Carrier on the contact so reps know where each claim stands
Review workflow 18 so the owner hears about deals stuck for 7 days
Train the team to mark deals Won or Lost the day they know

Opportunities → Pipelines

Lesson 5 of 6

Turn finished roofs into Google reviews, neighbor referrals and repeat work.

Go to Reputation > Settings and copy the Google review link into the review_link custom value
Open workflow 11 and confirm 4-5 star ratings go to Google and 1-3 star ratings alert the owner
Set the referral reward in Custom Values and test the Refer a Friend form under Sites > Forms
Import old inspections and lost estimates under Contacts > Import, with their consent status
Open workflow 14 and launch the reactivation campaign to a small batch first

Workflow 11 · Review or Recovery

Lesson 6 of 6

Go live and be ready to launch Storm Damage Response within hours of the next storm.

Run a full test: form submission, booking, missed call and a text reply
Go to Contacts and build a smart list by zip code or city for each part of the service area
Open workflow 21 Storm Damage Response and confirm the trigger tag and send window
After a storm, tag the affected contacts and add the trigger tag to start the campaign
Work YES replies in Conversations first, then check results on the Dashboard weekly

Conversations

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.