Roofing email marketing from inspection to referral.
A roof sale can take weeks between the inspection and the signature, and storms bring the busiest days of the year. Sequence keeps the follow-up going for the whole cycle, reaches homeowners when a hail or wind warning is issued, and asks for the review once the job is done.
Follow up every roof estimate for three weeks until it's signed, text past customers when a hail warning with 1-inch hail hits our area, and ask for a review a week after each install.
What your agent does
- Step 1
create_sequence
Follows the estimate for weeks
Starts when an estimate is presented in ServiceTitan or a deal reaches the estimate stage in Pipedrive, and stops when it is won or lost.
- Step 2
add_step
Spaces the follow-up out
Waits up to 90 days between steps suit a long sales cycle better than a burst of messages.
- Step 3
create_weather_watch
Reacts to hail and wind
Severe Thunderstorm Warnings can require a minimum hail size, wind gust or damage threat before the watch fires.
Excerpt of the call
{ "name": "Hail 1in+", "nws_event_types": [ "Severe Thunderstorm Warning" ], "location": "Dallas, TX", "min_hail_inches": 1, "emit_event_name": "weather.hail", "audience_key": "past-customers" } - Step 4
fire_weather_watch
Checks the reach first
A dry run reports how many contacts would get the storm message before a real storm arrives.
The same job, without a builder.
Builder-style marketing tools make you assemble every piece by hand. With Sequence, your agent does the assembly from one sentence, and you review the result.
In a builder, you
- Export customers from your field-service software to a spreadsheet
- Design each email in a drag-and-drop editor
- Run a separate texting tool and keep both lists in sync
- Set reminders to chase estimates for weeks
- Pull the customer list for the hail zone while the phones are ringing
With Sequence, you
Type one sentence. Your agent makes 4 calls:
- create_sequence
- add_step
- create_weather_watch
- fire_weather_watch
Estimate follow-up across a long cycle
Insurance adjusters, second opinions and family decisions stretch the time between inspection and signature. Space the follow-up to match.
- Starts when
- ServiceTitan reports an estimate presented (deal.stage_changed), or a Pipedrive deal moves to your estimate stage.
- Timing
- A text at day two, an email with photos and options at day seven, a check-in at day twenty-one.
- Stops when
- The deal is won or lost, the homeowner replies (a conversation.replied exit), or unsubscribes.
- Sample message
- Hi {{first_name}}, just checking whether the adjuster has been out yet. Reply with any questions about the estimate.
Storm response
After hail, homeowners want an inspection from someone they trust. A message from the roofer who did their last job, sent while the storm is still news, is that someone.
- Starts when
- The National Weather Service issues a Severe Thunderstorm Warning in your area that reports hail of the size you set (or a Tornado Warning).
- Timing
- A text when the alert is picked up, an email with an inspection link 24 hours later.
- Stops when
- Each alert fires once, and a cooldown (72 hours by default) stops repeats.
- Sample message
- {{team_name}}: hail was reported near you today. Reply if you'd like a free roof check this week.
Review and referral asks
A finished roof is the best moment to ask for a review, and a few weeks later is the best moment to ask for a referral.
- Starts when
- ServiceTitan reports the install appointment completed (appointment.completed for install job types), or your app sends a job.completed event.
- Timing
- A review request three days later, a referral ask at day thirty.
- Stops when
- The contact unsubscribes, which ends the sequence. A STOP reply ends only its texts.
- Sample message
- Thanks for choosing {{team_name}}, {{first_name}}. Would you share a quick review? {{ review_url | default:"Reply here and we'll send the link." }}
Questions
Can storm messages go only to past customers?
Yes. Attach an audience to the weather watch, such as past customers in the affected area.
What hail size can I require?
Any size you choose in inches, along with an optional wind gust or damage threat, for Severe Thunderstorm Warnings.
Does it work without ServiceTitan?
Yes. Pipedrive, Zapier or your own events can start the same sequences.
Where does the review link come from?
Store it as a contact property or send it on the event, then use it as a token. The template can fall back to a reply if the link is missing.
Ask your agent. Sequence sends.
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