Best Practices Guide

Train Your Phone Staff

Retain warm leads by instantly delivering accurate estimates right over the phone

Boost your reps’ confidence and drive conversions with the ability to provide instant pricing

Keep prospects engaged and your team productive by providing quotes during inspection down time

Build trust and reputation early with homeowners by providing an instant quote on the spot

Integrate Into Your CRM

Auto-populate leads from QuickQuote directly into your CRM

Eliminate manual data entry and errors by streaming information straight from the source

Improve data quality for better reporting–no missed fields or misinformation

Give your team back valuable time to focus on what they do best–closing sales

Prioritize High-Value Jobs

See job value at a glance and use that data to help set priorities

Focus on high-margin opportunities to increase profitability

Use quote values to sort and schedule jobs in your CRM for maximum ROI

Instantly see potential job value and send top closers to biggest potential deals

QR Tracking Codes for Each Seller

QR codes capture leads anywhere—door knocks, events, trucks... even in line in the grocery store

Attribute scans to specific reps and/or territories to track performance metrics and provide insights

Look sharp and prepared by giving your team a tool that will impress homeowners 

Secure referral partners–such as real estate agents– by giving them trackable QR codes to share

Convert Phone Calls to Quotes

Give instant, data-backed estimates during calls, eliminating potential lost leads

Keep leads warm when inspections are delayed by providing a solid estimate on the spot

Reduce missed opportunities by turning calls into quotes–no more waiting on ballpark figures

Stay top of mind with fast, professional service that show homeowners your dedication

Improve Canvassing with Quotes on the Spot

Turn every knock into an opportunity by delivering “starting at” prices instantly

Set clear expectations and capture info digitally for easy follow-up

Leave behind QR-coded flyers to remain top of mind and encourage future engagement

Equip canvassers to win by providing opportunities to close on the spot with fast, accurate estimates

Weed Out Bad Leads

Filter “tire-kickers” with fast and easy starting prices so you can focus on serious leads

Maximize ROI by targeting best-fit customers for your services and availability

Prioritize leads with high-dollar roofs so you can focus your energy on higher profit projects

Qualify leads before scheduling appointments to ensure projects align with your goals

Use QuickQuote as a Harvesting Tool

Use QuickQuote opportunities to sell additional services (gutters, solar, etc.)

Collect first-party homeowner data that can be leveraged for future sales and marketing efforts

Build long-term nurture and up-sell lists by capturing leads who aren’t ready to buy today

Create targeted outreach lists for future storm campaigns and seasonal reminders

Capture Leads On Website

Turn any website visitor into a warm lead by delivering convenience with an instant quote

Reduce bounce rates and increase conversions by implementing the QQ pop-up on your site

Capture contact info for follow-up to reach potential leads during the key moment they are interested 

Turn website traffic into real sales opportunities versus just a visitor metric on your reporting

Serve Digital Ads That Actually Delivery

Link social, email and search ads to your instant quoting tool to maximize conversions

Recapture interest with re-targeting campaigns that capitalize on interest from your website visitors

Add a compelling call-to-action across your site encouraging visitors to check their starting price in seconds

Drive consistent, qualified leads at scale by offering a tool the homeowners want to engage with

Leverage QR Codes for Multiple Use Cases

Personalize QR codes on business cards, flyers, or door hangers track leads and attribute results to individual reps

QR codes on yard signs, vehicle wraps, or banners let neighbors and passersby instantly request their own roof quote

Flyers, postcards, brochures, and door hangers with QR codes drive offline prospects directly to QuickQuote

QR codes in mailers turn every piece into a direct lead-gen tool by letting homeowners see their roof price instantly

Scannable QR codes in TV ads, billboards, or streaming spots let homeowners request quotes the moment they see your ad

QR codes at booths, displays, or on swag enable instant quoting and passive lead capture at events

Assign QR codes to realtors, solar companies, or other partners to track and grow your referral business

QR-coded leave-behinds like door hangers make it easy for homeowners to take the next step without calling first