A weekly roofing prospecting routine picks one or two territories, builds homeowner lists, assigns prospects to reps, updates statuses during canvassing, and reviews follow-up before the next week starts.
A roofing sales workflow sticks when the week is repeatable: choose areas, pull lists, assign doors, and manage follow-up on the board. That weekly canvassing plan turns roofing lead generation into a habit instead of a scramble. Run it inside build your first territory audiences so every week reuses the same structure.
How to do it
- Monday — plan & pull: choose this week’s neighborhoods (or job rings / storm zones) and pull each as a named territory.
- Monday — prep: enrich the lists and split them among reps by setting Audience owners.
- Tue–Thu — work: canvass or call the doors; reps update statuses (New → Prospect → Qualified) as they go.
- Daily — track: glance at Board View to see movement and what’s left.
- Friday — review: check per-stage counts, follow up Qualified leads, and roll unworked doors into next week’s plan.
See it in action
FAQ
How many areas per week?
Start with one or two per rep — enough to work thoroughly with second touches, not so many that doors go stale.
How do I measure a good week?
Doors worked and stage movement on the Board — contacts advancing from New/Prospect toward Qualified.
What about follow-ups?
Keep last week’s Qualified and Prospect contacts visible; a routine only compounds if you circle back.
