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EPIC Roofing Pros Snapshot

A comprehensive solution for roofing professionals, offering automated lead generation, project management workflows, and client retention systems.

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What's included

01 / Included

Marketing Materials

Client communication email sequences
Social media content calendar for 12 months
Ad templates optimized for roofing keywords
Seasonal promotion campaign frameworks
Client education guides and resources

Operational Systems

Project scheduling and capacity management
Material tracking and procurement logs
Client assessment and progress forms
Crew scheduling and availability system
Proposal and contract generation tools

Automations

Appointment booking confirmation and reminder system
Missed appointment follow-up workflow
Client milestone achievement recognition
Maintenance plan renewal and upgrade sequences
Client reactivation campaigns

Sample workflows

02 / Workflows

Lead Acquisition & Onboarding

Automated lead capture forms
Immediate follow-up email sequences
Client qualification and needs assessment
Appointment scheduling integration
Customized proposal generation

Project Management

Dynamic project scheduling calendar
Crew assignment and availability tracking
Material order and delivery coordination
Real-time project status updates
Quality assurance checklists

Client Experience & Retention

Regular project progress reports
Post-project follow-up communications
Client satisfaction surveys
Referral program automation
Seasonal maintenance reminders

Business Operations & Growth

Financial tracking and invoicing tools
Performance metrics and KPIs dashboard
Marketing campaign management
Employee training and certification tracking
Compliance and safety documentation

Pricing & bundles

03 / Pricing

Snapshot + Vision Control™ | Ignite (Annual)

Bundle with annual subscription to Vision Control™ | Ignite

$3997 + $1470/year

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Snapshot + Vision Control™ | Ignite (Monthly)

Bundle with monthly subscription to Vision Control™ | Ignite

$3997 + $147/month

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“

We went from spreadsheets and chaos to fully automated lead tracking, reminders, and scheduling. Clients are impressed by how smooth the process is—this Snapshot gave us our evenings back.

Luis Mendoza

Horizon Roofing Group · Tampa, FL

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