PM Consulting Inc. | AI-Employee.ca | ContractorMarketingEngine.ca

Growth Proposal

Zero Lead Loss System for Quinn Exteriors

Prepared for Nate & Hillary Buisman

March 24th, 2026

Nate & Hillary,

Thanks for sitting down with me today. I appreciate the honesty about where the business has been and where you want to take it. You've built something real — seven years, great crews, 73 five-star reviews, and a reputation that speaks for itself. That's the hard part, and you've already done it.

The gap isn't your work. It's the system around it. You're losing deals not because of quality — but because of speed, follow-up, and visibility. Those are fixable problems.

Here's what I'm recommending — and I'm structuring it so you see results before you commit to anything bigger.

What I'm Seeing

Based on our conversation, here's the picture:

The good news: Your product is solid. Hillary said it best — "the back end, we've kind of got that figured out. It's the front where we're struggling." That's exactly what I fix.

The Revenue Math

You told me your average job is about $10,000. Let's do some simple math on what's sitting in your QuickBooks right now:

~3,000 contacts in QuickBooks (7 years of estimates)
Even a 2% reactivation rate = 60 responses
Convert just 10% of those = 6 new jobs
6 jobs x $10,000 avg = $60,000 in recovered revenue

That's conservative. We typically see 3-5% response rates on database reactivation campaigns. And those are warm contacts — people who already know you, already got a quote, already trust your name.

Now add the ones who got a roof from you five years ago and now need eavestroughs cleaned, siding replaced, or soffit and fascia work. Hillary nailed it: "They got a roof done, now they're looking for siding." You've just never gone back and asked.

1
Database Reactivation Campaign
Prove the ROI. Fill the spring schedule.
START IMMEDIATELY — 2-3 WEEK CAMPAIGN

This is where we start. No long-term commitment. No big build. Just take your existing contacts, wake them up, and put money on the table.

Here's What Happens

  1. Export your QuickBooks contacts — we pull your customer and estimate database. Names, phone numbers, emails. We clean and organize it.
  2. Import into our CRM (GoHighLevel) — your contacts go into a proper sales and marketing platform. You'll have a login and can see everything in real time.
  3. Launch targeted SMS + email campaigns — we send a series of personalized messages to your past contacts. Not spam. Not generic blasts. Conversational, personal messages that sound like they came from Nate.
  4. Segment by service type — roofing customers get roofing-adjacent offers (eavestrough cleaning, soffit/fascia inspections, maintenance checks). Siding estimate contacts who never closed get a "still thinking about it?" nudge. Estimate-only contacts get a fresh "spring is here" offer.
  5. You handle the conversations — when they reply (and they will), the CRM notifies you instantly. You respond, book the estimate, close the deal. We handle the system; you handle the relationship.

Why this first: You told me you're starting the season short. This is the fastest path to booked jobs because these people already know you. No ads, no SEO, no waiting for Google. Just a smart message to the right people at the right time.

Campaign Message Examples

For past roofing customers:

"Hey [First Name], it's Nate from Quinn Exteriors. Spring is around the corner and we're booking up. We did your roof back in [year] — wanted to check if your eavestroughs or soffit need any attention this season. We're offering priority booking for past customers. Want me to swing by for a quick look? — Nate"

For unsold estimates:

"Hi [First Name], it's Nate from Quinn Exteriors. We quoted you on [service] a while back and I just wanted to check in. If it's still on your list, we've got some spring availability and we now offer financing options that make it pretty painless. Want an updated quote? — Nate"

These go out in waves. We monitor responses, adjust messaging, and keep feeding you warm conversations.

Item Investment
Database Reactivation Campaign
QuickBooks export + data cleaning, CRM setup, SMS + email campaign build, 3-wave message sequence, real-time response dashboard, 2-3 week campaign management
One-Time $997 + HST

Break-even math: One job covers the campaign ten times over. If this campaign books even a single $10K roof from your existing database, you've made 10x your investment. We typically see 5-15 booked jobs from a database this size.

2
Sales Process + Speed-to-Lead System
Never lose another lead to a slower competitor.
AFTER PHASE 1 RESULTS — ONGOING MONTHLY

Once you've seen what the CRM can do with your old contacts, we wire it into every new lead coming in the door. This is the automated sales process that makes you faster than Bay Roofing and more professional than the two-man crews — without adding a single person.

Remember what I said at our meeting: speed to lead wins everything. Right now, a homeowner calls you, maybe gets a voicemail, and waits 24 hours. By then, they've already called two other companies. Here's what happens instead:

The Instant Response Sequence

What fires the moment a new lead comes in (call, form, email, Facebook message):

The "Know Me, Like Me, Trust Me" Nurture Sequence

What fires over the next 5 days while you're scheduling and completing the estimate:

By the time your estimator walks through their front door, this homeowner has been touched eight times. They already trust you. They already know about financing. They've seen your reviews. They know your crew is professional. The estimate isn't the beginning of the relationship — it's the middle of it.

The Quote Follow-Up Sequence

What fires after you send a quote (the part you're currently not doing at all):

This is where you're losing the most money right now. You send a quote by email and that's it. No follow-up call. No text. No reminder. You told me yourself you don't want to seem "bothersome" — but the automation does it for you in a way that feels personal, not pushy. The deals you're losing aren't going to better roofers. They're going to the ones who followed up.

Also Included in Phase 2

This replaces JobNimbus. You tried to implement it last year and it didn't stick. GoHighLevel does everything JobNimbus does for lead management, plus the marketing automation, SMS, email, review requests, and AI tools — all in one platform. One login, not five. And we handle the implementation so it actually gets done.

Item Investment
CRM + Automation Setup
GoHighLevel CRM configuration, lead response workflows, quote follow-up sequences, review automation, missed call text-back, pipeline setup, training for Nate + Hillary + office manager
One-Time $1,997 + HST
Monthly Management + CRM License
GoHighLevel platform, ongoing workflow optimization, campaign management, monthly strategy call, SMS/email sending costs included up to standard usage
Monthly $497/mo + HST

Included: Voice AI Agent

An AI-powered phone agent that answers calls 24/7 when you can't. It knows your services, your pricing ranges, your service area, and your calendar. It books estimates directly, handles basic questions, and transfers urgent calls to Nate. This is the thing that lets you stay on the tools without losing calls — especially with your office manager on mat leave.

Included in your $497/mo. Voice AI is built into your monthly plan — no extra cost. This alone can pay for your entire monthly investment by catching the calls you'd otherwise miss during peak season.

3
Smart Website + Local SEO Engine
Own the search results. Get found in every community you serve.
WHEN PHASE 2 IS RUNNING — THE LONG GAME

Your current site is 21 pages. Your competitors have hundreds. Bay Roofing has been established for 36 years with the brand equity to match. But a smart website strategy can close that gap faster than you think.

What You Get

The AI play: Right now, if someone asks ChatGPT or Google's AI Overview "who's the best roofer in North Bay?" — you don't show up. The FAQ engine and entity architecture we build changes that. We're not just building for Google's blue links anymore. We're building for the AI layer that sits on top of it.

Item Investment
Smart Website Build
Custom design, service pages, location pages, FAQ engine (200+ pages), About/Story page, conversion tools, citation building, content drip deployment, schema markup, AI optimization
One-Time $4,997 + HST
Website Hosting & Maintenance
Fast hosting, SSL certificate, domain renewal, security updates, backups, minor content updates
Annual $500/yr + HST

Investment Summary

Here's the full picture, laid out by phase. You're only committing to Phase 1 today. Everything else happens after you've seen results.

Phase When Investment
Phase 1: Database Reactivation
QuickBooks export, CRM import, 3-wave SMS + email campaign
Now $997 + HST
Phase 2: Sales Process + CRM Setup
Full automation build, lead response, quote follow-up, review system, Voice AI included
After Phase 1 $1,997 + HST setup
$497/mo + HST
Phase 3: Smart Website + SEO Engine
200+ page website, location pages, FAQ engine, citations
When Phase 2 is running $4,997 + HST
$500/yr + HST hosting

Start with $997. See what happens.

If the database reactivation campaign books you even one job, it's paid for itself ten times over. That's the deal: I prove it works with your own data, then we talk about what's next. No long-term contracts on Phase 1. Just results.

Why Work With Me

Since launching PM Consulting Inc. in April 2025, I've built over 100 websites and marketing systems for contractors and home service businesses. Here are a few you can look at:

I've got 35 Google reviews — all since last April. Call any one of them and ask if it moved the needle.

I'm not an agency with layers of account managers and project coordinators. I'm the guy you met today. I do the work. I answer my phone. And I know contractors because I've spent the last year doing nothing but helping them grow.

One more thing: I'm inviting you to BNI this Thursday, 1:00-2:30pm. We don't have a roofer in the group, and I think the referral relationships alone could be worth the cost of membership many times over. That's separate from this proposal — just a good move for your business regardless of whether we work together.

Ready to Start?

Phase 1 is simple: export your QuickBooks, let me do the rest.
One conversation to get started. Results within weeks, not months.

Text me: (705) 491-2627

Looking forward to it,

Paul
PM Consulting Inc. paul@pmconsulting.ca (705) 491-2627
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Confidentiality Notice
This proposal is prepared exclusively for Quinn Exteriors Ltd. and contains proprietary strategies, pricing, and methodologies belonging to PM Consulting Inc. Please do not share or distribute without written permission. Pricing is valid for 30 days from the date above.