Summary
Storms create surge demand. This playbook shows how to scale quickly while protecting customer experience and team sanity.
Prep (before storm season)
Create storm tags (e.g.,
storm_hail_{{YYYYMMDD}}).Build a Storm Fast-Track calendar with AM/PM windows.
Draft a short landing page and SMS template.
During the surge (first 72 hours)
Temporarily increase lead caps and widen ZIP filters in your buying settings.
Triage: “Active leak?”, “Tree/limb damage?”, “Interior ceiling spots?”
Prioritize safety and tarping; book full inspections after stabilization.
Use two-slot scheduling: AM / PM with text confirmations.
Team roles & routing
Triage (phones/SMS), Field (tarp/inspection), Estimator, Customer updates.
Keep internal chat open for photo sharing and route changes.
After 72 hours
Tighten caps/ZIPs to normal.
Send “What to expect next” email with timelines and warranty info.
Review what worked; update scripts and staffing runbooks.
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