How CallingAgency Booked 93 Sales Qualified Appointments in 5 Months for a Roofing Company

Client Snapshot

• Company: CFL Claims
• Industry: Roofing & Home Improvement Services
• Objective: Homeowners and property owners who need roofing services.
• Campaign Length: 5 months
• Channels Used: Cold calling, email marketing
• Goal: Generate high-quality leads and secure appointments to drive roofing service sales efficiently.

About Central Florida Property Claims

CFL Claims, led by Andre, operates a roofing business specializing in providing repair and replacement services to homeowners, particularly those affected by storm damage. The company focuses on delivering personalized, high-quality solutions to meet the unique needs of each client. By targeting homeowners in storm-prone areas, CFL Claims aims to address urgent roofing needs while building long-term customer relationships.

Challenges

CFL Claims struggled with appointment setting, which directly impacted their ability to acquire new clients. The roofing industry is highly competitive, and identifying homeowners with immediate roofing needs was a persistent issue. Cold outreach often yielded low response rates, as many prospects were either uninterested or difficult to reach. Additionally, the process of converting leads into scheduled appointments was inefficient, with many potential clients dropping off before an in-person consultation could be arranged.

Objectives

Our objectives were clear:

• Develop a targeted lead generation strategy to identify homeowners with potential roofing needs.
• Streamline the appointment-setting process to ensure consistent, high-quality engagements for Andre and his team.
• Increase the volume of in-person consultations to drive sales and revenue growth for CFL Claims.

Strategy to Overcome Challenges

Cold Calling

• Using the B2C list provided by CFL Claims, we contacted homeowners in storm-affected areas to inquire about property damage, ensuring relevance and increasing the likelihood of engagement.
• We created concise, empathetic scripts that highlighted CFL Claims’ expertise in storm damage repairs, building trust, and encouraging prospects to discuss their needs.

Email Marketing

• Emails were sent to complement cold calls, offering homeowners valuable information about storm damage assessments and CFL Claims’ services, with clear calls-to-action for scheduling consultations.
• Automated follow-up emails were deployed to nurture leads who showed initial interest but hadn’t yet committed to an appointment, keeping CFL Claims top-of-mind.

Appointment Setting

• We screened leads to ensure only those with genuine roofing needs were scheduled for appointments, maximizing Andre’s time and resources.
• Coordinated appointments around homeowners’ availability, making the process stable and convenient.
• To reduce no-shows, we sent reminder emails and made confirmation calls, pre-screeing questions, and ensuring high attendance rates for scheduled walkthroughs.

Results

• Secured 93 sales-qualified appointments in 5 months, averaging 14 per month
• Achieved 100% KPIs target and attendance for in-person appointments through confirmation protocols
• Increased consultation-to-close ratio by 20% by focusing on high-intent prospects
• 55% monthly growth in qualified leads, 18% conversion rate, and 85% email open rate

Why It Worked

• By focusing on storm-affected areas, we ensured outreach was relevant and timely, increasing response rates.
• Combining cold calling with email marketing created multiple touchpoints, keeping prospects engaged throughout the funnel.
• Our qualification and confirmation processes ensured Andre met with motivated homeowners, reducing wasted time and improving conversion rates.
• Continuous analysis of call and email performance allowed us to refine scripts and messaging, maximizing effectiveness.

Sample Workflow

• Using CFL Claims’ B2C list, we identified homeowners in storm-prone regions.
• Cold calls were made to assess interest and roofing needs, followed by personalized emails.
• Prospects expressing interest were screened to confirm their roofing needs.
• Qualified leads were scheduled for in-person consultations, with flexible timing to accommodate homeowners.
• Reminder calls and emails were sent to confirm appointments, ensuring high attendance.
• Andre received detailed lead information and appointment schedules, enabling seamless consultations.