From Scored Roof to Booked Appointment: The Contact & Close Playbook

The Problem: You’ve Got a List, Now What?

You just scanned a neighbourhood with Roofbird. You’ve got 15 leads – each with a NEED score, a NOW score, roof condition, estimated age, and a clear verdict on why this house might buy. But a scored lead is not a booked appointment. The gap between “this roof is worn” and “sign here” is filled by one thing: contact.

Most roofing sales tools stop at the roof measurement. They hand you a PDF and wish you luck. Roofbird hands you the homeowner’s DNC-scrubbed phone number and email – the actual way to reach a decision-maker. That changes the playbook entirely. Here’s how to go from a scored roof to a booked appointment in five steps.

Step 1: Filter the List by Callability

Before you dial a single number, open your Roofbird lead table. Filter by contact state: “callable” – meaning at least one number cleared the Do Not Call registry. This is your working set. Every number Roofbird surfaces is labelled “clear” (safe to call), “DNC” (don’t call), or “verify” (unknown). Only dial the clear ones.

Why this matters: A shared marketplace lead comes with a phone number that may or may not be valid, and you have no idea if it’s on the DNC list. Roofbird gives you that check upfront. It also shows owner equity, last sale date, and whether they live there – so you know who you’re calling and whether they can say yes.

Filter further: owner-occupied, equity above 50%, and a NOW score of 30 or higher. Those are the houses where something is forcing a decision – visible damage, a recent purchase, neighbours who re-roofed. The NEED score tells you the roof is old, but NOW tells you the clock is ticking.

Step 2: Prepare Your Door Pitch from the Lead Card

Every Roofbird lead card includes a plain-English verdict in a roofer’s words. It says things like: “Algae streaking on north slope, granule loss in gutters, neighbours on both sides re-roofed in 2023.” That’s your opening line.

Here’s how to turn that into a door pitch:

• Start with the street context: “Hi, I’m working on your street and noticed the two houses next to you both got new roofs last year. I checked yours – it’s showing some wear that usually means it’s due.”
• Use the specific wear signs: “The AI read granule loss and algae streaking from the street view – that’s a sign the shingles are past their prime.”
• Mention the claim window if hail is on record: “There was a hail event in this area [X months ago]. In [state], you typically have [Y months left] to file an insurance claim. I can do a free inspection to see if there’s damage.”

Never say “the AI says you need a roof.” Say “I reviewed satellite imagery and saw signs that usually mean it’s time for a replacement.” The homeowner trusts a person, not a machine. You are the person.

Step 3: Call or Knock? Use the Walkability Score

Roofbird tells you how walkable each block is. Scattered acreage on long driveways? That’s a bad canvassing route – call first. Dense suburban blocks with sidewalks? Knock.

For calls:

• Call between 10am and 11:30am or 4pm and 6pm weekdays.
• Open with: “This is [name] with [company]. I was reviewing roofs in your area and yours came up as one that might be due for an inspection. I have a free slot this Thursday – can I stop by?”
• Keep it short. You’re not selling on the call; you’re booking a time to inspect.

For knocks:

• Bring a printed lead card or a tablet showing the satellite and street view images.
• Point to the specific wear signs on their roof from the street. “See that dark streaking? That’s algae. It means the shingles are losing their granules.”
• Use the neighbour comparison: “Your neighbours at [address] re-roofed last year. Their roof looks new. Yours is about the same age as theirs was.”

Step 4: The Inspection – Confirm What Roofbird Saw

Roofbird gives you an estimated squares and job-value range. Use that to set expectations, but never quote a price from the AI alone. The inspection is where you confirm the material, condition, and any hidden damage.

During the inspection:

• Verify the roof age from the shingles (Roofbird reads that from imagery).
• Check for the specific wear signs the AI flagged: curling, missing granules, exposed decking.
• If hail damage is present, document it with photos. Roofbird shows the hail event date – use that to align with the claim window.
• If the owner is present, walk them through what you see. “The AI caught this granule loss from the satellite, but up close I can see the matting is exposed here.”

After the inspection:

• If the roof needs replacement, present a proposal based on your measurements, not Roofbird’s estimate. Roofbird is for lead generation, not takeoffs.
• If the roof is borderline, use the NOW score to decide whether to follow up. A low NOW score means no trigger – don’t push. A high NOW score means you have a window.

Step 5: Follow Up with the Unlocked Contact

Roofbird gates only the phone number and email behind a one-click unlock. Every other piece of data – owner name, property record, equity, scores – is free on every lead. Unlock only when you’re ready to contact.

Follow-up sequence:

1. Same day: Send a text (if allowed – manual only, no auto-dialler) or email with a photo of their roof from the street view. “Saw your roof today. Here’s what I noticed. Happy to discuss.”
2. Next day: Call again if no response. Reference the inspection offer.
3. One week later: Send a handwritten note or door hanger. Roofbird lets you export door-hanger PDFs for the route. Include a QR code linking to your calendar.

Important: Every number is DNC-scrubbed for manual calls only. Do not use auto-diallers or robocalls. Roofbird’s labels make compliance easy – “clear” means safe to dial, “DNC” means skip, “verify” means check manually.

Why This Playbook Works (And Marketplaces Don’t)

A pay-per-lead marketplace like Angi or HomeAdvisor sells you a lead that four other contractors already called. The homeowner is tired of being pitched. They’ve heard “your roof looks old” from five people. You’re just another voice.

Roofbird leads are exclusive. No one else has seen this roof. You are the first to knock or call. The contact details are yours alone. And because Roofbird tells you which neighbourhoods to scan, you’re not wasting time on roofs that won’t close.

The differentiator: Roofbird gives you the homeowner’s DNC-scrubbed phone number. A marketplace gives you a form submission that may be fake or stale. You control the contact. You control the timing. You control the pitch.

FAQ

Q: Can I use Roofbird contacts for text marketing or auto-diallers? A: No. Roofbird contacts are for manual, DNC-scrubbed calls or direct mail only. Each number is labelled “clear” (safe to call), “DNC” (do not call), or “verify” (unknown). Never send automated texts or robocalls. Compliance is your responsibility.

Q: How do I know which leads to call first? A: Filter by NOW score (30+) and owner-occupied homes with equity above 50%. Those are the houses with a live trigger and the financial ability to say yes. Then sort by NEED score to prioritize the worst roofs.

Q: What if the homeowner asks how I got their number? A: Be honest: “I use a service that reads satellite imagery and public property records. Your roof showed signs of wear, so I looked up the contact info – it’s all publicly available and checked against the Do Not Call list.” Honesty builds trust.

Q: Does Roofbird guarantee the homeowner will buy? A: No. Roofbird scores roofs from imagery and surfaces owner contact info. It does not predict intent or guarantee a sale. The playbook increases your odds, but every sale depends on your inspection and pitch.

Q: How do I use the claim window countdown? A: Roofbird shows the typical state deadline for hail claims. Always verify with the insurance carrier. Use the countdown to create urgency: “If you file within [X months], you may be covered. After that, it’s out of pocket.” Never present it as a legal deadline.

Q: What if the lead has no phone number? A: A lookup that finds no contact never costs a credit. You can still use the address for direct mail or door knocking. The property record and scores are free – use them to prioritize physical canvassing.

The Bottom Line

A scored roof is just data. A booked appointment is revenue. Roofbird bridges the gap by giving you the one thing marketplaces don’t: a direct, compliant line to the homeowner. Use the NEED and NOW scores to prioritize. Use the DNC-scrubbed contact to reach out. Use the street-level imagery to pitch. Then close.

Stop buying shared leads. Start working your own list.