Zero Lead Loss System for Quinn Exteriors
Prepared for Nate & Hillary Buisman
March 24th, 2026
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.
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.
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:
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.
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
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.
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.
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 |
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.
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.
Phase 1 is simple: export your QuickBooks, let me do the rest.
One conversation to get started. Results within weeks, not months.
Looking forward to it,
Paul