Agency stays in control
The agency retains its client relationship, strategy, and existing services. No partnership, referral volume, exclusivity, or commission is implied by this page.
For roofing marketing agencies
Add a measured post-estimate layer without replacing your agency.
Arbor's Roofing Estimate Follow-Up Audit is a fixed-scope diagnostic for the handoff after an estimate is delivered. Agencies keep the strategy and client relationship. Arbor documents the email-only follow-up workflow, measurement rules, and implementation handoff.
Request one roofing-client fit review
Check one client's fit
Review the exact audit scope
Review the generic sample
Download the four-page PDF
$350fixed one-time founding pilot
Email onlyno homeowner calls or texts
14 daysmeasurement-review window
One workflowbounded configuration handoff
Where it fits
A specialist layer after lead generation and quoting.
The audit is designed for a roofing business that already delivers estimates and wants a documented way to follow up, stop, and measure. It is not a replacement for advertising, CRM ownership, sales management, or the agency's broader work.
Client keeps the facts
The roofing business confirms its workflow, permissions, offer facts, and results. Arbor does not infer homeowner consent or count a sent message as revenue.
Arbor stays narrow
Arbor documents one post-estimate email workflow, its stop rules, tracking specification, and supported configuration handoff.
Exact founding pilot
What the $350 audit includes.
- A documented audit of the current estimate-to-decision path
- An email-only workflow with approved template set and stop rules
- A tracking specification that separates messages, replies, accepted work, and verified payment
- One supported configuration guide for the agreed existing tool
- A 14-day measurement review using the client's confirmed records
A bounded handoff
Four steps before anyone represents a relationship.
Review
Use the public generic sample and PDF to decide whether the narrow scope belongs in the conversation.
Confirm fit
Identify one roofing business with delivered estimates, a responsible operator, and a lawful email-follow-up basis.
Set boundaries
Agree scope, responsibilities, client communication, data handling, and any commercial terms before work begins.
Measure
Keep sent messages, replies, accepted work, collected revenue, and verified payment as separate evidence.
Inspect before introducing
The deliverable is public enough to evaluate without a sales call.
The sample is original and illustrative. It is not client work, a case study, a testimonial, or evidence of results. If the scope looks complementary, send one partnership-fit inquiry and Arbor will respond during U.S. Eastern business hours.
Use the secure request path only for one roofing business whose public business details and rough delivered-estimate volume you can provide truthfully; it records this page as the source. Use business email for a general partnership question. Do not include homeowner or customer data. A request or conversation does not create a partnership or authorize work. It also does not reserve a pilot or confirm price.