Strategy & lead flow audit
We map where leads come from today and where revenue is leaking.
Roofing · HVAC · Plumbing · Home services
Most service businesses lose leads simply because nobody follows up fast enough.
The First Company To Respond Usually Wins The Job.
We install done-for-you systems that respond instantly, qualify leads, and help your team book more estimates — built for roofing, HVAC, plumbing, dental, and other inbound-lead businesses.
4+ hrs
Typical delay before we fix it
<1 min
Target first response
More
Booked estimates
What you get
This isn’t software you figure out alone
We design, install, and test a complete lead system in your business — CRM wired, automations running, and your team trained on what happens when a lead comes in.
CRM setup & pipeline
Stages, tags, and views your office actually uses.
Follow-up automations
SMS, email, and task sequences until they book or opt out.
Booking workflows
Estimates and inspections land on the calendar without phone tag.
Missed call recovery
Instant callback texts when your line is busy or after hours.
Go-live support
Testing, tweaks, and handoff so your team trusts the system.
You get a working operational system — not another login you’ll never use.
How a lead moves through
What happens after someone contacts you
Same steps your best office person would do — just consistent, fast, and documented every time.
Lead Comes In
Form, call, text, or ad.
Instant Follow-Up
Reply while they’re still shopping.
Lead Qualified
Job type, area, timeline.
Appointment Booked
Estimate on the calendar.
Team Notified
Crew gets the details.
Call Review
Summaries for managers.
What it actually looks like
Real screens your team will use every day
Sample views from a typical install — replace with your own screenshots when ready.
Lead pipeline
New
Mike R. · Roof repair
Sarah T. · HVAC tune-up
Contacted
James L. · Inspection
Booked
Wed 2pm · Estimate
Instant text follow-up
Hi Mike — got your request for a roof inspection. Still looking for someone this week?
Yes, as soon as possible
Great — I have Thursday 10am or Friday 2pm. Which works?
New lead notification
Hot lead — Form · $8k+ roof replacement · Replied in 52s
Missed call recovery sent · (555) 204-8812
Estimate booked · Tomorrow 9:00 AM
Booking confirmation
✓
Estimate scheduled
Thursday, March 14 · 10:00 AM
Customer + crew both notified
Missed call recovery
Incoming callNo answer
→ Auto-text sent in 30 seconds
Sorry we missed you — this is Summit Roofing. Want us to call you back in the next 15 minutes?
Call summary
4:12 call · Inbound · Mar 12
- Customer needs full HVAC replacement, 2-story home
- Budget mentioned: $6–8k range
- Action: Book on-site estimate — high intent
Why not a generic CRM?
Built for local service businesses with inbound leads
HubSpot and generic CRMs weren’t designed for a roofing company fielding 40 form leads a week, or an HVAC shop losing jobs to whoever texts back first.
We focus on speed-to-lead, booked estimates, and simple workflows your office staff can run without a full-time tech person.
- Installed for you — not another tool to configure
- Trades-first: roofing, HVAC, plumbing, home services
- Response speed and booked jobs — not feature lists
- Live in days, not a 90-day IT project
- Works with the CRM you have or help you pick one
- Plain-English training for owners and office staff
Typical results
What changes when follow-up isn’t an afterthought
Numbers vary by market — these reflect what we see after a proper install for busy service companies.
Before
4+ hours
Average first response
After
<1 min
Automated first touch
18–35%
More leads moved to booked estimate*
60%+
Fewer leads sitting untouched overnight
5–10 hrs
Admin time saved per week on follow-up
*Based on client ranges in roofing, HVAC, and home services. Your audit will use your actual lead volume.
Walkthrough & onboarding
See how the system would work for your business
On the call we walk through your lead sources, show sample automations, and outline exactly what we’d install for your crew.
What happens after you book
- Day 1Strategy call — lead sources, gaps, and goals
- Day 2–3CRM + workflows built for your business
- Day 4–5Automation testing with real scenarios
- Day 7System live — team trained and notified
loom.com — River Leads client walkthrough
5:24
Watch: Full system walkthrough
Embed your Loom link here
Who we work with
If inbound leads drive your revenue, we can help
Where we do our best work
Roofing
HVAC & Air Conditioning
Plumbing
Home Services
Also a strong fit
Dental Clinics
Cosmetic Clinics
Gyms
Electrical & Landscaping
Any inbound-lead local business
Next step
Book your free automation walkthrough
We’ll show you where leads are falling through, what a installed system would look like for your business, and whether we’re a fit — no pressure.
- Custom lead flow audit on the call
- Clear scope, timeline, and pricing
- Built for owners who want results, not more software
Most owners tell us their competitor got the job simply because they replied first. We fix that.
Get your lead flow audit
Takes 2 minutes. We respond within one business day.
Stop Leaving Money On The Table From Slow Follow-Up.
Faster responses. More booked estimates. Less time chasing leads your office already paid for.