Serge
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Recent activity by Serge-
What should I do if a lead is dead and I want to mark it as one?
In the CRM on our platform, you have "Contract status." if you click on this option new to the necessary lead, you will see a drop menu with multiple options, one of which is "Dead deal" or any ot...
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How to apply for a coupon I received?
To apply for a coupon, you should go to the “Leads” section, where you choose a lead that meets your preferences. Next, click the “Buy lead” button, after which you will be offered an exclusivity o...
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Compliance Basics: Respectful Outreach & Consent
SummaryStay professional and respect consumer preferences. This is not legal advice; follow your counsel and platform rules.Good practicesCall/text only during allowed hours in the homeowner’s time...
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Reviews & Referrals Playbook (After the Job)
SummaryTurn happy customers into reviews and referrals that lower acquisition cost.TimingAsk for a review after cleanup and a quick walk-through.Ask for referrals 1–2 weeks after install with finis...
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Financing Conversation One-Pager
SummaryFinancing helps homeowners say yes sooner. Keep the talk short and transparent.When to introduceAfter you present Good/Better/Best and hear a price-related pause.20-second script“We have mon...
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Inspection Photo & Documentation Standards
SummaryClear photos and simple notes boost trust, approvals, and close rates.Photo checklistWide → medium → close-up for each issue.Include context (eaves, vents, flashing) and measurement when rel...
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Post-Inspection Follow-Up Cadence (Day 0–14)
SummaryInspections create momentum; don’t let it fade. Use this cadence to move from findings → proposal → close.CadenceDay 0 (same day): Send photo report + summary (plain English).Day 1: Call to ...
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Territory & Caps Optimization (Finding the Sweet Spot)
SummaryBalance volume and quality by tuning where and when you buy leads.Signals to watch (weekly)Contact rate (target: 60%+), Scheduled rate (30–40%+), No-response (<35%), $ per acquired job.How t...
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Appointment Confirmation & No-Show Reduction
SummaryClear confirmations and reminders reduce no-shows and wasted drive time.Confirmation processBook in call/text.Send written confirmation (text/email) with date/time, rep name, and reply “R” t...
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New Buyer Onboarding Checklist
SummaryLaunch fast and avoid missed leads. Follow this checklist to get your team, delivery, and scripts ready in under a day.1) Account & teamAdd team members; set notifications (email/SMS).Define...