D-01 · Lead gen + inspection booking

Apex Roofing

A lead-generation system that captures roofing leads, sorts them in the CRM, follows up by email and turns them into booked roof inspections.

View live siteapex-roofing-guide.laurencemaligaya.com
TypeDemo build
IndustryRoofing
Workflows2
Pipeline6 stages
BookingGHL calendar
Built withFunnel · Forms · Tags · Email
apex-roofing-guide.laurencemaligaya.comLIVE
Landing page with the free roofing guide offer
Fig. 1 · Landing page with the free roofing guide offer
Workflow 1 of 2

Lead nurture

Every new lead is tagged, put in the pipeline and followed up until they book an inspection. The moment they book, the emails stop.

  1. 01 · TriggerForm submitted
  2. 02Email: free roofing guide
  3. 03Tag: roofing-lead1
  4. 04Pipeline: New Lead
  5. 05 · Wait1 day
  6. 06 · CheckBooked yet?2Yes → stop. No → keep going.
  7. 07Pipeline: Nurturing3
  8. 08Email: 2nd follow-up
  9. 09 · Wait3 days
  10. 10 · CheckBooked yet?Yes → stop. No → keep going.
  11. 11Email: 3rd follow-up
  12. 12END
  1. 1Tagged on entryThe roofing-lead tag segments the lead from minute one.
  2. 2A check after every waitIf the inspection-booked tag is there, the sequence ends.
  3. 3The pipeline moves with the leadUnbooked leads move to Nurturing automatically.
Workflow 2 of 2

Booking & reminders

Once a lead books, the system confirms it, alerts the team and sends two reminders so the inspection actually happens.

  1. 01 · TriggerAppointment booked
  2. 02Tag: inspection-scheduled
  3. 03Pipeline: Inspection Booked
  4. 04Email: confirmation
  5. 05Internal notification
  6. 06 · Wait1 day
  7. 07Reminder: day before
  8. 08 · WaitUntil inspection day
  9. 09Reminder: day of
  10. 10END
CRM PIPELINE · 6 STAGES
01New Lead
02Nurturing
03Inspection Booked
04Inspection Completed
05Estimate Sent
06Won
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