Skip to main content
Channel Valve markChannel ValveBook
Roofing reactivation audit

Find the unsold roofing work hiding in old estimates, inspection requests, and stale storm leads.

Channel Valve reviews quote follow-up, inspection requests, old storm inquiries, and rep handoffs so the team can work the opportunities most likely to come back alive.

For stale roofing opportunities, reactivation can start performance-based: pay when recovered opportunities become booked jobs.

Storm estimateRoof leak formUnsold quoteRep follow-up gap
Sample audit preview

Revenue Leak Audit

Last 30 days · Sample Roofing company

Recoverable pipeline

$42,800

Illustrative example

Unsold estimates

14

not reworked

Stale opps

37

ready to re-open

Missed calls

18

last 30 days

Pipeline

$42.8k

illustrative

Lead recovery queue
Illustrative workflow sample

Roof replacement quote

May 28 - Estimate sent

No follow-upReactivation queue$14.8k est.

Inspection request

Jun 3 - Storm form

No second touchRep callback$9.5k est.

Roof leak call

Jun 5 - 6:18 PM

MissedNeeds callback$1.8k est.

Why this page exists

A trade-specific audit, not a generic intro call.

Roofing teams can generate plenty of leads during storm and ad cycles. The bigger operational leak is old estimates and inspection demand without a clean reactivation owner.

Unsold roof estimates with no structured second pass

Storm or ad leads that received one touch and then went cold

Inspection requests that stalled between office and rep follow-up

Old CRM opportunities with unclear owner, stage, or next step

No software-first pitch

We look for recoverable demand before prescribing the fix.

The audit is built to show whether the opportunity is real: which records should be reworked, who owns the next step, and what a recovered booked job should mean before implementation begins.

What to have ready

Old estimate or inspection export

CRM stage list or opportunity report

Recent lead source breakdown

Current follow-up cadence, even if it is informal

Sample audit data on this page is illustrative. Your audit is based on your real workflow, records, and follow-up gaps.

Calendar

Pick a time for the reactivation audit.

Reactivation Audit

Choose a time that works. The call is diagnostic: we look first for unsold estimates, stale opportunities, missed calls, and slow follow-up before recommending what to fix first. Stale-lead reactivation can start performance-based.

Having trouble with the embedded calendar?

Open calendar